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Dimensional US Marketwide Value ETF

566 hedge funds and large institutions have $8.9B invested in Dimensional US Marketwide Value ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 174 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $7.73B → $8.9B (+$1.17B)

3.24% more ownership

Funds ownership: 81.21%84.46% (+3.2%)

3% more funds holding

Funds holding: 549566 (+17)

0% more funds holding in top 10

Funds holding in top 10: 8989 (0)

13% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 199

Holders
566
Holders Change
+17
Holders Change %
+3.1%
% of All Funds
8.15%
Holding in Top 10
89
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.28%
New
41
Increased
174
Reduced
199
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
426
Gerber Kawasaki Wealth & Investment Management
California
$350K
CSIC
427
Clifford Swan Investment Counsel
California
$349K
MOS
428
MGO One Seven
Ohio
$347K -$2.14K -56 -0.7%
AWM
429
AE Wealth Management
Kansas
$345K -$1.01M -26,504 -76%
VCM
430
Vivaldi Capital Management
Illinois
$344K +$458 +12 +0.1%
PWS
431
Physician Wealth Solutions
Nevada
$340K
RJT
432
Raymond James Trust
Florida
$335K
NOI
433
Newton One Investments
Delaware
$335K -$11.5K -300 -4%
QCM
434
QRG Capital Management
Illinois
$331K -$12.7K -333 -4%
WCM
435
Wealthcare Capital Management
Virginia
$327K -$27.7K -725 -8%
ODA
436
One Degree Advisors
California
$323K +$344 +9 +0.1%
TNBTD
437
Trustmark National Bank Trust Department
Mississippi
$315K
PPW
438
Pasadena Private Wealth
California
$313K
IFWM
439
Institute for Wealth Management
Colorado
$306K +$286K +7,491 New
HCP
440
Holt Capital Partners
Texas
$306K -$25.1K -656 -8%
MW
441
MBL Wealth
North Carolina
$296K
ES
442
Eagle Strategies
New York
$295K +$276K +7,221 New
Bessemer Group
443
Bessemer Group
New Jersey
$295K -$237K -6,210 -46%
MGW
444
MB Generational Wealth
Washington
$294K
JIC
445
Joel Isaacson & Co
New York
$294K
CBFP
446
Cedar Brook Financial Partners
Ohio
$291K +$382 +10 +0.1%
CFGA
447
Cambridge Financial Group (Arizona)
Arizona
$287K +$191 +5 +0.1%
GWM
448
GSB Wealth Management
Connecticut
$286K
WDL
449
Well Done LLC
Michigan
$286K
IF
450
Intrua Financial
Texas
$285K