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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

601 hedge funds and large institutions have $9.95B invested in Dimensional US Marketwide Value ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 191 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
8.69%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.22%
New
42
Increased
191
Reduced
197
Closed
20
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$600M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.46B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.37B
4
RFP
4
Root Financial Partners
California
$48M
5
SWA
5
ShankerValleau Wealth Advisors
Illinois
$23.1M

Top Sellers

1
MHS
1
M Holdings Securities
Oregon
$4.54M
2
EFP
2
Elser Financial Planning
Indiana
$305K
3
SP
3
Symmetry Partners
Connecticut
$25.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$121M
5
IFA
5
Index Fund Advisors
California
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOAG
276
Silver Oak Advisory Group
Oregon
$1.18M -$60.1K -1,443 -5%
VFP
277
Verus Financial Partners
Virginia
$1.17M +$3.82K +92 +0.3%
BJL
278
Brighton Jones LLC
Washington
$1.16M +$152K +3,655 +15%
Baird Financial Group
279
Baird Financial Group
Wisconsin
$1.15M +$25.1K +601 +2%
IA
280
IFG Advisory
Georgia
$1.15M -$33.1K -794 -3%
CFIA
281
Cantor Fitzgerald Investment Advisors
New York
$1.15M – – –
ACM
282
Absolute Capital Management
Pennsylvania
$1.14M -$68.3K -1,639 -6%
SAM
283
Smartleaf Asset Management
Massachusetts
$1.12M – – –
GC
284
Garde Capital
Washington
$1.11M – – –
Jane Street
285
Jane Street
New York
$1.11M +$1.11M +26,510 New
LIA
286
LBMC Investment Advisors
Tennessee
$1.1M +$1.92K +46 +0.2%
MA
287
Mutual Advisors
Nebraska
$1.1M -$2.18K -52 -0.2%
NEPWA
288
New England Private Wealth Advisors
Massachusetts
$1.09M +$4.21K +101 +0.4%
PNAA
289
Pictet North America Advisors
Switzerland
$1.08M – – –
SPIA
290
Steward Partners Investment Advisory
New York
$1.06M -$127K -3,045 -11%
PA
291
Parallel Advisors
California
$1.04M -$13.5K -325 -1%
CG
292
Caprock Group
Idaho
$1.03M +$265K +6,366 +35%
WAP
293
Wealthcare Advisory Partners
Pennsylvania
$1.03M -$5.09K -122 -0.5%
FC
294
Financial Council
Maryland
$1.02M – – –
KPWS
295
Kestra Private Wealth Services
Texas
$1.02M +$1.02M +24,474 New
BTWM
296
Baker Tilly Wealth Management
Wisconsin
$989K – – –
DWT
297
Dorsey & Whitney Trust
South Dakota
$987K +$125K +3,000 +15%
MWM
298
Marietta Wealth Management
Georgia
$977K -$45K -1,079 -4%
SIC
299
Samalin Investment Counsel
New York
$977K +$7.63K +183 +0.8%
FPCP
300
Fort Point Capital Partners
California
$976K – – –
10 11
12
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