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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

565 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, 173 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+17
Holders Change %
+3.1%
% of All Funds
8.19%
Holding in Top 10
89
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
41
Increased
173
Reduced
199
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$231M
2
HighTower Advisors
HighTower Advisors
Illinois
+$184M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$180M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$75.6M
5
BPA
Beacon Pointe Advisors
California
+$32.9M

Top Sellers

1
CCM
Carlson Capital Management
Minnesota
-$25.8M
2
AT
Arden Trust
Delaware
-$12.6M
3
SP
Symmetry Partners
Connecticut
-$9.49M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$7.63M
5
PL
Plancorp LLC
Missouri
-$5.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
401
Strategic Financial Services
New York
$407K – – –
TC
402
TownSquare Capital
Utah
$405K +$91.4K +2,234 +29%
AFAS
403
Acorn Financial Advisory Services
Virginia
$405K – – –
SCM
404
Steele Capital Management
Iowa
$403K – – –
MGWA
405
Monument Group Wealth Advisors
Massachusetts
$400K -$2.82K -69 -0.7%
CFS
406
CRA Financial Services
New Jersey
$396K -$5.44K -133 -1%
SW
407
SteelPeak Wealth
California
$395K – – –
LOPW
408
Live Oak Private Wealth
North Carolina
$390K +$75.6K +1,848 +24%
CAM
409
Cozad Asset Management
Illinois
$389K -$2.45K -60 -0.6%
RCM
410
RB Capital Management
Nevada
$388K -$10.3K -252 -3%
GI
411
Gradient Investments
Minnesota
$386K -$2.29K -56 -0.6%
IF
412
Ironwood Financial
Arizona
$379K – – –
AC
413
Avestar Capital
New York
$375K – – –
Lido Advisors
414
Lido Advisors
California
$369K +$369K +9,018 New
AQR Capital Management
415
AQR Capital Management
Connecticut
$368K – – –
Janney Montgomery Scott
416
Janney Montgomery Scott
Pennsylvania
$368K – – –
4WM
417
49 Wealth Management
Texas
$366K – – –
AG
418
AlTi Global
New York
$364K – – –
PA
419
Procyon Advisors
Connecticut
$363K – – –
GA
420
Goldstein Advisors
Wisconsin
$361K – – –
LI
421
LRI Investments
Florida
$360K +$360K +8,814 New
SAM
422
Summit Asset Management
Tennessee
$360K +$1.27K +31 +0.4%
RA
423
RFG Advisory
Alabama
$358K +$1.23K +30 +0.3%
GD
424
Grandfield & Dodd
New York
$353K – – –
GKWIM
425
Gerber Kawasaki Wealth & Investment Management
California
$350K – – –
15 16
17
18 19