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Dimensional US Marketwide Value ETF
DFUV

604 hedge funds and large institutions have $9.95B invested in Dimensional US Marketwide Value ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $8.94B → $9.95B (+$1.01B)

3% more funds holding

Funds holding: 589 → 604 (+15)

1.91% more ownership

Funds ownership: 86% → 87.91% (+1.9%)

2% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 197

5% less funds holding in top 10

Funds holding in top 10: 88 → 84 (-4)

Holders
604
Holders Change
+15
Holders Change %
+2.55%
% of All Funds
8.67%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.21%
New
42
Increased
194
Reduced
197
Closed
20
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$581M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$255M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$235M
4
RFP
Root Financial Partners
California
+$13.9M
5
SWA
ShankerValleau Wealth Advisors
Illinois
+$10.5M

Top Sellers

1
MHS
M Holdings Securities
Oregon
-$43.4M
2
EFP
Elser Financial Planning
Indiana
-$38.2M
3
SP
Symmetry Partners
Connecticut
-$22.6M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$15.3M
5
IFA
Index Fund Advisors
California
-$7.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
26
Beaird Harris Wealth Management
Texas
$54.7M -$262K -6,490 -0.5%
FFM
27
Forum Financial Management
Illinois
$51M -$1.56M -38,664 -3%
LPL Financial
28
LPL Financial
California
$50.1M +$2.07M +51,250 +4%
RFP
29
Root Financial Partners
California
$48M +$13.9M +343,855 +43%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$46.3M +$6.67M +165,092 +17%
TH
31
Team Hewins
California
$45.9M +$138K +3,426 +0.3%
SC
32
Schoolcraft Capital
Colorado
$45.4M +$32.2K +796 +0.1%
WCWM
33
Willow Creek Wealth Management
California
$45.1M -$776K -19,201 -2%
HIG
34
Heritage Investment Group
Florida
$41.2M -$622K -15,379 -2%
IWC
35
Integrated Wealth Concepts
Massachusetts
$40.9M +$438K +10,827 +1%
PWIA
36
Porter White Investment Advisors
Alabama
$40.3M +$253K +6,262 +0.7%
TFM
37
TFC Financial Management
Massachusetts
$40.3M -$475K -11,751 -1%
TFP
38
Triune Financial Partners
Kansas
$37.6M +$1.29M +31,861 +4%
WFAG
39
Wescott Financial Advisory Group
Pennsylvania
$37.4M +$12.1K +299 +0%
AIS
40
American Investment Services
Massachusetts
$37.3M -$514K -12,718 -1%
THL
41
Tillman Hartley LLC
Colorado
$36.6M +$4.29M +106,272 +14%
SWA
42
Sax Wealth Advisors
New Jersey
$34.9M -$103K -2,538 -0.3%
EFA
43
Efficient Frontier Advisors
Connecticut
$33.2M +$367K +9,078 +1%
KAM
44
KEB Asset Management
Illinois
$32.8M +$662K +16,382 +2%
DFS
45
Dixon Fnancial Services
California
$32.8M -$170K -4,205 -0.5%
PCI
46
Planning Center Inc
Illinois
$32.7M +$451K +11,161 +1%
CPA
47
Cardiff Park Advisors
California
$31.4M +$42.1K +1,041 +0.1%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$30M -$730K -18,056 -2%
MAM
49
McLean Asset Management
Virginia
$29.9M -$303K -7,499 -1%
WA
50
Wealth Architects
California
$29.3M -$437K -10,804 -2%
1
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DFUV Hedge Fund Activity: Q3 2024 in Review

604 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q3 2024, worth a combined $9.95B — up 11% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFUV positions and 20 closed out — a net gain of 22 holders — while 194 added to existing stakes and 197 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $581M. The largest seller was M Holdings Securities, cutting an estimated $43.4M.

  • 604 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q3 2024, up from 589 in Q2 2024.
  • Funds reported $9.95B of Dimensional US Marketwide Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 42 funds opened new Dimensional US Marketwide Value ETF positions in Q3 2024 and 20 closed out, a net change of +22 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $581M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q3 2024 was M Holdings Securities, an estimated $43.4M sold.

Based on aggregated 13F filings for Q3 2024.