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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 %
AC
251
Applied Capital
Arkansas
$1.35M -$123 -3 -0%
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$1.34M -$19.5K -476 -1%
JIC
253
Johnson Investment Counsel
Ohio
$1.31M +$154K +3,771 +13%
SOAG
254
Silver Oak Advisory Group
Oregon
$1.3M +$82 +2 +0%
FT
255
Fiduciary Trust
Massachusetts
$1.3M -$85.6K -2,094 -6%
GA
256
Greenspring Advisors
Maryland
$1.29M – – –
BB
257
Busey Bank
Illinois
$1.27M +$168K +4,114 +15%
CAMG
258
CWA Asset Management Group
Florida
$1.27M -$55.1K -1,348 -4%
BCA
259
Bay Colony Advisors
Massachusetts
$1.27M +$332K +8,129 +35%
HIC
260
Hartline Investment Corp
Illinois
$1.27M +$1.27M +31,055 New
IAN
261
Integrated Advisors Network
Texas
$1.25M -$15.1K -368 -1%
ACM
262
Absolute Capital Management
Pennsylvania
$1.24M -$129K -3,153 -9%
OPS
263
Orion Portfolio Solutions
Nebraska
$1.21M -$124K -3,026 -9%
BCI
264
Brinker Capital Investments
Pennsylvania
$1.21M -$124K -3,026 -9%
LWM
265
LJI Wealth Management
Indiana
$1.2M +$57.6K +1,409 +5%
AAS
266
Avantax Advisory Services
Texas
$1.19M -$3.35K -82 -0.3%
FWP
267
FAS Wealth Partners
Kansas
$1.19M +$34.5K +843 +3%
EIA
268
Eldridge Investment Advisors
New Hampshire
$1.19M +$1.51K +37 +0.1%
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$1.19M +$26.2K +641 +2%
SPIA
270
Steward Partners Investment Advisory
New York
$1.17M +$39K +954 +3%
BTWM
271
Baker Tilly Wealth Management
Wisconsin
$1.17M -$88.9K -2,174 -7%
MFG
272
Merit Financial Group
Georgia
$1.17M -$2.71K -69 -0.2%
IA
273
IFG Advisory
Georgia
$1.16M +$170K +4,148 +17%
LWM
274
Liberty Wealth Management
California
$1.14M +$150K +3,659 +15%
VFP
275
Verus Financial Partners
Virginia
$1.14M +$3.15K +77 +0.3%
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