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Dimensional US Marketwide Value ETF

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
126
Ariadne Wealth Management
California
$7.11M +$7.11M +181,082 New
JWA
127
JFS Wealth Advisors
Pennsylvania
$7.1M -$241K -6,145 -3%
CCM
128
Colorado Capital Management
Colorado
$7.03M -$153K -3,884 -2%
OIA
129
OneDigital Investment Advisors
Kansas
$6.99M -$175K -4,469 -2%
VPWA
130
Vestia Personal Wealth Advisors
Indiana
$6.92M +$6.92M +176,245 New
FFA
131
Farther Finance Advisors
California
$6.91M +$391K +9,999 +6%
Envestnet Portfolio Solutions
132
Envestnet Portfolio Solutions
Illinois
$6.67M -$26.8K -682 -0.4%
WA
133
Wealthstream Advisors
New York
$6.6M -$163K -4,152 -2%
TCM
134
TruNorth Capital Management
Michigan
$6.41M -$57.2K -1,457 -0.9%
VCM
135
Versant Capital Management
Arizona
$6.33M -$43.3K -1,103 -0.7%
WAM
136
WNY Asset Management
New York
$6.32M -$128K -3,250 -2%
CWS
137
Confluence Wealth Services
Pennsylvania
$6.3M +$1M +25,567 +19%
Wells Fargo
138
Wells Fargo
California
$6.24M +$435K +11,089 +8%
CTWM
139
Cherry Tree Wealth Management
Minnesota
$5.96M -$54.5K -1,389 -0.9%
CAM
140
Cresset Asset Management
Illinois
$5.94M -$5.69K -145 -0.1%
CWM
141
CarsonAllaria Wealth Management
Illinois
$5.93M +$26.1K +665 +0.4%
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$5.89M -$94.6K -2,410 -2%
AWP
143
Abacus Wealth Partners
California
$5.84M -$25.2K -642 -0.4%
SC
144
Shearwater Capital
Colorado
$5.74M -$157K -3,988 -3%
EFP
145
EnRich Financial Partners
Wisconsin
$5.58M -$25.2K -641 -0.4%
BFPW
146
BOK Financial Private Wealth
Colorado
$5.55M -$45.9K -1,169 -0.8%
Truist Financial
147
Truist Financial
North Carolina
$5.51M -$25.8K -656 -0.5%
AWA
148
Arkadios Wealth Advisors
Georgia
$5.46M +$5.46M +138,915 New
TWP
149
Total Wealth Planning
Ohio
$5.43M -$829K -20,112 -13%
LFS
150
Lutz Financial Services
Nebraska
$5.41M -$208K -5,292 -4%