We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF
DFUV

549 hedge funds and large institutions have $7.73B invested in Dimensional US Marketwide Value ETF in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 170 increasing their positions, 168 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $6.89B → $7.73B (+$848M)

12% more funds holding

Funds holding: 489 → 549 (+60)

10% more funds holding in top 10

Funds holding in top 10: 81 → 89 (+8)

1% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 168

1% more ownership

Funds ownership: 80.22% → 81.21% (+1%)

Holders
549
Holders Change
+60
Holders Change %
+12.27%
% of All Funds
8%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.3%
New
83
Increased
170
Reduced
168
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$84.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$64.6M
3
SC
Savant Capital
Illinois
+$48.6M
4
PWS
Paragon Wealth Strategies
Florida
+$26.6M
5
Stifel Financial
Stifel Financial
Missouri
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$221M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$18.8M
3
Osaic Holdings
Osaic Holdings
Arizona
-$10M
4
MWM
Meritas Wealth Management
California
-$7.47M
5
BSW
Buckingham Strategic Wealth
Missouri
-$6.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
WF
401
WoodTrust Financial
Wisconsin
$375K -$3.27M -94,975 -90%
SFS
402
Strategic Financial Services
New York
$370K – – –
AFAS
403
Acorn Financial Advisory Services
Virginia
$368K – – –
MGWA
404
Monument Group Wealth Advisors
Massachusetts
$367K +$339K +9,855 New
SCM
405
Steele Capital Management
Iowa
$367K +$339K +9,848 New
T
406
TNF
Montana
$366K – – –
RWM
407
Revisor Wealth Management
Ohio
$366K -$287K -8,348 -46%
CFS
408
CRA Financial Services
New Jersey
$366K – – –
RCM
409
RB Capital Management
Nevada
$363K +$2.13K +62 +0.6%
SW
410
SteelPeak Wealth
California
$359K – – –
CAM
411
Cozad Asset Management
Illinois
$356K -$62.5K -1,817 -16%
GI
412
Gradient Investments
Minnesota
$353K +$1.93K +56 +0.6%
S
413
SignatureFD
Georgia
$348K +$93.2K +2,708 +41%
IF
414
Ironwood Financial
Arizona
$345K -$18.8K -547 -6%
AC
415
Avestar Capital
New York
$341K +$315K +9,163 New
AQR Capital Management
416
AQR Capital Management
Connecticut
$335K +$310K +9,007 New
Janney Montgomery Scott
417
Janney Montgomery Scott
Pennsylvania
$335K -$98.1K -2,850 -24%
4WM
418
49 Wealth Management
Texas
$334K +$309K +8,977 New
AG
419
AlTi Global
New York
$331K +$306K +8,900 New
PA
420
Procyon Advisors
Connecticut
$330K +$305K +8,864 New
OSAM
421
O'Shaughnessy Asset Management
Connecticut
$330K +$22.7K +660 +8%
GA
422
Goldstein Advisors
Wisconsin
$328K – – –
SAM
423
Summit Asset Management
Tennessee
$327K +$1.17K +34 +0.4%
WCM
424
Wealthcare Capital Management
Virginia
$325K +$861 +25 +0.3%
RA
425
RFG Advisory
Alabama
$325K +$1.14K +33 +0.4%
15 16
17
18 19

DFUV Hedge Fund Activity: Q4 2023 in Review

549 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2023, worth a combined $7.73B — up 12% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DFUV positions and 15 closed out — a net gain of 68 holders — while 170 added to existing stakes and 168 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $84.5M. The largest seller was Strategic Investment Solutions, cutting an estimated $221M.

  • 549 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2023, up from 489 in Q3 2023.
  • Funds reported $7.73B of Dimensional US Marketwide Value ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 83 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2023 and 15 closed out, a net change of +68 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q4 2023 was Mercer Global Advisors, an estimated $84.5M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2023.