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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

547 hedge funds and large institutions have $7.73B invested in Dimensional US Marketwide Value ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 169 increasing their positions, 168 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+59
Holders Change %
+12.09%
% of All Funds
8.02%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.3%
New
82
Increased
169
Reduced
168
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$750M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$730M
3
SC
Savant Capital
Illinois
$606M
4
PWS
Paragon Wealth Strategies
Florida
$28.8M
5
Stifel Financial
Stifel Financial
Missouri
$16.1M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$10.7M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$59.4M
3
Osaic Holdings
Osaic Holdings
Arizona
$18.9M
4
MWM
Meritas Wealth Management
California
$24.3M
5
BSW
Buckingham Strategic Wealth
Missouri
$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
251
Private Advisor Group
New Jersey
$1.29M +$5.36K +144 +0.4%
BFA
252
Beacon Financial Advisory
Ohio
$1.28M -$191K -5,142 -13%
FT
253
Fiduciary Trust
Massachusetts
$1.26M – – –
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$1.25M -$560K -14,968 -31%
ACM
255
Absolute Capital Management
Pennsylvania
$1.25M +$1.25M +33,489 New
AC
256
Applied Capital
Arkansas
$1.23M -$214K -5,737 -15%
BCI
257
Brinker Capital Investments
Pennsylvania
$1.21M -$172K -4,631 -12%
OPS
258
Orion Portfolio Solutions
Nebraska
$1.21M -$172K -4,631 -12%
CAMG
259
CWA Asset Management Group
Florida
$1.21M – – –
SOAG
260
Silver Oak Advisory Group
Oregon
$1.18M +$74 +2 +0%
GA
261
Greenspring Advisors
Maryland
$1.17M – – –
CB
262
Commerce Bank
Missouri
$1.16M +$29.3K +787 +3%
BTWM
263
Baker Tilly Wealth Management
Wisconsin
$1.15M -$332K -8,907 -22%
IAN
264
Integrated Advisors Network
Texas
$1.15M -$14.3K -384 -1%
FTUS
265
Flow Traders U.S.
New York
$1.11M +$1.11M +29,936 New
MFG
266
Merit Financial Group
Georgia
$1.11M +$2.61K +70 +0.2%
FGAM
267
Financial Gravity Asset Management
Texas
$1.1M +$50.2K +414 +5%
AAS
268
Avantax Advisory Services
Texas
$1.09M +$46.8K +1,258 +4%
EIA
269
Eldridge Investment Advisors
New Hampshire
$1.08M -$178K -4,787 -14%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$1.06M +$191K +5,133 +22%
FWP
271
FAS Wealth Partners
Kansas
$1.05M +$68.1K +1,830 +7%
JIC
272
Johnson Investment Counsel
Ohio
$1.05M – – –
VFP
273
Verus Financial Partners
Virginia
$1.04M +$3.14K +84 +0.3%
LWM
274
LJI Wealth Management
Indiana
$1.04M +$197K +5,280 +23%
PWM
275
Perigon Wealth Management
California
$1.04M +$165K +4,435 +19%
9 10
11
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