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Dimensional US Marketwide Value ETF

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$28.9M -$714K -18,175 -2%
MAM
52
McLean Asset Management
Virginia
$28.4M +$13.2K +334 +0%
WA
53
Wealth Architects
California
$28M -$580K -14,780 -2%
AL
54
Aspiriant LLC
California
$27.9M +$25.1K +639 +0.1%
DEM
55
Disciplined Equity Management
Florida
$27.1M +$407K +10,364 +2%
MWM
56
Merriman Wealth Management
Washington
$26.7M -$248K -6,323 -0.9%
HWMT
57
Heritage Wealth Management (Texas)
Texas
$25.2M +$1.82M +46,339 +8%
MWM
58
Meritas Wealth Management
California
$24.6M -$723K -18,409 -3%
MFT
59
Moisand Fitzgerald Tamayo
Florida
$24.4M -$334K -8,498 -1%
FWM
60
FMFE Wealth Management
New York
$23.6M +$260K +6,627 +1%
TWP
61
TFO Wealth Partners
Ohio
$23.1M -$167K -4,244 -0.7%
W
62
WorthPointe
California
$23M -$122K -3,101 -0.5%
1WM
63
1900 Wealth Management
Texas
$22.4M -$563K -14,343 -2%
MWA
64
Monograph Wealth Advisors
California
$22.4M -$563K -14,332 -2%
BAM
65
Bayshore Asset Management
Florida
$21.4M -$44.5K -1,133 -0.2%
CPA
66
Capital Performance Advisors
California
$20.6M -$167K -4,265 -0.8%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$19.9M +$530K +13,502 +3%
DPW
68
DiNuzzo Private Wealth
Pennsylvania
$19.4M -$176K -4,492 -0.9%
AC
69
Apella Capital
Connecticut
$19.3M +$2.43M +62,295 +14%
BBNB
70
Baker Boyer National Bank
Washington
$19.2M -$1.08M -27,515 -5%
MG
71
Mather Group
Illinois
$18.9M +$969K +23,686 +5%
IAG
72
Investmark Advisory Group
Connecticut
$18.8M +$457K +11,625 +2%
Stifel Financial
73
Stifel Financial
Missouri
$17.4M +$313K +7,982 +2%
LFGO
74
Legacy Financial Group (Oklahoma)
Oklahoma
$17.2M +$72.4K +1,844 +0.4%
JWS
75
Juncture Wealth Strategies
Arizona
$17.2M +$1.07M +27,200 +7%