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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

601 hedge funds and large institutions have $9.95B invested in Dimensional US Marketwide Value ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 191 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
8.69%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.22%
New
42
Increased
191
Reduced
197
Closed
20
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$600M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.46B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.37B
4
RFP
4
Root Financial Partners
California
$48M
5
SWA
5
ShankerValleau Wealth Advisors
Illinois
$23.1M

Top Sellers

1
MHS
1
M Holdings Securities
Oregon
$4.54M
2
EFP
2
Elser Financial Planning
Indiana
$305K
3
SP
3
Symmetry Partners
Connecticut
$25.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$121M
5
IFA
5
Index Fund Advisors
California
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
251
Asset Planning Corporation
Tennessee
$1.45M +$750 +18 +0.1%
SIC
252
SJS Investment Consulting
Ohio
$1.44M -$1.04K -25 -0.1%
BCA
253
Bay Colony Advisors
Massachusetts
$1.43M +$120K +2,876 +9%
PWM
254
Perigon Wealth Management
California
$1.43M -$1.63K -39 -0.1%
RIP
255
RAM Investment Partners
Washington
$1.42M – – –
Bank of Montreal
256
Bank of Montreal
Ontario, Canada
$1.39M -$49K -1,179 -3%
PAG
257
Private Advisor Group
New Jersey
$1.39M -$45.7K -1,097 -3%
PFBT
258
Parkside Financial Bank & Trust
Missouri
$1.37M +$58.7K +1,408 +4%
AC
259
Applied Capital
Arkansas
$1.36M -$125 -3 -0%
MFG
260
Merit Financial Group
Georgia
$1.31M +$75K +1,798 +6%
GA
261
Greenspring Advisors
Maryland
$1.31M – – –
JIC
262
Johnson Investment Counsel
Ohio
$1.31M -$18.8K -450 -1%
FT
263
Fiduciary Trust
Massachusetts
$1.31M -$8.34K -200 -0.6%
AAS
264
Avantax Advisory Services
Texas
$1.31M -$36.4K -872 -3%
BB
265
Busey Bank
Illinois
$1.3M – – –
IAN
266
Integrated Advisors Network
Texas
$1.28M – – –
BCI
267
Brinker Capital Investments
Pennsylvania
$1.27M +$32.3K +774 +3%
OPS
268
Orion Portfolio Solutions
Nebraska
$1.27M +$32.3K +774 +3%
MWPCG
269
Measured Wealth Private Client Group
New Hampshire
$1.26M -$1.38K -33 -0.1%
LWM
270
LJI Wealth Management
Indiana
$1.24M +$125 +3 +0%
IA
271
IFG Advisors
Missouri
$1.2M – – –
EIA
272
Eldridge Investment Advisors
New Hampshire
$1.2M -$9.05K -217 -0.7%
FWP
273
FAS Wealth Partners
Kansas
$1.19M +$4.79K +115 +0.4%
IC
274
IEQ Capital
California
$1.19M +$1.75K +42 +0.1%
QWM
275
Quadcap Wealth Management
Texas
$1.19M – – –
9 10
11
12 13