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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

564 hedge funds and large institutions have $8.9B invested in Dimensional US Marketwide Value ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 172 increasing their positions, 199 reducing their positions, and 15 closing their positions.

Holders
564
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
8.18%
Holding in Top 10
89
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
41
Increased
172
Reduced
199
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.05B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$202M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$982M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$141M
5
BPA
5
Beacon Pointe Advisors
California
$48.5M

Top Sellers

1
CCM
1
Carlson Capital Management
Minnesota
$1.7M
2
AT
2
Arden Trust
Delaware
$0
3
SP
3
Symmetry Partners
Connecticut
$44.4M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$135M
5
PL
5
Plancorp LLC
Missouri
$272M
Name Market Value Shares Shares
Change 		Shares
Change %
EAM
26
Evanson Asset Management
California
$53.6M 1,310,254 +630 +0%
RIM
27
RW Investment Management
Idaho
$53.2M 1,301,283 +39,998 +3%
BPA
28
Beacon Pointe Advisors
California
$48.5M 1,186,006 +804,590 +211%
TH
29
Team Hewins
California
$47.2M 1,153,940 -11,173 -1%
WCWM
30
Willow Creek Wealth Management
California
$46M 1,123,516 -17,696 -2%
SP
31
Symmetry Partners
Connecticut
$44.4M 1,086,644 -231,990 -18%
LPL Financial
32
LPL Financial
California
$43.7M 1,068,518 -74,217 -6%
SC
33
Schoolcraft Capital
Colorado
$41.7M 1,020,146 -27,396 -3%
HIG
34
Heritage Investment Group
Florida
$41.4M 1,012,759 -9,324 -0.9%
TFM
35
TFC Financial Management
Massachusetts
$40.9M 999,904 -38,167 -4%
PWIA
36
Porter White Investment Advisors
Alabama
$39.3M 961,474 +25,894 +3%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$38M 928,871 +59,211 +7%
AIS
38
American Investment Services
Massachusetts
$37.8M 923,211 -11,635 -1%
WFAG
39
Wescott Financial Advisory Group
Pennsylvania
$37.1M 908,241 -66,072 -7%
SWA
40
Sax Wealth Advisors
New Jersey
$34.6M 846,892 +70,106 +9%
TFP
41
Triune Financial Partners
Kansas
$34.6M 846,293 +1,393 +0.2%
DFS
42
Dixon Fnancial Services
California
$32.6M 796,371 -7,340 -0.9%
EFA
43
Efficient Frontier Advisors
Connecticut
$32.4M 792,463 +14,252 +2%
THL
44
Tillman Hartley LLC
Colorado
$31.9M 779,632 -6,658 -0.8%
KAM
45
KEB Asset Management
Illinois
$31.4M 768,445 -428 -0.1%
PCI
46
Planning Center Inc
Illinois
$31.4M 767,437 -33,436 -4%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$30.9M 754,839 +22,185 +3%
CPA
48
Cardiff Park Advisors
California
$30.7M 750,819 -3,926 -0.5%
WA
49
Wealth Architects
California
$29.8M 727,532 -7,745 -1%
MAM
50
McLean Asset Management
Virginia
$29.2M 721,056 -20,399 -3%
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