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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 %
NAM
476
NTV Asset Management
West Virginia
$212K +$212K +5,708 New
AC
477
AlphaCore Capital
California
$211K +$856 +23 +0.4%
RA
478
Rise Advisors
New York
$211K +$819 +22 +0.4%
MSWM
479
Mowery & Schoenfeld Wealth Management
Illinois
$211K +$211K +5,658 New
SFG
480
SevenBridge Financial Group
Pennsylvania
$209K +$209K +5,625 New
LSA
481
Lion Street Advisors
Texas
$208K +$208K +5,601 New
HI
482
Harbour Investments
Wisconsin
$206K -$135K -3,616 -40%
RP
483
Rowlandmiller & Partners
Georgia
$206K
MAM
484
Marquette Asset Management
Minnesota
$204K
UB
485
UMB Bank
Missouri
$204K
KCM
486
Kathmere Capital Management
Pennsylvania
$203K +$203K +5,455 New
JHCP
487
Jackson Hole Capital Partners
Oklahoma
$201K
KS
488
Karpas Strategies
Connecticut
$200K +$200K +5,375 New
Jones Financial Companies
489
Jones Financial Companies
Missouri
$185K +$57.3K +1,539 +45%
PCMC
490
Private Capital Management (Colorado)
Colorado
$181K +$1.19K +32 +0.7%
DFA
491
DHJJ Financial Advisors
Illinois
$175K
CFGS
492
Concourse Financial Group Securities
Alabama
$167K
GFP
493
Gryphon Financial Partners
Ohio
$152K +$152K +4,083 New
ASN
494
Advisory Services Network
Georgia
$152K +$152K +4,081 New
IA
495
IFP Advisors
Florida
$146K -$670 -18 -0.5%
WT
496
Whittier Trust
California
$141K +$223 +6 +0.2%
OA
497
Operose Advisors
Wisconsin
$123K
PB
498
Pinnacle Bancorp
Nebraska
$113K
PCFFS
499
Pacific Center for Financial Services
California
$106K
BSWA
500
Bromfield Sneider Wealth Advisors
Massachusetts
$105K