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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

602 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, 192 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
8.71%
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
192
Reduced
197
Closed
20
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$599M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$262M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$243M
4
RFP
Root Financial Partners
California
+$14.3M
5
SWA
ShankerValleau Wealth Advisors
Illinois
+$10.8M

Top Sellers

1
MHS
M Holdings Securities
Oregon
-$44.7M
2
EFP
Elser Financial Planning
Indiana
-$39.4M
3
SP
Symmetry Partners
Connecticut
-$23.3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$15.7M
5
IFA
Index Fund Advisors
California
-$7.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWM
451
Mowery & Schoenfeld Wealth Management
Illinois
$333K – – –
CAI
452
Capital Advisors Inc
Oklahoma
$330K – – –
NOI
453
Newton One Investments
Delaware
$330K +$1.38K +33 +0.4%
IWS
454
Integrity Wealth Solutions
Colorado
$329K +$1.38K +33 +0.4%
RWM
455
Rockwood Wealth Management
Pennsylvania
$329K -$4.29K -103 -1%
TNBTD
456
Trustmark National Bank Trust Department
Mississippi
$321K – – –
PPW
457
Pasadena Private Wealth
California
$319K – – –
ODA
458
One Degree Advisors
California
$316K +$457 +11 +0.1%
IFWM
459
Institute for Wealth Management
Colorado
$312K – – –
HCP
460
Holt Capital Partners
Texas
$312K – – –
MHFA
461
Mission Hills Financial Advisory
California
$310K +$310K +7,149 New
LF
462
Lantz Financial
Illinois
$309K +$309K +7,406 New
HWM
463
HB Wealth Management
Georgia
$308K +$308K +7,398 New
KSWA
464
Kathleen S. Wright Associates
Pennsylvania
$306K – – –
EFP
465
Elser Financial Planning
Indiana
$305K -$39.4M -944,876 -99%
KWAG
466
Kiely Wealth Advisory Group
North Carolina
$304K +$304K +6,965 New
MW
467
MBL Wealth
North Carolina
$301K – – –
Bessemer Group
468
Bessemer Group
New Jersey
$301K – – –
GD
469
Grandfield & Dodd
New York
$301K – – –
MGW
470
MB Generational Wealth
Washington
$300K – – –
JIC
471
Joel Isaacson & Co
New York
$300K – – –
SEIA
472
Signature Estate & Investment Advisors
California
$300K +$1.25K +30 +0.4%
RWM
473
Revisor Wealth Management
Ohio
$293K – – –
CFGA
474
Cambridge Financial Group (Arizona)
Arizona
$293K +$250 +6 +0.1%
IF
475
Intrua Financial
Texas
$291K – – –
17 18
19
20 21