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Dimensional US Marketwide Value ETF
DFUV

549 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, 170 increasing their positions, 168 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $6.89B → $7.73B (+$848M)

12% more funds holding

Funds holding: 489 → 549 (+60)

10% more funds holding in top 10

Funds holding in top 10: 81 → 89 (+8)

1% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 168

1% more ownership

Funds ownership: 80.22% → 81.21% (+1%)

Holders
549
Holders Change
+60
Holders Change %
+12.27%
% of All Funds
8%
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
170
Reduced
168
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$84.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$64.6M
3
SC
Savant Capital
Illinois
+$48.6M
4
PWS
Paragon Wealth Strategies
Florida
+$26.6M
5
Stifel Financial
Stifel Financial
Missouri
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$221M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$18.8M
3
Osaic Holdings
Osaic Holdings
Arizona
-$10M
4
MWM
Meritas Wealth Management
California
-$7.47M
5
BSW
Buckingham Strategic Wealth
Missouri
-$6.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
326
Bailard
California
$666K -$5.3K -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 +$7.13K +207 +1%
TB
330
Treynor Bancshares
Iowa
$656K +$2.34K +68 +0.4%
PMFA
331
Plante Moran Financial Advisors
Michigan
$651K – – –
KFI
332
Key Financial Inc
Pennsylvania
$646K – – –
NA
333
NewEdge Advisors
Louisiana
$643K +$113K +3,269 +23%
WAP
334
Wealthcare Advisory Partners
Pennsylvania
$639K +$895 +26 +0.2%
SVWAG
335
Sound View Wealth Advisors Group
Georgia
$639K – – –
NFP
336
Narus Financial Partners
Utah
$634K -$1.62K -47 -0.3%
DWM
337
Dakota Wealth Management
Florida
$633K – – –
GVAG
338
Great Valley Advisor Group
Delaware
$630K +$583K +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 +$72.7K +2,112 +15%
Empower Advisory Group
343
Empower Advisory Group
Colorado
$600K -$199K -5,790 -26%
Baird Financial Group
344
Baird Financial Group
Wisconsin
$596K +$65.6K +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 +$1.58K +46 +0.3%
MWA
350
Midland Wealth Advisors
Illinois
$570K +$527K +15,322 New
12 13
14
15 16

DFUV Hedge Fund Activity: Q4 2023 in Review

549 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2023, worth a combined $7.73B — up 12% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DFUV positions and 15 closed out — a net gain of 68 holders — while 170 added to existing stakes and 168 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $84.5M. The largest seller was Strategic Investment Solutions, cutting an estimated $221M.

  • 549 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2023, up from 489 in Q3 2023.
  • Funds reported $7.73B of Dimensional US Marketwide Value ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 83 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2023 and 15 closed out, a net change of +68 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q4 2023 was Mercer Global Advisors, an estimated $84.5M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2023.