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Dimensional US Marketwide Value ETF

547 hedge funds and large institutions have $7.73B invested in Dimensional US Marketwide Value ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 169 increasing their positions, 168 reducing their positions, and 15 closing their positions.

Holders
547
Holders Change
+59
Holders Change %
+12.09%
% of All Funds
8.02%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.3%
New
82
Increased
169
Reduced
168
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$750M 20,153,681 +2,455,334 +14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$730M 19,608,985 +1,878,140 +11%
SC
3
Savant Capital
Illinois
$606M 16,271,791 +1,411,505 +9%
BSW
4
Buckingham Strategic Wealth
Missouri
$535M 14,367,598 -177,542 -1%
Corient Private Wealth
5
Corient Private Wealth
Florida
$412M 11,062,711 -80,128 -0.7%
IFA
6
Index Fund Advisors
California
$253M 6,794,057 -135,943 -2%
PL
7
Plancorp LLC
Missouri
$252M 6,782,673 -28,838 -0.4%
Northern Trust
8
Northern Trust
Illinois
$217M 5,831,377 +73,834 +1%
RCG
9
Resource Consulting Group
Florida
$170M 4,566,496 -31,816 -0.7%
Creative Planning
10
Creative Planning
Kansas
$158M 4,252,316 -71,052 -2%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$130M 3,492,672 -100,759 -3%
MWM
12
Modera Wealth Management
New Jersey
$91.3M 2,451,895 -46,095 -2%
Cerity Partners
13
Cerity Partners
New York
$90.6M 2,433,758 +237,254 +11%
MRWM
14
ML&R Wealth Management
Texas
$83.4M 2,241,376 +58,319 +3%
TWA
15
TCI Wealth Advisors
Arizona
$77.5M 2,081,645 +22,067 +1%
EWM
16
Empirical Wealth Management
Washington
$76.9M 2,065,286 +192,668 +10%
TI
17
Truepoint Inc
Ohio
$75M 2,015,225 -1,291 -0.1%
TCOTS
18
Trust Company of the South
North Carolina
$72.1M 1,936,356 +1,936,356 New
CL
19
Choreo LLC
Illinois
$68.6M 1,844,419 -44,610 -2%
FPAS
20
Focus Partners Advisor Solutions
Missouri
$59.4M 1,596,781 -546,143 -25%
JTWM
21
Jackson Thornton Wealth Management
Alabama
$58.9M 1,581,237 -70,577 -4%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$56.2M 1,509,327 +1,509,327 New
FFM
23
Forum Financial Management
Illinois
$53.7M 1,442,067 -27,834 -2%
FG
24
Foster Group
Iowa
$51.2M 1,505,776
BHWM
25
Beaird Harris Wealth Management
Texas
$50.1M 1,346,884 +3,940 +0.3%