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Dimensional US Marketwide Value ETF

566 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, 174 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $7.73B → $8.9B (+$1.17B)

3.24% more ownership

Funds ownership: 81.21%84.46% (+3.2%)

3% more funds holding

Funds holding: 549566 (+17)

0% more funds holding in top 10

Funds holding in top 10: 8989 (0)

13% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 199

Holders
566
Holders Change
+17
Holders Change %
+3.1%
% of All Funds
8.15%
Holding in Top 10
89
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.28%
New
41
Increased
174
Reduced
199
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
Evermay Wealth Management
Virginia
$89K
TIM
527
Tortoise Investment Management
New York
$87.9K +$20.6K +540 +34%
TCA
528
Trifecta Capital Advisors
Illinois
$87K
MCM
529
MV Capital Management
Maryland
$76.4K
DSC
530
Duncker Streett & Co
Missouri
$70.3K
AWM
531
Avior Wealth Management
Nebraska
$64.6K -$167K -4,376 -73%
Russell Investments Group
532
Russell Investments Group
United Kingdom
$64.5K -$19.7K -517 -25%
LF
533
LifeSteps Financial
California
$60K +$56K +1,467 New
TIM
534
Thompson Investment Management
Wisconsin
$57.4K
CMP
535
Coston McIsaac & Partners
Maine
$57K +$191 +5 +0.4%
DAM
536
Delta Asset Management
Tennessee
$56.6K
TRCT
537
Tower Research Capital (TRC)
New York
$55.6K +$51.9K +1,359 New
ME
538
McIlrath & Eck
Washington
$52.6K
CWC
539
Carolinas Wealth Consulting
North Carolina
$50.4K +$153 +4 +0.3%
GG
540
Gleason Group
Kentucky
$50.4K +$153 +4 +0.3%
SIM
541
Studio Investment Management
Illinois
$50.1K +$46.8K +1,225 New
EBA
542
Eagle Bay Advisors
New York
$47.9K
CFD
543
Creative Financial Designs
Indiana
$47.5K +$153 +4 +0.3%
LC
544
Lindbrook Capital
California
$46.8K
IRC
545
Investors Research Corp
Georgia
$39K
CA
546
CoreCap Advisors
Michigan
$38.2K +$35.6K +933 New
SFC
547
SYM Financial Corp
Indiana
$36.6K
FMP
548
Financial Management Professionals
Texas
$34K +$76 +2 +0.2%
FGAM
549
Financial Gravity Asset Management
Texas
$32.3K -$316K -8,264 -91%
TC
550
Truvestments Capital
Florida
$29K +$115 +3 +0.4%