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Dimensional US Marketwide Value ETF
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Overview Fund Activity

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

Top Buyers

1
SC
1
Savant Capital
Illinois
$424M
2
Cerity Partners
2
Cerity Partners
New York
$75.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$329M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$363M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$30.3M

Top Sellers

1
TWP
1
TFO Wealth Partners
Ohio
$21.6M
2
Creative Planning
2
Creative Planning
Kansas
$147M
3
PFO
3
Pathstone Family Office
New Jersey
$47.2M
4
MWM
4
Modera Wealth Management
New Jersey
$87M
5
TI
5
Truepoint Inc
Ohio
$69.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
501
Belpointe Asset Management
Nevada
– -$9.34K -279 Closed
MPCL
502
My Personal CFO LLC
Washington
– -$9.04K -270 Closed
BlackRock
503
BlackRock
New York
– -$6.43K -192 Closed
17 18 19 20
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