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Dimensional US Marketwide Value ETF

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GG
551
Gleason Group
Kentucky
$47.4K -$942 -24 -2%
AWM
552
Avior Wealth Management
Nebraska
$47K -$15.1K -383 -24%
EBA
553
Eagle Bay Advisors
New York
$45.9K
CFD
554
Creative Financial Designs
Indiana
$45.8K +$236 +6 +0.5%
LC
555
Lindbrook Capital
California
$44.9K
RI
556
Ridgewood Investments
New Jersey
$42K +$42K +1,069 New
IRC
557
Investors Research Corp
Georgia
$37.5K
TSMHT
558
Thurston Springer Miller Herd & Titak
Indiana
$37.3K +$37.3K +950 New
CA
559
CoreCap Advisors
Michigan
$36.6K
SFC
560
SYM Financial Corp
Indiana
$35.1K
FMP
561
Financial Management Professionals
Texas
$32K +$155 +4 +0.5%
AFWM
562
Abich Financial Wealth Management
Virginia
$31K +$31K +790 New
CSB
563
City State Bank
Iowa
$29.2K +$29.2K +744 New
FCA
564
FinTrust Capital Advisors
South Carolina
$27K +$118 +3 +0.4%
SAM
565
S.A. Mason
Michigan
$23.7K
QCG
566
Quadrant Capital Group
Ohio
$22.8K
EC
567
EdgeRock Capital
Colorado
$21.6K +$21.6K +551 New
CAS
568
Coppell Advisory Solutions
Texas
$20.5K +$20.5K +522 New
AIC
569
Archer Investment Corporation
Indiana
$20.3K
AssetMark Inc
570
AssetMark Inc
California
$20.1K +$20.1K +511 New
AA
571
AlphaMark Advisors
Kentucky
$20K
PA
572
Pineridge Advisors
Missouri
$19.4K
IWP
573
IAG Wealth Partners
Wisconsin
$17.9K
SC
574
Steph & Co
Wisconsin
$17.5K
FGAM
575
Financial Gravity Asset Management
Texas
$16.3K -$16.3K -414 -50%