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Dimensional US Marketwide Value ETF

547 hedge funds and large institutions have $7.73B invested in Dimensional US Marketwide Value ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 169 increasing their positions, 168 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+59
Holders Change %
+12.09%
% of All Funds
8.02%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.3%
New
82
Increased
169
Reduced
168
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
401
Strategic Financial Services
New York
$370K
AFAS
402
Acorn Financial Advisory Services
Virginia
$368K
MGWA
403
Monument Group Wealth Advisors
Massachusetts
$367K +$367K +9,855 New
SCM
404
Steele Capital Management
Iowa
$367K +$367K +9,848 New
T
405
TNF
Montana
$366K
RWM
406
Revisor Wealth Management
Ohio
$366K -$311K -8,348 -46%
CFS
407
CRA Financial Services
New Jersey
$366K
RCM
408
RB Capital Management
Nevada
$363K +$2.31K +62 +0.6%
SW
409
SteelPeak Wealth
California
$359K
CAM
410
Cozad Asset Management
Illinois
$356K -$67.6K -1,817 -16%
GI
411
Gradient Investments
Minnesota
$353K +$2.08K +56 +0.6%
S
412
SignatureFD
Georgia
$348K +$101K +2,708 +41%
IF
413
Ironwood Financial
Arizona
$345K -$20.4K -547 -6%
AC
414
Avestar Capital
New York
$341K +$341K +9,163 New
AQR Capital Management
415
AQR Capital Management
Connecticut
$335K +$335K +9,007 New
Janney Montgomery Scott
416
Janney Montgomery Scott
Pennsylvania
$335K -$106K -2,850 -24%
4WM
417
49 Wealth Management
Texas
$334K +$334K +8,977 New
AG
418
AlTi Global
New York
$331K +$331K +8,900 New
PA
419
Procyon Advisors
Connecticut
$330K +$330K +8,864 New
OSAM
420
O'Shaughnessy Asset Management
Connecticut
$330K +$24.6K +660 +8%
GA
421
Goldstein Advisors
Wisconsin
$328K
SAM
422
Summit Asset Management
Tennessee
$327K +$1.27K +34 +0.4%
WCM
423
Wealthcare Capital Management
Virginia
$325K +$930 +25 +0.3%
RA
424
RFG Advisory
Alabama
$325K +$1.23K +33 +0.4%
GD
425
Grandfield & Dodd
New York
$321K