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Dimensional US Marketwide Value ETF
DFUV

549 hedge funds and large institutions have $7.73B invested in Dimensional US Marketwide Value ETF in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 170 increasing their positions, 168 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $6.89B → $7.73B (+$848M)

12% more funds holding

Funds holding: 489 → 549 (+60)

10% more funds holding in top 10

Funds holding in top 10: 81 → 89 (+8)

1% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 168

1% more ownership

Funds ownership: 80.22% → 81.21% (+1%)

Holders
549
Holders Change
+60
Holders Change %
+12.27%
% of All Funds
8%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.3%
New
83
Increased
170
Reduced
168
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$84.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$64.6M
3
SC
Savant Capital
Illinois
+$48.6M
4
PWS
Paragon Wealth Strategies
Florida
+$26.6M
5
Stifel Financial
Stifel Financial
Missouri
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$221M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$18.8M
3
Osaic Holdings
Osaic Holdings
Arizona
-$10M
4
MWM
Meritas Wealth Management
California
-$7.47M
5
BSW
Buckingham Strategic Wealth
Missouri
-$6.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
451
Cedar Brook Financial Partners
Ohio
$262K -$10.6K -308 -4%
GWM
452
GSB Wealth Management
Connecticut
$261K – – –
CFGA
453
Cambridge Financial Group (Arizona)
Arizona
$261K +$241K +7,001 New
WDL
454
Well Done LLC
Michigan
$260K – – –
IF
455
Intrua Financial
Texas
$260K – – –
HH
456
HWG Holdings
Texas
$256K – – –
LFG
457
Lockerman Financial Group
California
$254K – – –
WWM
458
Whalen Wealth Management
Nevada
$253K +$234K +6,806 New
LFP
459
Leeward Financial Partners
Washington
$253K +$234K +6,805 New
FMWA
460
Forvis Mazars Wealth Advisors
Missouri
$253K -$18.2K -530 -7%
LIM
461
Leavell Investment Management
Alabama
$252K – – –
MCA
462
Maryland Capital Advisors
Maryland
$250K – – –
WW
463
Waterfront Wealth
Kansas
$248K – – –
BW
464
Bison Wealth
Georgia
$247K -$2.24K -65 -1%
BOC
465
Bull Oak Capital
California
$243K -$48.3K -1,402 -18%
M
466
MOTCO
Texas
$242K – – –
WTA
467
Washington Trust Advisors
Massachusetts
$241K – – –
SPWG
468
Syntegra Private Wealth Group
Missouri
$238K – – –
BMCM
469
Bryn Mawr Capital Management
Pennsylvania
$235K -$789K -22,910 -78%
RWM
470
RKL Wealth Management
Pennsylvania
$234K – – –
OWM
471
Orgel Wealth Management
Wisconsin
$234K – – –
WAOI
472
Wealth Advisors of Iowa
Iowa
$223K – – –
PIA
473
Perennial Investment Advisors
California
$222K -$4.92K -143 -2%
AWM
474
Avior Wealth Management
Nebraska
$222K +$177K +5,140 +631%
EP
475
Essential Planning
New Hampshire
$222K +$792 +23 +0.4%
17 18
19
20 21

DFUV Hedge Fund Activity: Q4 2023 in Review

549 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2023, worth a combined $7.73B — up 12% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DFUV positions and 15 closed out — a net gain of 68 holders — while 170 added to existing stakes and 168 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $84.5M. The largest seller was Strategic Investment Solutions, cutting an estimated $221M.

  • 549 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2023, up from 489 in Q3 2023.
  • Funds reported $7.73B of Dimensional US Marketwide Value ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 83 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2023 and 15 closed out, a net change of +68 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q4 2023 was Mercer Global Advisors, an estimated $84.5M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2023.