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Dimensional US Marketwide Value ETF

492 hedge funds and large institutions have $6.48B invested in Dimensional US Marketwide Value ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.76%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.28%
New
26
Increased
161
Reduced
165
Closed
18
Calls
Puts
$285K
Net Calls
-$285K
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BW
426
BIP Wealth
Georgia
$220K +$220K +6,373 New
RWM
427
RKL Wealth Management
Pennsylvania
$217K
OWM
428
Orgel Wealth Management
Wisconsin
$217K
PIA
429
Perennial Investment Advisors
California
$211K
Fisher Asset Management
430
Fisher Asset Management
Washington
$208K +$208K +6,027 New
TRIA
431
Trail Ridge Investment Advisors
Colorado
$206K +$206K +5,974 New
FOA
432
Five Oceans Advisors
California
$205K -$358K -10,366 -64%
EP
433
Essential Planning
New Hampshire
$203K -$12.4K -358 -6%
AC
434
AlphaCore Capital
California
$194K +$1K +29 +0.5%
RA
435
Rise Advisors
New York
$193K +$966 +28 +0.5%
RP
436
Rowlandmiller & Partners
Georgia
$191K
UB
437
UMB Bank
Missouri
$189K
JHCP
438
Jackson Hole Capital Partners
Oklahoma
$186K
PTC
439
Private Trust Company
Ohio
$179K
RDFA
440
Ritter Daniher Financial Advisory
Ohio
$173K
PCMC
441
Private Capital Management (Colorado)
Colorado
$167K
CFGS
442
Concourse Financial Group Securities
Alabama
$155K -$5.69K -165 -4%
IA
443
IFP Advisors
Florida
$148K -$77.9K -2,257 -34%
GFP
444
Gryphon Financial Partners
Ohio
$141K
WT
445
Whittier Trust
California
$130K +$655 +19 +0.5%
AP
446
Arlington Partners
Alabama
$125K
Jones Financial Companies
447
Jones Financial Companies
Missouri
$119K +$119K +3,444 New
OA
448
Operose Advisors
Wisconsin
$114K
SPIA
449
Steward Partners Investment Advisory
New York
$110K +$17.3K +500 +19%
PB
450
Pinnacle Bancorp
Nebraska
$105K