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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.1B
3
SC
3
Savant Capital
Illinois
$721M
4
Creative Planning
4
Creative Planning
Kansas
$220M
5
MHS
5
M Holdings Securities
Oregon
$46.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.4M
2
IFA
2
Index Fund Advisors
California
$256M
3
WRPWM
3
Werba Rubin Papier Wealth Management
California
$8.15M
4
FFM
4
Forum Financial Management
Illinois
$49.5M
5
AA
5
Ancora Advisors
Ohio
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
226
Blue Trust Inc
Georgia
$1.78M – – –
Bank of America
227
Bank of America
North Carolina
$1.77M -$65.1K -1,657 -4%
WFA
228
Websterrogers Financial Advisors
South Carolina
$1.74M -$62K -1,579 -3%
NA
229
NewEdge Advisors
Louisiana
$1.7M +$63.1K +1,607 +4%
William Blair & Company
230
William Blair & Company
Illinois
$1.69M +$6.52K +166 +0.4%
TFO
231
Tarbox Family Office
California
$1.66M +$432 +11 +0%
CI
232
Cordant Inc
Oregon
$1.64M -$141K -3,587 -8%
GRP
233
Global Retirement Partners
California
$1.61M -$37K -943 -2%
CRC
234
Curi RMB Capital
Illinois
$1.6M +$2.71K +69 +0.2%
CCM
235
Carlson Capital Management
Minnesota
$1.59M -$35.6K -907 -2%
FWCM
236
Ferguson Wellman Capital Management
Oregon
$1.55M – – –
BFA
237
Beacon Financial Advisory
Ohio
$1.5M +$100K +2,559 +7%
FC
238
Family CFO
California
$1.5M -$2.4K -61 -0.2%
RJA
239
Raymond James & Associates
Florida
$1.47M -$18.1K -461 -1%
APP
240
Avantax Planning Partners
Iowa
$1.45M -$90.9K -2,315 -6%
KCPG
241
Kavar Capital Partners Group
Kansas
$1.44M +$6.48K +165 +0.5%
FNB
242
Farmers National Bank
Kentucky
$1.43M -$60.8K -1,547 -4%
Comerica Bank
243
Comerica Bank
Texas
$1.43M -$4.91K -125 -0.3%
Fidelity Investments
244
Fidelity Investments
Massachusetts
$1.42M -$19.9K -506 -1%
Bank of Montreal
245
Bank of Montreal
Ontario, Canada
$1.4M +$74.1K +1,832 +6%
DWA
246
Delap Wealth Advisory
Oregon
$1.39M +$694K +17,664 +100%
MW
247
Marcum Wealth
Ohio
$1.38M +$5.38K +137 +0.4%
VFA
248
Valeo Financial Advisors
Indiana
$1.37M – – –
APC
249
Asset Planning Corporation
Tennessee
$1.37M -$83K -2,114 -6%
SIC
250
SJS Investment Consulting
Ohio
$1.36M -$115K -2,922 -8%
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