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Dimensional US Marketwide Value ETF

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAI
451
Capital Advisors Inc
Oklahoma
$311K +$311K +7,919 New
LW
452
Lauer Wealth
Indiana
$311K -$488K -12,215 -61%
NOI
453
Newton One Investments
Delaware
$309K -$11.9K -303 -4%
IWS
454
Integrity Wealth Solutions
Colorado
$309K +$309K +7,866 New
WAOI
455
Wealth Advisors of Iowa
Iowa
$306K +$75.8K +1,971 +33%
TNBTD
456
Trustmark National Bank Trust Department
Mississippi
$302K
PPW
457
Pasadena Private Wealth
California
$301K
ODA
458
One Degree Advisors
California
$298K -$11.4K -291 -4%
TWCA
459
Two West Capital Advisors
Kansas
$296K +$296K +7,530 New
IFWM
460
Institute for Wealth Management
Colorado
$294K
HCP
461
Holt Capital Partners
Texas
$294K
KSWA
462
Kathleen S. Wright Associates
Pennsylvania
$289K +$289K +7,348 New
EW
463
Evoke Wealth
California
$288K -$423K -10,777 -59%
KC
464
Kingfisher Capital
North Carolina
$285K +$285K +7,269 New
MW
465
MBL Wealth
North Carolina
$284K
GD
466
Grandfield & Dodd
New York
$283K -$56K -1,425 -17%
Bessemer Group
467
Bessemer Group
New Jersey
$283K
MGW
468
MB Generational Wealth
Washington
$282K
JIC
469
Joel Isaacson & Co
New York
$282K
SEIA
470
Signature Estate & Investment Advisors
California
$281K +$281K +7,155 New
MOS
471
MGO One Seven
Ohio
$276K -$57.4K -1,462 -17%
RWM
472
Revisor Wealth Management
Ohio
$276K -$676K -17,207 -71%
WDL
473
Well Done LLC
Michigan
$274K +$118 +3 +0%
IF
474
Intrua Financial
Texas
$274K
BW
475
Bison Wealth
Georgia
$271K