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Dimensional US Marketwide Value ETF

601 hedge funds and large institutions have $9.95B invested in Dimensional US Marketwide Value ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 191 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
8.69%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.22%
New
42
Increased
191
Reduced
197
Closed
20
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Shares
Change %
FWTB
401
First Western Trust Bank
Colorado
$461K -$13.5K -325 -3%
KF
402
Krilogy Financial
Missouri
$459K +$459 +11 +0.1%
CT
403
Colonial Trust
South Carolina
$455K
AG
404
Ascent Group
Virginia
$452K
CIAS
405
Capital Investment Advisory Services
North Carolina
$451K -$35.4K -848 -7%
TCM
406
Towneley Capital Management
California
$451K +$1.92K +46 +0.4%
LCM
407
Liberty Capital Management
Michigan
$448K
T
408
TNF
Montana
$447K
LW
409
Lauer Wealth
Indiana
$447K +$120K +2,865 +37%
CHJWM
410
Carlton Hofferkamp & Jenks Wealth Management
Texas
$442K
EA
411
Efficient Advisors
Ohio
$439K -$2.17K -52 -0.5%
GWM
412
GDS Wealth Management
Texas
$437K
NCM
413
NCM Capital Management
New Jersey
$436K
CSI
414
Cross Staff Investments
New York
$433K
WF
415
WoodTrust Financial
Wisconsin
$420K
OC
416
Oppenheimer & Co
New York
$418K
SWA
417
Stratos Wealth Advisors
Ohio
$417K
SFS
418
Strategic Financial Services
New York
$414K
AFAS
419
Acorn Financial Advisory Services
Virginia
$413K
AWM
420
AE Wealth Management
Kansas
$406K -$267K -6,410 -40%
KC
421
Kades & Cheifetz
Pennsylvania
$404K -$29.2K -700 -7%
SW
422
SteelPeak Wealth
California
$402K
MGWA
423
Monument Group Wealth Advisors
Massachusetts
$402K
GI
424
Gradient Investments
Minnesota
$402K +$8.59K +206 +2%
WPC
425
Wedmont Private Capital
Pennsylvania
$401K