We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

566 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, 174 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $7.73B → $8.9B (+$1.17B)

3.24% more ownership

Funds ownership: 81.21%84.46% (+3.2%)

3% more funds holding

Funds holding: 549566 (+17)

0% more funds holding in top 10

Funds holding in top 10: 8989 (0)

13% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 199

Holders
566
Holders Change
+17
Holders Change %
+3.1%
% of All Funds
8.15%
Holding in Top 10
89
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.28%
New
41
Increased
174
Reduced
199
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
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 +$186K +4,872 +22%
Baird Financial Group
279
Baird Financial Group
Wisconsin
$1.1M +$419K +10,980 +69%
GC
280
Garde Capital
Washington
$1.09M
LIA
281
LBMC Investment Advisors
Tennessee
$1.08M +$1.49K +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 -$15.1K -394 -2%
AC
285
AWM Capital
Arizona
$1.04M -$18K -472 -2%
MA
286
Mutual Advisors
Nebraska
$1.03M +$1.11K +29 +0.1%
PFBT
287
Parkside Financial Bank & Trust
Missouri
$1.02M -$81.5K -2,133 -8%
WAP
288
Wealthcare Advisory Partners
Pennsylvania
$1.01M +$288K +7,549 +44%
PA
289
Parallel Advisors
California
$1.01M +$955 +25 +0.1%
FC
290
Financial Council
Maryland
$1.01M
AWA
291
Arbor Wealth Advisors
Michigan
$996K
BJL
292
Brighton Jones LLC
Washington
$983K +$3.13K +82 +0.3%
TI
293
tru Independence
Oregon
$961K +$2.02K +53 +0.2%
FPCP
294
Fort Point Capital Partners
California
$957K -$19.1K -500 -2%
SIC
295
Samalin Investment Counsel
New York
$954K +$43.9K +1,148 +5%
PFM
296
Phillips Financial Management
Indiana
$951K -$5.39K -141 -0.6%
RWM
297
Revisor Wealth Management
Ohio
$947K +$550K +14,407 +147%
Focus Partners Wealth
298
Focus Partners Wealth
Massachusetts
$941K
CA
299
Cetera Advisors
Colorado
$934K +$574K +15,018 +192%
MSF
300
Mustard Seed Financial
Arkansas
$928K -$5.31K -139 -0.6%

DFUV Hedge Fund Activity: Q1 2024 in Review

566 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q1 2024, worth a combined $8.9B — up 15% from $7.73B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DFUV positions and 15 closed out — a net gain of 26 holders — while 174 added to existing stakes and 199 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $215M. The largest seller was Carlson Capital Management, cutting an estimated $24.1M.

  • 566 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q1 2024, up from 549 in Q4 2023.
  • Funds reported $8.9B of Dimensional US Marketwide Value ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 41 funds opened new Dimensional US Marketwide Value ETF positions in Q1 2024 and 15 closed out, a net change of +26 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $215M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q1 2024 was Carlson Capital Management, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2024.