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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 %
OWA
351
Oak Wealth Advisors
Illinois
$875K +$875K +21,375 New
DWM
352
David Wealth Management
Virginia
$874K +$874K +21,359 New
MWC
353
MBM Wealth Consultants
Missouri
$873K – – –
BWP
354
Balboa Wealth Partners
Arizona
$868K -$614 -15 -0.1%
CCWA
355
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$863K +$2.09K +51 +0.2%
RB
356
Renasant Bank
Mississippi
$861K – – –
CPSAC
357
Chas P. Smith & Associates (CPS)
Florida
$842K – – –
AWA
358
Arbor Wealth Advisors
Michigan
$841K – – –
PFP
359
Pinnacle Financial Partners
Tennessee
$835K – – –
IWM
360
IHT Wealth Management
Illinois
$834K -$20.4K -499 -2%
SW
361
SVB Wealth
Massachusetts
$833K +$833K +20,354 New
FCI
362
Financial Counselors Inc
Kansas
$832K +$41.1K +1,004 +5%
KeyBank National Association
363
KeyBank National Association
Ohio
$832K -$1.88K -46 -0.2%
AIS
364
Accredited Investor Services
Minnesota
$829K +$829K +20,253 New
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$829K -$13.3K -325 -2%
S
366
SignatureFD
Georgia
$807K +$70.4K +1,720 +10%
RCAG
367
Rehmann Capital Advisory Group
Michigan
$805K -$5.28K -129 -0.7%
AWS
368
Atria Wealth Solutions
New York
$788K +$11.3K +275 +1%
RPCA
369
Running Point Capital Advisors
California
$786K – – –
ANB
370
Amarillo National Bank
Texas
$781K – – –
Susquehanna International Group
371
Susquehanna International Group
Pennsylvania
$778K -$704K -17,195 -47%
BFG
372
Berger Financial Group
Minnesota
$778K +$778K +19,009 New
PFA
373
Professional Financial Advisors
Nebraska
$749K +$749K +18,297 New
TI
374
tru Independence
Oregon
$747K -$147K -3,590 -16%
CAM
375
Clark Asset Management
New Hampshire
$746K +$104K +2,531 +16%
13 14
15
16 17