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Dimensional US Marketwide Value ETF

489 hedge funds and large institutions have $5.89B invested in Dimensional US Marketwide Value ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 164 increasing their positions, 158 reducing their positions, and 14 closing their positions.

Holders
489
Holders Change
+10
Holders Change %
+2.09%
% of All Funds
7.83%
Holding in Top 10
84
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.69%
% of All Funds
1.34%
New
35
Increased
164
Reduced
158
Closed
14
Calls
Puts
$285K
Net Calls
-$285K
Net Calls Change
-$285K
Name Market Value Shares Shares
Change
Shares
Change %
1WM
51
1900 Wealth Management
Texas
$23.7M 707,939 -21,477 -3%
MFT
52
Moisand Fitzgerald Tamayo
Florida
$23.6M 704,301 -44,788 -6%
AL
53
Aspiriant LLC
California
$23.4M 699,191 -9,775 -1%
MWA
54
Monograph Wealth Advisors
California
$23.2M 692,833 +1,427 +0.2%
IWC
55
Integrated Wealth Concepts
Massachusetts
$22.1M 661,321 +326,818 +98%
TWP
56
TFO Wealth Partners
Ohio
$21.6M 645,324 -3,935,865 -86%
DEM
57
Disciplined Equity Management
Florida
$20M 598,128 +13,260 +2%
BBNB
58
Baker Boyer National Bank
Washington
$19.4M 579,596 -1,472 -0.3%
BAM
59
Bayshore Asset Management
Florida
$19.1M 571,258 +10,549 +2%
W
60
WorthPointe
California
$18.6M 556,419 +20,903 +4%
SFG
61
Steward Financial Group
Texas
$17.8M 531,964 +34,948 +7%
BPA
62
Beacon Pointe Advisors
California
$17.8M 530,808 -21,705 -4%
B
63
Bridgeworth
Alabama
$17.3M 516,835 +374,002 +262%
RIM
64
RW Investment Management
Idaho
$17.3M 516,179 +252,984 +96%
HWMT
65
Heritage Wealth Management (Texas)
Texas
$17.2M 513,465 +47,358 +10%
CPA
66
Capital Performance Advisors
California
$17.2M 512,611 -417 -0.1%
HighTower Advisors
67
HighTower Advisors
Illinois
$16.4M 490,707 +125,078 +34%
KA
68
Kooman & Associates
Pennsylvania
$16.3M 485,786 +396,544 +444%
AF
69
Allworth Financial
California
$15.2M 453,141 -7,201 -2%
IAG
70
Investmark Advisory Group
Connecticut
$14.8M 443,180 +2,840 +0.6%
HIGP
71
Hill Investment Group Partners
Missouri
$14.6M 434,983 -19,826 -4%
RWM
72
Ruedi Wealth Management
Illinois
$14.3M 427,987 -8,070 -2%
LFGO
73
Legacy Financial Group (Oklahoma)
Oklahoma
$14.2M 423,075 +4,430 +1%
WRPWM
74
Werba Rubin Papier Wealth Management
California
$13.2M 393,110 -225 -0.1%
LFG
75
Larson Financial Group
Missouri
$13.1M 392,037 +236 +0.1%