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Dimensional US Marketwide Value ETF

492 hedge funds and large institutions have $6.48B invested in Dimensional US Marketwide Value ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 165 reducing their positions, and 18 closing their positions.

Holders
492
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.76%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.28%
New
26
Increased
161
Reduced
165
Closed
18
Calls
Puts
$285K
Net Calls
-$285K
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
76
Larson Financial Group
Missouri
$13.5M -$21.8K -632 -0.2%
KAM
77
Kraft Asset Management
Tennessee
$13.3M -$170K -4,936 -1%
CA
78
Claris Advisors
Missouri
$13.3M +$124K +3,604 +0.9%
DWM
79
Dopkins Wealth Management
New York
$13.2M +$184K +5,345 +1%
WRPWM
80
Werba Rubin Papier Wealth Management
California
$13.2M -$329K -9,543 -2%
Mariner
81
Mariner
Kansas
$13.1M +$415K +12,032 +3%
PWM
82
PBMares Wealth Management
Virginia
$13M -$205K -5,942 -2%
MG
83
Mather Group
Illinois
$12.8M +$466K +13,502 +4%
ALWM
84
Andrews Lucia Wealth Management
California
$12.6M +$200K +5,801 +2%
W
85
WPWealth
Texas
$12.5M -$852K -24,699 -6%
MFWP
86
Mosaic Family Wealth Partners
Missouri
$12.2M +$6.52K +189 +0.1%
AT
87
Arden Trust
Delaware
$11.7M +$447K +12,965 +4%
API
88
Advisor Partners II
California
$11.7M
DPI
89
Diversified Portfolios Inc
Michigan
$10.8M +$319K +9,258 +3%
SFA
90
Sequoia Financial Advisors
Ohio
$10.8M -$181K -5,236 -2%
FSWA
91
Financial Synergies Wealth Advisors
Texas
$10.7M -$1.62M -47,024 -13%
AA
92
Ancora Advisors
Ohio
$10.5M +$1.21M +34,932 +13%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$10.5M +$29.9K +868 +0.3%
RFA
94
RTD Financial Advisors
Pennsylvania
$10.5M -$38.2K -1,106 -0.4%
LFA
95
Lauterbach Financial Advisors
Texas
$10.2M -$29.8K -863 -0.3%
SWA
96
ShankerValleau Wealth Advisors
Illinois
$10.1M +$39.8K +1,155 +0.4%
ASI
97
Advisory Services & Investments
Oregon
$9.73M -$233K -6,759 -2%
SWM
98
Soundmark Wealth Management
Washington
$9.59M -$19.1K -553 -0.2%
JWS
99
Juncture Wealth Strategies
Arizona
$9.56M -$1.04M -30,178 -10%
EWA
100
EP Wealth Advisors
California
$9.31M