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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

565 hedge funds and large institutions have $8.9B invested in Dimensional US Marketwide Value ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 173 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+17
Holders Change %
+3.1%
% of All Funds
8.19%
Holding in Top 10
89
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
41
Increased
173
Reduced
199
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$231M
2
HighTower Advisors
HighTower Advisors
Illinois
+$184M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$180M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$75.6M
5
BPA
Beacon Pointe Advisors
California
+$32.9M

Top Sellers

1
CCM
Carlson Capital Management
Minnesota
-$25.8M
2
AT
Arden Trust
Delaware
-$12.6M
3
SP
Symmetry Partners
Connecticut
-$9.49M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$7.63M
5
PL
Plancorp LLC
Missouri
-$5.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
326
IEQ Capital
California
$745K -$20K -490 -3%
EW
327
Evoke Wealth
California
$741K +$441K +10,777 +147%
FWP
328
Falcon Wealth Planning
California
$737K +$41 +1 +0%
B
329
Bailard
California
$732K – – –
RTL
330
Red Tortoise LLC
Georgia
$730K – – –
PWLP
331
Prio Wealth Limited Partnership
Massachusetts
$728K – – –
DWA
332
Delap Wealth Advisory
Oregon
$722K – – –
TB
333
Treynor Bancshares
Iowa
$721K – – –
IA
334
IFG Advisors
Missouri
$715K +$118K +2,887 +20%
PMFA
335
Plante Moran Financial Advisors
Michigan
$715K – – –
KFI
336
Key Financial Inc
Pennsylvania
$710K – – –
SVWAG
337
Sound View Wealth Advisors Group
Georgia
$702K – – –
NFP
338
Narus Financial Partners
Utah
$697K – – –
DWM
339
Dakota Wealth Management
Florida
$696K – – –
GVAG
340
Great Valley Advisor Group
Delaware
$693K – – –
RK
341
Rather & Kittrell
Tennessee
$692K – – –
FTUS
342
Flow Traders U.S.
New York
$689K -$536K -13,098 -44%
DADC
343
D.A. Davidson & Co
Montana
$686K – – –
PFA
344
Pure Financial Advisors
California
$654K +$96.6K +2,363 +17%
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$650K -$24K -586 -4%
WFA
346
WestHill Financial Advisors
California
$643K – – –
PAS
347
Park Avenue Securities
New York
$643K -$327 -8 -0.1%
CAM
348
Clark Asset Management
New Hampshire
$642K – – –
DOA
349
D'Orazio & Associates
Virginia
$639K -$10.8K -265 -2%
MPW
350
Monterey Private Wealth
California
$637K +$1.76K +43 +0.3%
12 13
14
15 16