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Dimensional US Marketwide Value ETF

488 hedge funds and large institutions have $6.88B invested in Dimensional US Marketwide Value ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 167 increasing their positions, 164 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
7.78%
Holding in Top 10
81
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.29%
New
21
Increased
167
Reduced
164
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SSW
201
Stone Summit Wealth
Florida
$1.76M +$151K +4,448 +9%
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$1.72M +$1.53K +43 +0.1%
ACA
203
Aptus Capital Advisors
Alabama
$1.71M -$49.7K -1,462 -3%
BTI
204
Blue Trust Inc
Georgia
$1.7M
WIM
205
Warwick Investment Management
Texas
$1.7M +$8.68K +255 +0.5%
Brown Advisory
206
Brown Advisory
Maryland
$1.69M -$87.9K -2,585 -5%
BW
207
BIP Wealth
Georgia
$1.67M +$1.45M +42,763 +671%
WFA
208
Websterrogers Financial Advisors
South Carolina
$1.66M -$185K -5,442 -10%
FNB
209
Farmers National Bank
Kentucky
$1.66M -$63.4K -1,863 -4%
BCM
210
Basso Capital Management
Connecticut
$1.65M
2L
211
25 LLC
Missouri
$1.59M -$15.1K -444 -0.9%
TC
212
TAGStone Capital
North Carolina
$1.57M -$5.61K -165 -0.4%
RPCA
213
Running Point Capital Advisors
California
$1.54M +$3.13K +92 +0.2%
AFS
214
Annapolis Financial Services
Maryland
$1.52M -$17.9K -525 -1%
APC
215
Asset Planning Corporation
Tennessee
$1.5M +$2.86K +84 +0.2%
CA
216
Clearstead Advisors
Ohio
$1.49M +$743K +21,835 +100%
EH
217
Equitable Holdings
New York
$1.47M -$196K -5,762 -12%
RIP
218
RAM Investment Partners
Washington
$1.45M -$11.2K -330 -0.8%
TFO
219
Tarbox Family Office
California
$1.44M +$6.97K +205 +0.5%
William Blair & Company
220
William Blair & Company
Illinois
$1.42M +$6.36K +187 +0.5%
GRP
221
Global Retirement Partners
California
$1.36M -$28.8K -867 -2%
LW
222
Lauer Wealth
Indiana
$1.35M
BTWM
223
Baker Tilly Wealth Management
Wisconsin
$1.35M -$32.2K -947 -2%
BFA
224
Beacon Financial Advisory
Ohio
$1.34M +$58.3K +1,714 +5%
FWCM
225
Ferguson Wellman Capital Management
Oregon
$1.34M