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Dimensional US Marketwide Value ETF
DFUV

566 hedge funds and large institutions have $8.9B invested in Dimensional US Marketwide Value ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 174 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $7.73B → $8.9B (+$1.17B)

3.24% more ownership

Funds ownership: 81.21% → 84.46% (+3.2%)

3% more funds holding

Funds holding: 549 → 566 (+17)

0% more funds holding in top 10

Funds holding in top 10: 89 → 89 (0)

13% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 199

Holders
566
Holders Change
+17
Holders Change %
+3.1%
% of All Funds
8.15%
Holding in Top 10
89
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.28%
New
41
Increased
174
Reduced
199
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$215M
2
HighTower Advisors
HighTower Advisors
Illinois
+$172M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$168M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$70.6M
5
BPA
Beacon Pointe Advisors
California
+$30.7M

Top Sellers

1
CCM
Carlson Capital Management
Minnesota
-$24.1M
2
AT
Arden Trust
Delaware
-$12.6M
3
SP
Symmetry Partners
Connecticut
-$8.86M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$7.13M
5
PL
Plancorp LLC
Missouri
-$4.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
401
Oppenheimer & Co
New York
$410K +$383K +10,028 New
SFS
402
Strategic Financial Services
New York
$407K – – –
TC
403
TownSquare Capital
Utah
$405K +$85.3K +2,234 +29%
AFAS
404
Acorn Financial Advisory Services
Virginia
$405K – – –
SCM
405
Steele Capital Management
Iowa
$403K – – –
MGWA
406
Monument Group Wealth Advisors
Massachusetts
$400K -$2.64K -69 -0.7%
CFS
407
CRA Financial Services
New Jersey
$396K -$5.08K -133 -1%
SW
408
SteelPeak Wealth
California
$395K – – –
LOPW
409
Live Oak Private Wealth
North Carolina
$390K +$70.6K +1,848 +24%
CAM
410
Cozad Asset Management
Illinois
$389K -$2.29K -60 -0.6%
RCM
411
RB Capital Management
Nevada
$388K -$9.63K -252 -3%
GI
412
Gradient Investments
Minnesota
$386K -$2.14K -56 -0.6%
IF
413
Ironwood Financial
Arizona
$379K – – –
AC
414
Avestar Capital
New York
$375K – – –
Lido Advisors
415
Lido Advisors
California
$369K +$344K +9,018 New
AQR Capital Management
416
AQR Capital Management
Connecticut
$368K – – –
Janney Montgomery Scott
417
Janney Montgomery Scott
Pennsylvania
$368K – – –
4WM
418
49 Wealth Management
Texas
$366K – – –
AG
419
AlTi Global
New York
$364K – – –
PA
420
Procyon Advisors
Connecticut
$363K – – –
GA
421
Goldstein Advisors
Wisconsin
$361K – – –
LI
422
LRI Investments
Florida
$360K +$337K +8,814 New
SAM
423
Summit Asset Management
Tennessee
$360K +$1.18K +31 +0.4%
RA
424
RFG Advisory
Alabama
$358K +$1.15K +30 +0.3%
GD
425
Grandfield & Dodd
New York
$353K – – –
15 16
17
18 19

DFUV Hedge Fund Activity: Q1 2024 in Review

566 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q1 2024, worth a combined $8.9B — up 15% from $7.73B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DFUV positions and 15 closed out — a net gain of 26 holders — while 174 added to existing stakes and 199 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $215M. The largest seller was Carlson Capital Management, cutting an estimated $24.1M.

  • 566 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q1 2024, up from 549 in Q4 2023.
  • Funds reported $8.9B of Dimensional US Marketwide Value ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 41 funds opened new Dimensional US Marketwide Value ETF positions in Q1 2024 and 15 closed out, a net change of +26 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $215M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q1 2024 was Carlson Capital Management, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2024.