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Dimensional US Marketwide Value ETF

424 hedge funds and large institutions have $4.74B invested in Dimensional US Marketwide Value ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+29
Holders Change %
+7.34%
% of All Funds
7.33%
Holding in Top 10
76
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.04%
% of All Funds
1.31%
New
57
Increased
150
Reduced
103
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CMP
401
Coston McIsaac & Partners
Maine
$40K +$204 +7 +0.5%
DBG
402
De Burlo Group
Massachusetts
$39.5K +$39.5K +1,335 New
ME
403
McIlrath & Eck
Washington
$38K
GG
404
Gleason Group
Kentucky
$36K
CWC
405
Carolinas Wealth Consulting
North Carolina
$36K +$180 +6 +0.5%
LC
406
Lindbrook Capital
California
$34K
PB
407
Pinnacle Bancorp
Nebraska
$33K
CFD
408
Creative Financial Designs
Indiana
$33K +$33K +1,130 New
IRC
409
Investors Research Corp
Georgia
$28K
EC
410
EdgeRock Capital
Colorado
$26K +$26K +881 New
LPP
411
Life Planning Partners
Florida
$23.1K
AWM
412
Avior Wealth Management
Nebraska
$23K -$26.7K -928 -54%
FCA
413
FinTrust Capital Advisors
South Carolina
$21K +$126 +4 +0.6%
First Manhattan
414
First Manhattan
New York
$19K
QCG
415
Quadrant Capital Group
Ohio
$19K +$90 +3 +0.5%
MAWCM
416
Mine & Arao Wealth Creation & Management
California
$18K
IWP
417
IAG Wealth Partners
Wisconsin
$14K
BWM
418
Baystate Wealth Management
Massachusetts
$12K +$61 +2 +0.5%
OLVIG
419
Oliver Lagore Vanvalin Investment Group
Michigan
$11K
AA
420
Ancora Advisors
Ohio
$7K +$7K +241 New
BlackRock
421
BlackRock
New York
$6K
FCT
422
First Community Trust
Iowa
$6K
TFGT
423
TS Financial Group (TSFG)
Illinois
$2K +$26 +1 +1%
Bank of Montreal
424
Bank of Montreal
Ontario, Canada
$1.76K +$1.74K +50,525 +6,998%
SSC
425
Syverson Strege & Co
Iowa
-$6.17M -195,197 Closed