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Dimensional US Marketwide Value ETF

489 hedge funds and large institutions have $5.89B invested in Dimensional US Marketwide Value ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 164 increasing their positions, 158 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+10
Holders Change %
+2.09%
% of All Funds
7.83%
Holding in Top 10
84
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.69%
% of All Funds
1.34%
New
35
Increased
164
Reduced
158
Closed
14
Calls
Puts
$285K
Net Calls
-$285K
Net Calls Change
-$285K
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
401
Ameritas Advisory Services
Nebraska
$246K -$65.8K -1,962 -21%
EW
402
Evoke Wealth
California
$246K
MW
403
MBL Wealth
North Carolina
$242K
BPWM
404
Badgley Phelps Wealth Managers
Washington
$242K
CBFP
405
Cedar Brook Financial Partners
Ohio
$241K -$3.25K -97 -1%
JIC
406
Joel Isaacson & Co
New York
$241K +$29.6K +885 +14%
Betterment LLC
407
Betterment LLC
New York
$239K +$239K +7,132 New
GWM
408
GSB Wealth Management
Connecticut
$234K
WDL
409
Well Done LLC
Michigan
$234K
CIA
410
Cladis Investment Advisory
Montana
$231K +$30.4K +908 +15%
CG
411
Colony Group
Massachusetts
$230K -$530K -15,828 -70%
LFG
412
Lockerman Financial Group
California
$228K
IF
413
Intrua Financial
Texas
$227K
IA
414
IFP Advisors
Florida
$226K -$130K -3,751 -36%
MCA
415
Maryland Capital Advisors
Maryland
$225K
WW
416
Waterfront Wealth
Kansas
$223K
S
417
SignatureFD
Georgia
$222K
M
418
MOTCO
Texas
$218K
MOS
419
MGO One Seven
Ohio
$217K +$217K +6,474 New
WTA
420
Washington Trust Advisors
Massachusetts
$217K
M&T Bank
421
M&T Bank
New York
$213K +$536 +16 +0.3%
RWM
422
RKL Wealth Management
Pennsylvania
$211K
OWM
423
Orgel Wealth Management
Wisconsin
$210K
EP
424
Essential Planning
New Hampshire
$209K +$209K +6,256 New
DWM
425
Drive Wealth Management
Utah
$206K +$937 +28 +0.5%