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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

547 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 82 funds opening new positions, 169 increasing their positions, 168 reducing their positions, and 15 closing their positions.

Holders
547
Holders Change
+59
Holders Change %
+12.09%
% of All Funds
8.02%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.3%
New
82
Increased
169
Reduced
168
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$750M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$730M
3
SC
3
Savant Capital
Illinois
$606M
4
PWS
4
Paragon Wealth Strategies
Florida
$28.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$16.1M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$10.7M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$59.4M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$18.9M
4
MWM
4
Meritas Wealth Management
California
$24.3M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
26
Symmetry Partners
Connecticut
$49.1M -$2.07M -55,549 -4%
EAM
27
Evanson Asset Management
California
$48.7M +$184K +4,943 +0.4%
RIM
28
RW Investment Management
Idaho
$46.9M +$5.92M +159,124 +14%
TH
29
Team Hewins
California
$43.4M -$1.17M -31,303 -3%
LPL Financial
30
LPL Financial
California
$42.5M -$115K -3,094 -0.3%
WCWM
31
Willow Creek Wealth Management
California
$42.5M -$1.14M -30,530 -3%
SC
32
Schoolcraft Capital
Colorado
$39M -$264K -7,084 -0.7%
TFM
33
TFC Financial Management
Massachusetts
$38.6M -$897K -24,087 -2%
HIG
34
Heritage Investment Group
Florida
$38M -$272K -7,316 -0.7%
B
35
Bridgeworth
Alabama
$36.5M +$10.7M +287,128 +41%
WFAG
36
Wescott Financial Advisory Group
Pennsylvania
$36.3M +$202K +5,440 +0.6%
PWIA
37
Porter White Investment Advisors
Alabama
$34.8M -$290K -7,800 -0.8%
AIS
38
American Investment Services
Massachusetts
$34.8M -$213K -5,732 -0.6%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$32.4M +$1.48M +39,805 +5%
TFP
40
Triune Financial Partners
Kansas
$31.4M +$244K +6,552 +0.8%
DFS
41
Dixon Fnancial Services
California
$29.9M -$148K -3,977 -0.5%
PCI
42
Planning Center Inc
Illinois
$29.8M +$51.1K +1,374 +0.2%
THL
43
Tillman Hartley LLC
Colorado
$29.3M -$44.6K -1,197 -0.2%
EFA
44
Efficient Frontier Advisors
Connecticut
$29M +$29M +778,211 New
SWA
45
Sax Wealth Advisors
New Jersey
$28.9M +$172K +4,625 +0.6%
PWS
46
Paragon Wealth Strategies
Florida
$28.8M +$28.8M +773,935 New
KAM
47
KEB Asset Management
Illinois
$28.6M -$368K -9,889 -1%
CPA
48
Cardiff Park Advisors
California
$28.1M -$45.4K -1,220 -0.2%
MAM
49
McLean Asset Management
Virginia
$27.4M -$140K -3,784 -0.5%
WA
50
Wealth Architects
California
$27.4M -$116K -3,124 -0.4%
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