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Dimensional US Marketwide Value ETF

664 hedge funds and large institutions have $10.1B invested in Dimensional US Marketwide Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 203 increasing their positions, 196 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+62
Holders Change %
+10.3%
% of All Funds
8.84%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.44%
New
88
Increased
203
Reduced
196
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
P
401
&Partners
Tennessee
$636K +$59K +1,431 +10%
PTC
402
Private Trust Company
Ohio
$632K
MPW
403
Monterey Private Wealth
California
$627K -$15.1K -368 -2%
FYW
404
Future You Wealth
New York
$623K +$623K +15,216 New
SA
405
Sanctuary Advisors
Indiana
$618K -$2.16K -50 -0.3%
WN
406
Williams & Novak
California
$616K -$49.8K -1,218 -7%
USCWA
407
U.S. Capital Wealth Advisors
Texas
$613K
KCM
408
Kathmere Capital Management
Pennsylvania
$609K +$123 +3 +0%
BAM
409
Belpointe Asset Management
Nevada
$608K
FCA
410
Fortis Capital Advisors
Kansas
$608K
CIA
411
Capital Investment Advisors
Georgia
$607K
TC
412
TownSquare Capital
Utah
$604K +$2.66K +65 +0.4%
TFA
413
TPG Financial Advisors
Oregon
$604K
Janney Montgomery Scott
414
Janney Montgomery Scott
Pennsylvania
$599K +$111K +2,699 +23%
LWL
415
Leo Wealth LLC
Texas
$594K -$34.2K -836 -5%
G
416
GenTrust
Florida
$590K
OFG
417
Oxford Financial Group
Indiana
$586K
MWA
418
Midland Wealth Advisors
Illinois
$583K -$7.53K -184 -1%
FWA
419
FSM Wealth Advisors
Ohio
$574K +$296 +7 +0.1%
CTC
420
Central Trust Company
Missouri
$568K
CFO
421
Collective Family Office
Pennsylvania
$567K
CB
422
Cadence Bank
Mississippi
$567K
CCC
423
Compass Capital Corp
Massachusetts
$554K +$554K +13,543 New
CAMG
424
CWA Asset Management Group
Florida
$553K
SPA
425
Shore Point Advisors
New Jersey
$549K +$9.7K +237 +2%