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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 %
BCM
376
Brookstone Capital Management
Illinois
$458K +$32K +860 +8%
FWM
377
Fortress Wealth Management
California
$457K +$521 +14 +0.1%
OC
378
Oakworth Capital
Alabama
$455K – – –
EWA
379
Elevate Wealth Advisory
Georgia
$437K +$437K +11,738 New
NP
380
NorthRock Partners
Minnesota
$428K +$428K +11,499 New
SPA
381
Shore Point Advisors
New Jersey
$427K +$30.4K +817 +8%
EA
382
Efficient Advisors
Ohio
$424K -$151K -4,058 -26%
HCM
383
Hollencrest Capital Management
California
$422K – – –
PTC
384
Private Trust Company
Ohio
$422K +$229K +6,161 +119%
CAG
385
Csenge Advisory Group
Florida
$419K +$419K +11,269 New
PCA
386
Prosperity Capital Advisors
Ohio
$418K +$139K +3,734 +50%
NGA
387
Naples Global Advisors
Florida
$418K +$1.64K +44 +0.4%
CFO
388
CVA Family Office
Colorado
$415K +$1.6K +43 +0.4%
CT
389
Colonial Trust
South Carolina
$410K – – –
HGERS
390
Householder Group Estate & Retirement Specialist
Arizona
$403K +$403K +10,838 New
LCM
391
Liberty Capital Management
Michigan
$400K – – –
TCM
392
Towneley Capital Management
California
$399K +$399K +10,717 New
LNC
393
Lincoln National Corp
Pennsylvania
$399K -$44.6K -1,199 -10%
GWM
394
GDS Wealth Management
Texas
$390K – – –
NCM
395
NCM Capital Management
New Jersey
$390K – – –
QCIG
396
Quad-Cities Investment Group
Iowa
$389K +$389K +10,455 New
CSI
397
Cross Staff Investments
New York
$387K – – –
KC
398
Kades & Cheifetz
Pennsylvania
$384K +$1.49K +40 +0.4%
WWM
399
Western Wealth Management
Colorado
$378K – – –
WF
400
WoodTrust Financial
Wisconsin
$375K -$3.53M -94,975 -90%
14 15
16
17 18