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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

601 hedge funds and large institutions have $9.95B invested in Dimensional US Marketwide Value ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 191 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
8.69%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.22%
New
42
Increased
191
Reduced
197
Closed
20
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$600M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.46B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.37B
4
RFP
Root Financial Partners
California
$48M
5
SWA
ShankerValleau Wealth Advisors
Illinois
$23.1M

Top Sellers

1
MHS
M Holdings Securities
Oregon
$4.54M
2
EFP
Elser Financial Planning
Indiana
$305K
3
SP
Symmetry Partners
Connecticut
$25.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$121M
5
IFA
Index Fund Advisors
California
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWA
376
FSM Wealth Advisors
Ohio
$566K +$334 +8 +0.1%
CAMG
377
CWA Asset Management Group
Florida
$563K +$563K +13,503 New
Franklin Resources
378
Franklin Resources
California
$558K +$2.38K +56 +0.4%
CFFP
379
Center for Financial Planning
Michigan
$551K – – –
SPA
380
Shore Point Advisors
New Jersey
$549K -$917 -22 -0.2%
AFA
381
American Financial Advisors
Georgia
$549K +$1.13K +27 +0.2%
Qube Research & Technologies (QRT)
382
Qube Research & Technologies (QRT)
United Kingdom
$549K +$39.2K +940 +8%
VAMG
383
Voisard Asset Management Group
Michigan
$540K +$540K +12,944 New
VWA
384
VERITY Wealth Advisors
United States
$533K – – –
SCM
385
Sollinda Capital Management
Florida
$528K -$35.9K -861 -6%
LWM
386
Liberty Wealth Management
California
$516K -$163K -3,916 -24%
CWM
387
Castle Wealth Management
Florida
$512K – – –
TCA
388
Transcend Capital Advisors
New Jersey
$497K – – –
Janney Montgomery Scott
389
Janney Montgomery Scott
Pennsylvania
$497K +$60.1K +1,442 +14%
PCA
390
Prosperity Capital Advisors
Ohio
$491K -$266K -6,385 -35%
EWA
391
Elevate Wealth Advisory
Georgia
$480K -$11.3K -270 -2%
BPWM
392
Badgley Phelps Wealth Managers
Washington
$480K -$11.5K -277 -2%
Empower Advisory Group
393
Empower Advisory Group
Colorado
$480K – – –
QCIG
394
Quad-Cities Investment Group
Iowa
$474K +$1.33K +32 +0.3%
HCM
395
Hollencrest Capital Management
California
$473K – – –
NGA
396
Naples Global Advisors
Florida
$472K – – –
WSFS
397
Wilmington Savings Fund Society
Delaware
$471K – – –
CFO
398
CVA Family Office
Colorado
$471K +$1.96K +47 +0.4%
NP
399
NorthRock Partners
Minnesota
$470K – – –
FWM
400
Fortress Wealth Management
California
$469K -$41.8K -1,003 -8%
14 15
16
17 18