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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

601 hedge funds and large institutions have $9.95B invested in Dimensional US Marketwide Value ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 191 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
8.69%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.22%
New
42
Increased
191
Reduced
197
Closed
20
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$600M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.46B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.37B
4
RFP
4
Root Financial Partners
California
$48M
5
SWA
5
ShankerValleau Wealth Advisors
Illinois
$23.1M

Top Sellers

1
MHS
1
M Holdings Securities
Oregon
$4.54M
2
EFP
2
Elser Financial Planning
Indiana
$305K
3
SP
3
Symmetry Partners
Connecticut
$25.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$121M
5
IFA
5
Index Fund Advisors
California
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
2L
226
25 LLC
Missouri
$2M +$3.96K +95 +0.2%
VWA
227
Valued Wealth Advisors
Utah
$1.94M +$8.38K +201 +0.4%
Bank of America
228
Bank of America
North Carolina
$1.92M +$48.6K +1,165 +3%
AP
229
Adero Partners
California
$1.91M -$162K -3,896 -8%
RJA
230
Raymond James & Associates
Florida
$1.89M +$323K +7,756 +21%
William Blair & Company
231
William Blair & Company
Illinois
$1.8M +$6.63K +159 +0.4%
TFO
232
Tarbox Family Office
California
$1.76M +$375 +9 +0%
WFA
233
Websterrogers Financial Advisors
South Carolina
$1.75M -$95.7K -2,295 -5%
NA
234
NewEdge Advisors
Louisiana
$1.75M -$50.7K -1,216 -3%
GRP
235
Global Retirement Partners
California
$1.71M +$250 +6 +0%
BTI
236
Blue Trust Inc
Georgia
$1.71M -$196 -5 -0%
CRC
237
Curi RMB Capital
Illinois
$1.7M +$2.67K +64 +0.2%
CI
238
Cordant Inc
Oregon
$1.69M -$51.5K -1,236 -3%
BFA
239
Beacon Financial Advisory
Ohio
$1.65M +$51K +1,224 +3%
FWCM
240
Ferguson Wellman Capital Management
Oregon
$1.64M – – –
FC
241
Family CFO
California
$1.62M +$23.5K +563 +1%
CCM
242
Carlson Capital Management
Minnesota
$1.55M -$147K -3,532 -9%
KCPG
243
Kavar Capital Partners Group
Kansas
$1.53M +$2.38K +57 +0.2%
APP
244
Avantax Planning Partners
Iowa
$1.52M -$16.9K -405 -1%
QCM
245
Quantinno Capital Management
New York
$1.52M +$874K +20,973 +136%
Comerica Bank
246
Comerica Bank
Texas
$1.52M – – –
Susquehanna International Group
247
Susquehanna International Group
Pennsylvania
$1.51M +$560K +13,437 +59%
VFA
248
Valeo Financial Advisors
Indiana
$1.51M +$50.5K +1,211 +3%
MW
249
Marcum Wealth
Ohio
$1.47M +$5.42K +130 +0.4%
GS
250
GTS Securities
New York
$1.46M +$940K +22,537 +182%
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