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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
EAM
26
Evanson Asset Management
California
$53.6M +$24.1K +630 +0%
RIM
27
RW Investment Management
Idaho
$53.2M +$1.53M +39,998 +3%
BPA
28
Beacon Pointe Advisors
California
$48.5M +$30.7M +804,590 +211%
TH
29
Team Hewins
California
$47.2M -$427K -11,173 -1%
WCWM
30
Willow Creek Wealth Management
California
$46M -$676K -17,696 -2%
SP
31
Symmetry Partners
Connecticut
$44.4M -$8.86M -231,990 -18%
LPL Financial
32
LPL Financial
California
$43.7M -$2.84M -74,217 -6%
SC
33
Schoolcraft Capital
Colorado
$41.7M -$1.05M -27,396 -3%
HIG
34
Heritage Investment Group
Florida
$41.4M -$356K -9,324 -0.9%
TFM
35
TFC Financial Management
Massachusetts
$40.9M -$1.46M -38,167 -4%
PWIA
36
Porter White Investment Advisors
Alabama
$39.3M +$989K +25,894 +3%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$38M +$2.26M +59,211 +7%
AIS
38
American Investment Services
Massachusetts
$37.8M -$444K -11,635 -1%
WFAG
39
Wescott Financial Advisory Group
Pennsylvania
$37.1M -$2.52M -66,072 -7%
SWA
40
Sax Wealth Advisors
New Jersey
$34.6M +$2.68M +70,106 +9%
TFP
41
Triune Financial Partners
Kansas
$34.6M +$53.2K +1,393 +0.2%
DFS
42
Dixon Fnancial Services
California
$32.6M -$280K -7,340 -0.9%
EFA
43
Efficient Frontier Advisors
Connecticut
$32.4M +$544K +14,252 +2%
THL
44
Tillman Hartley LLC
Colorado
$31.9M -$254K -6,658 -0.8%
KAM
45
KEB Asset Management
Illinois
$31.4M -$16.4K -428 -0.1%
PCI
46
Planning Center Inc
Illinois
$31.4M -$1.28M -33,436 -4%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$30.9M +$847K +22,185 +3%
CPA
48
Cardiff Park Advisors
California
$30.7M -$150K -3,926 -0.5%
WA
49
Wealth Architects
California
$29.8M -$296K -7,745 -1%
MAM
50
McLean Asset Management
Virginia
$29.2M -$779K -20,399 -3%