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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

601 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, 191 increasing their positions, 197 reducing their positions, and 20 closing their positions.

Holders
601
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
8.7%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.22%
New
42
Increased
191
Reduced
197
Closed
20
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$600M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.46B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.37B
4
RFP
4
Root Financial Partners
California
$48M
5
SWA
5
ShankerValleau Wealth Advisors
Illinois
$23.1M

Top Sellers

1
MHS
1
M Holdings Securities
Oregon
$4.54M
2
EFP
2
Elser Financial Planning
Indiana
$305K
3
SP
3
Symmetry Partners
Connecticut
$25.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$121M
5
IFA
5
Index Fund Advisors
California
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
26
Beaird Harris Wealth Management
Texas
$54.7M -$271K -6,490 -0.5%
FFM
27
Forum Financial Management
Illinois
$51M -$1.61M -38,664 -3%
LPL Financial
28
LPL Financial
California
$50.1M +$2.14M +51,250 +4%
RFP
29
Root Financial Partners
California
$48M +$14.3M +343,855 +43%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$46.3M +$6.88M +165,092 +17%
TH
31
Team Hewins
California
$45.9M +$143K +3,426 +0.3%
SC
32
Schoolcraft Capital
Colorado
$45.4M +$33.2K +796 +0.1%
WCWM
33
Willow Creek Wealth Management
California
$45.1M -$800K -19,201 -2%
HIG
34
Heritage Investment Group
Florida
$41.2M -$641K -15,379 -2%
IWC
35
Integrated Wealth Concepts
Massachusetts
$40.9M +$451K +10,827 +1%
PWIA
36
Porter White Investment Advisors
Alabama
$40.3M +$261K +6,262 +0.7%
TFM
37
TFC Financial Management
Massachusetts
$40.3M -$490K -11,751 -1%
TFP
38
Triune Financial Partners
Kansas
$37.6M +$1.33M +31,861 +4%
WFAG
39
Wescott Financial Advisory Group
Pennsylvania
$37.4M +$12.5K +299 +0%
AIS
40
American Investment Services
Massachusetts
$37.3M -$530K -12,718 -1%
THL
41
Tillman Hartley LLC
Colorado
$36.6M +$4.43M +106,272 +14%
SWA
42
Sax Wealth Advisors
New Jersey
$34.9M -$106K -2,538 -0.3%
EFA
43
Efficient Frontier Advisors
Connecticut
$33.2M +$378K +9,078 +1%
KAM
44
KEB Asset Management
Illinois
$32.8M +$683K +16,382 +2%
DFS
45
Dixon Fnancial Services
California
$32.8M -$175K -4,205 -0.5%
PCI
46
Planning Center Inc
Illinois
$32.7M +$465K +11,161 +1%
CPA
47
Cardiff Park Advisors
California
$31.4M +$43.4K +1,041 +0.1%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$30M -$753K -18,056 -2%
MAM
49
McLean Asset Management
Virginia
$29.9M -$314K -7,499 -1%
WA
50
Wealth Architects
California
$29.3M -$450K -10,804 -2%
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