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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.1B
3
SC
3
Savant Capital
Illinois
$721M
4
Creative Planning
4
Creative Planning
Kansas
$220M
5
MHS
5
M Holdings Securities
Oregon
$46.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.4M
2
IFA
2
Index Fund Advisors
California
$256M
3
WRPWM
3
Werba Rubin Papier Wealth Management
California
$8.15M
4
FFM
4
Forum Financial Management
Illinois
$49.5M
5
AA
5
Ancora Advisors
Ohio
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
26
Beaird Harris Wealth Management
Texas
$51.8M -$788K -20,078 -1%
FFM
27
Forum Financial Management
Illinois
$49.5M -$5.52M -140,669 -10%
MHS
28
M Holdings Securities
Oregon
$46.4M +$42.1M +1,070,903 +966%
SP
29
Symmetry Partners
Connecticut
$46M +$3.31M +84,374 +8%
LPL Financial
30
LPL Financial
California
$45.2M +$3.26M +83,035 +8%
WCWM
31
Willow Creek Wealth Management
California
$43.2M -$912K -23,226 -2%
TH
32
Team Hewins
California
$43.1M -$2.17M -55,363 -5%
SC
33
Schoolcraft Capital
Colorado
$42.7M +$2.66M +67,759 +7%
HIG
34
Heritage Investment Group
Florida
$39.4M -$335K -8,542 -0.8%
TFM
35
TFC Financial Management
Massachusetts
$38.5M -$803K -20,450 -2%
IWC
36
Integrated Wealth Concepts
Massachusetts
$38.1M +$12.1M +307,220 +46%
PWIA
37
Porter White Investment Advisors
Alabama
$37.8M +$2.08K +53 +0%
EFP
38
Elser Financial Planning
Indiana
$37.4M +$37.4M +952,203 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$37.1M +$633K +16,130 +2%
AIS
40
American Investment Services
Massachusetts
$35.7M -$604K -15,392 -2%
WFAG
41
Wescott Financial Advisory Group
Pennsylvania
$35.3M -$405K -10,305 -1%
TFP
42
Triune Financial Partners
Kansas
$34.2M +$975K +24,830 +3%
SWA
43
Sax Wealth Advisors
New Jersey
$33M -$301K -7,677 -0.9%
RFP
44
Root Financial Partners
California
$31.7M +$8.45M +215,108 +36%
DFS
45
Dixon Fnancial Services
California
$31M -$253K -6,435 -0.8%
EFA
46
Efficient Frontier Advisors
Connecticut
$30.9M -$246K -6,256 -0.8%
PCI
47
Planning Center Inc
Illinois
$30.4M +$219K +5,586 +0.7%
THL
48
Tillman Hartley LLC
Colorado
$30.3M -$281K -7,165 -0.9%
KAM
49
KEB Asset Management
Illinois
$30.3M +$95.7K +2,437 +0.3%
CPA
50
Cardiff Park Advisors
California
$29.5M +$59.3K +1,511 +0.2%
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