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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

547 hedge funds and large institutions have $7.73B invested in Dimensional US Marketwide Value ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 169 increasing their positions, 168 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+59
Holders Change %
+12.09%
% of All Funds
8.02%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.3%
New
82
Increased
169
Reduced
168
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$91.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$69.9M
3
SC
Savant Capital
Illinois
+$52.5M
4
PWS
Paragon Wealth Strategies
Florida
+$28.8M
5
Stifel Financial
Stifel Financial
Missouri
+$14.1M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$239M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$20.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$10.8M
4
MWM
Meritas Wealth Management
California
-$8.08M
5
BSW
Buckingham Strategic Wealth
Missouri
-$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
301
Focus Partners Wealth
Massachusetts
$856K +$856K +22,997 New
APP
302
Avantax Planning Partners
Iowa
$854K – – –
BCA
303
Bay Colony Advisors
Massachusetts
$853K +$102K +2,735 +14%
MSF
304
Mustard Seed Financial
Arkansas
$850K +$850K +22,835 New
SWM
305
Seaside Wealth Management
California
$840K +$1.27K +34 +0.2%
PNC Financial Services Group
306
PNC Financial Services Group
Pennsylvania
$835K – – –
SIC
307
Samalin Investment Counsel
New York
$826K +$39.7K +1,067 +5%
AFGAS
308
Allegiance Financial Group Advisory Services
Virginia
$822K -$7.48K -201 -0.9%
CA
309
Clearstead Advisors
Ohio
$813K -$813K -21,835 -50%
MWC
310
MBM Wealth Consultants
Missouri
$805K – – –
CCWA
311
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$793K +$1.71K +46 +0.2%
SAM
312
Smartleaf Asset Management
Massachusetts
$785K +$785K +20,990 New
GCIM
313
Gunn & Company Investment Management
Florida
$783K -$5.74K -154 -0.7%
CPSAC
314
Chas P. Smith & Associates (CPS)
Florida
$783K -$5.74K -154 -0.7%
SW
315
SVB Wealth
Massachusetts
$781K +$447 +12 +0.1%
IWM
316
IHT Wealth Management
Illinois
$769K +$2.57K +69 +0.3%
KeyBank National Association
317
KeyBank National Association
Ohio
$769K +$5.43K +146 +0.7%
PFP
318
Pinnacle Financial Partners
Tennessee
$759K +$759K +20,396 New
LW
319
Lauer Wealth
Indiana
$739K -$739K -20,000 -50%
AWS
320
Atria Wealth Solutions
New York
$723K -$187K -5,036 -21%
DWT
321
Dorsey & Whitney Trust
South Dakota
$713K – – –
RCAG
322
Rehmann Capital Advisory Group
Michigan
$712K -$5.92K -159 -0.8%
ANB
323
Amarillo National Bank
Texas
$710K – – –
IC
324
IEQ Capital
California
$697K +$362K +9,718 +108%
FWP
325
Falcon Wealth Planning
California
$671K +$37 +1 +0%
11 12
13
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