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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 %
BB
576
Bell Bank
North Dakota
$217K +$217K +5,306 New
NG
577
Norden Group
Utah
$217K +$8.14K +199 +4%
SWP
578
Strategic Wealth Partners
Ohio
$216K
T
579
Tableaux
Massachusetts
$212K +$212K +5,173 New
MOS
580
MGO One Seven
Ohio
$211K +$900 +22 +0.4%
HI
581
Harbour Investments
Wisconsin
$208K
FDCP
582
Foster Dykema Cabot & Partners
Massachusetts
$205K
NW
583
NewEdge Wealth
Pennsylvania
$202K
MPAM
584
Murphy Pohlad Asset Management
Minnesota
$201K
GFWA
585
Grey Fox Wealth Advisors
Delaware
$200K -$1.64K -40 -0.8%
BA
586
Bellwether Advisors
Nebraska
$199K
RFA
587
Reyes Financial Architecture
California
$198K +$198K +4,845 New
CFGS
588
Concourse Financial Group Securities
Alabama
$194K -$3.21K -75 -2%
CA
589
Continuum Advisory
Idaho
$182K
PCMC
590
Private Capital Management (Colorado)
Colorado
$181K -$18.5K -451 -9%
HGERS
591
Householder Group Estate & Retirement Specialist
Arizona
$170K +$11.3K +278 +7%
DFA
592
DHJJ Financial Advisors
Illinois
$152K
IA
593
IFP Advisors
Florida
$151K +$7K +171 +5%
HR
594
Howe & Rusling
New York
$150K
GWM
595
Grand Wealth Management
Michigan
$149K -$3.85K -94 -3%
AF
596
Advisornet Financial
Minnesota
$145K -$53.1K -1,298 -27%
IWA
597
Icon Wealth Advisors
Texas
$140K +$140K +3,418 New
SIS
598
Sound Income Strategies
Florida
$132K +$132K +3,225 New
PP
599
PrairieView Partners
Minnesota
$120K +$9.95K +244 +9%
PCFFS
600
Pacific Center for Financial Services
California
$116K