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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

664 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 88 funds opening new positions, 203 increasing their positions, 196 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+62
Holders Change %
+10.3%
% of All Funds
8.84%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.44%
New
88
Increased
203
Reduced
196
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$44.5M
2
EFP
Elser Financial Planning
Indiana
+$40M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.3M
4
MWM
Mission Wealth Management
California
+$21.1M
5
EP
Essential Planning
New Hampshire
+$16.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$155M
2
SC
Savant Capital
Illinois
-$22.8M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$11.6M
4
IFA
Index Fund Advisors
California
-$6.86M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$5.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
426
Safeguard Financial
Wisconsin
$549K +$300K +7,321 +120%
CFFP
427
Center for Financial Planning
Michigan
$541K – – –
AFA
428
American Financial Advisors
Georgia
$540K +$1.11K +27 +0.2%
Franklin Resources
429
Franklin Resources
California
$539K +$2.29K +56 +0.4%
Empower Advisory Group
430
Empower Advisory Group
Colorado
$528K +$57.7K +1,410 +12%
LWM
431
Liberty Wealth Management
California
$525K +$18K +440 +4%
VWA
432
VERITY Wealth Advisors
United States
$523K – – –
MA
433
McGrath & Associates
North Carolina
$511K +$511K +12,480 New
CWM
434
Castle Wealth Management
Florida
$502K – – –
RF
435
Rossby Financial
Florida
$488K +$488K +11,937 New
KC
436
Kades & Cheifetz
Pennsylvania
$484K +$87.7K +2,142 +22%
MAS
437
MPWM Advisory Solutions
Georgia
$479K +$479K +11,703 New
KWAG
438
Kiely Wealth Advisory Group
North Carolina
$476K +$179K +4,185 +60%
QCIG
439
Quad-Cities Investment Group
Iowa
$467K +$1.96K +48 +0.4%
HCM
440
Hollencrest Capital Management
California
$464K – – –
NGA
441
Naples Global Advisors
Florida
$463K – – –
WSFS
442
Wilmington Savings Fund Society
Delaware
$463K – – –
NP
443
NorthRock Partners
Minnesota
$462K – – –
FWM
444
Fortress Wealth Management
California
$461K +$696 +17 +0.2%
BPWM
445
Badgley Phelps Wealth Managers
Washington
$458K -$12.6K -308 -3%
CHJWM
446
Carlton Hofferkamp & Jenks Wealth Management
Texas
$458K – – –
LW
447
Lauer Wealth
Indiana
$456K +$20.5K +500 +5%
XPN
448
XY Planning Network
Montana
$455K +$455K +11,112 New
EWA
449
Elevate Wealth Advisory
Georgia
$453K -$18.5K -452 -4%
KF
450
Krilogy Financial
Missouri
$451K +$450 +11 +0.1%
16 17
18
19 20