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Dimensional US Marketwide Value ETF

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
501
NTV Asset Management
West Virginia
$224K
RA
502
Rise Advisors
New York
$224K +$1.02K +26 +0.5%
FOA
503
Five Oceans Advisors
California
$222K -$7.3K -186 -3%
SFG
504
SevenBridge Financial Group
Pennsylvania
$220K +$970 +25 +0.4%
IDA
505
Intelligence Driven Advisers
California
$219K +$157 +4 +0.1%
FFA
506
Frazier Financial Advisors
Ohio
$218K
RP
507
Rowlandmiller & Partners
Georgia
$217K
Betterment LLC
508
Betterment LLC
New York
$216K +$216K +5,507 New
UB
509
UMB Bank
Missouri
$215K
OFP
510
OLIO Financial Planning
Virginia
$213K
ACM
511
Advisors Capital Management
New Jersey
$212K
VF
512
Vawter Financial
Ohio
$210K
AAS
513
Ameritas Advisory Services
Nebraska
$208K +$208K +5,305 New
SWP
514
Strategic Wealth Partners
Ohio
$208K
GT
515
Greenleaf Trust
Michigan
$205K +$236 +6 +0.1%
LSA
516
Lion Street Advisors
Texas
$202K -$18.4K -469 -8%
HI
517
Harbour Investments
Wisconsin
$200K
FDCP
518
Foster Dykema Cabot & Partners
Massachusetts
$197K
PCMC
519
Private Capital Management (Colorado)
Colorado
$191K
AF
520
Advisornet Financial
Minnesota
$190K
CFGS
521
Concourse Financial Group Securities
Alabama
$176K
CA
522
Continuum Advisory
Idaho
$174K
IA
523
IFP Advisors
Florida
$154K -$6.64K -169 -4%
GWM
524
Grand Wealth Management
Michigan
$147K -$2.44M -62,156 -94%
DFA
525
DHJJ Financial Advisors
Illinois
$146K -$29K -738 -17%