We are live on ! Find out more
DFUV icon

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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
WT
451
Whittier Trust
California
$343K – – –
AI
452
Accredited Investors
Minnesota
$341K -$6.06K -150 -2%
MSWM
453
Mowery & Schoenfeld Wealth Management
Illinois
$333K – – –
CAI
454
Capital Advisors Inc
Oklahoma
$330K – – –
NOI
455
Newton One Investments
Delaware
$330K +$1.33K +33 +0.4%
IWS
456
Integrity Wealth Solutions
Colorado
$329K +$1.33K +33 +0.4%
RWM
457
Rockwood Wealth Management
Pennsylvania
$329K -$4.16K -103 -1%
TNBTD
458
Trustmark National Bank Trust Department
Mississippi
$321K – – –
PPW
459
Pasadena Private Wealth
California
$319K – – –
ODA
460
One Degree Advisors
California
$316K +$445 +11 +0.1%
IFWM
461
Institute for Wealth Management
Colorado
$312K – – –
HCP
462
Holt Capital Partners
Texas
$312K – – –
MHFA
463
Mission Hills Financial Advisory
California
$310K +$289K +7,149 New
LF
464
Lantz Financial
Illinois
$309K +$299K +7,406 New
HWM
465
HB Wealth Management
Georgia
$308K +$299K +7,398 New
KSWA
466
Kathleen S. Wright Associates
Pennsylvania
$306K – – –
EFP
467
Elser Financial Planning
Indiana
$305K -$38.2M -944,876 -99%
KWAG
468
Kiely Wealth Advisory Group
North Carolina
$304K +$281K +6,965 New
MW
469
MBL Wealth
North Carolina
$301K – – –
Bessemer Group
470
Bessemer Group
New Jersey
$301K – – –
GD
471
Grandfield & Dodd
New York
$301K – – –
MGW
472
MB Generational Wealth
Washington
$300K – – –
JIC
473
Joel Isaacson & Co
New York
$300K – – –
SEIA
474
Signature Estate & Investment Advisors
California
$300K +$1.21K +30 +0.4%
RWM
475
Revisor Wealth Management
Ohio
$293K – – –
17 18
19
20 21

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.