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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

564 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, 172 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
8.18%
Holding in Top 10
89
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
41
Increased
172
Reduced
199
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.05B
2
HighTower Advisors
HighTower Advisors
Illinois
$202M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$982M
4
FPAS
Focus Partners Advisor Solutions
Missouri
$141M
5
BPA
Beacon Pointe Advisors
California
$48.5M

Top Sellers

1
CCM
Carlson Capital Management
Minnesota
$1.7M
2
AT
Arden Trust
Delaware
$0
3
SP
Symmetry Partners
Connecticut
$44.4M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$135M
5
PL
Plancorp LLC
Missouri
$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIC
426
Clifford Swan Investment Counsel
California
$349K – – –
MOS
427
MGO One Seven
Ohio
$347K -$2.29K -56 -0.7%
AWM
428
AE Wealth Management
Kansas
$345K -$1.08M -26,504 -76%
VCM
429
Vivaldi Capital Management
Illinois
$344K +$480 +12 +0.1%
PWS
430
Physician Wealth Solutions
Nevada
$340K – – –
RJT
431
Raymond James Trust
Florida
$335K – – –
NOI
432
Newton One Investments
Delaware
$335K -$12.3K -300 -4%
QCM
433
QRG Capital Management
Illinois
$331K -$13.6K -333 -4%
WCM
434
Wealthcare Capital Management
Virginia
$327K -$29.7K -725 -8%
ODA
435
One Degree Advisors
California
$323K +$368 +9 +0.1%
TNBTD
436
Trustmark National Bank Trust Department
Mississippi
$315K – – –
PPW
437
Pasadena Private Wealth
California
$313K – – –
IFWM
438
Institute for Wealth Management
Colorado
$306K +$306K +7,491 New
HCP
439
Holt Capital Partners
Texas
$306K -$26.8K -656 -8%
MW
440
MBL Wealth
North Carolina
$296K – – –
ES
441
Eagle Strategies
New York
$295K +$295K +7,221 New
Bessemer Group
442
Bessemer Group
New Jersey
$295K -$254K -6,210 -46%
MGW
443
MB Generational Wealth
Washington
$294K – – –
JIC
444
Joel Isaacson & Co
New York
$294K – – –
CBFP
445
Cedar Brook Financial Partners
Ohio
$291K +$409 +10 +0.1%
GWM
446
GSB Wealth Management
Connecticut
$286K – – –
WDL
447
Well Done LLC
Michigan
$286K – – –
IF
448
Intrua Financial
Texas
$285K – – –
LFG
449
Lockerman Financial Group
California
$279K – – –
WWM
450
Whalen Wealth Management
Nevada
$278K – – –
16 17
18
19 20