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Dimensional US Marketwide Value ETF
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Overview Fund Activity

424 hedge funds and large institutions have $4.74B invested in Dimensional US Marketwide Value ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+29
Holders Change %
+7.34%
% of All Funds
7.33%
Holding in Top 10
76
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.04%
% of All Funds
1.31%
New
57
Increased
150
Reduced
103
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCG
1
Resource Consulting Group
Florida
$131M
2
Cerity Partners
2
Cerity Partners
New York
$64.5M
3
MRWM
3
ML&R Wealth Management
Texas
$58.1M
4
WFA
4
Wipfli Financial Advisors
Wisconsin
$50.3M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$91.2M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$82.5M
2
SSC
2
Syverson Strege & Co
Iowa
$0
3
Jane Street
3
Jane Street
New York
$0
4
SG
4
Stonnington Group
California
$32.9M
5
SP
5
Symmetry Partners
Connecticut
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
76
Dopkins Wealth Management
New York
$11.2M -$158K -5,322 -1%
HighTower Advisors
77
HighTower Advisors
Illinois
$11.1M -$1.6M -54,197 -13%
KAS
78
Kestra Advisory Services
Texas
$10.7M +$1.63M +54,947 +18%
FSWA
79
Financial Synergies Wealth Advisors
Texas
$10.5M +$77.4K +2,615 +0.7%
ALWM
80
Andrews Lucia Wealth Management
California
$10.2M +$10.2M +343,238 New
SFA
81
Sequoia Financial Advisors
Ohio
$9.98M -$461K -15,573 -4%
IWC
82
Integrated Wealth Concepts
Massachusetts
$9.75M +$34.5K +1,164 +0.4%
ASI
83
Advisory Services & Investments
Oregon
$9.25M +$2.1M +70,841 +29%
RFA
84
RTD Financial Advisors
Pennsylvania
$9.18M -$343K -11,594 -4%
MG
85
Mather Group
Illinois
$8.9M +$946K +31,954 +12%
LFA
86
Lauterbach Financial Advisors
Texas
$8.71M -$129K -4,373 -1%
SWA
87
ShankerValleau Wealth Advisors
Illinois
$8.64M -$251K -8,483 -3%
SWM
88
Soundmark Wealth Management
Washington
$8.63M +$368K +12,415 +4%
EWA
89
EP Wealth Advisors
California
$8.51M -$95.3K -3,219 -1%
TFA
90
Tobias Financial Advisors
Florida
$8.49M +$1.55M +52,243 +22%
UCFA
91
United Capital Financial Advisors
Texas
$8.29M -$12.3K -414 -0.1%
MCM
92
MAI Capital Management
Ohio
$7.7M +$5.34M +180,201 +226%
BA
93
Bridgewater Advisors
New York
$7.65M +$1.07M +35,975 +16%
DPI
94
Diversified Portfolios Inc
Michigan
$7.47M -$403K -13,615 -5%
PO
95
Private Ocean
California
$7.39M -$2.87K -97 -0%
SFPM
96
Sensible Financial Planning & Management
Massachusetts
$7.32M +$35.4K +1,195 +0.5%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$7.27M -$85.8K -2,896 -1%
EWA
98
Exencial Wealth Advisors
Oklahoma
$6.78M -$4.38K -148 -0.1%
LFA
99
Level Financial Advisors
New York
$6.57M -$49.6K -1,675 -0.7%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$6.43M +$444K +15,010 +7%
2 3
4
5 6