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Dimensional US Marketwide Value ETF

604 hedge funds and large institutions have $9.95B invested in Dimensional US Marketwide Value ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $8.94B → $9.95B (+$1.01B)

3% more funds holding

Funds holding: 589604 (+15)

1.91% more ownership

Funds ownership: 86%87.91% (+1.9%)

2% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 197

5% less funds holding in top 10

Funds holding in top 10: 8884 (-4)

Holders
604
Holders Change
+15
Holders Change %
+2.55%
% of All Funds
8.67%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.21%
New
42
Increased
194
Reduced
197
Closed
20
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Change in
Stake
NP
401
NorthRock Partners
Minnesota
$470K
FWM
402
Fortress Wealth Management
California
$469K -$40.5K -1,003 -8%
FWTB
403
First Western Trust Bank
Colorado
$461K -$13.1K -325 -3%
KF
404
Krilogy Financial
Missouri
$459K +$445 +11 +0.1%
CT
405
Colonial Trust
South Carolina
$455K
AG
406
Ascent Group
Virginia
$452K
CIAS
407
Capital Investment Advisory Services
North Carolina
$451K -$34.3K -848 -7%
TCM
408
Towneley Capital Management
California
$451K +$1.86K +46 +0.4%
LCM
409
Liberty Capital Management
Michigan
$448K
T
410
TNF
Montana
$447K
LW
411
Lauer Wealth
Indiana
$447K +$116K +2,865 +37%
CHJWM
412
Carlton Hofferkamp & Jenks Wealth Management
Texas
$442K
EA
413
Efficient Advisors
Ohio
$439K -$2.1K -52 -0.5%
GWM
414
GDS Wealth Management
Texas
$437K
NCM
415
NCM Capital Management
New Jersey
$436K
CSI
416
Cross Staff Investments
New York
$433K
WF
417
WoodTrust Financial
Wisconsin
$420K
OC
418
Oppenheimer & Co
New York
$418K
SWA
419
Stratos Wealth Advisors
Ohio
$417K
SFS
420
Strategic Financial Services
New York
$414K
AFAS
421
Acorn Financial Advisory Services
Virginia
$413K
AWM
422
AE Wealth Management
Kansas
$406K -$259K -6,410 -40%
KC
423
Kades & Cheifetz
Pennsylvania
$404K -$28.3K -700 -7%
SW
424
SteelPeak Wealth
California
$402K
MGWA
425
Monument Group Wealth Advisors
Massachusetts
$402K

DFUV Hedge Fund Activity: Q3 2024 in Review

604 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q3 2024, worth a combined $9.95B — up 11% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFUV positions and 20 closed out — a net gain of 22 holders — while 194 added to existing stakes and 197 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $581M. The largest seller was M Holdings Securities, cutting an estimated $43.4M.

  • 604 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q3 2024, up from 589 in Q2 2024.
  • Funds reported $9.95B of Dimensional US Marketwide Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 42 funds opened new Dimensional US Marketwide Value ETF positions in Q3 2024 and 20 closed out, a net change of +22 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $581M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q3 2024 was M Holdings Securities, an estimated $43.4M sold.

Based on aggregated 13F filings for Q3 2024.