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Dimensional US Marketwide Value ETF

488 hedge funds and large institutions have $6.88B invested in Dimensional US Marketwide Value ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 167 increasing their positions, 164 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
7.78%
Holding in Top 10
81
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.29%
New
21
Increased
167
Reduced
164
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWM
426
Orgel Wealth Management
Wisconsin
$214K
PIA
427
Perennial Investment Advisors
California
$208K
WAOI
428
Wealth Advisors of Iowa
Iowa
$204K +$204K +5,986 New
FOA
429
Five Oceans Advisors
California
$202K
EP
430
Essential Planning
New Hampshire
$202K +$1.02K +30 +0.5%
AC
431
AlphaCore Capital
California
$192K +$953 +28 +0.5%
RA
432
Rise Advisors
New York
$192K +$987 +29 +0.5%
RP
433
Rowlandmiller & Partners
Georgia
$188K
MAM
434
Marquette Asset Management
Minnesota
$187K +$187K +5,493 New
UB
435
UMB Bank
Missouri
$186K
JHCP
436
Jackson Hole Capital Partners
Oklahoma
$184K
PTC
437
Private Trust Company
Ohio
$176K
RDFA
438
Ritter Daniher Financial Advisory
Ohio
$170K
PCMC
439
Private Capital Management (Colorado)
Colorado
$165K
DFA
440
DHJJ Financial Advisors
Illinois
$160K +$160K +4,699 New
CFGS
441
Concourse Financial Group Securities
Alabama
$153K
IA
442
IFP Advisors
Florida
$134K -$11.8K -347 -8%
FSCM
443
Front Street Capital Management
Montana
$132K +$132K +3,892 New
WT
444
Whittier Trust
California
$128K +$306 +9 +0.2%
Jones Financial Companies
445
Jones Financial Companies
Missouri
$117K
OA
446
Operose Advisors
Wisconsin
$112K
PB
447
Pinnacle Bancorp
Nebraska
$103K
SL
448
Salomon & Ludwin
Virginia
$102K +$102K +2,996 New
PCFFS
449
Pacific Center for Financial Services
California
$96.7K
BSWA
450
Bromfield Sneider Wealth Advisors
Massachusetts
$95.9K