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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

548 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 83 funds opening new positions, 169 increasing their positions, 168 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+60
Holders Change %
+12.3%
% of All Funds
8.03%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.3%
New
83
Increased
169
Reduced
168
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$91.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$69.9M
3
SC
Savant Capital
Illinois
+$52.5M
4
PWS
Paragon Wealth Strategies
Florida
+$28.8M
5
Stifel Financial
Stifel Financial
Missouri
+$14.1M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$239M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$20.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$10.8M
4
MWM
Meritas Wealth Management
California
-$8.08M
5
BSW
Buckingham Strategic Wealth
Missouri
-$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
276
Steward Partners Investment Advisory
New York
$1.03M +$541K +14,541 +110%
CFIA
277
Cantor Fitzgerald Investment Advisors
New York
$1.03M +$1.03M +27,599 New
Goldman Sachs
278
Goldman Sachs
New York
$1.02M +$1.02M +27,428 New
BB
279
Busey Bank
Illinois
$1M – – –
PFBT
280
Parkside Financial Bank & Trust
Missouri
$1M -$85.3K -2,292 -8%
CWM
281
Cherrydale Wealth Management
New Jersey
$996K +$33.9K +912 +4%
GC
282
Garde Capital
Washington
$990K – – –
LIA
283
LBMC Investment Advisors
Tennessee
$979K +$1.56K +42 +0.2%
AWM
284
Apollon Wealth Management
South Carolina
$968K – – –
AC
285
AWM Capital
Arizona
$962K – – –
PNAA
286
Pictet North America Advisors
Switzerland
$961K – – –
MWM
287
Marietta Wealth Management
Georgia
$960K – – –
CRC
288
Curi RMB Capital
Illinois
$946K – – –
MA
289
Mutual Advisors
Nebraska
$939K +$41.7K +1,120 +5%
RJA
290
Raymond James & Associates
Florida
$929K +$100K +2,694 +12%
PA
291
Parallel Advisors
California
$915K -$107K -2,869 -10%
FC
292
Financial Council
Maryland
$915K – – –
AWA
293
Arbor Wealth Advisors
Michigan
$906K +$906K +24,343 New
LWM
294
Liberty Wealth Management
California
$904K +$22.1K +594 +3%
IA
295
IFG Advisory
Georgia
$901K +$16.6K +447 +2%
BJL
296
Brighton Jones LLC
Washington
$891K -$138K -3,696 -13%
FPCP
297
Fort Point Capital Partners
California
$890K – – –
BWP
298
Balboa Wealth Partners
Arizona
$874K – – –
TI
299
tru Independence
Oregon
$872K -$109K -2,929 -11%
PFM
300
Phillips Financial Management
Indiana
$871K +$2.42K +65 +0.3%
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