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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

601 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, 191 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
8.69%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.22%
New
42
Increased
191
Reduced
197
Closed
20
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$600M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.46B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.37B
4
RFP
Root Financial Partners
California
$48M
5
SWA
ShankerValleau Wealth Advisors
Illinois
$23.1M

Top Sellers

1
MHS
M Holdings Securities
Oregon
$4.54M
2
EFP
Elser Financial Planning
Indiana
$305K
3
SP
Symmetry Partners
Connecticut
$25.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$121M
5
IFA
Index Fund Advisors
California
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOPW
426
Live Oak Private Wealth
North Carolina
$397K – – –
RJT
427
Raymond James Trust
Florida
$395K -$8.76K -210 -2%
CAM
428
Cozad Asset Management
Illinois
$391K -$1.42K -34 -0.4%
LFAS
429
Level Four Advisory Services
Texas
$388K +$40.4K +976 +12%
IF
430
Ironwood Financial
Arizona
$386K – – –
AC
431
Avestar Capital
New York
$382K – – –
CFS
432
CRA Financial Services
New Jersey
$381K -$2.09K -50 -0.5%
TSS
433
Two Sigma Securities
New York
$374K +$374K +8,981 New
4WM
434
49 Wealth Management
Texas
$374K – – –
Lido Advisors
435
Lido Advisors
California
$371K – – –
AG
436
AlTi Global
New York
$371K – – –
SAM
437
Summit Asset Management
Tennessee
$370K +$1.58K +38 +0.4%
PA
438
Procyon Advisors
Connecticut
$370K – – –
RA
439
RFG Advisory
Alabama
$368K -$195K -4,681 -35%
GA
440
Goldstein Advisors
Wisconsin
$368K – – –
BIM
441
Bridges Investment Management
Nebraska
$367K – – –
KCM
442
KM Capital Management
Texas
$357K -$146K -3,502 -29%
ASN
443
Advisory Services Network
Georgia
$357K – – –
GKWIM
444
Gerber Kawasaki Wealth & Investment Management
California
$357K +$125 +3 +0%
CSIC
445
Clifford Swan Investment Counsel
California
$356K – – –
VCM
446
Vivaldi Capital Management
Illinois
$355K +$542 +13 +0.2%
RCM
447
RB Capital Management
Nevada
$353K -$8.21K -197 -2%
PWS
448
Physician Wealth Solutions
Nevada
$347K – – –
WT
449
Whittier Trust
California
$343K – – –
AI
450
Accredited Investors
Minnesota
$341K -$6.25K -150 -2%
16 17
18
19 20