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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
CI
226
Cordant Inc
Oregon
$1.85M -$135K -3,546 -7%
BTI
227
Blue Trust Inc
Georgia
$1.78M -$669K -17,526 -29%
VWA
228
Valued Wealth Advisors
Utah
$1.77M -$64.7K -1,695 -4%
William Blair & Company
229
William Blair & Company
Illinois
$1.75M +$2.06K +54 +0.1%
TFO
230
Tarbox Family Office
California
$1.73M +$306 +8 +0%
GRP
231
Global Retirement Partners
California
$1.71M +$36.5K +955 +2%
NA
232
NewEdge Advisors
Louisiana
$1.7M +$928K +24,296 +140%
CCM
233
Carlson Capital Management
Minnesota
$1.7M -$24.1M -631,511 -94%
CRC
234
Curi RMB Capital
Illinois
$1.66M +$579K +15,155 +60%
FWCM
235
Ferguson Wellman Capital Management
Oregon
$1.61M
APP
236
Avantax Planning Partners
Iowa
$1.61M +$624K +16,348 +71%
FC
237
Family CFO
California
$1.56M +$8.79K +230 +0.6%
RJA
238
Raymond James & Associates
Florida
$1.55M +$498K +13,043 +52%
FNB
239
Farmers National Bank
Kentucky
$1.55M -$94.6K -2,477 -6%
SIC
240
SJS Investment Consulting
Ohio
$1.53M
APC
241
Asset Planning Corporation
Tennessee
$1.51M -$259K -6,784 -16%
Fidelity Investments
242
Fidelity Investments
Massachusetts
$1.5M -$3.78K -99 -0.3%
Comerica Bank
243
Comerica Bank
Texas
$1.49M -$1.07K -28 -0.1%
KCPG
244
Kavar Capital Partners Group
Kansas
$1.49M -$1.38M -36,185 -50%
BFA
245
Beacon Financial Advisory
Ohio
$1.46M +$54.1K +1,417 +4%
MW
246
Marcum Wealth
Ohio
$1.43M +$4.2K +110 +0.3%
PAG
247
Private Advisor Group
New Jersey
$1.41M -$6.38K -167 -0.5%
RIP
248
RAM Investment Partners
Washington
$1.4M -$76.7K -2,009 -6%
MWPCG
249
Measured Wealth Private Client Group
New Hampshire
$1.4M -$19.7K -517 -1%
VFA
250
Valeo Financial Advisors
Indiana
$1.38M -$37.5K -982 -3%

DFUV Hedge Fund Activity: Q1 2024 in Review

566 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q1 2024, worth a combined $8.9B — up 15% from $7.73B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DFUV positions and 15 closed out — a net gain of 26 holders — while 174 added to existing stakes and 199 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $215M. The largest seller was Carlson Capital Management, cutting an estimated $24.1M.

  • 566 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q1 2024, up from 549 in Q4 2023.
  • Funds reported $8.9B of Dimensional US Marketwide Value ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 41 funds opened new Dimensional US Marketwide Value ETF positions in Q1 2024 and 15 closed out, a net change of +26 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $215M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q1 2024 was Carlson Capital Management, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2024.