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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 %
LIM
551
Leavell Investment Management
Alabama
$250K
OP
552
ORG Partners
Indiana
$248K +$248K +6,060 New
ACI
553
Alpha Cubed Investments
California
$248K
CWP
554
Cyndeo Wealth Partners
Florida
$247K -$1.02K -25 -0.4%
WAOI
555
Wealth Advisors of Iowa
Iowa
$245K
SFG
556
SevenBridge Financial Group
Pennsylvania
$245K +$1.07K +25 +0.4%
PIA
557
Perennial Investment Advisors
California
$244K
TCA
558
Transcend Capital Advisors
New Jersey
$244K -$244K -5,962 -50%
SFG
559
Stonebridge Financial Group
Pennsylvania
$244K +$244K +5,954 New
BOC
560
Bull Oak Capital
California
$239K -$4.62K -113 -2%
OFP
561
OLIO Financial Planning
Virginia
$237K +$3.93K +96 +2%
VPF
562
Vantage Point Financial
Illinois
$237K +$237K +5,792 New
WDL
563
Well Done LLC
Michigan
$237K
FOA
564
Five Oceans Advisors
California
$236K
RA
565
Rise Advisors
New York
$235K +$982 +24 +0.4%
NAM
566
NTV Asset Management
West Virginia
$234K
HH
567
HWG Holdings
Texas
$233K
AHC
568
Anderson Hoagland & Co
Missouri
$231K +$231K +5,419 New
KPWS
569
Kestra Private Wealth Services
Texas
$230K -$772K -18,857 -77%
SW
570
Simplicity Wealth
New Jersey
$228K -$4.8M -117,284 -95%
RP
571
Rowlandmiller & Partners
Georgia
$227K
WJA
572
Willis Johnson & Associates
Texas
$226K
AAS
573
Ameritas Advisory Services
Nebraska
$225K +$7.16K +175 +3%
VF
574
Vawter Financial
Ohio
$219K
ODA
575
One Degree Advisors
California
$218K -$107K -2,502 -33%