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Dimensional US Marketwide Value ETF

547 hedge funds and large institutions have $7.73B invested in Dimensional US Marketwide Value ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 169 increasing their positions, 168 reducing their positions, and 15 closing their positions.

Holders
547
Holders Change
+59
Holders Change %
+12.09%
% of All Funds
8.02%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.3%
New
82
Increased
169
Reduced
168
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AC
76
Apella Capital
Connecticut
$16M +$76K +2,065 +0.5%
RWM
77
Ruedi Wealth Management
Illinois
$16M +$154K +4,148 +1%
DWM
78
Dopkins Wealth Management
New York
$15.5M -$278K -7,459 -2%
HIGP
79
Hill Investment Group Partners
Missouri
$15.2M -$281K -7,538 -2%
AF
80
Allworth Financial
California
$15.1M -$167K -4,499 -1%
GFA
81
Grunden Financial Advisory
Texas
$15M +$15M +403,507 New
AAM
82
Austin Asset Management
Texas
$15M -$173K -4,656 -1%
KA
83
Kooman & Associates
Pennsylvania
$14.7M +$345K +9,259 +2%
CA
84
Claris Advisors
Missouri
$14.6M -$85.1K -2,286 -0.6%
LFG
85
Larson Financial Group
Missouri
$14.4M -$202K -5,429 -1%
BPA
86
Beacon Pointe Advisors
California
$14.2M -$1.21M -32,574 -8%
PWM
87
PBMares Wealth Management
Virginia
$14.2M +$145K +3,909 +1%
Mariner
88
Mariner
Kansas
$14.2M +$397K +10,656 +3%
WRPWM
89
Werba Rubin Papier Wealth Management
California
$13.9M -$53.3K -1,433 -0.4%
ALWM
90
Andrews Lucia Wealth Management
California
$13.6M -$54.2K -1,457 -0.4%
MFWP
91
Mosaic Family Wealth Partners
Missouri
$13.1M -$57K -1,531 -0.4%
KAM
92
Kraft Asset Management
Tennessee
$12.8M -$185K -4,961 -1%
AT
93
Arden Trust
Delaware
$12.6M -$113K -3,049 -0.9%
W
94
WPWealth
Texas
$12.5M -$234K -6,283 -2%
AA
95
Ancora Advisors
Ohio
$12M +$518K +13,913 +5%
FSWA
96
Financial Synergies Wealth Advisors
Texas
$11.9M +$1.5M +44,847 +14%
AFG
97
Altiora Financial Group
Ohio
$11.6M +$7.63M +204,935 +191%
DPI
98
Diversified Portfolios Inc
Michigan
$11.5M -$21.3K -572 -0.2%
SWA
99
ShankerValleau Wealth Advisors
Illinois
$11.2M +$175K +4,707 +2%
JWS
100
Juncture Wealth Strategies
Arizona
$11.1M +$779K +20,938 +8%