DFUV icon

Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

564 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, 172 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
8.18%
Holding in Top 10
89
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
41
Increased
172
Reduced
199
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.05B
2
HighTower Advisors
HighTower Advisors
Illinois
$202M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$982M
4
FPAS
Focus Partners Advisor Solutions
Missouri
$141M
5
BPA
Beacon Pointe Advisors
California
$48.5M

Top Sellers

1
CCM
Carlson Capital Management
Minnesota
$1.7M
2
AT
Arden Trust
Delaware
$0
3
SP
Symmetry Partners
Connecticut
$44.4M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$135M
5
PL
Plancorp LLC
Missouri
$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
376
Elevate Wealth Advisory
Georgia
$481K +$941 +23 +0.2%
Kovitz Investment Group Partners
377
Kovitz Investment Group Partners
Illinois
$471K +$161K +3,941 +52%
Empower Advisory Group
378
Empower Advisory Group
Colorado
$471K -$188K -4,607 -29%
LNC
379
Lincoln National Corp
Pennsylvania
$469K +$31.2K +763 +7%
FWTB
380
First Western Trust Bank
Colorado
$465K -$84.5K -2,065 -15%
HCM
381
Hollencrest Capital Management
California
$464K – – –
PTC
382
Private Trust Company
Ohio
$464K – – –
NP
383
NorthRock Partners
Minnesota
$462K -$8.75K -214 -2%
NGA
384
Naples Global Advisors
Florida
$461K +$1.64K +40 +0.4%
CFO
385
CVA Family Office
Colorado
$458K +$1.64K +40 +0.4%
QCIG
386
Quad-Cities Investment Group
Iowa
$450K +$22.4K +547 +5%
SCM
387
Sollinda Capital Management
Florida
$447K +$447K +10,924 New
CT
388
Colonial Trust
South Carolina
$447K -$3.93K -96 -0.9%
AG
389
Ascent Group
Virginia
$444K +$444K +10,849 New
LCM
390
Liberty Capital Management
Michigan
$439K – – –
EA
391
Efficient Advisors
Ohio
$439K -$26.3K -643 -6%
TCM
392
Towneley Capital Management
California
$438K – – –
CIAS
393
Capital Investment Advisory Services
North Carolina
$432K +$405K +9,912 +1,534%
GWM
394
GDS Wealth Management
Texas
$429K – – –
NCM
395
NCM Capital Management
New Jersey
$428K – – –
CSI
396
Cross Staff Investments
New York
$425K – – –
KC
397
Kades & Cheifetz
Pennsylvania
$423K +$1.51K +37 +0.4%
T
398
TNF
Montana
$422K +$37.7K +953 +10%
WWM
399
Western Wealth Management
Colorado
$415K – – –
OC
400
Oppenheimer & Co
New York
$410K +$410K +10,028 New
14 15
16
17 18