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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 %
FMP
526
Financial Management Professionals
Texas
$30K -$24.8K -676 -45%
TC
527
Truvestments Capital
Florida
$26.3K -$9.49K -255 -27%
FCA
528
FinTrust Capital Advisors
South Carolina
$25.4K +$112 +3 +0.4%
SWM
529
Sanctuary Wealth Management
Idaho
$25.2K +$25.2K +676 New
TWA
530
Tandem Wealth Advisors
Arizona
$25.1K +$25.1K +675 New
First Manhattan
531
First Manhattan
New York
$24.4K
CIAS
532
Capital Investment Advisory Services
North Carolina
$24K +$6.29K +169 +35%
EC
533
EdgeRock Capital
Colorado
$22.8K +$22.8K +606 New
QCG
534
Quadrant Capital Group
Ohio
$21.6K +$74 +2 +0.3%
CAS
535
Coppell Advisory Solutions
Texas
$19.4K +$19.4K +522 New
AA
536
AlphaMark Advisors
Kentucky
$19K +$19K +500 New
PA
537
Pineridge Advisors
Missouri
$18.4K +$18.4K +494 New
IWP
538
IAG Wealth Partners
Wisconsin
$17K
SC
539
Steph & Co
Wisconsin
$16.6K -$12.1K -326 -42%
RIM
540
Rockbridge Investment Management
New York
$15K +$15K +404 New
CT
541
Cambridge Trust
Massachusetts
$14K -$4.5K -121 -24%
SRCM
542
Signature Resources Capital Management
California
$13.6K +$13.6K +366 New
BMC
543
Bear Mountain Capital
Washington
$8.28K +$8.28K +227 New
HIA
544
Harbor Investment Advisory
Maryland
$7.56K +$7.56K +203 New
TFGT
545
TS Financial Group (TSFG)
Illinois
$3K +$38 +1 +1%
ACA
546
American Capital Advisory
Idaho
$2.23K +$2.23K +60 New
AIC
547
Archer Investment Corporation
Indiana
$1.34K +$1.34K +36 New
3LCM
548
3D/L Capital Management
Connecticut
-$1.99M -58,549 Closed
CF
549
Cantor Fitzgerald
New York
-$939K -27,599 Closed
TSS
550
Two Sigma Securities
New York
-$526K -15,452 Closed