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Dimensional US Marketwide Value ETF
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Overview Fund Activity

395 hedge funds and large institutions have $4.48B invested in Dimensional US Marketwide Value ETF in 2022 Q2 according to their latest regulatory filings, with 392 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+392
Holders Change %
+13,066.67%
% of All Funds
6.68%
Holding in Top 10
71
Holding in Top 10 Change
+71
Holding in Top 10 Change %
%
% of All Funds
1.2%
New
392
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$447M
2
SC
2
Savant Capital
Illinois
$261M
3
BDF
3
Balasa Dinverno & Foltz
$242M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$233M
5
PL
5
Plancorp LLC
Missouri
$222M

Top Sellers

1
GC
1
Garde Capital
Washington
$840K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
Marietta Wealth Management
Georgia
$859K +$859K +27,193 New
GC
202
Garde Capital
Washington
$840K -$32 -1 -0%
PA
203
Parallel Advisors
California
$828K +$828K +26,194 New
CWM
204
Curi Wealth Management
North Carolina
$828K +$828K +26,196 New
LIA
205
LBMC Investment Advisors
Tennessee
$820K +$820K +25,942 New
PNAA
206
Pictet North America Advisors
Switzerland
$816K +$816K +25,825 New
ZF
207
Zhang Financial
Michigan
$814K +$814K +25,765 New
FWP
208
FAS Wealth Partners
Kansas
$814K +$814K +25,768 New
AWS
209
Atria Wealth Solutions
New York
$813K +$813K +25,732 New
BC
210
Burleson & Co
California
$808K +$808K +25,578 New
BMCM
211
Bryn Mawr Capital Management
Pennsylvania
$800K +$800K +25,313 New
FC
212
Financial Council
Maryland
$777K +$777K +24,585 New
PFBT
213
Parkside Financial Bank & Trust
Missouri
$774K +$774K +24,489 New
MA
214
Mutual Advisors
Nebraska
$762K +$762K +24,118 New
IA
215
IFG Advisory
Georgia
$749K +$749K +23,710 New
CPSAC
216
Chas P. Smith & Associates (CPS)
Florida
$732K +$732K +23,162 New
OPS
217
Orion Portfolio Solutions
Nebraska
$729K +$729K +23,077 New
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$719K +$719K +22,748 New
CG
219
Colony Group
Massachusetts
$715K +$498K +15,764 +229%
RJA
220
Raymond James & Associates
Florida
$702K +$702K +22,203 New
BB
221
Busey Bank
Illinois
$682K +$682K +21,593 New
SWM
222
Seaside Wealth Management
California
$673K +$673K +20,147 New
W
223
WealthOne
New York
$671K +$671K +21,221 New
PCA
224
Personal Capital Advisors
California
$667K +$667K +21,111 New
AWM
225
AE Wealth Management
Kansas
$663K +$663K +20,986 New
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9
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