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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 %
SL
501
Salomon & Ludwin
Virginia
$102K
CSC
502
Caldwell Sutter Capital
California
$100K
OCM
503
Orion Capital Management
California
$99.4K
PP
504
PrairieView Partners
Minnesota
$99K
FDCP
505
Foster Dykema Cabot & Partners
Massachusetts
$96K +$96K +2,578 New
SN
506
Sittner & Nelson
Oregon
$95.5K
GWANC
507
Guardian Wealth Advisors (North Carolina)
North Carolina
$92.6K
EWM
508
Evermay Wealth Management
Virginia
$81K -$1.49K -40 -2%
TCA
509
Trifecta Capital Advisors
Illinois
$79.2K +$39.2K +1,052 +98%
Russell Investments Group
510
Russell Investments Group
United Kingdom
$78K -$2.49K -67 -3%
MCM
511
MV Capital Management
Maryland
$69.5K
DSC
512
Duncker Streett & Co
Missouri
$63.9K
TIM
513
Tortoise Investment Management
New York
$59.9K
TIM
514
Thompson Investment Management
Wisconsin
$52.2K
CMP
515
Coston McIsaac & Partners
Maine
$52K +$223 +6 +0.4%
DAM
516
Delta Asset Management
Tennessee
$51.5K
ME
517
McIlrath & Eck
Washington
$47.8K
CWC
518
Carolinas Wealth Consulting
North Carolina
$45.7K +$186 +5 +0.4%
GG
519
Gleason Group
Kentucky
$45.7K
EBA
520
Eagle Bay Advisors
New York
$43.5K
CFD
521
Creative Financial Designs
Indiana
$43K +$149 +4 +0.3%
LC
522
Lindbrook Capital
California
$42.6K
IRC
523
Investors Research Corp
Georgia
$35.5K
SFC
524
SYM Financial Corp
Indiana
$33.3K
AWM
525
Able Wealth Management
New Jersey
$30.2K +$30.2K +811 New