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Dimensional US Marketwide Value ETF

664 hedge funds and large institutions have $10.1B invested in Dimensional US Marketwide Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 203 increasing their positions, 196 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+62
Holders Change %
+10.3%
% of All Funds
8.84%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.44%
New
88
Increased
203
Reduced
196
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EW
376
Evoke Wealth
California
$741K
CWM
377
Cherrydale Wealth Management
New Jersey
$737K +$3.03K +74 +0.4%
CFG
378
Cornerstone Financial Group
Nebraska
$734K +$734K +17,931 New
PFA
379
Pure Financial Advisors
California
$731K +$1.06K +26 +0.1%
RTL
380
Red Tortoise LLC
Georgia
$731K
DADC
381
D.A. Davidson & Co
Montana
$725K
DWA
382
Delap Wealth Advisory
Oregon
$723K
FWP
383
Falcon Wealth Planning
California
$722K +$41 +1 +0%
PMFA
384
Plante Moran Financial Advisors
Michigan
$716K
KFI
385
Key Financial Inc
Pennsylvania
$710K
BWA
386
Babb Wealth Advisors
Arizona
$704K +$704K +17,197 New
SVWAG
387
Sound View Wealth Advisors Group
Georgia
$703K
DWM
388
Dakota Wealth Management
Florida
$696K
RK
389
Rather & Kittrell
Tennessee
$693K
LAMC
390
Longview Asset Management (California)
California
$689K +$689K +16,838 New
NFP
391
Narus Financial Partners
Utah
$689K +$1.23K +30 +0.2%
OSAM
392
O'Shaughnessy Asset Management
Connecticut
$674K +$18.7K +457 +3%
VCP
393
Vista Capital Partners
Oregon
$674K +$48.4K +1,184 +8%
GVAG
394
Great Valley Advisor Group
Delaware
$671K
VAMG
395
Voisard Asset Management Group
Michigan
$666K +$137K +3,343 +26%
WA
396
Waverly Advisors
Alabama
$655K +$2.5K +61 +0.4%
PAS
397
Park Avenue Securities
New York
$650K +$5.86K +143 +0.9%
B
398
Bailard
California
$647K
WFA
399
WestHill Financial Advisors
California
$644K
DOA
400
D'Orazio & Associates
Virginia
$640K