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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
BPWM
376
Badgley Phelps Wealth Managers
Washington
$482K +$174K +4,562 +63%
EWA
377
Elevate Wealth Advisory
Georgia
$481K +$879 +23 +0.2%
Kovitz Investment Group Partners
378
Kovitz Investment Group Partners
Illinois
$471K +$151K +3,941 +52%
Empower Advisory Group
379
Empower Advisory Group
Colorado
$471K -$176K -4,607 -29%
LNC
380
Lincoln National Corp
Pennsylvania
$469K +$29.1K +763 +7%
FWTB
381
First Western Trust Bank
Colorado
$465K -$78.9K -2,065 -15%
HCM
382
Hollencrest Capital Management
California
$464K
PTC
383
Private Trust Company
Ohio
$464K
NP
384
NorthRock Partners
Minnesota
$462K -$8.18K -214 -2%
NGA
385
Naples Global Advisors
Florida
$461K +$1.53K +40 +0.4%
CFO
386
CVA Family Office
Colorado
$458K +$1.53K +40 +0.4%
QCIG
387
Quad-Cities Investment Group
Iowa
$450K +$20.9K +547 +5%
SCM
388
Sollinda Capital Management
Florida
$447K +$417K +10,924 New
CT
389
Colonial Trust
South Carolina
$447K -$3.67K -96 -0.9%
AG
390
Ascent Group
Virginia
$444K +$414K +10,849 New
LCM
391
Liberty Capital Management
Michigan
$439K
EA
392
Efficient Advisors
Ohio
$439K -$24.6K -643 -6%
TCM
393
Towneley Capital Management
California
$438K
CIAS
394
Capital Investment Advisory Services
North Carolina
$432K +$379K +9,912 +1,534%
GWM
395
GDS Wealth Management
Texas
$429K
NCM
396
NCM Capital Management
New Jersey
$428K
CSI
397
Cross Staff Investments
New York
$425K
KC
398
Kades & Cheifetz
Pennsylvania
$423K +$1.41K +37 +0.4%
T
399
TNF
Montana
$422K +$36.4K +953 +10%
WWM
400
Western Wealth Management
Colorado
$415K

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.