DFUV icon

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 %
PCA
451
Prosperity Capital Advisors
Ohio
$449K -$33.3K -814 -7%
CIAS
452
Capital Investment Advisory Services
North Carolina
$448K +$5.57K +136 +1%
AG
453
Ascent Group
Virginia
$444K – – –
LCM
454
Liberty Capital Management
Michigan
$440K – – –
CAM
455
Cozad Asset Management
Illinois
$431K +$47.5K +1,161 +12%
CIBC Private Wealth Group
456
CIBC Private Wealth Group
Georgia
$430K +$305K +7,408 +245%
GWM
457
GDS Wealth Management
Texas
$429K -$41 -1 -0%
NCM
458
NCM Capital Management
New Jersey
$428K – – –
FWTB
459
First Western Trust Bank
Colorado
$426K -$25.7K -627 -6%
CSI
460
Cross Staff Investments
New York
$425K – – –
BCM
461
Brookstone Capital Management
Illinois
$425K -$192K -4,694 -31%
CFO
462
CVA Family Office
Colorado
$422K -$40.2K -983 -9%
WF
463
WoodTrust Financial
Wisconsin
$413K – – –
EA
464
Efficient Advisors
Ohio
$412K -$19K -464 -4%
ASN
465
Advisory Services Network
Georgia
$411K +$39.3K +960 +11%
OC
466
Oppenheimer & Co
New York
$410K – – –
SWA
467
Stratos Wealth Advisors
Ohio
$409K – – –
GWM
468
Geneos Wealth Management
Colorado
$409K +$409K +9,985 New
SFS
469
Strategic Financial Services
New York
$407K – – –
AFAS
470
Acorn Financial Advisory Services
Virginia
$405K +$123 +3 +0%
TCM
471
Towneley Capital Management
California
$404K -$37.9K -926 -9%
AI
472
Accredited Investors
Minnesota
$402K +$67.3K +1,645 +20%
Ameriprise
473
Ameriprise
Minnesota
$399K +$399K +9,742 New
AWM
474
AE Wealth Management
Kansas
$398K -$450 -11 -0.1%
CT
475
Colonial Trust
South Carolina
$397K -$49.9K -1,219 -11%
17 18
19
20 21