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Dimensional US Marketwide Value ETF

547 hedge funds and large institutions have $7.73B invested in Dimensional US Marketwide Value ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 169 increasing their positions, 168 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+59
Holders Change %
+12.09%
% of All Funds
8.02%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.3%
New
82
Increased
169
Reduced
168
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$27.3M -$208K -5,582 -0.8%
AL
52
Aspiriant LLC
California
$26.5M -$460K -12,362 -2%
MWM
53
Merriman Wealth Management
Washington
$26.3M -$327K -8,787 -1%
CCM
54
Carlson Capital Management
Minnesota
$25M -$1.48M -39,735 -6%
IWC
55
Integrated Wealth Concepts
Massachusetts
$24.5M +$13.6K +365 +0.1%
MWM
56
Meritas Wealth Management
California
$24.3M -$8.08M -217,096 -25%
DEM
57
Disciplined Equity Management
Florida
$24.2M +$2.16M +58,124 +10%
MFT
58
Moisand Fitzgerald Tamayo
Florida
$24M -$1.1M -29,459 -4%
TWP
59
TFO Wealth Partners
Ohio
$23.3M -$443K -11,898 -2%
MWA
60
Monograph Wealth Advisors
California
$22.8M -$3.83M -102,800 -14%
FWM
61
FMFE Wealth Management
New York
$22.1M +$22.1M +594,942 New
W
62
WorthPointe
California
$22M +$400K +10,747 +2%
1WM
63
1900 Wealth Management
Texas
$22M -$951K -25,559 -4%
HWMT
64
Heritage Wealth Management (Texas)
Texas
$21.4M +$984K +26,438 +5%
BAM
65
Bayshore Asset Management
Florida
$20.7M +$78.8K +2,116 +0.4%
CPA
66
Capital Performance Advisors
California
$19.8M +$301K +8,094 +2%
BBNB
67
Baker Boyer National Bank
Washington
$19.4M -$931K -25,019 -5%
Osaic Holdings
68
Osaic Holdings
Arizona
$18.9M -$10.8M -291,013 -36%
DPW
69
DiNuzzo Private Wealth
Pennsylvania
$18.7M +$18.7M +501,304 New
IAG
70
Investmark Advisory Group
Connecticut
$17.1M -$144K -3,864 -0.8%
RFP
71
Root Financial Partners
California
$17M +$4.78M +128,297 +39%
HighTower Advisors
72
HighTower Advisors
Illinois
$16.5M -$123K -3,301 -0.7%
MG
73
Mather Group
Illinois
$16.5M -$1.03M -27,624 -6%
LFGO
74
Legacy Financial Group (Oklahoma)
Oklahoma
$16.3M +$402K +10,798 +3%
Stifel Financial
75
Stifel Financial
Missouri
$16.1M +$14.1M +379,214 +708%