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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.1B
3
SC
3
Savant Capital
Illinois
$721M
4
Creative Planning
4
Creative Planning
Kansas
$220M
5
MHS
5
M Holdings Securities
Oregon
$46.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.4M
2
IFA
2
Index Fund Advisors
California
$256M
3
WRPWM
3
Werba Rubin Papier Wealth Management
California
$8.15M
4
FFM
4
Forum Financial Management
Illinois
$49.5M
5
AA
5
Ancora Advisors
Ohio
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
351
Quantinno Capital Management
New York
$606K +$80.5K +2,049 +15%
PTC
352
Private Trust Company
Ohio
$606K +$161K +4,100 +36%
LWL
353
Leo Wealth LLC
Texas
$601K +$2.71K +69 +0.5%
VCP
354
Vista Capital Partners
Oregon
$600K – – –
USCWA
355
U.S. Capital Wealth Advisors
Texas
$588K -$5.97K -152 -1%
TC
356
TownSquare Capital
Utah
$585K +$196K +4,981 +50%
KCM
357
Kathmere Capital Management
Pennsylvania
$584K +$370K +9,427 +173%
CIA
358
Capital Investment Advisors
Georgia
$582K – – –
TFA
359
TPG Financial Advisors
Oregon
$579K +$579K +14,752 New
MWA
360
Midland Wealth Advisors
Illinois
$578K -$20.9K -531 -3%
BAM
361
Belpointe Asset Management
Nevada
$573K +$573K +14,594 New
FCA
362
Fortis Capital Advisors
Kansas
$573K +$573K +14,594 New
BCM
363
Brookstone Capital Management
Illinois
$571K +$165 +4 +0%
G
364
GenTrust
Florida
$566K – – –
PFA
365
Pure Financial Advisors
California
$565K -$63K -1,603 -10%
OFG
366
Oxford Financial Group
Indiana
$563K – – –
OSAM
367
O'Shaughnessy Asset Management
Connecticut
$552K +$66.1K +1,683 +14%
CTC
368
Central Trust Company
Missouri
$545K -$7.85K -200 -1%
CFO
369
Collective Family Office
Pennsylvania
$545K – – –
CB
370
Cadence Bank
Mississippi
$544K -$6.83K -174 -1%
FWA
371
FSM Wealth Advisors
Ohio
$533K +$275 +7 +0.1%
SCM
372
Sollinda Capital Management
Florida
$532K +$103K +2,612 +24%
RA
373
RFG Advisory
Alabama
$531K +$187K +4,756 +54%
CFFP
374
Center for Financial Planning
Michigan
$519K – – –
SPA
375
Shore Point Advisors
New Jersey
$518K -$39 -1 -0%
13 14
15
16 17