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Dimensional US Marketwide Value ETF
DFUV

668 hedge funds and large institutions have $10.1B invested in Dimensional US Marketwide Value ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 204 increasing their positions, 197 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 16

29% more funds holding in top 10

Funds holding in top 10: 84 → 108 (+24)

11% more funds holding

Funds holding: 604 → 668 (+64)

2.47% more ownership

Funds ownership: 87.91% → 90.38% (+2.5%)

4% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 197

1% more capital invested

Capital invested by funds: $9.95B → $10.1B (+$125M)

Holders
668
Holders Change
+64
Holders Change %
+10.6%
% of All Funds
8.8%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.42%
New
90
Increased
204
Reduced
197
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$46.2M
2
EFP
Elser Financial Planning
Indiana
+$41.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.7M
4
MWM
Mission Wealth Management
California
+$21.9M
5
EP
Essential Planning
New Hampshire
+$16.4M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$161M
2
SC
Savant Capital
Illinois
-$23.7M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$12M
4
IFA
Index Fund Advisors
California
-$7.12M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$5.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
226
Glass Jacobson Investment Advisors
Maryland
$2.73M -$21.6K -510 -0.8%
QFA
227
Quantum Financial Advisors
California
$2.73M – – –
NHC
228
Nicholas Hoffman & Company
Georgia
$2.71M -$51.1K -1,203 -2%
ZF
229
Zhang Financial
Michigan
$2.69M +$6.66K +157 +0.2%
RFC
230
Regions Financial Corp
Alabama
$2.69M – – –
LNWWM
231
Laird Norton Wetherby Wealth Management
California
$2.67M – – –
RSWM
232
Robertson Stephens Wealth Management
California
$2.63M +$255 +6 +0%
MWM
233
Melfa Wealth Management
Massachusetts
$2.62M -$424 -10 -0%
ATI
234
ARK & TLK Investments
Oklahoma
$2.54M +$67.9K +1,600 +3%
CSWM
235
Cassady Schiller Wealth Management
Ohio
$2.54M -$230K -5,430 -8%
WP
236
Westmount Partners
California
$2.47M – – –
AWP
237
Axis Wealth Partners
Rhode Island
$2.45M +$2.55M +59,966 New
CWS
238
Cypress Wealth Services
California
$2.43M -$85.7K -2,019 -3%
M
239
MATAURO
New York
$2.42M +$2.51M +59,132 New
FWM
240
Fonville Wealth Management
Virginia
$2.37M -$1.49K -35 -0.1%
FWMP
241
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.35M +$2.43M +57,314 New
ACA
242
Aptus Capital Advisors
Alabama
$2.26M +$243K +5,719 +12%
PAG
243
Poinciana Advisors Group
Florida
$2.23M +$2.32M +54,557 New
Brown Advisory
244
Brown Advisory
Maryland
$2.13M +$79.8K +1,881 +4%
AFO
245
Aurelius Family Office
New Hampshire
$2.13M +$2.21M +52,004 New
FF
246
Francis Financial
$2.12M -$118K -2,789 -5%
FIM
247
Freedom Investment Management
Connecticut
$2.12M -$42.9K -1,010 -2%
CPIG
248
Chicago Partners Investment Group
Illinois
$2.11M +$131K +3,084 +6%
AWM
249
Angeles Wealth Management
California
$2.11M -$173K -4,075 -7%
WIM
250
Warwick Investment Management
Texas
$2.08M +$2.16M +50,871 New
8 9
10
11 12

DFUV Hedge Fund Activity: Q4 2024 in Review

668 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2024, worth a combined $10.1B — up 1.3% from $9.95B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new DFUV positions and 16 closed out — a net gain of 74 holders — while 204 added to existing stakes and 197 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $46.2M. The largest seller was Mercer Global Advisors, cutting an estimated $161M.

  • 668 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2024, up from 604 in Q3 2024.
  • Funds reported $10.1B of Dimensional US Marketwide Value ETF stock for Q4 2024, up 1.3% quarter-over-quarter.
  • 90 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2024 and 16 closed out, a net change of +74 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q4 2024 was Focus Partners Advisor Solutions, an estimated $46.2M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2024.