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Dimensional US Marketwide Value ETF

489 hedge funds and large institutions have $5.89B invested in Dimensional US Marketwide Value ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 164 increasing their positions, 158 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+10
Holders Change %
+2.09%
% of All Funds
7.83%
Holding in Top 10
84
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.69%
% of All Funds
1.34%
New
35
Increased
164
Reduced
158
Closed
14
Calls
Puts
$285K
Net Calls
-$285K
Net Calls Change
-$285K
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
426
Perennial Investment Advisors
California
$204K
RJT
427
Raymond James Trust
Florida
$204K
ASN
428
Advisory Services Network
Georgia
$201K -$50.2K -1,500 -20%
AC
429
AlphaCore Capital
California
$187K +$837 +25 +0.4%
RA
430
Rise Advisors
New York
$187K +$837 +25 +0.5%
RP
431
Rowlandmiller & Partners
Georgia
$185K
UB
432
UMB Bank
Missouri
$183K
JHCP
433
Jackson Hole Capital Partners
Oklahoma
$181K
PTC
434
Private Trust Company
Ohio
$173K
RDFA
435
Ritter Daniher Financial Advisory
Ohio
$167K
BA
436
Bellwether Advisors
Nebraska
$163K
PCMC
437
Private Capital Management (Colorado)
Colorado
$162K +$162K +4,844 New
GFWA
438
Grey Fox Wealth Advisors
Delaware
$161K +$737 +22 +0.5%
CFGS
439
Concourse Financial Group Securities
Alabama
$156K -$13.6K -407 -8%
FA
440
Fortis Advisors
Pennsylvania
$139K +$603 +18 +0.4%
GFP
441
Gryphon Financial Partners
Ohio
$137K
CF
442
Centaurus Financial
California
$135K
NA
443
NewEdge Advisors
Louisiana
$134K -$29.2K -873 -18%
WT
444
Whittier Trust
California
$125K +$569 +17 +0.5%
BTI
445
Blue Trust Inc
Georgia
$123K
AP
446
Arlington Partners
Alabama
$121K +$121K +3,609 New
OA
447
Operose Advisors
Wisconsin
$110K
PB
448
Pinnacle Bancorp
Nebraska
$102K
PCFFS
449
Pacific Center for Financial Services
California
$95.2K +$95.2K +2,842 New
BSWA
450
Bromfield Sneider Wealth Advisors
Massachusetts
$94.4K