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Dimensional US Marketwide Value ETF
DFUV

604 hedge funds and large institutions have $9.95B invested in Dimensional US Marketwide Value ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $8.94B → $9.95B (+$1.01B)

3% more funds holding

Funds holding: 589 → 604 (+15)

1.91% more ownership

Funds ownership: 86% → 87.91% (+1.9%)

2% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 197

5% less funds holding in top 10

Funds holding in top 10: 88 → 84 (-4)

Holders
604
Holders Change
+15
Holders Change %
+2.55%
% of All Funds
8.67%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.21%
New
42
Increased
194
Reduced
197
Closed
20
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$581M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$255M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$235M
4
RFP
Root Financial Partners
California
+$13.9M
5
SWA
ShankerValleau Wealth Advisors
Illinois
+$10.5M

Top Sellers

1
MHS
M Holdings Securities
Oregon
-$43.4M
2
EFP
Elser Financial Planning
Indiana
-$38.2M
3
SP
Symmetry Partners
Connecticut
-$22.6M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$15.3M
5
IFA
Index Fund Advisors
California
-$7.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
426
Gradient Investments
Minnesota
$402K +$8.32K +206 +2%
WPC
427
Wedmont Private Capital
Pennsylvania
$401K – – –
LOPW
428
Live Oak Private Wealth
North Carolina
$397K – – –
RJT
429
Raymond James Trust
Florida
$395K -$8.49K -210 -2%
CAM
430
Cozad Asset Management
Illinois
$391K -$1.37K -34 -0.4%
LFAS
431
Level Four Advisory Services
Texas
$388K +$39.4K +976 +12%
IF
432
Ironwood Financial
Arizona
$386K – – –
AC
433
Avestar Capital
New York
$382K – – –
CFS
434
CRA Financial Services
New Jersey
$381K -$2.02K -50 -0.5%
TSS
435
Two Sigma Securities
New York
$374K +$363K +8,981 New
4WM
436
49 Wealth Management
Texas
$374K – – –
Lido Advisors
437
Lido Advisors
California
$371K – – –
AG
438
AlTi Global
New York
$371K – – –
SAM
439
Summit Asset Management
Tennessee
$370K +$1.54K +38 +0.4%
PA
440
Procyon Advisors
Connecticut
$370K – – –
RA
441
RFG Advisory
Alabama
$368K -$189K -4,681 -35%
GA
442
Goldstein Advisors
Wisconsin
$368K – – –
BIM
443
Bridges Investment Management
Nebraska
$367K – – –
KCM
444
KM Capital Management
Texas
$357K -$142K -3,502 -29%
ASN
445
Advisory Services Network
Georgia
$357K – – –
GKWIM
446
Gerber Kawasaki Wealth & Investment Management
California
$357K +$121 +3 +0%
CSIC
447
Clifford Swan Investment Counsel
California
$356K – – –
VCM
448
Vivaldi Capital Management
Illinois
$355K +$525 +13 +0.2%
RCM
449
RB Capital Management
Nevada
$353K -$7.96K -197 -2%
PWS
450
Physician Wealth Solutions
Nevada
$347K – – –
16 17
18
19 20

DFUV Hedge Fund Activity: Q3 2024 in Review

604 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q3 2024, worth a combined $9.95B — up 11% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFUV positions and 20 closed out — a net gain of 22 holders — while 194 added to existing stakes and 197 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $581M. The largest seller was M Holdings Securities, cutting an estimated $43.4M.

  • 604 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q3 2024, up from 589 in Q2 2024.
  • Funds reported $9.95B of Dimensional US Marketwide Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 42 funds opened new Dimensional US Marketwide Value ETF positions in Q3 2024 and 20 closed out, a net change of +22 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $581M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q3 2024 was M Holdings Securities, an estimated $43.4M sold.

Based on aggregated 13F filings for Q3 2024.