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Dimensional US Marketwide Value ETF
DFUV

549 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, 170 increasing their positions, 168 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $6.89B → $7.73B (+$848M)

12% more funds holding

Funds holding: 489 → 549 (+60)

10% more funds holding in top 10

Funds holding in top 10: 81 → 89 (+8)

1% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 168

1% more ownership

Funds ownership: 80.22% → 81.21% (+1%)

Holders
549
Holders Change
+60
Holders Change %
+12.27%
% of All Funds
8%
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
170
Reduced
168
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$84.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$64.6M
3
SC
Savant Capital
Illinois
+$48.6M
4
PWS
Paragon Wealth Strategies
Florida
+$26.6M
5
Stifel Financial
Stifel Financial
Missouri
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$221M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$18.8M
3
Osaic Holdings
Osaic Holdings
Arizona
-$10M
4
MWM
Meritas Wealth Management
California
-$7.47M
5
BSW
Buckingham Strategic Wealth
Missouri
-$6.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
276
Steward Partners Investment Advisory
New York
$1.03M +$501K +14,541 +110%
CFIA
277
Cantor Fitzgerald Investment Advisors
New York
$1.03M +$950K +27,599 New
Goldman Sachs
278
Goldman Sachs
New York
$1.02M +$944K +27,428 New
BB
279
Busey Bank
Illinois
$1M – – –
PFBT
280
Parkside Financial Bank & Trust
Missouri
$1M -$78.9K -2,292 -8%
CWM
281
Cherrydale Wealth Management
New Jersey
$996K +$31.4K +912 +4%
GC
282
Garde Capital
Washington
$990K – – –
LIA
283
LBMC Investment Advisors
Tennessee
$979K +$1.45K +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 +$38.6K +1,120 +5%
RJA
290
Raymond James & Associates
Florida
$929K +$92.7K +2,694 +12%
PA
291
Parallel Advisors
California
$915K -$98.8K -2,869 -10%
FC
292
Financial Council
Maryland
$915K – – –
AWA
293
Arbor Wealth Advisors
Michigan
$906K +$838K +24,343 New
LWM
294
Liberty Wealth Management
California
$904K +$20.4K +594 +3%
IA
295
IFG Advisory
Georgia
$901K +$15.4K +447 +2%
BJL
296
Brighton Jones LLC
Washington
$891K -$127K -3,696 -13%
FPCP
297
Fort Point Capital Partners
California
$890K – – –
BWP
298
Balboa Wealth Partners
Arizona
$874K – – –
TI
299
tru Independence
Oregon
$872K -$101K -2,929 -11%
PFM
300
Phillips Financial Management
Indiana
$871K +$2.24K +65 +0.3%
10 11
12
13 14

DFUV Hedge Fund Activity: Q4 2023 in Review

549 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2023, worth a combined $7.73B — up 12% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DFUV positions and 15 closed out — a net gain of 68 holders — while 170 added to existing stakes and 168 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $84.5M. The largest seller was Strategic Investment Solutions, cutting an estimated $221M.

  • 549 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2023, up from 489 in Q3 2023.
  • Funds reported $7.73B of Dimensional US Marketwide Value ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 83 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2023 and 15 closed out, a net change of +68 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q4 2023 was Mercer Global Advisors, an estimated $84.5M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2023.