We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF
DFUV

668 hedge funds and large institutions have $10.1B invested in Dimensional US Marketwide Value ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 204 increasing their positions, 197 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 16

29% more funds holding in top 10

Funds holding in top 10: 84 → 108 (+24)

11% more funds holding

Funds holding: 604 → 668 (+64)

2.47% more ownership

Funds ownership: 87.91% → 90.38% (+2.5%)

4% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 197

1% more capital invested

Capital invested by funds: $9.95B → $10.1B (+$125M)

Holders
668
Holders Change
+64
Holders Change %
+10.6%
% of All Funds
8.8%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.42%
New
90
Increased
204
Reduced
197
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$46.2M
2
EFP
Elser Financial Planning
Indiana
+$41.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.7M
4
MWM
Mission Wealth Management
California
+$21.9M
5
EP
Essential Planning
New Hampshire
+$16.4M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$161M
2
SC
Savant Capital
Illinois
-$23.7M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$12M
4
IFA
Index Fund Advisors
California
-$7.12M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$5.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
426
Safeguard Financial
Wisconsin
$549K +$311K +7,321 +120%
CFFP
427
Center for Financial Planning
Michigan
$541K – – –
AFA
428
American Financial Advisors
Georgia
$540K +$1.15K +27 +0.2%
Franklin Resources
429
Franklin Resources
California
$539K +$2.38K +56 +0.4%
RF
430
Robinswood Financial
Washington
$536K +$85 +2 +0%
Empower Advisory Group
431
Empower Advisory Group
Colorado
$528K +$59.8K +1,410 +12%
LWM
432
Liberty Wealth Management
California
$525K +$18.7K +440 +4%
VWA
433
VERITY Wealth Advisors
United States
$523K – – –
MA
434
McGrath & Associates
North Carolina
$511K +$530K +12,480 New
CWM
435
Castle Wealth Management
Florida
$502K – – –
RF
436
Rossby Financial
Florida
$488K +$507K +11,937 New
KC
437
Kades & Cheifetz
Pennsylvania
$484K +$90.9K +2,142 +22%
MAS
438
MPWM Advisory Solutions
Georgia
$479K +$497K +11,703 New
KWAG
439
Kiely Wealth Advisory Group
North Carolina
$476K +$178K +4,185 +60%
QCIG
440
Quad-Cities Investment Group
Iowa
$467K +$2.04K +48 +0.4%
HCM
441
Hollencrest Capital Management
California
$464K – – –
NGA
442
Naples Global Advisors
Florida
$463K – – –
WSFS
443
Wilmington Savings Fund Society
Delaware
$463K – – –
NP
444
NorthRock Partners
Minnesota
$462K – – –
FWM
445
Fortress Wealth Management
California
$461K +$722 +17 +0.2%
BPWM
446
Badgley Phelps Wealth Managers
Washington
$458K -$13.1K -308 -3%
CHJWM
447
Carlton Hofferkamp & Jenks Wealth Management
Texas
$458K – – –
LW
448
Lauer Wealth
Indiana
$456K +$21.2K +500 +5%
XPN
449
XY Planning Network
Montana
$455K +$472K +11,112 New
EWA
450
Elevate Wealth Advisory
Georgia
$453K -$19.2K -452 -4%
16 17
18
19 20

DFUV Hedge Fund Activity: Q4 2024 in Review

668 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2024, worth a combined $10.1B — up 1.3% from $9.95B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new DFUV positions and 16 closed out — a net gain of 74 holders — while 204 added to existing stakes and 197 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $46.2M. The largest seller was Mercer Global Advisors, cutting an estimated $161M.

  • 668 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2024, up from 604 in Q3 2024.
  • Funds reported $10.1B of Dimensional US Marketwide Value ETF stock for Q4 2024, up 1.3% quarter-over-quarter.
  • 90 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2024 and 16 closed out, a net change of +74 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q4 2024 was Focus Partners Advisor Solutions, an estimated $46.2M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2024.