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Dimensional US Marketwide Value ETF

663 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, 202 increasing their positions, 196 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+62
Holders Change %
+10.32%
% of All Funds
8.83%
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
202
Reduced
196
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MHFA
526
Mission Hills Financial Advisory
California
$293K
OA
527
Operose Advisors
Wisconsin
$291K +$156K +3,809 +116%
GSF
528
Grove Street Fiduciary
New Hampshire
$288K +$288K +7,042 New
WWM
529
Whalen Wealth Management
Nevada
$282K +$1.19K +29 +0.4%
IF
530
Intrua Financial
Texas
$279K -$6.14K -150 -2%
ECM
531
Evergreen Capital Management
Washington
$279K +$279K +6,809 New
LFP
532
Leeward Financial Partners
Washington
$278K
GWM
533
GSB Wealth Management
Connecticut
$278K -$818 -20 -0.3%
MCA
534
Maryland Capital Advisors
Maryland
$275K
WW
535
Waterfront Wealth
Kansas
$272K
FMWA
536
Forvis Mazars Wealth Advisors
Missouri
$272K +$41 +1 +0%
HPA
537
High Probability Advisors
New York
$272K
ACM
538
Aurdan Capital Management
Pennsylvania
$272K +$272K +6,644 New
DI
539
Disciplined Investors
Texas
$269K +$269K +6,542 New
M
540
MOTCO
Texas
$266K
WTA
541
Washington Trust Advisors
Massachusetts
$265K
LFG
542
Lockerman Financial Group
California
$263K
OC
543
Oakworth Capital
Alabama
$262K
BMCM
544
Bryn Mawr Capital Management
Pennsylvania
$258K
RWM
545
RKL Wealth Management
Pennsylvania
$257K
OWM
546
Orgel Wealth Management
Wisconsin
$257K
SPWG
547
Syntegra Private Wealth Group
Missouri
$257K +$164 +4 +0.1%
SWA
548
Sterling Wealth Advisors
Florida
$256K +$256K +6,250 New
DFG
549
Delta Financial Group
New Jersey
$254K +$1.07K +26 +0.4%
WCM
550
Wealthcare Capital Management
Virginia
$251K