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Dimensional US Marketwide Value ETF
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Overview Fund Activity

489 hedge funds and large institutions have $5.89B invested in Dimensional US Marketwide Value ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 164 increasing their positions, 158 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+10
Holders Change %
+2.09%
% of All Funds
7.83%
Holding in Top 10
84
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.69%
% of All Funds
1.34%
New
35
Increased
164
Reduced
158
Closed
14
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
-$285K

Top Buyers

1
SC
Savant Capital
Illinois
$424M
2
Cerity Partners
Cerity Partners
New York
$75.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$329M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$363M
5
PCIA
Prime Capital Investment Advisors
Kansas
$30.3M

Top Sellers

1
TWP
TFO Wealth Partners
Ohio
$21.6M
2
Creative Planning
Creative Planning
Kansas
$147M
3
PFO
Pathstone Family Office
New Jersey
$47.2M
4
MWM
Modera Wealth Management
New Jersey
$87M
5
TI
Truepoint Inc
Ohio
$69.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
176
Grand Wealth Management
Michigan
$2.28M -$16.2K -485 -0.7%
NHC
177
Nicholas Hoffman & Company
Georgia
$2.28M – – –
CIAS
178
CFS Investment Advisory Services
New Jersey
$2.28M +$557K +16,649 +32%
Morgan Stanley
179
Morgan Stanley
New York
$2.27M +$161K +4,813 +8%
Bank of New York Mellon
180
Bank of New York Mellon
New York
$2.24M +$207K +6,187 +10%
AWM
181
Angeles Wealth Management
California
$2.23M +$10.4K +312 +0.5%
RFC
182
Regions Financial Corp
Alabama
$2.23M – – –
RRC
183
Relaxing Retirement Coach
Massachusetts
$2.2M -$382K -11,403 -15%
CPIG
184
Chicago Partners Investment Group
Illinois
$2.1M +$8.33K +247 +0.4%
WFA
185
Websterrogers Financial Advisors
South Carolina
$2.04M -$13.1K -392 -0.6%
WP
186
Westmount Partners
California
$2.02M – – –
3LCM
187
3D/L Capital Management
Connecticut
$2.01M +$133K +3,972 +7%
QFA
188
Quantum Financial Advisors
California
$2M -$6.9K -206 -0.3%
B
189
BetterWealth
California
$1.98M -$214K -6,406 -10%
AF
190
Advisornet Financial
Minnesota
$1.95M +$114K +3,397 +6%
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$1.91M +$282K +8,412 +17%
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
$1.88M +$1.88M +56,154 New
CAN
193
Cetera Advisor Networks
California
$1.85M +$42.6K +1,273 +2%
WT
194
Washington Trust
Rhode Island
$1.83M – – –
Stifel Financial
195
Stifel Financial
Missouri
$1.79M -$387K -11,555 -18%
FNB
196
Farmers National Bank
Kentucky
$1.77M -$38.1K -1,137 -2%
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$1.76M +$23.8K +711 +1%
Brown Advisory
198
Brown Advisory
Maryland
$1.75M – – –
MML Investors Services
199
MML Investors Services
Massachusetts
$1.75M -$1.27M -37,852 -42%
ACA
200
Aptus Capital Advisors
Alabama
$1.74M +$1.66M +49,507 +1,991%
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