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Dimensional US Marketwide Value ETF

424 hedge funds and large institutions have $4.74B invested in Dimensional US Marketwide Value ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 103 reducing their positions, and 22 closing their positions.

Holders
424
Holders Change
+29
Holders Change %
+7.34%
% of All Funds
7.33%
Holding in Top 10
76
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.04%
% of All Funds
1.31%
New
57
Increased
150
Reduced
103
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$419M 14,140,538 -16,796 -0.1%
SC
2
Savant Capital
Illinois
$260M 8,779,173 +525,273 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$227M 7,656,975 +287,044 +4%
BDF
4
Balasa Dinverno & Foltz
$226M 7,636,123 -22,323 -0.3%
IFA
5
Index Fund Advisors
California
$214M 7,229,233 +240,698 +3%
PL
6
Plancorp LLC
Missouri
$206M 6,961,240 -54,681 -0.8%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$183M 6,170,655 +447,554 +8%
Northern Trust
8
Northern Trust
Illinois
$173M 5,854,419 -54,095 -0.9%
RCG
9
Resource Consulting Group
Florida
$131M 4,416,453 +4,416,453 New
FPAS
10
Focus Partners Advisor Solutions
Missouri
$91.2M 3,080,557 +1,556,369 +102%
EP
11
Equius Partners
California
$89.7M 3,028,591 +36,370 +1%
PFO
12
Pathstone Family Office
New Jersey
$83.4M 2,815,158 +1,403,769 +99%
MWM
13
Modera Wealth Management
New Jersey
$82.5M 2,786,651 -225,006 -7%
Creative Planning
14
Creative Planning
Kansas
$74.1M 2,503,294 -15,523 -0.6%
TI
15
Truepoint Inc
Ohio
$73M 2,466,319 +294,248 +14%
Cerity Partners
16
Cerity Partners
New York
$64.5M 2,177,857 +2,177,857 New
CL
17
Choreo LLC
Illinois
$61.2M 2,067,179 +1,551 +0.1%
MRWM
18
ML&R Wealth Management
Texas
$58.1M 1,961,714 +1,961,714 New
TWA
19
TCI Wealth Advisors
Arizona
$56M 1,892,218 +11,188 +0.6%
RFA
20
Radnor Financial Advisors
Pennsylvania
$53M 1,790,104 +73,006 +4%
EWM
21
Empirical Wealth Management
Washington
$51.5M 1,740,642 -11,979 -0.7%
WFA
22
Wipfli Financial Advisors
Wisconsin
$50.3M 1,700,391 +1,700,391 New
JTWM
23
Jackson Thornton Wealth Management
Alabama
$47.3M 1,598,592 +88,933 +6%
FG
24
Foster Group
Iowa
$47M 1,586,245 -14,261 -0.9%
SP
25
Symmetry Partners
Connecticut
$45.7M 1,544,205 -60,652 -4%