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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

664 hedge funds and large institutions have $10.1B invested in Dimensional US Marketwide Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 203 increasing their positions, 196 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+62
Holders Change %
+10.3%
% of All Funds
8.84%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.44%
New
88
Increased
203
Reduced
196
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$44.5M
2
EFP
Elser Financial Planning
Indiana
+$40M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.3M
4
MWM
Mission Wealth Management
California
+$21.1M
5
EP
Essential Planning
New Hampshire
+$16.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$155M
2
SC
Savant Capital
Illinois
-$22.8M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$11.6M
4
IFA
Index Fund Advisors
California
-$6.86M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$5.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFP
326
Verus Financial Partners
Virginia
$1.07M -$68.1K -1,676 -6%
NEPWA
327
New England Private Wealth Advisors
Massachusetts
$1.07M +$4.22K +103 +0.4%
PNAA
328
Pictet North America Advisors
Switzerland
$1.06M – – –
SPIA
329
Steward Partners Investment Advisory
New York
$1.05M +$8.18K +200 +0.8%
ACM
330
Absolute Capital Management
Pennsylvania
$1.05M -$72.6K -1,773 -6%
WAP
331
Wealthcare Advisory Partners
Pennsylvania
$1.01M +$1.15K +28 +0.1%
FC
332
Financial Council
Maryland
$1.01M – – –
PA
333
Parallel Advisors
California
$988K -$28.2K -690 -3%
BTWM
334
Baker Tilly Wealth Management
Wisconsin
$971K – – –
PFM
335
Phillips Financial Management
Indiana
$960K +$2.91K +71 +0.3%
MWM
336
Marietta Wealth Management
Georgia
$959K – – –
FPCP
337
Fort Point Capital Partners
California
$958K – – –
M&T Bank
338
M&T Bank
New York
$950K – – –
AFGAS
339
Allegiance Financial Group Advisory Services
Virginia
$942K -$8.72K -213 -0.9%
WCP
340
Wick Capital Partners
Pennsylvania
$937K +$937K +22,910 New
SWM
341
Seaside Wealth Management
California
$929K +$1.6K +39 +0.2%
DWT
342
Dorsey & Whitney Trust
South Dakota
$928K -$40.9K -1,000 -4%
TIAAOA
343
Teachers Insurance & Annuity Association of America
New York
$928K – – –
LI
344
LRI Investments
Florida
$916K – – –
MSF
345
Mustard Seed Financial
Arkansas
$909K +$123 +3 +0%
QCM
346
QRG Capital Management
Illinois
$903K +$153K +3,743 +20%
CB
347
Commerce Bank
Missouri
$892K -$1.02K -25 -0.1%
AC
348
AWM Capital
Arizona
$888K -$16.7K -409 -2%
CPA
349
Cathy Pareto & Associates
Florida
$884K +$884K +21,608 New
KPWM
350
KDK Private Wealth Management
Texas
$879K +$879K +21,488 New
12 13
14
15 16