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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

601 hedge funds and large institutions have $9.95B invested in Dimensional US Marketwide Value ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 191 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
8.69%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.22%
New
42
Increased
191
Reduced
197
Closed
20
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$600M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.46B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.37B
4
RFP
Root Financial Partners
California
$48M
5
SWA
ShankerValleau Wealth Advisors
Illinois
$23.1M

Top Sellers

1
MHS
M Holdings Securities
Oregon
$4.54M
2
EFP
Elser Financial Planning
Indiana
$305K
3
SP
Symmetry Partners
Connecticut
$25.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$121M
5
IFA
Index Fund Advisors
California
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
301
Phillips Financial Management
Indiana
$976K +$2.96K +71 +0.3%
LI
302
LRI Investments
Florida
$968K +$587K +13,568 +154%
AFGAS
303
Allegiance Financial Group Advisory Services
Virginia
$968K +$45.9K +1,101 +5%
M&T Bank
304
M&T Bank
New York
$967K – – –
AWM
305
Apollon Wealth Management
South Carolina
$951K -$29.2K -700 -3%
TIAAOA
306
Teachers Insurance & Annuity Association of America
New York
$945K +$945K +22,672 New
SWM
307
Seaside Wealth Management
California
$945K +$1.08K +26 +0.1%
MSF
308
Mustard Seed Financial
Arkansas
$926K +$125 +3 +0%
AC
309
AWM Capital
Arizona
$921K -$122K -2,925 -12%
TI
310
tru Independence
Oregon
$911K -$70.9K -1,700 -7%
CB
311
Commerce Bank
Missouri
$909K -$2.92K -70 -0.3%
MWC
312
MBM Wealth Consultants
Missouri
$891K – – –
BWP
313
Balboa Wealth Partners
Arizona
$885K – – –
RB
314
Renasant Bank
Mississippi
$878K – – –
CCWA
315
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$877K +$2.04K +49 +0.2%
IWM
316
IHT Wealth Management
Illinois
$870K +$2.67K +64 +0.3%
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$858K -$27.8K -666 -3%
GCIM
318
Gunn & Company Investment Management
Florida
$858K – – –
CPSAC
319
Chas P. Smith & Associates (CPS)
Florida
$858K – – –
AWA
320
Arbor Wealth Advisors
Michigan
$856K – – –
PFP
321
Pinnacle Financial Partners
Tennessee
$850K – – –
KeyBank National Association
322
KeyBank National Association
Ohio
$850K -$11.3K -272 -1%
RCAG
323
Rehmann Capital Advisory Group
Michigan
$826K -$47.2K -1,133 -5%
FCI
324
Financial Counselors Inc
Kansas
$806K +$10.9K +261 +1%
RPCA
325
Running Point Capital Advisors
California
$801K -$1.15M -27,498 -59%
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