Dimensional US Marketwide Value ETF
DFUV
604 hedge funds and large institutions have $9.95B invested in Dimensional US Marketwide Value ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 20 closing their positions.
110% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 20
11% more capital invested
Capital invested by funds: $8.94B → $9.95B (+$1.01B)
3% more funds holding
Funds holding: 589 → 604 (+15)
1.91% more ownership
Funds ownership: 86% → 87.91% (+1.9%)
2% less repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 197
5% less funds holding in top 10
Funds holding in top 10: 88 → 84 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$581M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$255M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$235M |
| 4 |
RFP
Root Financial Partners
Encinitas,
California
|
+$13.9M |
| 5 |
SWA
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$43.4M |
| 2 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
-$38.2M |
| 3 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$22.6M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$15.3M |
| 5 |
IFA
Index Fund Advisors
Irvine,
California
|
-$7.49M |
DFUV Hedge Fund Activity: Q3 2024 in Review
604 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q3 2024, worth a combined $9.95B — up 11% from $8.94B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new DFUV positions and 20 closed out — a net gain of 22 holders — while 194 added to existing stakes and 197 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $581M. The largest seller was M Holdings Securities, cutting an estimated $43.4M.
- 604 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q3 2024, up from 589 in Q2 2024.
- Funds reported $9.95B of Dimensional US Marketwide Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 42 funds opened new Dimensional US Marketwide Value ETF positions in Q3 2024 and 20 closed out, a net change of +22 holders.
- The largest Dimensional US Marketwide Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $581M added.
- The largest Dimensional US Marketwide Value ETF seller in Q3 2024 was M Holdings Securities, an estimated $43.4M sold.
Based on aggregated 13F filings for Q3 2024.