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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

547 hedge funds and large institutions have $7.73B invested in Dimensional US Marketwide Value ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 169 increasing their positions, 168 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+59
Holders Change %
+12.09%
% of All Funds
8.02%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.3%
New
82
Increased
169
Reduced
168
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$91.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$69.9M
3
SC
Savant Capital
Illinois
+$52.5M
4
PWS
Paragon Wealth Strategies
Florida
+$28.8M
5
Stifel Financial
Stifel Financial
Missouri
+$14.1M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$239M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$20.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$10.8M
4
MWM
Meritas Wealth Management
California
-$8.08M
5
BSW
Buckingham Strategic Wealth
Missouri
-$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
351
Curi Wealth Management
North Carolina
$570K +$2.2K +59 +0.4%
VCP
352
Vista Capital Partners
Oregon
$569K – – –
LWL
353
Leo Wealth LLC
Texas
$565K +$565K +15,173 New
CIA
354
Capital Investment Advisors
Georgia
$552K – – –
CG
355
Caprock Group
Idaho
$552K +$3.2K +86 +0.6%
TFA
356
TPG Financial Advisors
Oregon
$549K +$549K +14,752 New
IA
357
IFG Advisors
Missouri
$544K -$2.16K -58 -0.4%
CWM
358
Castle Wealth Management
Florida
$537K – – –
G
359
GenTrust
Florida
$537K – – –
CB
360
Cadence Bank
Mississippi
$536K – – –
OFG
361
Oxford Financial Group
Indiana
$533K – – –
BWM
362
Baystate Wealth Management
Massachusetts
$527K +$2.05K +55 +0.4%
CTC
363
Central Trust Company
Missouri
$524K – – –
FWA
364
FSM Wealth Advisors
Ohio
$517K +$223 +6 +0%
CFO
365
Collective Family Office
Pennsylvania
$516K – – –
WA
366
Waverly Advisors
Alabama
$515K +$2.01K +54 +0.4%
PFA
367
Pure Financial Advisors
California
$507K +$507K +13,629 New
FWTB
368
First Western Trust Bank
Colorado
$500K – – –
Bessemer Group
369
Bessemer Group
New Jersey
$499K -$275K -7,388 -36%
QCM
370
Quantinno Capital Management
New York
$493K -$163K -4,379 -25%
CFFP
371
Center for Financial Planning
Michigan
$492K – – –
AFA
372
American Financial Advisors
Georgia
$487K +$893 +24 +0.2%
Franklin Resources
373
Franklin Resources
California
$482K +$1.86K +50 +0.4%
VWA
374
VERITY Wealth Advisors
United States
$475K – – –
KCM
375
KM Capital Management
Texas
$462K +$1.6K +43 +0.3%
13 14
15
16 17