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Dimensional US Marketwide Value ETF
DFUV

668 hedge funds and large institutions have $10.1B invested in Dimensional US Marketwide Value ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 204 increasing their positions, 197 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 16

29% more funds holding in top 10

Funds holding in top 10: 84 → 108 (+24)

11% more funds holding

Funds holding: 604 → 668 (+64)

2.47% more ownership

Funds ownership: 87.91% → 90.38% (+2.5%)

4% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 197

1% more capital invested

Capital invested by funds: $9.95B → $10.1B (+$125M)

Holders
668
Holders Change
+64
Holders Change %
+10.6%
% of All Funds
8.8%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.42%
New
90
Increased
204
Reduced
197
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$46.2M
2
EFP
Elser Financial Planning
Indiana
+$41.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.7M
4
MWM
Mission Wealth Management
California
+$21.9M
5
EP
Essential Planning
New Hampshire
+$16.4M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$161M
2
SC
Savant Capital
Illinois
-$23.7M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$12M
4
IFA
Index Fund Advisors
California
-$7.12M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$5.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
EW
376
Evoke Wealth
California
$741K – – –
CWM
377
Cherrydale Wealth Management
New Jersey
$737K +$3.14K +74 +0.4%
CFG
378
Cornerstone Financial Group
Nebraska
$734K +$761K +17,931 New
PFA
379
Pure Financial Advisors
California
$731K +$1.1K +26 +0.1%
RTL
380
Red Tortoise LLC
Georgia
$731K – – –
DADC
381
D.A. Davidson & Co
Montana
$725K – – –
DWA
382
Delap Wealth Advisory
Oregon
$723K – – –
FWP
383
Falcon Wealth Planning
California
$722K +$42 +1 +0%
PMFA
384
Plante Moran Financial Advisors
Michigan
$716K – – –
KFI
385
Key Financial Inc
Pennsylvania
$710K – – –
BWA
386
Babb Wealth Advisors
Arizona
$704K +$730K +17,197 New
SVWAG
387
Sound View Wealth Advisors Group
Georgia
$703K – – –
DWM
388
Dakota Wealth Management
Florida
$696K – – –
RK
389
Rather & Kittrell
Tennessee
$693K – – –
LAMC
390
Longview Asset Management (California)
California
$689K +$715K +16,838 New
NFP
391
Narus Financial Partners
Utah
$689K +$1.27K +30 +0.2%
OSAM
392
O'Shaughnessy Asset Management
Connecticut
$674K +$19.4K +457 +3%
VCP
393
Vista Capital Partners
Oregon
$674K +$50.3K +1,184 +8%
GVAG
394
Great Valley Advisor Group
Delaware
$671K – – –
VAMG
395
Voisard Asset Management Group
Michigan
$666K +$142K +3,343 +26%
WA
396
Waverly Advisors
Alabama
$655K +$2.59K +61 +0.4%
PAS
397
Park Avenue Securities
New York
$650K +$6.07K +143 +0.9%
B
398
Bailard
California
$647K – – –
WFA
399
WestHill Financial Advisors
California
$644K – – –
DOA
400
D'Orazio & Associates
Virginia
$640K – – –
14 15
16
17 18

DFUV Hedge Fund Activity: Q4 2024 in Review

668 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2024, worth a combined $10.1B — up 1.3% from $9.95B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new DFUV positions and 16 closed out — a net gain of 74 holders — while 204 added to existing stakes and 197 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $46.2M. The largest seller was Mercer Global Advisors, cutting an estimated $161M.

  • 668 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2024, up from 604 in Q3 2024.
  • Funds reported $10.1B of Dimensional US Marketwide Value ETF stock for Q4 2024, up 1.3% quarter-over-quarter.
  • 90 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2024 and 16 closed out, a net change of +74 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q4 2024 was Focus Partners Advisor Solutions, an estimated $46.2M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2024.