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Dimensional US Marketwide Value ETF
DFUV

668 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 90 funds opening new positions, 204 increasing their positions, 197 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 16

29% more funds holding in top 10

Funds holding in top 10: 84 → 108 (+24)

11% more funds holding

Funds holding: 604 → 668 (+64)

2.47% more ownership

Funds ownership: 87.91% → 90.38% (+2.5%)

4% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 197

1% more capital invested

Capital invested by funds: $9.95B → $10.1B (+$125M)

Holders
668
Holders Change
+64
Holders Change %
+10.6%
% of All Funds
8.8%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.42%
New
90
Increased
204
Reduced
197
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$46.2M
2
EFP
Elser Financial Planning
Indiana
+$41.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.7M
4
MWM
Mission Wealth Management
California
+$21.9M
5
EP
Essential Planning
New Hampshire
+$16.4M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$161M
2
SC
Savant Capital
Illinois
-$23.7M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$12M
4
IFA
Index Fund Advisors
California
-$7.12M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$5.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
301
Brinker Capital Investments
Pennsylvania
$1.24M -$3.23K -76 -0.2%
OPS
302
Orion Portfolio Solutions
Nebraska
$1.24M -$3.23K -76 -0.2%
VWM
303
Verus Wealth Management
Wisconsin
$1.24M +$1.28M +30,208 New
Baird Financial Group
304
Baird Financial Group
Wisconsin
$1.23M +$106K +2,502 +9%
MWML
305
M Wealth Management LLC
California
$1.22M +$1.27M +29,852 New
KRW
306
Kaufman Rossin Wealth
Florida
$1.21M +$1.25M +29,562 New
MWPCG
307
Measured Wealth Private Client Group
New Hampshire
$1.21M -$34.2K -806 -3%
LWM
308
LJI Wealth Management
Indiana
$1.19M -$24.8K -584 -2%
VFA
309
Valeo Financial Advisors
Indiana
$1.18M -$308K -7,247 -20%
EIA
310
Eldridge Investment Advisors
New Hampshire
$1.18M +$2.46K +58 +0.2%
CG
311
Caprock Group
Idaho
$1.18M +$170K +3,998 +16%
FWP
312
FAS Wealth Partners
Kansas
$1.17M +$4.8K +113 +0.4%
IC
313
IEQ Capital
California
$1.17M +$1.74K +41 +0.1%
SIC
314
Samalin Investment Counsel
New York
$1.16M +$206K +4,844 +21%
SCM
315
Sollinda Capital Management
Florida
$1.14M +$649K +15,292 +121%
SOAG
316
Silver Oak Advisory Group
Oregon
$1.14M -$17.5K -412 -1%
BJL
317
Brighton Jones LLC
Washington
$1.14M +$4.75K +112 +0.4%
FWCM
318
Ferguson Wellman Capital Management
Oregon
$1.14M -$494K -11,649 -30%
CFIA
319
Cantor Fitzgerald Investment Advisors
New York
$1.12M – – –
IA
320
IFG Advisory
Georgia
$1.12M -$1.7K -40 -0.1%
MA
321
Mutual Advisors
Nebraska
$1.11M +$1.66K +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 +$159K +3,735 +16%
LIA
325
LBMC Investment Advisors
Tennessee
$1.08M +$2.04K +48 +0.2%
11 12
13
14 15

DFUV Hedge Fund Activity: Q4 2024 in Review

668 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2024, worth a combined $10.1B — up 1.3% from $9.95B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new DFUV positions and 16 closed out — a net gain of 74 holders — while 204 added to existing stakes and 197 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $46.2M. The largest seller was Mercer Global Advisors, cutting an estimated $161M.

  • 668 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2024, up from 604 in Q3 2024.
  • Funds reported $10.1B of Dimensional US Marketwide Value ETF stock for Q4 2024, up 1.3% quarter-over-quarter.
  • 90 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2024 and 16 closed out, a net change of +74 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q4 2024 was Focus Partners Advisor Solutions, an estimated $46.2M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2024.