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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

565 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, 173 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+17
Holders Change %
+3.1%
% of All Funds
8.19%
Holding in Top 10
89
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
41
Increased
173
Reduced
199
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$231M
2
HighTower Advisors
HighTower Advisors
Illinois
+$184M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$180M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$75.6M
5
BPA
Beacon Pointe Advisors
California
+$32.9M

Top Sellers

1
CCM
Carlson Capital Management
Minnesota
-$25.8M
2
AT
Arden Trust
Delaware
-$12.6M
3
SP
Symmetry Partners
Connecticut
-$9.49M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$7.63M
5
PL
Plancorp LLC
Missouri
-$5.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
226
Cordant Inc
Oregon
$1.85M -$145K -3,546 -7%
BTI
227
Blue Trust Inc
Georgia
$1.78M -$717K -17,526 -29%
VWA
228
Valued Wealth Advisors
Utah
$1.77M -$69.3K -1,695 -4%
William Blair & Company
229
William Blair & Company
Illinois
$1.75M +$2.21K +54 +0.1%
TFO
230
Tarbox Family Office
California
$1.73M +$327 +8 +0%
GRP
231
Global Retirement Partners
California
$1.71M +$39.1K +955 +2%
NA
232
NewEdge Advisors
Louisiana
$1.7M +$994K +24,296 +140%
CCM
233
Carlson Capital Management
Minnesota
$1.7M -$25.8M -631,511 -94%
CRC
234
Curi RMB Capital
Illinois
$1.66M +$620K +15,155 +60%
FWCM
235
Ferguson Wellman Capital Management
Oregon
$1.61M – – –
APP
236
Avantax Planning Partners
Iowa
$1.61M +$669K +16,348 +71%
FC
237
Family CFO
California
$1.56M +$9.41K +230 +0.6%
RJA
238
Raymond James & Associates
Florida
$1.55M +$533K +13,043 +52%
FNB
239
Farmers National Bank
Kentucky
$1.55M -$101K -2,477 -6%
SIC
240
SJS Investment Consulting
Ohio
$1.53M – – –
APC
241
Asset Planning Corporation
Tennessee
$1.51M -$277K -6,784 -16%
Fidelity Investments
242
Fidelity Investments
Massachusetts
$1.5M -$4.05K -99 -0.3%
Comerica Bank
243
Comerica Bank
Texas
$1.49M -$1.15K -28 -0.1%
KCPG
244
Kavar Capital Partners Group
Kansas
$1.49M -$1.48M -36,185 -50%
BFA
245
Beacon Financial Advisory
Ohio
$1.46M +$58K +1,417 +4%
MW
246
Marcum Wealth
Ohio
$1.43M +$4.5K +110 +0.3%
PAG
247
Private Advisor Group
New Jersey
$1.41M -$6.83K -167 -0.5%
RIP
248
RAM Investment Partners
Washington
$1.4M -$82.2K -2,009 -6%
MWPCG
249
Measured Wealth Private Client Group
New Hampshire
$1.4M -$21.1K -517 -1%
VFA
250
Valeo Financial Advisors
Indiana
$1.38M -$38.8K -982 -3%
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