DFUV icon

Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

565 hedge funds and large institutions have $8.9B invested in Dimensional US Marketwide Value ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 173 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+17
Holders Change %
+3.1%
% of All Funds
8.19%
Holding in Top 10
89
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
41
Increased
173
Reduced
199
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$231M
2
HighTower Advisors
HighTower Advisors
Illinois
+$184M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$180M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$75.6M
5
BPA
Beacon Pointe Advisors
California
+$32.9M

Top Sellers

1
CCM
Carlson Capital Management
Minnesota
-$25.8M
2
AT
Arden Trust
Delaware
-$12.6M
3
SP
Symmetry Partners
Connecticut
-$9.49M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$7.63M
5
PL
Plancorp LLC
Missouri
-$5.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
301
Seaside Wealth Management
California
$924K +$1.27K +31 +0.1%
BWP
302
Balboa Wealth Partners
Arizona
$923K -$37.1K -908 -4%
SAM
303
Smartleaf Asset Management
Massachusetts
$912K +$57.4K +1,411 +7%
AFGAS
304
Allegiance Financial Group Advisory Services
Virginia
$904K +$286 +7 +0%
CB
305
Commerce Bank
Missouri
$897K -$380K -9,291 -30%
MWC
306
MBM Wealth Consultants
Missouri
$874K – – –
CA
307
Clearstead Advisors
Ohio
$873K – – –
CCWA
308
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$862K -$9.57K -234 -1%
RB
309
Renasant Bank
Mississippi
$861K +$861K +21,053 New
GCIM
310
Gunn & Company Investment Management
Florida
$860K – – –
CPSAC
311
Chas P. Smith & Associates (CPS)
Florida
$860K – – –
SW
312
SVB Wealth
Massachusetts
$859K +$450 +11 +0.1%
IWM
313
IHT Wealth Management
Illinois
$848K +$2.58K +63 +0.3%
KeyBank National Association
314
KeyBank National Association
Ohio
$845K – – –
PFP
315
Pinnacle Financial Partners
Tennessee
$834K – – –
RCAG
316
Rehmann Capital Advisory Group
Michigan
$829K +$47.1K +1,151 +6%
CWM
317
Cherrydale Wealth Management
New Jersey
$803K -$292K -7,134 -27%
LW
318
Lauer Wealth
Indiana
$797K – – –
PCA
319
Prosperity Capital Advisors
Ohio
$795K +$335K +8,196 +73%
Renaissance Technologies
320
Renaissance Technologies
New York
$793K +$793K +19,400 New
DWT
321
Dorsey & Whitney Trust
South Dakota
$784K – – –
AWS
322
Atria Wealth Solutions
New York
$782K -$13.3K -324 -2%
ANB
323
Amarillo National Bank
Texas
$781K – – –
S
324
SignatureFD
Georgia
$777K +$395K +9,659 +103%
FCI
325
Financial Counselors Inc
Kansas
$754K +$754K +18,429 New
11 12
13
14 15