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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 %
KAM
76
Kraft Asset Management
Tennessee
$13.1M 391,340 -23,737 -6%
AAM
77
Austin Asset Management
Texas
$13.1M 390,705 -3,770 -1%
W
78
WPWealth
Texas
$12.9M 385,643 -112,503 -23%
PWM
79
PBMares Wealth Management
Virginia
$12.8M 381,962 -1,741 -0.5%
CA
80
Claris Advisors
Missouri
$12.8M 381,188 +6,420 +2%
DWM
81
Dopkins Wealth Management
New York
$12.7M 378,603 -12,494 -3%
Mariner
82
Mariner
Kansas
$12.3M 367,380 +5,672 +2%
ALWM
83
Andrews Lucia Wealth Management
California
$12M 359,132 +6,249 +2%
FSWA
84
Financial Synergies Wealth Advisors
Texas
$12M 357,932 +1,576 +0.4%
MG
85
Mather Group
Illinois
$11.9M 356,460 -843 -0.2%
MFWP
86
Mosaic Family Wealth Partners
Missouri
$11.8M 352,695 -10,174 -3%
API
87
Advisor Partners II
California
$11.4M 339,414
AT
88
Arden Trust
Delaware
$11M 327,266 +327,266 New
SFA
89
Sequoia Financial Advisors
Ohio
$10.6M 316,959 -20,797 -6%
JWS
90
Juncture Wealth Strategies
Arizona
$10.3M 307,235 -63,843 -17%
RFA
91
RTD Financial Advisors
Pennsylvania
$10.2M 304,785 -3,030 -1%
DPI
92
Diversified Portfolios Inc
Michigan
$10.2M 304,697 -48,126 -14%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$10.1M 302,835 +42,395 +16%
LFA
94
Lauterbach Financial Advisors
Texas
$9.96M 297,457 +779 +0.3%
SWA
95
ShankerValleau Wealth Advisors
Illinois
$9.8M 292,582 +13,862 +5%
ASI
96
Advisory Services & Investments
Oregon
$9.67M 288,812 -927 -0.3%
SWM
97
Soundmark Wealth Management
Washington
$9.33M 278,638 -10,608 -4%
SIS
98
Strategic Investment Solutions
Illinois
$9.15M 273,196 -5,252 -2%
AA
99
Ancora Advisors
Ohio
$9.03M 269,739 +269,498 +111,825%
UCFA
100
United Capital Financial Advisors
Texas
$8.98M 268,333 -8,016 -3%