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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

547 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 82 funds opening new positions, 169 increasing their positions, 168 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+59
Holders Change %
+12.09%
% of All Funds
8.02%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.3%
New
82
Increased
169
Reduced
168
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$91.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$69.9M
3
SC
Savant Capital
Illinois
+$52.5M
4
PWS
Paragon Wealth Strategies
Florida
+$28.8M
5
Stifel Financial
Stifel Financial
Missouri
+$14.1M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$239M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$20.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$10.8M
4
MWM
Meritas Wealth Management
California
-$8.08M
5
BSW
Buckingham Strategic Wealth
Missouri
-$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
426
Vivaldi Capital Management
Illinois
$321K +$485 +13 +0.2%
GKWIM
427
Gerber Kawasaki Wealth & Investment Management
California
$318K +$318K +8,551 New
MOS
428
MGO One Seven
Ohio
$318K +$1.23K +33 +0.4%
CSIC
429
Clifford Swan Investment Counsel
California
$318K – – –
NOI
430
Newton One Investments
Delaware
$316K +$1.12K +30 +0.4%
CP
431
Coho Partners
Pennsylvania
$314K – – –
QCM
432
QRG Capital Management
Illinois
$314K -$44.2K -1,187 -12%
PWS
433
Physician Wealth Solutions
Nevada
$309K +$309K +8,307 New
RJT
434
Raymond James Trust
Florida
$305K – – –
HCP
435
Holt Capital Partners
Texas
$303K -$122K -3,276 -29%
ODA
436
One Degree Advisors
California
$294K +$294K +7,881 New
CA
437
Cetera Advisors
Colorado
$291K +$17.7K +475 +6%
TNBTD
438
Trustmark National Bank Trust Department
Mississippi
$287K – – –
LOPW
439
Live Oak Private Wealth
North Carolina
$286K +$286K +7,683 New
TC
440
TownSquare Capital
Utah
$286K -$359K -9,657 -56%
PPW
441
Pasadena Private Wealth
California
$285K – – –
Neuberger Berman Group
442
Neuberger Berman Group
New York
$284K – – –
Kovitz Investment Group Partners
443
Kovitz Investment Group Partners
Illinois
$282K – – –
FFA
444
Frazier Financial Advisors
Ohio
$276K +$276K +7,404 New
EW
445
Evoke Wealth
California
$273K – – –
MW
446
MBL Wealth
North Carolina
$269K – – –
BPWM
447
Badgley Phelps Wealth Managers
Washington
$269K – – –
MGW
448
MB Generational Wealth
Washington
$268K +$268K +7,193 New
JIC
449
Joel Isaacson & Co
New York
$268K – – –
CBFP
450
Cedar Brook Financial Partners
Ohio
$262K -$11.3K -308 -4%
16 17
18
19 20