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Dimensional US Marketwide Value ETF

424 hedge funds and large institutions have $4.74B invested in Dimensional US Marketwide Value ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+29
Holders Change %
+7.34%
% of All Funds
7.33%
Holding in Top 10
76
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.04%
% of All Funds
1.31%
New
57
Increased
150
Reduced
103
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
426
Jane Street
New York
-$3.48M -110,126 Closed
WIM
427
Warwick Investment Management
Texas
-$1.54M -48,653 Closed
AWA
428
Arete Wealth Advisors
Illinois
-$1.48M -46,686 Closed
IAIM
429
International Assets Investment Management
Florida
-$520 -22,198 Closed
BFA
430
Beacon Financial Advisory
Ohio
-$451K -14,281 Closed
CBN
431
Cadence Bank NA
Texas
-$411K -13,019 Closed
PPW
432
Parcion Private Wealth
Washington
-$317K -9,777 Closed
Wealth Enhancement Advisory Services
433
Wealth Enhancement Advisory Services
Minnesota
-$259K -8,173 Closed
C
434
Certuity
Florida
-$226K -7,164 Closed
AAS
435
Ameritas Advisory Services
Nebraska
-$220K -6,957 Closed
SF
436
SBK Financial
Virginia
-$207K -6,538 Closed
WCM
437
Wealthcare Capital Management
Virginia
-$201K -6,373 Closed
PTC
438
Private Trust Company
Ohio
-$163K -5,174 Closed
VVP
439
Venture Visionary Partners
Ohio
-$133K -4,223 Closed
S
440
Surevest
California
-$90K -2,853 Closed
CI
441
CX Institutional
Indiana
-$49K -1,559 Closed
TCWM
442
Total Clarity Wealth Management
Illinois
-$48K -1,527 Closed
RIM
443
Rockbridge Investment Management
New York
-$46.6K -1,474 Closed
PFGIA
444
Patriot Financial Group Insurance Agency
Massachusetts
-$37K -1,186 Closed
TAM
445
Tucker Asset Management
Colorado
-$3K -95 Closed
GWA
446
Gibson Wealth Advisors
Texas
-$2K -48 Closed