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Dimensional US Marketwide Value ETF

566 hedge funds and large institutions have $8.9B invested in Dimensional US Marketwide Value ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 174 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $7.73B → $8.9B (+$1.17B)

3.24% more ownership

Funds ownership: 81.21%84.46% (+3.2%)

3% more funds holding

Funds holding: 549566 (+17)

0% more funds holding in top 10

Funds holding in top 10: 8989 (0)

13% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 199

Holders
566
Holders Change
+17
Holders Change %
+3.1%
% of All Funds
8.15%
Holding in Top 10
89
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.28%
New
41
Increased
174
Reduced
199
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.05B +$215M +5,639,625 +28%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$982M +$168M +4,399,773 +22%
SC
3
Savant Capital
Illinois
$678M +$11.9M +311,712 +2%
BSW
4
Buckingham Strategic Wealth
Missouri
$593M +$5.3M +138,777 +1%
Corient Private Wealth
5
Corient Private Wealth
Florida
$449M -$3.66M -95,873 -0.9%
IFA
6
Index Fund Advisors
California
$274M -$3.97M -103,812 -2%
PL
7
Plancorp LLC
Missouri
$272M -$4.99M -130,733 -2%
Northern Trust
8
Northern Trust
Illinois
$245M +$5.72M +149,722 +3%
HighTower Advisors
9
HighTower Advisors
Illinois
$202M +$172M +4,507,199 +1,017%
Creative Planning
10
Creative Planning
Kansas
$171M -$3.01M -78,877 -2%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$141M +$70.6M +1,849,345 +116%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$135M -$7.13M -186,520 -5%
Cerity Partners
13
Cerity Partners
New York
$101M +$1.44M +37,767 +2%
MWM
14
Modera Wealth Management
New Jersey
$99.8M -$453K -11,870 -0.5%
EWM
15
Empirical Wealth Management
Washington
$87.3M +$2.69M +70,350 +3%
MRWM
16
ML&R Wealth Management
Texas
$86.8M -$4.58M -119,986 -5%
TWA
17
TCI Wealth Advisors
Arizona
$86.7M +$1.49M +38,943 +2%
TI
18
Truepoint Inc
Ohio
$79.1M -$3.06M -80,090 -4%
TCOTS
19
Trust Company of the South
North Carolina
$76.7M -$2.36M -61,897 -3%
CL
20
Choreo LLC
Illinois
$76.5M +$1M +26,217 +1%
JTWM
21
Jackson Thornton Wealth Management
Alabama
$64.3M -$346K -9,059 -0.6%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$61.2M -$535K -14,011 -0.9%
FG
23
Foster Group
Iowa
$60.7M -$838K -21,945 -1%
FFM
24
Forum Financial Management
Illinois
$57.3M -$1.55M -40,531 -3%
BHWM
25
Beaird Harris Wealth Management
Texas
$54.7M -$319K -8,344 -0.6%