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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 %
IWP
651
IAG Wealth Partners
Wisconsin
$18.7K
SC
652
Steph & Co
Wisconsin
$18.3K
FGC
653
Financial Gravity Companies
Texas
$16.9K
SRCM
654
Signature Resources Capital Management
California
$15K
SIM
655
Studio Investment Management
Illinois
$10.5K
BFS
656
Bare Financial Services
Pennsylvania
$8.51K -$286 -7 -3%
HIA
657
Harbor Investment Advisory
Maryland
$8.31K
LOIP
658
Live Oak Investment Partners
Texas
$8.02K
T
659
Transce3nd
Texas
$7.57K +$7.57K +185 New
LIS
660
Legacy Investment Solutions
Idaho
$7.16K -$7.16K -168 -50%
LWMI
661
Legacy Wealth Management (Idaho)
Idaho
$7.16K -$7.16K -168 -50%
CAWM
662
Capital A Wealth Management
Pennsylvania
$5.16K +$5.16K +126 New
KPP
663
Kings Path Partners
Texas
$4.13K
TFGT
664
TS Financial Group (TSFG)
Illinois
$3K
Citadel Advisors
665
Citadel Advisors
Florida
-$612K -14,673 Closed
TSS
666
Two Sigma Securities
New York
-$374K -8,981 Closed
MSWM
667
Mowery & Schoenfeld Wealth Management
Illinois
-$333K -7,992 Closed
HWM
668
HB Wealth Management
Georgia
-$308K -7,398 Closed
RWM
669
Revisor Wealth Management
Ohio
-$293K -7,029 Closed
Vanguard Group
670
Vanguard Group
Pennsylvania
-$242K -5,807 Closed
IDA
671
Intelligence Driven Advisers
California
-$232K -5,574 Closed
TWCA
672
Two West Capital Advisors
Kansas
-$228K -5,472 Closed
GT
673
Greenleaf Trust
Michigan
-$224K -5,381 Closed
FNBT
674
FineMark National Bank & Trust
Florida
-$223K -5,353 Closed
WTB
675
Washington Trust Bank
Washington
-$220K -5,271 Closed