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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

565 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, 173 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+17
Holders Change %
+3.1%
% of All Funds
8.19%
Holding in Top 10
89
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
41
Increased
173
Reduced
199
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$231M
2
HighTower Advisors
HighTower Advisors
Illinois
+$184M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$180M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$75.6M
5
BPA
Beacon Pointe Advisors
California
+$32.9M

Top Sellers

1
CCM
Carlson Capital Management
Minnesota
-$25.8M
2
AT
Arden Trust
Delaware
-$12.6M
3
SP
Symmetry Partners
Connecticut
-$9.49M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$7.63M
5
PL
Plancorp LLC
Missouri
-$5.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
276
Perigon Wealth Management
California
$1.14M – – –
CFIA
277
Cantor Fitzgerald Investment Advisors
New York
$1.13M – – –
PNC Financial Services Group
278
PNC Financial Services Group
Pennsylvania
$1.12M +$199K +4,872 +22%
Baird Financial Group
279
Baird Financial Group
Wisconsin
$1.1M +$449K +10,980 +69%
GC
280
Garde Capital
Washington
$1.09M – – –
LIA
281
LBMC Investment Advisors
Tennessee
$1.08M +$1.6K +39 +0.1%
AWM
282
Apollon Wealth Management
South Carolina
$1.06M – – –
PNAA
283
Pictet North America Advisors
Switzerland
$1.06M – – –
MWM
284
Marietta Wealth Management
Georgia
$1.04M -$16.1K -394 -2%
AC
285
AWM Capital
Arizona
$1.04M -$19.3K -472 -2%
MA
286
Mutual Advisors
Nebraska
$1.03M +$1.19K +29 +0.1%
PFBT
287
Parkside Financial Bank & Trust
Missouri
$1.02M -$87.2K -2,133 -8%
WAP
288
Wealthcare Advisory Partners
Pennsylvania
$1.01M +$309K +7,549 +44%
PA
289
Parallel Advisors
California
$1.01M +$1.02K +25 +0.1%
FC
290
Financial Council
Maryland
$1.01M – – –
AWA
291
Arbor Wealth Advisors
Michigan
$996K – – –
BJL
292
Brighton Jones LLC
Washington
$983K +$3.35K +82 +0.3%
TI
293
tru Independence
Oregon
$961K +$2.17K +53 +0.2%
FPCP
294
Fort Point Capital Partners
California
$957K -$20.5K -500 -2%
SIC
295
Samalin Investment Counsel
New York
$954K +$47K +1,148 +5%
PFM
296
Phillips Financial Management
Indiana
$951K -$5.77K -141 -0.6%
RWM
297
Revisor Wealth Management
Ohio
$947K +$563K +14,407 +147%
Focus Partners Wealth
298
Focus Partners Wealth
Massachusetts
$941K – – –
CA
299
Cetera Advisors
Colorado
$934K +$614K +15,018 +192%
MSF
300
Mustard Seed Financial
Arkansas
$928K -$5.69K -139 -0.6%
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