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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.

New
Increased
Maintained
Reduced
Closed
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 %
Morgan Stanley
126
Morgan Stanley
New York
$7.13M +$3.91M +104,978 +121%
JPMorgan Chase & Co
127
JPMorgan Chase & Co
New York
$7.06M +$3.27M +87,986 +86%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$7.02M -$46.1K -1,239 -0.7%
Envestnet Portfolio Solutions
129
Envestnet Portfolio Solutions
Illinois
$6.97M -$482K -12,947 -6%
JWA
130
JFS Wealth Advisors
Pennsylvania
$6.95M +$14.8K +397 +0.2%
OIA
131
OneDigital Investment Advisors
Kansas
$6.93M +$6.93M +186,233 New
GLLW
132
Graves Light Lenhart Wealth
Virginia
$6.9M +$434K +11,664 +7%
PCM
133
Peirce Capital Management
Texas
$6.7M +$6.7M +179,970 New
CCM
134
Colorado Capital Management
Colorado
$6.7M +$28.1K +755 +0.4%
WA
135
Wealthstream Advisors
New York
$6.42M -$216K -5,799 -3%
UBS Group
136
UBS Group
Switzerland
$6.32M +$1.07M +28,813 +20%
TWP
137
Total Wealth Planning
Ohio
$6.31M -$1.65M -44,369 -21%
FFA
138
Farther Finance Advisors
California
$6.3M +$6.22M +167,070 +7,763%
VCM
139
Versant Capital Management
Arizona
$6.13M +$259K +6,953 +4%
WAM
140
WNY Asset Management
New York
$6M -$300K -8,059 -5%
EFG
141
Embree Financial Group
Illinois
$5.96M +$5.96M +160,195 New
AWP
142
Abacus Wealth Partners
California
$5.77M -$8.9K -239 -0.2%
CTWM
143
Cherry Tree Wealth Management
Minnesota
$5.75M +$9.16K +246 +0.2%
CAM
144
Cresset Asset Management
Illinois
$5.62M -$320K -8,591 -5%
Financial Engines Advisors
145
Financial Engines Advisors
California
$5.6M +$35.9K +964 +0.6%
BFPW
146
BOK Financial Private Wealth
Colorado
$5.6M -$46.3K -1,245 -0.8%
SC
147
Shearwater Capital
Colorado
$5.59M
EFP
148
EnRich Financial Partners
Wisconsin
$5.39M +$5.39M +144,810 New
LFS
149
Lutz Financial Services
Nebraska
$5.34M -$112K -3,009 -2%
AC
150
Annandale Capital
Texas
$5.34M -$111K -2,987 -2%