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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

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
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.1B
3
SC
3
Savant Capital
Illinois
$721M
4
Creative Planning
4
Creative Planning
Kansas
$220M
5
MHS
5
M Holdings Securities
Oregon
$46.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.4M
2
IFA
2
Index Fund Advisors
California
$256M
3
WRPWM
3
Werba Rubin Papier Wealth Management
California
$8.15M
4
FFM
4
Forum Financial Management
Illinois
$49.5M
5
AA
5
Ancora Advisors
Ohio
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
426
Cozad Asset Management
Illinois
$369K -$3.53K -90 -0.9%
IF
427
Ironwood Financial
Arizona
$364K – – –
CFS
428
CRA Financial Services
New Jersey
$361K -$19.6K -500 -5%
AC
429
Avestar Capital
New York
$360K – – –
ASN
430
Advisory Services Network
Georgia
$357K +$116K +2,946 +48%
WANY
431
Wealthspire Advisors (New York)
New York
$351K +$351K +8,945 New
4WM
432
49 Wealth Management
Texas
$351K – – –
Lido Advisors
433
Lido Advisors
California
$350K -$4.44K -113 -1%
AG
434
AlTi Global
New York
$350K – – –
PA
435
Procyon Advisors
Connecticut
$348K – – –
SAM
436
Summit Asset Management
Tennessee
$347K +$1.57K +40 +0.5%
GA
437
Goldstein Advisors
Wisconsin
$346K – – –
LI
438
LRI Investments
Florida
$346K – – –
BIM
439
Bridges Investment Management
Nebraska
$345K +$345K +8,794 New
RCM
440
RB Capital Management
Nevada
$340K -$32.3K -823 -9%
GKWIM
441
Gerber Kawasaki Wealth & Investment Management
California
$336K – – –
CSIC
442
Clifford Swan Investment Counsel
California
$335K – – –
VCM
443
Vivaldi Capital Management
Illinois
$334K -$3.93K -100 -1%
LFAS
444
Level Four Advisory Services
Texas
$330K +$330K +8,412 New
AI
445
Accredited Investors
Minnesota
$327K +$327K +8,330 New
KS
446
Karpas Strategies
Connecticut
$327K +$116K +2,949 +55%
PWS
447
Physician Wealth Solutions
Nevada
$326K – – –
WT
448
Whittier Trust
California
$323K +$175K +4,446 +117%
RWM
449
Rockwood Wealth Management
Pennsylvania
$314K +$48.9K +1,244 +18%
MSWM
450
Mowery & Schoenfeld Wealth Management
Illinois
$314K +$153K +3,902 +95%
16 17
18
19 20