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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.

New
Increased
Maintained
Reduced
Closed
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 %
TCA
526
Trifecta Capital Advisors
Illinois
$87K
MCM
527
MV Capital Management
Maryland
$76.4K
DSC
528
Duncker Streett & Co
Missouri
$70.3K
AWM
529
Avior Wealth Management
Nebraska
$64.6K -$179K -4,376 -73%
Russell Investments Group
530
Russell Investments Group
United Kingdom
$64.5K -$21.1K -517 -25%
LF
531
LifeSteps Financial
California
$60K +$60K +1,467 New
TIM
532
Thompson Investment Management
Wisconsin
$57.4K
CMP
533
Coston McIsaac & Partners
Maine
$57K +$203 +5 +0.4%
DAM
534
Delta Asset Management
Tennessee
$56.6K
TRCT
535
Tower Research Capital (TRC)
New York
$55.6K +$55.6K +1,359 New
ME
536
McIlrath & Eck
Washington
$52.6K
CWC
537
Carolinas Wealth Consulting
North Carolina
$50.4K +$164 +4 +0.3%
GG
538
Gleason Group
Kentucky
$50.4K +$164 +4 +0.3%
SIM
539
Studio Investment Management
Illinois
$50.1K +$50.1K +1,225 New
EBA
540
Eagle Bay Advisors
New York
$47.9K
CFD
541
Creative Financial Designs
Indiana
$47.5K +$164 +4 +0.3%
LC
542
Lindbrook Capital
California
$46.8K
IRC
543
Investors Research Corp
Georgia
$39K
CA
544
CoreCap Advisors
Michigan
$38.2K +$38.2K +933 New
SFC
545
SYM Financial Corp
Indiana
$36.6K
FMP
546
Financial Management Professionals
Texas
$34K +$83 +2 +0.2%
FGAM
547
Financial Gravity Asset Management
Texas
$32.3K -$323K -8,264 -91%
TC
548
Truvestments Capital
Florida
$29K +$123 +3 +0.4%
FCA
549
FinTrust Capital Advisors
South Carolina
$28K +$82 +2 +0.3%
SAM
550
S.A. Mason
Michigan
$24.7K +$24.7K +603 New