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Dimensional US Marketwide Value ETF
DFUV

549 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 83 funds opening new positions, 170 increasing their positions, 168 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $6.89B → $7.73B (+$848M)

12% more funds holding

Funds holding: 489 → 549 (+60)

10% more funds holding in top 10

Funds holding in top 10: 81 → 89 (+8)

1% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 168

1% more ownership

Funds ownership: 80.22% → 81.21% (+1%)

Holders
549
Holders Change
+60
Holders Change %
+12.27%
% of All Funds
8%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.3%
New
83
Increased
170
Reduced
168
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$84.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$64.6M
3
SC
Savant Capital
Illinois
+$48.6M
4
PWS
Paragon Wealth Strategies
Florida
+$26.6M
5
Stifel Financial
Stifel Financial
Missouri
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$221M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$18.8M
3
Osaic Holdings
Osaic Holdings
Arizona
-$10M
4
MWM
Meritas Wealth Management
California
-$7.47M
5
BSW
Buckingham Strategic Wealth
Missouri
-$6.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
376
KM Capital Management
Texas
$462K +$1.48K +43 +0.3%
BCM
377
Brookstone Capital Management
Illinois
$458K +$29.6K +860 +8%
FWM
378
Fortress Wealth Management
California
$457K +$482 +14 +0.1%
OC
379
Oakworth Capital
Alabama
$455K – – –
EWA
380
Elevate Wealth Advisory
Georgia
$437K +$404K +11,738 New
NP
381
NorthRock Partners
Minnesota
$428K +$396K +11,499 New
SPA
382
Shore Point Advisors
New Jersey
$427K +$28.1K +817 +8%
EA
383
Efficient Advisors
Ohio
$424K -$140K -4,058 -26%
HCM
384
Hollencrest Capital Management
California
$422K – – –
PTC
385
Private Trust Company
Ohio
$422K +$212K +6,161 +119%
CAG
386
Csenge Advisory Group
Florida
$419K +$388K +11,269 New
PCA
387
Prosperity Capital Advisors
Ohio
$418K +$129K +3,734 +50%
NGA
388
Naples Global Advisors
Florida
$418K +$1.51K +44 +0.4%
CFO
389
CVA Family Office
Colorado
$415K +$1.48K +43 +0.4%
CT
390
Colonial Trust
South Carolina
$410K – – –
HGERS
391
Householder Group Estate & Retirement Specialist
Arizona
$403K +$373K +10,838 New
LCM
392
Liberty Capital Management
Michigan
$400K – – –
TCM
393
Towneley Capital Management
California
$399K +$369K +10,717 New
LNC
394
Lincoln National Corp
Pennsylvania
$399K -$41.3K -1,199 -10%
GWM
395
GDS Wealth Management
Texas
$390K – – –
NCM
396
NCM Capital Management
New Jersey
$390K – – –
QCIG
397
Quad-Cities Investment Group
Iowa
$389K +$360K +10,455 New
CSI
398
Cross Staff Investments
New York
$387K – – –
KC
399
Kades & Cheifetz
Pennsylvania
$384K +$1.38K +40 +0.4%
WWM
400
Western Wealth Management
Colorado
$378K – – –
14 15
16
17 18

DFUV Hedge Fund Activity: Q4 2023 in Review

549 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2023, worth a combined $7.73B — up 12% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DFUV positions and 15 closed out — a net gain of 68 holders — while 170 added to existing stakes and 168 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $84.5M. The largest seller was Strategic Investment Solutions, cutting an estimated $221M.

  • 549 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2023, up from 489 in Q3 2023.
  • Funds reported $7.73B of Dimensional US Marketwide Value ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 83 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2023 and 15 closed out, a net change of +68 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q4 2023 was Mercer Global Advisors, an estimated $84.5M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2023.