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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.1B
3
SC
3
Savant Capital
Illinois
$721M
4
Creative Planning
4
Creative Planning
Kansas
$220M
5
MHS
5
M Holdings Securities
Oregon
$46.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.4M
2
IFA
2
Index Fund Advisors
California
$256M
3
WRPWM
3
Werba Rubin Papier Wealth Management
California
$8.15M
4
FFM
4
Forum Financial Management
Illinois
$49.5M
5
AA
5
Ancora Advisors
Ohio
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
376
American Financial Advisors
Georgia
$516K +$1.14K +29 +0.2%
Franklin Resources
377
Franklin Resources
California
$513K +$2.32K +59 +0.5%
VWA
378
VERITY Wealth Advisors
United States
$502K – – –
TI
379
Trexquant Investment
Connecticut
$496K +$496K +12,622 New
Goldman Sachs
380
Goldman Sachs
New York
$493K +$493K +12,565 New
GS
381
GTS Securities
New York
$488K -$1.88M -47,948 -79%
CWM
382
Castle Wealth Management
Florida
$482K -$84.8K -2,160 -15%
FWM
383
Fortress Wealth Management
California
$481K -$3.93K -100 -0.8%
Qube Research & Technologies (QRT)
384
Qube Research & Technologies (QRT)
United Kingdom
$480K +$370K +9,426 +337%
Jones Financial Companies
385
Jones Financial Companies
Missouri
$480K +$315K +8,018 +191%
KCM
386
KM Capital Management
Texas
$474K +$1.92K +49 +0.4%
TCA
387
Transcend Capital Advisors
New Jersey
$468K +$468K +11,925 New
AQR Capital Management
388
AQR Capital Management
Connecticut
$465K +$111K +2,837 +31%
EWA
389
Elevate Wealth Advisory
Georgia
$463K +$1.1K +28 +0.2%
BPWM
390
Badgley Phelps Wealth Managers
Washington
$463K – – –
CIAS
391
Capital Investment Advisory Services
North Carolina
$458K +$43.4K +1,105 +10%
Empower Advisory Group
392
Empower Advisory Group
Colorado
$452K – – –
FWTB
393
First Western Trust Bank
Colorado
$447K – – –
QCIG
394
Quad-Cities Investment Group
Iowa
$445K +$13.4K +342 +3%
HCM
395
Hollencrest Capital Management
California
$445K – – –
NGA
396
Naples Global Advisors
Florida
$445K +$2K +51 +0.5%
WSFS
397
Wilmington Savings Fund Society
Delaware
$444K +$444K +11,307 New
NP
398
NorthRock Partners
Minnesota
$443K – – –
CFO
399
CVA Family Office
Colorado
$441K +$2K +51 +0.5%
CHJWM
400
Carlton Hofferkamp & Jenks Wealth Management
Texas
$440K +$440K +10,672 New
14 15
16
17 18