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Dimensional US Marketwide Value ETF

566 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, 174 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $7.73B → $8.9B (+$1.17B)

3.24% more ownership

Funds ownership: 81.21%84.46% (+3.2%)

3% more funds holding

Funds holding: 549566 (+17)

0% more funds holding in top 10

Funds holding in top 10: 8989 (0)

13% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 199

Holders
566
Holders Change
+17
Holders Change %
+3.1%
% of All Funds
8.15%
Holding in Top 10
89
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.28%
New
41
Increased
174
Reduced
199
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IC
326
IEQ Capital
California
$745K -$18.7K -490 -3%
EW
327
Evoke Wealth
California
$741K +$412K +10,777 +147%
FWP
328
Falcon Wealth Planning
California
$737K +$38 +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 +$110K +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 -$500K -13,098 -44%
DADC
343
D.A. Davidson & Co
Montana
$686K
PFA
344
Pure Financial Advisors
California
$654K +$90.3K +2,363 +17%
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$650K -$22.4K -586 -4%
WFA
346
WestHill Financial Advisors
California
$643K
PAS
347
Park Avenue Securities
New York
$643K -$306 -8 -0.1%
CAM
348
Clark Asset Management
New Hampshire
$642K
DOA
349
D'Orazio & Associates
Virginia
$639K -$10.1K -265 -2%
MPW
350
Monterey Private Wealth
California
$637K +$1.64K +43 +0.3%

DFUV Hedge Fund Activity: Q1 2024 in Review

566 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q1 2024, worth a combined $8.9B — up 15% from $7.73B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DFUV positions and 15 closed out — a net gain of 26 holders — while 174 added to existing stakes and 199 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $215M. The largest seller was Carlson Capital Management, cutting an estimated $24.1M.

  • 566 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q1 2024, up from 549 in Q4 2023.
  • Funds reported $8.9B of Dimensional US Marketwide Value ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 41 funds opened new Dimensional US Marketwide Value ETF positions in Q1 2024 and 15 closed out, a net change of +26 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $215M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q1 2024 was Carlson Capital Management, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2024.