DFUV icon

Dimensional US Marketwide Value ETF

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KF
401
Krilogy Financial
Missouri
$432K +$432K +11,009 New
CT
402
Colonial Trust
South Carolina
$429K
T
403
TNF
Montana
$429K
AG
404
Ascent Group
Virginia
$426K
TCM
405
Towneley Capital Management
California
$423K +$1.89K +48 +0.4%
LCM
406
Liberty Capital Management
Michigan
$422K
EA
407
Efficient Advisors
Ohio
$415K -$6.13K -156 -1%
Janney Montgomery Scott
408
Janney Montgomery Scott
Pennsylvania
$412K +$58.8K +1,497 +17%
GWM
409
GDS Wealth Management
Texas
$412K
NCM
410
NCM Capital Management
New Jersey
$411K
KC
411
Kades & Cheifetz
Pennsylvania
$408K +$1.81K +46 +0.4%
CSI
412
Cross Staff Investments
New York
$408K
WF
413
WoodTrust Financial
Wisconsin
$396K
OC
414
Oppenheimer & Co
New York
$394K
SWA
415
Stratos Wealth Advisors
Ohio
$393K +$393K +10,000 New
SFS
416
Strategic Financial Services
New York
$390K
AFAS
417
Acorn Financial Advisory Services
Virginia
$389K
SCM
418
Steele Capital Management
Iowa
$387K
WPC
419
Wedmont Private Capital
Pennsylvania
$386K +$386K +9,614 New
RJT
420
Raymond James Trust
Florida
$381K +$58.9K +1,500 +18%
SW
421
SteelPeak Wealth
California
$379K
MGWA
422
Monument Group Wealth Advisors
Massachusetts
$379K -$5.58K -142 -1%
LOPW
423
Live Oak Private Wealth
North Carolina
$374K
QCM
424
QRG Capital Management
Illinois
$371K +$53.4K +1,359 +17%
GI
425
Gradient Investments
Minnesota
$370K