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Dimensional US Marketwide Value ETF

479 hedge funds and large institutions have $5.92B invested in Dimensional US Marketwide Value ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 160 increasing their positions, 113 reducing their positions, and 14 closing their positions.

Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
7.73%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.47%
New
81
Increased
160
Reduced
113
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
76
PBMares Wealth Management
Virginia
$12.8M +$2.68K +80 +0%
CA
77
Claris Advisors
Missouri
$12.5M -$125K -3,725 -1%
JWS
78
Juncture Wealth Strategies
Arizona
$12.4M -$1.7M -50,859 -12%
HighTower Advisors
79
HighTower Advisors
Illinois
$12.2M -$307K -9,155 -2%
MFWP
80
Mosaic Family Wealth Partners
Missouri
$12.1M +$12.1M +362,869 New
Mariner
81
Mariner
Kansas
$12.1M -$944K -28,201 -7%
MG
82
Mather Group
Illinois
$12M +$1.9M +56,613 +19%
FSWA
83
Financial Synergies Wealth Advisors
Texas
$11.9M +$46.4K +1,385 +0.4%
ALWM
84
Andrews Lucia Wealth Management
California
$11.8M +$323K +9,645 +3%
DPI
85
Diversified Portfolios Inc
Michigan
$11.8M +$3.36M +100,491 +40%
AAM
86
Austin Asset Management
Texas
$11.7M
API
87
Advisor Partners II
California
$11.4M +$7.54M +225,165 +197%
SFA
88
Sequoia Financial Advisors
Ohio
$11.3M +$20.6K +615 +0.2%
IWC
89
Integrated Wealth Concepts
Massachusetts
$11.2M +$178K +5,324 +2%
RFA
90
RTD Financial Advisors
Pennsylvania
$10.3M -$76.4K -2,283 -0.7%
SIS
91
Strategic Investment Solutions
Illinois
$9.98M +$9.98M +278,448 New
LFA
92
Lauterbach Financial Advisors
Texas
$9.93M +$83.8K +2,502 +0.9%
TFA
93
Triad Financial Advisors
North Carolina
$9.74M +$5.47M +163,326 +128%
ASI
94
Advisory Services & Investments
Oregon
$9.7M -$762K -22,763 -7%
SWM
95
Soundmark Wealth Management
Washington
$9.68M -$74.9K -2,238 -0.8%
TFA
96
Tobias Financial Advisors
Florida
$9.51M -$86.6K -2,587 -0.9%
KAS
97
Kestra Advisory Services
Texas
$9.41M -$2.72M -81,139 -22%
SWA
98
ShankerValleau Wealth Advisors
Illinois
$9.33M -$437K -13,056 -4%
UCFA
99
United Capital Financial Advisors
Texas
$9.25M -$120K -3,599 -1%
MCM
100
MAI Capital Management
Ohio
$8.9M +$200K +5,960 +2%