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Dimensional US Marketwide Value ETF

664 hedge funds and large institutions have $10.1B invested in Dimensional US Marketwide Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 203 increasing their positions, 196 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+62
Holders Change %
+10.3%
% of All Funds
8.84%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.44%
New
88
Increased
203
Reduced
196
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIC
501
Clifford Swan Investment Counsel
California
$349K
RCM
502
RB Capital Management
Nevada
$342K -$4.62K -113 -1%
PWS
503
Physician Wealth Solutions
Nevada
$340K
NOI
504
Newton One Investments
Delaware
$339K +$15.3K +373 +5%
WT
505
Whittier Trust
California
$337K
WCM
506
Warburton Capital Management
Oklahoma
$336K +$336K +8,231 New
RWM
507
Rockwood Wealth Management
Pennsylvania
$326K +$3.87K +95 +1%
CAI
508
Capital Advisors Inc
Oklahoma
$324K
OC
509
Optima Capital
Oregon
$324K +$324K +7,912 New
KCM
510
KM Capital Management
Texas
$321K -$29.3K -717 -8%
Qube Research & Technologies (QRT)
511
Qube Research & Technologies (QRT)
United Kingdom
$321K -$218K -5,320 -40%
TNBTD
512
Trustmark National Bank Trust Department
Mississippi
$315K
Jane Street
513
Jane Street
New York
$315K -$770K -18,822 -71%
PPW
514
Pasadena Private Wealth
California
$313K
IWS
515
Integrity Wealth Solutions
Colorado
$312K -$10.9K -267 -3%
IFWM
516
Institute for Wealth Management
Colorado
$307K
HCP
517
Holt Capital Partners
Texas
$306K
LF
518
Lantz Financial
Illinois
$303K
KSWA
519
Kathleen S. Wright Associates
Pennsylvania
$301K
UB
520
UMB Bank
Missouri
$299K +$74.9K +1,830 +33%
MW
521
MBL Wealth
North Carolina
$296K
GD
522
Grandfield & Dodd
New York
$295K
MGW
523
MB Generational Wealth
Washington
$294K
SEIA
524
Signature Estate & Investment Advisors
California
$294K +$205 +5 +0.1%
JIC
525
Joel Isaacson & Co
New York
$294K