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Dimensional US Marketwide Value ETF

488 hedge funds and large institutions have $6.88B invested in Dimensional US Marketwide Value ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 167 increasing their positions, 164 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
7.78%
Holding in Top 10
81
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.29%
New
21
Increased
167
Reduced
164
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Kovitz Investment Group Partners
401
Kovitz Investment Group Partners
Illinois
$258K
PCA
402
Prosperity Capital Advisors
Ohio
$255K +$255K +7,508 New
CBFP
403
Cedar Brook Financial Partners
Ohio
$252K +$6.4K +188 +3%
EW
404
Evoke Wealth
California
$250K
CA
405
Cetera Advisors
Colorado
$250K +$28.6K +840 +13%
FMWA
406
Forvis Mazars Wealth Advisors
Missouri
$249K -$14.2K -417 -5%
DJFS
407
Dean Jacobson Financial Services
Texas
$247K
MW
408
MBL Wealth
North Carolina
$246K
BPWM
409
Badgley Phelps Wealth Managers
Washington
$246K
JIC
410
Joel Isaacson & Co
New York
$245K
GWM
411
GSB Wealth Management
Connecticut
$238K
WDL
412
Well Done LLC
Michigan
$238K
IF
413
Intrua Financial
Texas
$237K
HH
414
HWG Holdings
Texas
$234K +$1.19K +35 +0.5%
LFG
415
Lockerman Financial Group
California
$232K
LIM
416
Leavell Investment Management
Alabama
$230K
Comerica Bank
417
Comerica Bank
Texas
$229K +$229K +6,723 New
MCA
418
Maryland Capital Advisors
Maryland
$228K
BW
419
Bison Wealth
Georgia
$228K -$5.41K -159 -2%
S
420
SignatureFD
Georgia
$226K
M
421
MOTCO
Texas
$221K
WTA
422
Washington Trust Advisors
Massachusetts
$220K
SPWG
423
Syntegra Private Wealth Group
Missouri
$217K
WW
424
Waterfront Wealth
Kansas
$217K
RWM
425
RKL Wealth Management
Pennsylvania
$214K