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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
SP
26
Symmetry Partners
Connecticut
$49.1M -$1.91M -55,549 -4%
EAM
27
Evanson Asset Management
California
$48.7M +$170K +4,943 +0.4%
RIM
28
RW Investment Management
Idaho
$46.9M +$5.48M +159,124 +14%
TH
29
Team Hewins
California
$43.4M -$1.08M -31,303 -3%
LPL Financial
30
LPL Financial
California
$42.5M -$107K -3,094 -0.3%
WCWM
31
Willow Creek Wealth Management
California
$42.5M -$1.05M -30,530 -3%
SC
32
Schoolcraft Capital
Colorado
$39M -$244K -7,084 -0.7%
TFM
33
TFC Financial Management
Massachusetts
$38.6M -$829K -24,087 -2%
HIG
34
Heritage Investment Group
Florida
$38M -$252K -7,316 -0.7%
B
35
Bridgeworth
Alabama
$36.5M +$9.88M +287,128 +41%
WFAG
36
Wescott Financial Advisory Group
Pennsylvania
$36.3M +$187K +5,440 +0.6%
PWIA
37
Porter White Investment Advisors
Alabama
$34.8M -$268K -7,800 -0.8%
AIS
38
American Investment Services
Massachusetts
$34.8M -$197K -5,732 -0.6%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$32.4M +$1.37M +39,805 +5%
TFP
40
Triune Financial Partners
Kansas
$31.4M +$226K +6,552 +0.8%
DFS
41
Dixon Fnancial Services
California
$29.9M -$137K -3,977 -0.5%
PCI
42
Planning Center Inc
Illinois
$29.8M +$47.3K +1,374 +0.2%
THL
43
Tillman Hartley LLC
Colorado
$29.3M -$41.2K -1,197 -0.2%
EFA
44
Efficient Frontier Advisors
Connecticut
$29M +$26.8M +778,211 New
SWA
45
Sax Wealth Advisors
New Jersey
$28.9M +$159K +4,625 +0.6%
PWS
46
Paragon Wealth Strategies
Florida
$28.8M +$26.6M +773,935 New
KAM
47
KEB Asset Management
Illinois
$28.6M -$340K -9,889 -1%
CPA
48
Cardiff Park Advisors
California
$28.1M -$42K -1,220 -0.2%
MAM
49
McLean Asset Management
Virginia
$27.4M -$130K -3,784 -0.5%
WA
50
Wealth Architects
California
$27.4M -$108K -3,124 -0.4%
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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.