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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.1B
3
SC
3
Savant Capital
Illinois
$721M
4
Creative Planning
4
Creative Planning
Kansas
$220M
5
MHS
5
M Holdings Securities
Oregon
$46.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.4M
2
IFA
2
Index Fund Advisors
California
$256M
3
WRPWM
3
Werba Rubin Papier Wealth Management
California
$8.15M
4
FFM
4
Forum Financial Management
Illinois
$49.5M
5
AA
5
Ancora Advisors
Ohio
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
251
Private Advisor Group
New Jersey
$1.35M +$1.69K +43 +0.1%
PWM
252
Perigon Wealth Management
California
$1.34M +$252K +6,418 +23%
RIP
253
RAM Investment Partners
Washington
$1.34M -$11.8K -300 -0.9%
AC
254
Applied Capital
Arkansas
$1.28M -$21.6K -550 -2%
AAS
255
Avantax Advisory Services
Texas
$1.27M +$119K +3,031 +10%
JIC
256
Johnson Investment Counsel
Ohio
$1.26M – – –
FT
257
Fiduciary Trust
Massachusetts
$1.24M – – –
BCA
258
Bay Colony Advisors
Massachusetts
$1.24M +$18.3K +467 +2%
GA
259
Greenspring Advisors
Maryland
$1.24M – – –
PFBT
260
Parkside Financial Bank & Trust
Missouri
$1.23M +$259K +6,586 +27%
BB
261
Busey Bank
Illinois
$1.22M – – –
IAN
262
Integrated Advisors Network
Texas
$1.21M +$10.6K +271 +0.9%
MWPCG
263
Measured Wealth Private Client Group
New Hampshire
$1.19M -$154K -3,931 -11%
SOAG
264
Silver Oak Advisory Group
Oregon
$1.17M -$74.6K -1,902 -6%
LWM
265
LJI Wealth Management
Indiana
$1.17M +$16.2K +412 +1%
MFG
266
Merit Financial Group
Georgia
$1.17M +$39 +1 +0%
BCI
267
Brinker Capital Investments
Pennsylvania
$1.16M +$2.59K +66 +0.2%
OPS
268
Orion Portfolio Solutions
Nebraska
$1.16M +$2.59K +66 +0.2%
ACM
269
Absolute Capital Management
Pennsylvania
$1.14M -$49.4K -1,259 -4%
EIA
270
Eldridge Investment Advisors
New Hampshire
$1.14M -$1.41K -36 -0.1%
IA
271
IFG Advisors
Missouri
$1.13M +$448K +11,397 +65%
SPIA
272
Steward Partners Investment Advisory
New York
$1.12M -$7.85K -200 -0.7%
QWM
273
Quadcap Wealth Management
Texas
$1.12M +$1.12M +28,445 New
FWP
274
FAS Wealth Partners
Kansas
$1.12M -$24.7K -628 -2%
IC
275
IEQ Capital
California
$1.12M +$400K +10,191 +56%
9 10
11
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