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Dimensional US Marketwide Value ETF

489 hedge funds and large institutions have $5.89B invested in Dimensional US Marketwide Value ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 164 increasing their positions, 158 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+10
Holders Change %
+2.09%
% of All Funds
7.83%
Holding in Top 10
84
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.69%
% of All Funds
1.34%
New
35
Increased
164
Reduced
158
Closed
14
Calls
Puts
$285K
Net Calls
-$285K
Net Calls Change
-$285K
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
476
Trifecta Capital Advisors
Illinois
$36K
RI
477
Ridgewood Investments
New Jersey
$35.8K +$35.8K +1,069 New
IRC
478
Investors Research Corp
Georgia
$31.9K
SFC
479
SYM Financial Corp
Indiana
$29.9K
AWM
480
Avior Wealth Management
Nebraska
$27K +$101 +3 +0.4%
Commonwealth Equity Services
481
Commonwealth Equity Services
Massachusetts
$22.6K -$1.78K -53,156 -7%
FCA
482
FinTrust Capital Advisors
South Carolina
$22.4K
First Manhattan
483
First Manhattan
New York
$21.9K
QCG
484
Quadrant Capital Group
Ohio
$21.4K +$100 +3 +0.5%
IWP
485
IAG Wealth Partners
Wisconsin
$15.3K
BWM
486
Baystate Wealth Management
Massachusetts
$13.3K +$67 +2 +0.5%
CIAS
487
Capital Investment Advisory Services
North Carolina
$7.67K +$7.67K +229 New
SWG
488
Summit Wealth Group
Vermont
$4K +$4K +146,091 New
TFGT
489
TS Financial Group (TSFG)
Illinois
$3K
CWG
490
Crown Wealth Group
North Carolina
-$3.38M -100,859 Closed
Renaissance Technologies
491
Renaissance Technologies
New York
-$696K -20,800 Closed
PPP
492
Private Portfolio Partners
New Jersey
-$206K -6,141 Closed
FA
493
Fiduciary Alliance
South Carolina
-$157K -4,696 Closed
MPWT
494
MassMutual Private Wealth & Trust
Connecticut
-$113K -3,379 Closed
TA
495
Tectonic Advisors
Texas
-$94.9K -2,835 Closed
SSC
496
Syverson Strege & Co
Iowa
-$63.1K -1,886 Closed
R
497
Rebalance
California
-$55.7K -1,664 Closed
YAL
498
Your Advocates Ltd
Texas
-$31.4K -939 Closed
Qube Research & Technologies (QRT)
499
Qube Research & Technologies (QRT)
United Kingdom
-$23.4K -700 Closed
MCC
500
Money Concepts Capital
Florida
-$11.5K -342 Closed