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Dimensional US Marketwide Value ETF

566 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, 174 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $7.73B → $8.9B (+$1.17B)

3.24% more ownership

Funds ownership: 81.21%84.46% (+3.2%)

3% more funds holding

Funds holding: 549566 (+17)

0% more funds holding in top 10

Funds holding in top 10: 8989 (0)

13% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 199

Holders
566
Holders Change
+17
Holders Change %
+3.1%
% of All Funds
8.15%
Holding in Top 10
89
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.28%
New
41
Increased
174
Reduced
199
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
251
Applied Capital
Arkansas
$1.35M -$115 -3 -0%
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$1.34M -$18.2K -476 -1%
JIC
253
Johnson Investment Counsel
Ohio
$1.31M +$144K +3,771 +13%
SOAG
254
Silver Oak Advisory Group
Oregon
$1.3M +$76 +2 +0%
FT
255
Fiduciary Trust
Massachusetts
$1.3M -$80K -2,094 -6%
GA
256
Greenspring Advisors
Maryland
$1.29M
BB
257
Busey Bank
Illinois
$1.27M +$157K +4,114 +15%
CAMG
258
CWA Asset Management Group
Florida
$1.27M -$51.5K -1,348 -4%
BCA
259
Bay Colony Advisors
Massachusetts
$1.27M +$311K +8,129 +35%
HIC
260
Hartline Investment Corp
Illinois
$1.27M +$1.19M +31,055 New
IAN
261
Integrated Advisors Network
Texas
$1.25M -$14.1K -368 -1%
ACM
262
Absolute Capital Management
Pennsylvania
$1.24M -$120K -3,153 -9%
BCI
263
Brinker Capital Investments
Pennsylvania
$1.21M -$116K -3,026 -9%
OPS
264
Orion Portfolio Solutions
Nebraska
$1.21M -$116K -3,026 -9%
LWM
265
LJI Wealth Management
Indiana
$1.2M +$53.8K +1,409 +5%
AAS
266
Avantax Advisory Services
Texas
$1.19M -$3.13K -82 -0.3%
FWP
267
FAS Wealth Partners
Kansas
$1.19M +$32.2K +843 +3%
EIA
268
Eldridge Investment Advisors
New Hampshire
$1.19M +$1.41K +37 +0.1%
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$1.19M +$24.5K +641 +2%
SPIA
270
Steward Partners Investment Advisory
New York
$1.17M +$36.4K +954 +3%
BTWM
271
Baker Tilly Wealth Management
Wisconsin
$1.17M -$83K -2,174 -7%
MFG
272
Merit Financial Group
Georgia
$1.17M -$2.64K -69 -0.2%
IA
273
IFG Advisory
Georgia
$1.16M +$158K +4,148 +17%
LWM
274
Liberty Wealth Management
California
$1.14M +$140K +3,659 +15%
VFP
275
Verus Financial Partners
Virginia
$1.14M +$2.94K +77 +0.3%

DFUV Hedge Fund Activity: Q1 2024 in Review

566 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q1 2024, worth a combined $8.9B — up 15% from $7.73B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DFUV positions and 15 closed out — a net gain of 26 holders — while 174 added to existing stakes and 199 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $215M. The largest seller was Carlson Capital Management, cutting an estimated $24.1M.

  • 566 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q1 2024, up from 549 in Q4 2023.
  • Funds reported $8.9B of Dimensional US Marketwide Value ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 41 funds opened new Dimensional US Marketwide Value ETF positions in Q1 2024 and 15 closed out, a net change of +26 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $215M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q1 2024 was Carlson Capital Management, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2024.