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Dimensional US Marketwide Value ETF

479 hedge funds and large institutions have $5.92B invested in Dimensional US Marketwide Value ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 160 increasing their positions, 113 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
7.73%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.47%
New
81
Increased
160
Reduced
113
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WT
426
Whittier Trust
California
$125K +$502 +15 +0.4%
TFS
427
TrustCore Financial Services
Tennessee
$121K +$368 +11 +0.3%
MPWT
428
MassMutual Private Wealth & Trust
Connecticut
$113K -$2.58M -77,000 -96%
SPIA
429
Steward Partners Investment Advisory
New York
$112K
OA
430
Operose Advisors
Wisconsin
$110K +$110K +3,292 New
BTI
431
Blue Trust Inc
Georgia
$109K
PB
432
Pinnacle Bancorp
Nebraska
$102K +$64.5K +1,923 +172%
PP
433
PrairieView Partners
Minnesota
$96K -$40.2K -1,211 -30%
TA
434
Tectonic Advisors
Texas
$94.9K +$94.9K +2,835 New
BSWA
435
Bromfield Sneider Wealth Advisors
Massachusetts
$94.4K
OCM
436
Orion Capital Management
California
$92.4K -$8.94K -267 -9%
CSC
437
Caldwell Sutter Capital
California
$90.4K +$90.4K +2,700 New
ADL
438
Asset Dedication LLC
California
$89K
SN
439
Sittner & Nelson
Oregon
$85.9K
GWANC
440
Guardian Wealth Advisors (North Carolina)
North Carolina
$83.3K
ACA
441
Aptus Capital Advisors
Alabama
$83.3K
BWM
442
BerganKDV Wealth Management
Minnesota
$75K
EWM
443
Evermay Wealth Management
Virginia
$74.2K
Bank of America
444
Bank of America
North Carolina
$73.9K -$88.6K -2,646 -55%
SSC
445
Syverson Strege & Co
Iowa
$63.1K +$63.1K +1,886 New
MCM
446
MV Capital Management
Maryland
$62.5K
DSC
447
Duncker Streett & Co
Missouri
$57.5K
SC
448
Steph & Co
Wisconsin
$56K
R
449
Rebalance
California
$55.7K +$55.7K +1,664 New
TIM
450
Tortoise Investment Management
New York
$53.8K