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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

663 hedge funds and large institutions have $10.1B invested in Dimensional US Marketwide Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 202 increasing their positions, 196 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+62
Holders Change %
+10.32%
% of All Funds
8.83%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.44%
New
88
Increased
202
Reduced
196
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$44.5M
2
EFP
Elser Financial Planning
Indiana
+$40M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.3M
4
MWM
Mission Wealth Management
California
+$21.1M
5
EP
Essential Planning
New Hampshire
+$16.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$155M
2
SC
Savant Capital
Illinois
-$22.8M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$11.6M
4
IFA
Index Fund Advisors
California
-$6.86M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$5.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
276
Bay Colony Advisors
Massachusetts
$1.53M +$120K +2,924 +9%
CCM
277
Carlson Capital Management
Minnesota
$1.53M +$8.72K +213 +0.6%
TIAM2
278
Tru Independence Asset Management 2
Oregon
$1.51M -$457K -11,166 -23%
KCPG
279
Kavar Capital Partners Group
Kansas
$1.5M +$2.41K +59 +0.2%
APP
280
Avantax Planning Partners
Iowa
$1.5M – – –
QCM
281
Quantinno Capital Management
New York
$1.49M – – –
Comerica Bank
282
Comerica Bank
Texas
$1.49M – – –
PWM
283
Perigon Wealth Management
California
$1.45M +$3.81K +90 +0.3%
MW
284
Marcum Wealth
Ohio
$1.45M +$5.4K +132 +0.4%
SIC
285
SJS Investment Consulting
Ohio
$1.41M – – –
APC
286
Asset Planning Corporation
Tennessee
$1.41M -$15.6K -382 -1%
PAG
287
Private Advisor Group
New Jersey
$1.39M +$26.5K +647 +2%
FNB
288
Farmers National Bank
Kentucky
$1.37M +$1.37M +33,376 New
QWM
289
Quadcap Wealth Management
Texas
$1.35M +$185K +4,525 +16%
PFBT
290
Parkside Financial Bank & Trust
Missouri
$1.34M -$3.03K -74 -0.2%
AC
291
Applied Capital
Arkansas
$1.33M – – –
RIP
292
RAM Investment Partners
Washington
$1.33M -$62.3K -1,523 -4%
MFG
293
Merit Financial Group
Georgia
$1.29M +$1.51K +37 +0.1%
IAN
294
Integrated Advisors Network
Texas
$1.29M +$33.8K +825 +3%
GA
295
Greenspring Advisors
Maryland
$1.29M – – –
JIC
296
Johnson Investment Counsel
Ohio
$1.29M – – –
AAS
297
Avantax Advisory Services
Texas
$1.29M +$3.32K +81 +0.3%
Bank of Montreal
298
Bank of Montreal
Ontario, Canada
$1.28M -$94.6K -2,311 -7%
BB
299
Busey Bank
Illinois
$1.27M – – –
FT
300
Fiduciary Trust
Massachusetts
$1.26M -$33.5K -818 -3%
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