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Dimensional US Marketwide Value ETF
DFUV

589 hedge funds and large institutions have $8.94B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 192 increasing their positions, 197 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 22

4% more funds holding

Funds holding: 566 → 589 (+23)

1.55% more ownership

Funds ownership: 84.46% → 86% (+1.5%)

0% more capital invested

Capital invested by funds: $8.9B → $8.94B (+$32.9M)

3% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 197

1% less funds holding in top 10

Funds holding in top 10: 89 → 88 (-1)

Holders
589
Holders Change
+23
Holders Change %
+4.06%
% of All Funds
8.51%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.27%
New
52
Increased
192
Reduced
197
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$126M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$124M
3
SC
Savant Capital
Illinois
+$70M
4
Creative Planning
Creative Planning
Kansas
+$56.7M
5
MHS
M Holdings Securities
Oregon
+$42.4M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$9.2M
2
IFA
Index Fund Advisors
California
-$6.99M
3
WRPWM
Werba Rubin Papier Wealth Management
California
-$6.49M
4
FFM
Forum Financial Management
Illinois
-$5.57M
5
AA
Ancora Advisors
Ohio
-$5.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
426
Gradient Investments
Minnesota
$370K – – –
CAM
427
Cozad Asset Management
Illinois
$369K -$3.56K -90 -0.9%
IF
428
Ironwood Financial
Arizona
$364K – – –
CFS
429
CRA Financial Services
New Jersey
$361K -$19.8K -500 -5%
AC
430
Avestar Capital
New York
$360K – – –
ASN
431
Advisory Services Network
Georgia
$357K +$117K +2,946 +48%
WANY
432
Wealthspire Advisors (New York)
New York
$351K +$354K +8,945 New
4WM
433
49 Wealth Management
Texas
$351K – – –
Lido Advisors
434
Lido Advisors
California
$350K -$4.47K -113 -1%
AG
435
AlTi Global
New York
$350K – – –
PA
436
Procyon Advisors
Connecticut
$348K – – –
SAM
437
Summit Asset Management
Tennessee
$347K +$1.58K +40 +0.5%
GA
438
Goldstein Advisors
Wisconsin
$346K – – –
LI
439
LRI Investments
Florida
$346K – – –
BIM
440
Bridges Investment Management
Nebraska
$345K +$348K +8,794 New
RCM
441
RB Capital Management
Nevada
$340K -$32.6K -823 -9%
GKWIM
442
Gerber Kawasaki Wealth & Investment Management
California
$336K – – –
CSIC
443
Clifford Swan Investment Counsel
California
$335K – – –
VCM
444
Vivaldi Capital Management
Illinois
$334K -$3.96K -100 -1%
LFAS
445
Level Four Advisory Services
Texas
$330K +$333K +8,412 New
AI
446
Accredited Investors
Minnesota
$327K +$330K +8,330 New
KS
447
Karpas Strategies
Connecticut
$327K +$117K +2,949 +55%
PWS
448
Physician Wealth Solutions
Nevada
$326K – – –
WT
449
Whittier Trust
California
$323K +$176K +4,446 +117%
RWM
450
Rockwood Wealth Management
Pennsylvania
$314K +$49.2K +1,244 +18%
16 17
18
19 20

DFUV Hedge Fund Activity: Q2 2024 in Review

589 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q2 2024, worth a combined $8.94B — up 0.37% from $8.9B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new DFUV positions and 22 closed out — a net gain of 30 holders — while 192 added to existing stakes and 197 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $126M. The largest seller was Osaic Holdings, cutting an estimated $9.2M.

  • 589 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q2 2024, up from 566 in Q1 2024.
  • Funds reported $8.94B of Dimensional US Marketwide Value ETF stock for Q2 2024, up 0.37% quarter-over-quarter.
  • 52 funds opened new Dimensional US Marketwide Value ETF positions in Q2 2024 and 22 closed out, a net change of +30 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q2 2024 was Mercer Global Advisors, an estimated $126M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q2 2024 was Osaic Holdings, an estimated $9.2M sold.

Based on aggregated 13F filings for Q2 2024.