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Dimensional US Marketwide Value ETF
DFUV

604 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, 194 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $8.94B → $9.95B (+$1.01B)

3% more funds holding

Funds holding: 589 → 604 (+15)

1.91% more ownership

Funds ownership: 86% → 87.91% (+1.9%)

2% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 197

5% less funds holding in top 10

Funds holding in top 10: 88 → 84 (-4)

Holders
604
Holders Change
+15
Holders Change %
+2.55%
% of All Funds
8.67%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.21%
New
42
Increased
194
Reduced
197
Closed
20
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$581M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$255M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$235M
4
RFP
Root Financial Partners
California
+$13.9M
5
SWA
ShankerValleau Wealth Advisors
Illinois
+$10.5M

Top Sellers

1
MHS
M Holdings Securities
Oregon
-$43.4M
2
EFP
Elser Financial Planning
Indiana
-$38.2M
3
SP
Symmetry Partners
Connecticut
-$22.6M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$15.3M
5
IFA
Index Fund Advisors
California
-$7.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
376
Cadence Bank
Mississippi
$577K – – –
FWA
377
FSM Wealth Advisors
Ohio
$566K +$323 +8 +0.1%
CAMG
378
CWA Asset Management Group
Florida
$563K +$546K +13,503 New
Franklin Resources
379
Franklin Resources
California
$558K +$2.26K +56 +0.4%
CFFP
380
Center for Financial Planning
Michigan
$551K – – –
SPA
381
Shore Point Advisors
New Jersey
$549K -$889 -22 -0.2%
AFA
382
American Financial Advisors
Georgia
$549K +$1.09K +27 +0.2%
Qube Research & Technologies (QRT)
383
Qube Research & Technologies (QRT)
United Kingdom
$549K +$38K +940 +8%
RF
384
Robinswood Financial
Washington
$546K +$121 +3 +0%
VAMG
385
Voisard Asset Management Group
Michigan
$540K +$523K +12,944 New
VWA
386
VERITY Wealth Advisors
United States
$533K – – –
SCM
387
Sollinda Capital Management
Florida
$528K -$34.8K -861 -6%
LWM
388
Liberty Wealth Management
California
$516K -$158K -3,916 -24%
CWM
389
Castle Wealth Management
Florida
$512K – – –
TCA
390
Transcend Capital Advisors
New Jersey
$497K – – –
Janney Montgomery Scott
391
Janney Montgomery Scott
Pennsylvania
$497K +$58.3K +1,442 +14%
PCA
392
Prosperity Capital Advisors
Ohio
$491K -$258K -6,385 -35%
EWA
393
Elevate Wealth Advisory
Georgia
$480K -$10.9K -270 -2%
BPWM
394
Badgley Phelps Wealth Managers
Washington
$480K -$11.2K -277 -2%
Empower Advisory Group
395
Empower Advisory Group
Colorado
$480K – – –
QCIG
396
Quad-Cities Investment Group
Iowa
$474K +$1.29K +32 +0.3%
HCM
397
Hollencrest Capital Management
California
$473K – – –
NGA
398
Naples Global Advisors
Florida
$472K – – –
WSFS
399
Wilmington Savings Fund Society
Delaware
$471K – – –
CFO
400
CVA Family Office
Colorado
$471K +$1.9K +47 +0.4%
14 15
16
17 18

DFUV Hedge Fund Activity: Q3 2024 in Review

604 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q3 2024, worth a combined $9.95B — up 11% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFUV positions and 20 closed out — a net gain of 22 holders — while 194 added to existing stakes and 197 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $581M. The largest seller was M Holdings Securities, cutting an estimated $43.4M.

  • 604 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q3 2024, up from 589 in Q2 2024.
  • Funds reported $9.95B of Dimensional US Marketwide Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 42 funds opened new Dimensional US Marketwide Value ETF positions in Q3 2024 and 20 closed out, a net change of +22 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $581M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q3 2024 was M Holdings Securities, an estimated $43.4M sold.

Based on aggregated 13F filings for Q3 2024.