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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 %
AF
501
Advisornet Financial
Minnesota
$198K -$2.08M -50,815 -91%
CFGS
502
Concourse Financial Group Securities
Alabama
$184K
DFA
503
DHJJ Financial Advisors
Illinois
$182K -$10.2K -250 -5%
CA
504
Continuum Advisory
Idaho
$177K +$177K +4,441 New
Jones Financial Companies
505
Jones Financial Companies
Missouri
$172K -$32K -783 -16%
MSWM
506
Mowery & Schoenfeld Wealth Management
Illinois
$167K -$64.1K -1,568 -28%
IA
507
IFP Advisors
Florida
$167K +$6.3K +154 +4%
WT
508
Whittier Trust
California
$155K +$245 +6 +0.2%
OA
509
Operose Advisors
Wisconsin
$135K
CIBC Private Wealth Group
510
CIBC Private Wealth Group
Georgia
$132K +$132K +3,230 New
First Manhattan
511
First Manhattan
New York
$124K +$97.2K +2,375 +363%
SL
512
Salomon & Ludwin
Virginia
$123K
PB
513
Pinnacle Bancorp
Nebraska
$122K -$2.25K -55 -2%
PCFFS
514
Pacific Center for Financial Services
California
$116K
BSWA
515
Bromfield Sneider Wealth Advisors
Massachusetts
$115K
Qube Research & Technologies (QRT)
516
Qube Research & Technologies (QRT)
United Kingdom
$114K +$114K +2,796 New
CSC
517
Caldwell Sutter Capital
California
$110K
PP
518
PrairieView Partners
Minnesota
$110K
OCM
519
Orion Capital Management
California
$109K
CFB
520
Cullen/Frost Bankers
Texas
$106K +$106K +2,591 New
SN
521
Sittner & Nelson
Oregon
$105K
HNB
522
Hilltop National Bank
Wyoming
$102K +$102K +2,497 New
GWANC
523
Guardian Wealth Advisors (North Carolina)
North Carolina
$102K
EWM
524
Evermay Wealth Management
Virginia
$89K
TIM
525
Tortoise Investment Management
New York
$87.9K +$22.1K +540 +34%