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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
GD
426
Grandfield & Dodd
New York
$321K – – –
VCM
427
Vivaldi Capital Management
Illinois
$321K +$447 +13 +0.2%
GKWIM
428
Gerber Kawasaki Wealth & Investment Management
California
$318K +$294K +8,551 New
MOS
429
MGO One Seven
Ohio
$318K +$1.14K +33 +0.4%
CSIC
430
Clifford Swan Investment Counsel
California
$318K – – –
NOI
431
Newton One Investments
Delaware
$316K +$1.03K +30 +0.4%
CP
432
Coho Partners
Pennsylvania
$314K – – –
QCM
433
QRG Capital Management
Illinois
$314K -$40.9K -1,187 -12%
PWS
434
Physician Wealth Solutions
Nevada
$309K +$286K +8,307 New
RJT
435
Raymond James Trust
Florida
$305K – – –
HCP
436
Holt Capital Partners
Texas
$303K -$113K -3,276 -29%
ODA
437
One Degree Advisors
California
$294K +$271K +7,881 New
CA
438
Cetera Advisors
Colorado
$291K +$16.4K +475 +6%
TNBTD
439
Trustmark National Bank Trust Department
Mississippi
$287K – – –
LOPW
440
Live Oak Private Wealth
North Carolina
$286K +$264K +7,683 New
TC
441
TownSquare Capital
Utah
$286K -$332K -9,657 -56%
PPW
442
Pasadena Private Wealth
California
$285K – – –
Neuberger Berman Group
443
Neuberger Berman Group
New York
$284K – – –
Kovitz Investment Group Partners
444
Kovitz Investment Group Partners
Illinois
$282K – – –
FFA
445
Frazier Financial Advisors
Ohio
$276K +$255K +7,404 New
EW
446
Evoke Wealth
California
$273K – – –
MW
447
MBL Wealth
North Carolina
$269K – – –
BPWM
448
Badgley Phelps Wealth Managers
Washington
$269K – – –
MGW
449
MB Generational Wealth
Washington
$268K +$248K +7,193 New
JIC
450
Joel Isaacson & Co
New York
$268K – – –
16 17
18
19 20

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.