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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

548 hedge funds and large institutions have $7.73B invested in Dimensional US Marketwide Value ETF in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 169 increasing their positions, 168 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+60
Holders Change %
+12.3%
% of All Funds
8.03%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.3%
New
83
Increased
169
Reduced
168
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$91.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$69.9M
3
SC
Savant Capital
Illinois
+$52.5M
4
PWS
Paragon Wealth Strategies
Florida
+$28.8M
5
Stifel Financial
Stifel Financial
Missouri
+$14.1M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$239M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$20.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$10.8M
4
MWM
Meritas Wealth Management
California
-$8.08M
5
BSW
Buckingham Strategic Wealth
Missouri
-$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
326
Bailard
California
$666K -$5.73K -154 -0.9%
RTL
327
Red Tortoise LLC
Georgia
$665K – – –
PWLP
328
Prio Wealth Limited Partnership
Massachusetts
$662K – – –
DWA
329
Delap Wealth Advisory
Oregon
$657K +$7.71K +207 +1%
TB
330
Treynor Bancshares
Iowa
$656K +$2.53K +68 +0.4%
PMFA
331
Plante Moran Financial Advisors
Michigan
$651K – – –
KFI
332
Key Financial Inc
Pennsylvania
$646K – – –
NA
333
NewEdge Advisors
Louisiana
$643K +$121K +3,269 +23%
WAP
334
Wealthcare Advisory Partners
Pennsylvania
$639K +$968 +26 +0.2%
SVWAG
335
Sound View Wealth Advisors Group
Georgia
$639K – – –
NFP
336
Narus Financial Partners
Utah
$634K -$1.75K -47 -0.3%
DWM
337
Dakota Wealth Management
Florida
$633K – – –
GVAG
338
Great Valley Advisor Group
Delaware
$630K +$630K +16,937 New
RK
339
Rather & Kittrell
Tennessee
$630K – – –
DADC
340
D.A. Davidson & Co
Montana
$624K – – –
USCWA
341
U.S. Capital Wealth Advisors
Texas
$622K – – –
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$613K +$78.6K +2,112 +15%
Empower Advisory Group
343
Empower Advisory Group
Colorado
$600K -$215K -5,790 -26%
Baird Financial Group
344
Baird Financial Group
Wisconsin
$596K +$70.9K +1,906 +14%
DOA
345
D'Orazio & Associates
Virginia
$592K – – –
PAS
346
Park Avenue Securities
New York
$586K – – –
WFA
347
WestHill Financial Advisors
California
$585K – – –
CAM
348
Clark Asset Management
New Hampshire
$584K – – –
MPW
349
Monterey Private Wealth
California
$579K +$1.71K +46 +0.3%
MWA
350
Midland Wealth Advisors
Illinois
$570K +$570K +15,322 New
12 13
14
15 16