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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

664 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 88 funds opening new positions, 203 increasing their positions, 196 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+62
Holders Change %
+10.3%
% of All Funds
8.84%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.44%
New
88
Increased
203
Reduced
196
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$44.5M
2
EFP
Elser Financial Planning
Indiana
+$40M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.3M
4
MWM
Mission Wealth Management
California
+$21.1M
5
EP
Essential Planning
New Hampshire
+$16.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$155M
2
SC
Savant Capital
Illinois
-$22.8M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$11.6M
4
IFA
Index Fund Advisors
California
-$6.86M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$5.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
301
Brinker Capital Investments
Pennsylvania
$1.24M -$3.11K -76 -0.2%
OPS
302
Orion Portfolio Solutions
Nebraska
$1.24M -$3.11K -76 -0.2%
VWM
303
Verus Wealth Management
Wisconsin
$1.24M +$1.24M +30,208 New
Baird Financial Group
304
Baird Financial Group
Wisconsin
$1.23M +$102K +2,502 +9%
MWML
305
M Wealth Management LLC
California
$1.22M +$1.22M +29,852 New
KRW
306
Kaufman Rossin Wealth
Florida
$1.21M +$1.21M +29,562 New
MWPCG
307
Measured Wealth Private Client Group
New Hampshire
$1.21M -$33K -806 -3%
LWM
308
LJI Wealth Management
Indiana
$1.19M -$23.9K -584 -2%
VFA
309
Valeo Financial Advisors
Indiana
$1.18M -$297K -7,247 -20%
EIA
310
Eldridge Investment Advisors
New Hampshire
$1.18M +$2.37K +58 +0.2%
CG
311
Caprock Group
Idaho
$1.18M +$164K +3,998 +16%
FWP
312
FAS Wealth Partners
Kansas
$1.17M +$4.62K +113 +0.4%
IC
313
IEQ Capital
California
$1.17M +$1.68K +41 +0.1%
SIC
314
Samalin Investment Counsel
New York
$1.16M +$198K +4,844 +21%
SCM
315
Sollinda Capital Management
Florida
$1.14M +$626K +15,292 +121%
SOAG
316
Silver Oak Advisory Group
Oregon
$1.14M -$16.9K -412 -1%
BJL
317
Brighton Jones LLC
Washington
$1.14M +$4.58K +112 +0.4%
FWCM
318
Ferguson Wellman Capital Management
Oregon
$1.14M -$477K -11,649 -30%
CFIA
319
Cantor Fitzgerald Investment Advisors
New York
$1.12M – – –
IA
320
IFG Advisory
Georgia
$1.12M -$1.64K -40 -0.1%
MA
321
Mutual Advisors
Nebraska
$1.11M +$1.65K +39 +0.1%
SAM
322
Smartleaf Asset Management
Massachusetts
$1.1M – – –
GC
323
Garde Capital
Washington
$1.09M – – –
AWM
324
Apollon Wealth Management
South Carolina
$1.09M +$153K +3,735 +16%
LIA
325
LBMC Investment Advisors
Tennessee
$1.08M +$1.96K +48 +0.2%
11 12
13
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