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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 %
RIM
101
RW Investment Management
Idaho
$8.81M +$8.81M +263,195 New
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$8.72M +$502K +14,988 +6%
BA
103
Bridgewater Advisors
New York
$8.56M -$83.9K -2,506 -1%
RLWM
104
RF&L Wealth Management
Massachusetts
$8.47M +$8.47M +252,948 New
PO
105
Private Ocean
California
$8.32M -$41.2K -1,231 -0.5%
SFPM
106
Sensible Financial Planning & Management
Massachusetts
$8.28M
EWA
107
Exencial Wealth Advisors
Oklahoma
$7.44M -$236K -7,035 -3%
LFA
108
Level Financial Advisors
New York
$7.31M -$111K -3,328 -2%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$7.21M -$62K -1,851 -0.9%
JPMPWA
110
J.P. Morgan Private Wealth Advisors
California
$6.59M -$48.1K -1,436 -0.7%
JWA
111
JFS Wealth Advisors
Pennsylvania
$6.38M +$569K +16,988 +10%
WA
112
Wealthstream Advisors
New York
$6.29M +$189K +5,647 +3%
MFAM
113
M Financial Asset Management
Oregon
$6.26M +$80.2K +2,386 +1%
CCM
114
Colorado Capital Management
Colorado
$6.17M +$40.5K +1,214 +0.7%
V
115
Veritable
Delaware
$6.01M -$3.82K -114 -0.1%
HWM
116
Hemington Wealth Management
Virginia
$6M +$368K +10,979 +7%
WAM
117
WNY Asset Management
New York
$6M +$227K +6,771 +4%
FF
118
Francis Financial
$5.95M +$176K +5,259 +3%
AWP
119
Abacus Wealth Partners
California
$5.92M -$19.5K -583 -0.3%
CAM
120
Cresset Asset Management
Illinois
$5.77M -$43K -1,306 -0.7%
AC
121
Annandale Capital
Texas
$5.4M -$215K -6,423 -4%
LFS
122
Lutz Financial Services
Nebraska
$5.29M -$139K -4,164 -3%
VCM
123
Versant Capital Management
Arizona
$5.21M +$231K +6,888 +5%
BFPW
124
BOK Financial Private Wealth
Colorado
$5.08M -$16.9K -504 -0.3%
SC
125
Shearwater Capital
Colorado
$5.06M