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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$91.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$69.9M
3
SC
Savant Capital
Illinois
+$52.5M
4
PWS
Paragon Wealth Strategies
Florida
+$28.8M
5
Stifel Financial
Stifel Financial
Missouri
+$14.1M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$239M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$20.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$10.8M
4
MWM
Meritas Wealth Management
California
-$8.08M
5
BSW
Buckingham Strategic Wealth
Missouri
-$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
226
Basso Capital Management
Connecticut
$1.81M – – –
WFA
227
Websterrogers Financial Advisors
South Carolina
$1.79M -$25.8K -693 -1%
2L
228
25 LLC
Missouri
$1.78M +$41.8K +1,123 +2%
Brown Advisory
229
Brown Advisory
Maryland
$1.78M -$75K -2,016 -4%
Bank of America
230
Bank of America
North Carolina
$1.76M -$340K -9,145 -16%
TC
231
TAGStone Capital
North Carolina
$1.72M – – –
RPCA
232
Running Point Capital Advisors
California
$1.69M +$2.57K +69 +0.2%
APC
233
Asset Planning Corporation
Tennessee
$1.63M -$8.82K -237 -0.5%
AFS
234
Annapolis Financial Services
Maryland
$1.63M -$33.1K -888 -2%
William Blair & Company
235
William Blair & Company
Illinois
$1.59M +$38.6K +1,038 +2%
TFO
236
Tarbox Family Office
California
$1.57M +$335 +9 +0%
VWA
237
Valued Wealth Advisors
Utah
$1.53M +$1.53M +44,929 New
WAM
238
Weinberger Asset Management
California
$1.51M +$116K +3,126 +8%
FNB
239
Farmers National Bank
Kentucky
$1.5M -$307K -8,248 -17%
GRP
240
Global Retirement Partners
California
$1.49M +$219 +6 +0%
FWCM
241
Ferguson Wellman Capital Management
Oregon
$1.47M – – –
FC
242
Family CFO
California
$1.42M +$327K +8,776 +30%
SIC
243
SJS Investment Consulting
Ohio
$1.39M -$54K -1,450 -4%
Fidelity Investments
244
Fidelity Investments
Massachusetts
$1.37M -$20.5K -551 -1%
Comerica Bank
245
Comerica Bank
Texas
$1.36M +$1.11M +29,787 +443%
RIP
246
RAM Investment Partners
Washington
$1.35M -$233K -6,255 -15%
VFA
247
Valeo Financial Advisors
Indiana
$1.34M -$57K -1,531 -4%
AWM
248
AE Wealth Management
Kansas
$1.31M +$702K +18,777 +116%
MW
249
Marcum Wealth
Ohio
$1.3M +$4.36K +117 +0.3%
MWPCG
250
Measured Wealth Private Client Group
New Hampshire
$1.29M -$11.1K -299 -0.9%
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