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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
FCA
551
FinTrust Capital Advisors
South Carolina
$28K +$76 +2 +0.3%
SAM
552
S.A. Mason
Michigan
$24.7K +$23K +603 New
QCG
553
Quadrant Capital Group
Ohio
$23.8K
AIC
554
Archer Investment Corporation
Indiana
$21.2K +$18.4K +482 +1,339%
PA
555
Pineridge Advisors
Missouri
$20.2K
AA
556
AlphaMark Advisors
Kentucky
$20K
IWP
557
IAG Wealth Partners
Wisconsin
$18.6K
SC
558
Steph & Co
Wisconsin
$18.2K
SRCM
559
Signature Resources Capital Management
California
$13.6K
HR
560
Howe & Rusling
New York
$8.92K +$8.33K +218 New
BMC
561
Bear Mountain Capital
Washington
$8.75K
BFS
562
Bare Financial Services
Pennsylvania
$8.37K +$8.21K +215 New
HIA
563
Harbor Investment Advisory
Maryland
$8.3K
CT
564
Cambridge Trust
Massachusetts
$7.24K -$7.64K -200 -53%
TFGT
565
TS Financial Group (TSFG)
Illinois
$3K
WF
566
WoodTrust Financial
Wisconsin
$412
AT
567
Arden Trust
Delaware
-$12.6M -338,779 Closed
HWM
568
HFG Wealth Management
Texas
-$3.13M -84,193 Closed
AFS
569
Annapolis Financial Services
Maryland
-$1.63M -43,672 Closed
Goldman Sachs
570
Goldman Sachs
New York
-$1.02M -27,428 Closed
CWM
571
Curi Wealth Management
North Carolina
-$570K -15,301 Closed
HGERS
572
Householder Group Estate & Retirement Specialist
Arizona
-$403K -10,838 Closed
AC
573
AlphaCore Capital
California
-$211K -5,677 Closed
MAM
574
Marquette Asset Management
Minnesota
-$204K -5,493 Closed
GFP
575
Gryphon Financial Partners
Ohio
-$152K -4,083 Closed