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Dimensional US Marketwide Value ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$480M 14,344,224
SC
2
Savant Capital
Illinois
$424M 12,673,690 +3,220,785 +34%
Corient Private Wealth
3
Corient Private Wealth
Florida
$384M 11,475,958 -6,679 -0.1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$363M 10,854,491 +1,693,241 +18%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$329M 9,830,204 +2,008,761 +26%
IFA
6
Index Fund Advisors
California
$239M 7,125,609 -111,711 -2%
PL
7
Plancorp LLC
Missouri
$231M 6,887,758 -51,280 -0.7%
Northern Trust
8
Northern Trust
Illinois
$203M 6,050,227 +38,978 +0.6%
RCG
9
Resource Consulting Group
Florida
$150M 4,465,635 -1,109 -0%
Creative Planning
10
Creative Planning
Kansas
$147M 4,391,995 -1,508,507 -26%
MWM
11
Modera Wealth Management
New Jersey
$87M 2,599,602 -721,808 -22%
Cerity Partners
12
Cerity Partners
New York
$75.5M 2,255,196 +2,172,973 +2,643%
MRWM
13
ML&R Wealth Management
Texas
$72.4M 2,161,688 +108,386 +5%
TI
14
Truepoint Inc
Ohio
$69.7M 2,083,321 -506,710 -20%
CL
15
Choreo LLC
Illinois
$66.4M 1,983,216 -108,622 -5%
TWA
16
TCI Wealth Advisors
Arizona
$65.6M 1,960,625 +21,574 +1%
EWM
17
Empirical Wealth Management
Washington
$60.1M 1,794,137 +48,066 +3%
FPAS
18
Focus Partners Advisor Solutions
Missouri
$56.5M 1,688,974 +280,434 +20%
JTWM
19
Jackson Thornton Wealth Management
Alabama
$52.9M 1,581,457 -12,129 -0.8%
FG
20
Foster Group
Iowa
$52M 1,552,507 -8,052 -0.5%
FFM
21
Forum Financial Management
Illinois
$50.9M 1,521,368 -8,903 -0.6%
SP
22
Symmetry Partners
Connecticut
$48.9M 1,473,447 -32,136 -2%
PFO
23
Pathstone Family Office
New Jersey
$47.2M 1,410,315 -1,436,927 -50%
BHWM
24
Beaird Harris Wealth Management
Texas
$47.1M 1,406,051 -11,466 -0.8%
EAM
25
Evanson Asset Management
California
$44.4M 1,325,551 +5,672 +0.4%