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Dimensional US Marketwide Value ETF
DFUV

668 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 90 funds opening new positions, 204 increasing their positions, 197 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 16

29% more funds holding in top 10

Funds holding in top 10: 84 → 108 (+24)

11% more funds holding

Funds holding: 604 → 668 (+64)

2.47% more ownership

Funds ownership: 87.91% → 90.38% (+2.5%)

4% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 197

1% more capital invested

Capital invested by funds: $9.95B → $10.1B (+$125M)

Holders
668
Holders Change
+64
Holders Change %
+10.6%
% of All Funds
8.8%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.42%
New
90
Increased
204
Reduced
197
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$46.2M
2
EFP
Elser Financial Planning
Indiana
+$41.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.7M
4
MWM
Mission Wealth Management
California
+$21.9M
5
EP
Essential Planning
New Hampshire
+$16.4M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$161M
2
SC
Savant Capital
Illinois
-$23.7M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$12M
4
IFA
Index Fund Advisors
California
-$7.12M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$5.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
276
Bay Colony Advisors
Massachusetts
$1.53M +$124K +2,924 +9%
CCM
277
Carlson Capital Management
Minnesota
$1.53M +$9.04K +213 +0.6%
TIAM2
278
Tru Independence Asset Management 2
Oregon
$1.51M -$474K -11,166 -23%
KCPG
279
Kavar Capital Partners Group
Kansas
$1.5M +$2.5K +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 +$3.82K +90 +0.3%
MW
284
Marcum Wealth
Ohio
$1.45M +$5.6K +132 +0.4%
SIC
285
SJS Investment Consulting
Ohio
$1.41M – – –
APC
286
Asset Planning Corporation
Tennessee
$1.41M -$16.2K -382 -1%
PAG
287
Private Advisor Group
New Jersey
$1.39M +$27.5K +647 +2%
FNB
288
Farmers National Bank
Kentucky
$1.37M +$1.42M +33,376 New
QWM
289
Quadcap Wealth Management
Texas
$1.35M +$192K +4,525 +16%
PFBT
290
Parkside Financial Bank & Trust
Missouri
$1.34M -$3.14K -74 -0.2%
AC
291
Applied Capital
Arkansas
$1.33M – – –
RIP
292
RAM Investment Partners
Washington
$1.33M -$64.6K -1,523 -4%
MFG
293
Merit Financial Group
Georgia
$1.29M +$1.57K +37 +0.1%
IAN
294
Integrated Advisors Network
Texas
$1.29M +$35K +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 +$3.44K +81 +0.3%
Bank of Montreal
298
Bank of Montreal
Ontario, Canada
$1.28M -$98.1K -2,311 -7%
BB
299
Busey Bank
Illinois
$1.27M – – –
FT
300
Fiduciary Trust
Massachusetts
$1.26M -$34.7K -818 -3%
10 11
12
13 14

DFUV Hedge Fund Activity: Q4 2024 in Review

668 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2024, worth a combined $10.1B — up 1.3% from $9.95B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new DFUV positions and 16 closed out — a net gain of 74 holders — while 204 added to existing stakes and 197 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $46.2M. The largest seller was Mercer Global Advisors, cutting an estimated $161M.

  • 668 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2024, up from 604 in Q3 2024.
  • Funds reported $10.1B of Dimensional US Marketwide Value ETF stock for Q4 2024, up 1.3% quarter-over-quarter.
  • 90 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2024 and 16 closed out, a net change of +74 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q4 2024 was Focus Partners Advisor Solutions, an estimated $46.2M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2024.