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Dimensional US Marketwide Value ETF

547 hedge funds and large institutions have $7.73B invested in Dimensional US Marketwide Value ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 169 increasing their positions, 168 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+59
Holders Change %
+12.09%
% of All Funds
8.02%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.3%
New
82
Increased
169
Reduced
168
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
451
GSB Wealth Management
Connecticut
$261K
WDL
452
Well Done LLC
Michigan
$260K
IF
453
Intrua Financial
Texas
$260K
HH
454
HWG Holdings
Texas
$256K
LFG
455
Lockerman Financial Group
California
$254K
WWM
456
Whalen Wealth Management
Nevada
$253K +$253K +6,806 New
LFP
457
Leeward Financial Partners
Washington
$253K +$253K +6,805 New
FMWA
458
Forvis Mazars Wealth Advisors
Missouri
$253K -$19.7K -530 -7%
LIM
459
Leavell Investment Management
Alabama
$252K
MCA
460
Maryland Capital Advisors
Maryland
$250K
WW
461
Waterfront Wealth
Kansas
$248K
BW
462
Bison Wealth
Georgia
$247K -$2.42K -65 -1%
BOC
463
Bull Oak Capital
California
$243K -$52.2K -1,402 -18%
M
464
MOTCO
Texas
$242K
WTA
465
Washington Trust Advisors
Massachusetts
$241K
SPWG
466
Syntegra Private Wealth Group
Missouri
$238K
BMCM
467
Bryn Mawr Capital Management
Pennsylvania
$235K -$853K -22,910 -78%
RWM
468
RKL Wealth Management
Pennsylvania
$234K
OWM
469
Orgel Wealth Management
Wisconsin
$234K
WAOI
470
Wealth Advisors of Iowa
Iowa
$223K
PIA
471
Perennial Investment Advisors
California
$222K -$5.32K -143 -2%
AWM
472
Avior Wealth Management
Nebraska
$222K +$191K +5,140 +631%
EP
473
Essential Planning
New Hampshire
$222K +$856 +23 +0.4%
FOA
474
Five Oceans Advisors
California
$217K -$4.17K -112 -2%
OFP
475
OLIO Financial Planning
Virginia
$213K +$213K +5,698 New