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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.07B
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.1B
3
SC
Savant Capital
Illinois
$721M
4
Creative Planning
Creative Planning
Kansas
$220M
5
MHS
M Holdings Securities
Oregon
$46.4M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$12.4M
2
IFA
Index Fund Advisors
California
$256M
3
WRPWM
Werba Rubin Papier Wealth Management
California
$8.15M
4
FFM
Forum Financial Management
Illinois
$49.5M
5
AA
Ancora Advisors
Ohio
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
276
IFG Advisory
Georgia
$1.11M -$3.34K -85 -0.3%
VFP
277
Verus Financial Partners
Virginia
$1.1M +$3.85K +98 +0.4%
FTUS
278
Flow Traders U.S.
New York
$1.09M +$426K +10,843 +64%
CFIA
279
Cantor Fitzgerald Investment Advisors
New York
$1.08M -$5.07K -129 -0.5%
MA
280
Mutual Advisors
Nebraska
$1.08M +$42.4K +1,035 +4%
Baird Financial Group
281
Baird Financial Group
Wisconsin
$1.06M – – –
SAM
282
Smartleaf Asset Management
Massachusetts
$1.05M +$177K +4,536 +20%
GC
283
Garde Capital
Washington
$1.05M – – –
LIA
284
LBMC Investment Advisors
Tennessee
$1.04M +$1.96K +50 +0.2%
NEPWA
285
New England Private Wealth Advisors
Massachusetts
$1.02M +$1.02M +25,964 New
PNAA
286
Pictet North America Advisors
Switzerland
$1.01M – – –
PA
287
Parallel Advisors
California
$988K +$21.2K +539 +2%
AC
288
AWM Capital
Arizona
$983K -$13.5K -344 -1%
WAP
289
Wealthcare Advisory Partners
Pennsylvania
$972K +$942 +24 +0.1%
FC
290
Financial Council
Maryland
$965K – – –
MWM
291
Marietta Wealth Management
Georgia
$963K -$34.8K -887 -3%
BJL
292
Brighton Jones LLC
Washington
$948K +$4.05K +103 +0.4%
Focus Partners Wealth
293
Focus Partners Wealth
Massachusetts
$939K +$36K +916 +4%
BTWM
294
Baker Tilly Wealth Management
Wisconsin
$931K -$195K -4,971 -17%
TI
295
tru Independence
Oregon
$925K +$2.63K +67 +0.3%
AWM
296
Apollon Wealth Management
South Carolina
$924K -$97.7K -2,489 -10%
FPCP
297
Fort Point Capital Partners
California
$919K – – –
PFM
298
Phillips Financial Management
Indiana
$916K +$2.95K +75 +0.3%
SIC
299
Samalin Investment Counsel
New York
$913K -$3.38K -86 -0.4%
M&T Bank
300
M&T Bank
New York
$911K +$911K +23,205 New
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