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Dimensional US Marketwide Value ETF

566 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, 174 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $7.73B → $8.9B (+$1.17B)

3.24% more ownership

Funds ownership: 81.21%84.46% (+3.2%)

3% more funds holding

Funds holding: 549566 (+17)

0% more funds holding in top 10

Funds holding in top 10: 8989 (0)

13% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 199

Holders
566
Holders Change
+17
Holders Change %
+3.1%
% of All Funds
8.15%
Holding in Top 10
89
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.28%
New
41
Increased
174
Reduced
199
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Seaside Wealth Management
California
$924K +$1.18K +31 +0.1%
BWP
302
Balboa Wealth Partners
Arizona
$923K -$34.7K -908 -4%
SAM
303
Smartleaf Asset Management
Massachusetts
$912K +$53.9K +1,411 +7%
AFGAS
304
Allegiance Financial Group Advisory Services
Virginia
$904K +$267 +7 +0%
CB
305
Commerce Bank
Missouri
$897K -$355K -9,291 -30%
MWC
306
MBM Wealth Consultants
Missouri
$874K
CA
307
Clearstead Advisors
Ohio
$873K
CCWA
308
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$862K -$8.94K -234 -1%
RB
309
Renasant Bank
Mississippi
$861K +$804K +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 +$420 +11 +0.1%
IWM
313
IHT Wealth Management
Illinois
$848K +$2.41K +63 +0.3%
KeyBank National Association
314
KeyBank National Association
Ohio
$845K
PFPT
315
Pinnacle Financial Partners (Tennessee)
Tennessee
$834K
RCAG
316
Rehmann Capital Advisory Group
Michigan
$829K +$44K +1,151 +6%
CWM
317
Cherrydale Wealth Management
New Jersey
$803K -$273K -7,134 -27%
LW
318
Lauer Wealth
Indiana
$797K
PCA
319
Prosperity Capital Advisors
Ohio
$795K +$313K +8,196 +73%
Renaissance Technologies
320
Renaissance Technologies
New York
$793K +$741K +19,400 New
DWT
321
Dorsey & Whitney Trust
South Dakota
$784K
AWS
322
Atria Wealth Solutions
New York
$782K -$12.4K -324 -2%
ANB
323
Amarillo National Bank
Texas
$781K
S
324
SignatureFD
Georgia
$777K +$369K +9,659 +103%
FCI
325
Financial Counselors Inc
Kansas
$754K +$704K +18,429 New

DFUV Hedge Fund Activity: Q1 2024 in Review

566 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q1 2024, worth a combined $8.9B — up 15% from $7.73B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DFUV positions and 15 closed out — a net gain of 26 holders — while 174 added to existing stakes and 199 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $215M. The largest seller was Carlson Capital Management, cutting an estimated $24.1M.

  • 566 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q1 2024, up from 549 in Q4 2023.
  • Funds reported $8.9B of Dimensional US Marketwide Value ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 41 funds opened new Dimensional US Marketwide Value ETF positions in Q1 2024 and 15 closed out, a net change of +26 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $215M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q1 2024 was Carlson Capital Management, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2024.