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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

601 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, 191 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
8.69%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.22%
New
42
Increased
191
Reduced
197
Closed
20
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$600M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.46B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.37B
4
RFP
4
Root Financial Partners
California
$48M
5
SWA
5
ShankerValleau Wealth Advisors
Illinois
$23.1M

Top Sellers

1
MHS
1
M Holdings Securities
Oregon
$4.54M
2
EFP
2
Elser Financial Planning
Indiana
$305K
3
SP
3
Symmetry Partners
Connecticut
$25.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$121M
5
IFA
5
Index Fund Advisors
California
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANB
326
Amarillo National Bank
Texas
$796K – – –
AWS
327
Atria Wealth Solutions
New York
$792K – – –
PNC Financial Services Group
328
PNC Financial Services Group
Pennsylvania
$790K +$53.7K +1,288 +7%
QCM
329
QRG Capital Management
Illinois
$764K +$370K +8,864 +94%
EW
330
Evoke Wealth
California
$755K +$449K +10,777 +147%
S
331
SignatureFD
Georgia
$751K -$41.6K -997 -5%
CWM
332
Cherrydale Wealth Management
New Jersey
$747K +$3.09K +74 +0.4%
RTL
333
Red Tortoise LLC
Georgia
$744K – – –
PFA
334
Pure Financial Advisors
California
$743K +$144K +3,444 +24%
PWLP
335
Prio Wealth Limited Partnership
Massachusetts
$742K – – –
DADC
336
D.A. Davidson & Co
Montana
$739K +$39.6K +950 +6%
DWA
337
Delap Wealth Advisory
Oregon
$736K -$736K -17,664 -50%
FWP
338
Falcon Wealth Planning
California
$736K +$42 +1 +0%
PMFA
339
Plante Moran Financial Advisors
Michigan
$729K – – –
KFI
340
Key Financial Inc
Pennsylvania
$723K – – –
SVWAG
341
Sound View Wealth Advisors Group
Georgia
$716K – – –
DWM
342
Dakota Wealth Management
Florida
$709K – – –
RK
343
Rather & Kittrell
Tennessee
$706K – – –
NFP
344
Narus Financial Partners
Utah
$701K -$15.2K -365 -2%
GVAG
345
Great Valley Advisor Group
Delaware
$684K -$22K -528 -3%
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$681K +$83.1K +1,954 +14%
WN
347
Williams & Novak
California
$679K +$679K +16,280 New
WA
348
Waverly Advisors
Alabama
$664K +$2.46K +59 +0.4%
B
349
Bailard
California
$659K -$57.2K -1,372 -8%
PAS
350
Park Avenue Securities
New York
$656K – – –
12 13
14
15 16