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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
VCP
351
Vista Capital Partners
Oregon
$625K
MWA
352
Midland Wealth Advisors
Illinois
$624K -$2.41K -63 -0.4%
LWL
353
Leo Wealth LLC
Texas
$623K +$2.1K +55 +0.4%
USCWA
354
U.S. Capital Wealth Advisors
Texas
$618K -$60.6K -1,586 -9%
CG
355
Caprock Group
Idaho
$612K +$5.35K +140 +0.9%
CIA
356
Capital Investment Advisors
Georgia
$607K
CWM
357
Castle Wealth Management
Florida
$590K
G
358
GenTrust
Florida
$590K
OFG
359
Oxford Financial Group
Indiana
$586K
CTC
360
Central Trust Company
Missouri
$576K
CB
361
Cadence Bank
Mississippi
$574K -$14.4K -378 -3%
WA
362
Waverly Advisors
Alabama
$568K +$1.91K +50 +0.4%
CFO
363
Collective Family Office
Pennsylvania
$567K
BCM
364
Brookstone Capital Management
Illinois
$566K +$59.2K +1,549 +13%
FWA
365
FSM Wealth Advisors
Ohio
$554K -$12.6K -330 -2%
QCM
366
Quantinno Capital Management
New York
$548K +$6.07K +159 +1%
CFFP
367
Center for Financial Planning
Michigan
$541K
SPA
368
Shore Point Advisors
New Jersey
$540K +$65.4K +1,711 +15%
AFA
369
American Financial Advisors
Georgia
$536K +$879 +23 +0.2%
RF
370
Robinswood Financial
Washington
$533K +$76 +2 +0%
Franklin Resources
371
Franklin Resources
California
$532K +$1.76K +46 +0.4%
VWA
372
VERITY Wealth Advisors
United States
$522K
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$506K +$134K +3,510 +40%
FWM
374
Fortress Wealth Management
California
$505K +$3.17K +83 +0.7%
KCM
375
KM Capital Management
Texas
$492K -$14.9K -389 -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.