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Dimensional US Marketwide Value ETF

564 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, 172 increasing their positions, 199 reducing their positions, and 15 closing their positions.

Holders
564
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
8.18%
Holding in Top 10
89
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.29%
New
41
Increased
172
Reduced
199
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
476
Rise Advisors
New York
$232K +$818 +20 +0.4%
IDA
477
Intelligence Driven Advisers
California
$228K +$228K +5,567 New
FFA
478
Frazier Financial Advisors
Ohio
$227K -$76.2K -1,864 -25%
RP
479
Rowlandmiller & Partners
Georgia
$226K
UB
480
UMB Bank
Missouri
$224K
KCM
481
Kathmere Capital Management
Pennsylvania
$223K +$82 +2 +0%
EP
482
Essential Planning
New Hampshire
$222K
SFG
483
SevenBridge Financial Group
Pennsylvania
$221K +$784 +20 +0.4%
JHCP
484
Jackson Hole Capital Partners
Oklahoma
$221K
ACM
485
Advisors Capital Management
New Jersey
$220K +$220K +5,389 New
KS
486
Karpas Strategies
Connecticut
$220K
VF
487
Vawter Financial
Ohio
$219K +$219K +5,350 New
SWP
488
Strategic Wealth Partners
Ohio
$217K +$217K +5,295 New
GT
489
Greenleaf Trust
Michigan
$214K +$214K +5,221 New
OFP
490
OLIO Financial Planning
Virginia
$213K
Vanguard Group
491
Vanguard Group
Pennsylvania
$212K +$212K +5,179 New
MHIC
492
Marble Harbor Investment Counsel
Massachusetts
$211K +$211K +5,157 New
Neuberger Berman Group
493
Neuberger Berman Group
New York
$210K -$102K -2,493 -33%
LSA
494
Lion Street Advisors
Texas
$208K
HI
495
Harbour Investments
Wisconsin
$208K -$18.3K -448 -8%
DJFS
496
Dean Jacobson Financial Services
Texas
$207K +$207K +5,057 New
FDCP
497
Foster Dykema Cabot & Partners
Massachusetts
$205K +$99.3K +2,429 +94%
MPAM
498
Murphy Pohlad Asset Management
Minnesota
$201K +$201K +4,920 New
GFWA
499
Grey Fox Wealth Advisors
Delaware
$200K +$200K +4,894 New
PCMC
500
Private Capital Management (Colorado)
Colorado
$199K