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Dimensional US Marketwide Value ETF
DFUV

668 hedge funds and large institutions have $10.1B invested in Dimensional US Marketwide Value ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 204 increasing their positions, 197 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 16

29% more funds holding in top 10

Funds holding in top 10: 84 → 108 (+24)

11% more funds holding

Funds holding: 604 → 668 (+64)

2.47% more ownership

Funds ownership: 87.91% → 90.38% (+2.5%)

4% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 197

1% more capital invested

Capital invested by funds: $9.95B → $10.1B (+$125M)

Holders
668
Holders Change
+64
Holders Change %
+10.6%
% of All Funds
8.8%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.42%
New
90
Increased
204
Reduced
197
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$46.2M
2
EFP
Elser Financial Planning
Indiana
+$41.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.7M
4
MWM
Mission Wealth Management
California
+$21.9M
5
EP
Essential Planning
New Hampshire
+$16.4M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$161M
2
SC
Savant Capital
Illinois
-$23.7M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$12M
4
IFA
Index Fund Advisors
California
-$7.12M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$5.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
26
Forum Financial Management
Illinois
$54.3M +$4.47M +105,266 +9%
BHWM
27
Beaird Harris Wealth Management
Texas
$53M -$681K -16,033 -1%
RIM
28
RW Investment Management
Idaho
$51.2M -$4.52M -106,519 -8%
Raymond James Financial
29
Raymond James Financial
Florida
$50.1M +$52M +1,224,049 New
LPL Financial
30
LPL Financial
California
$48.4M -$859K -20,248 -2%
SC
31
Schoolcraft Capital
Colorado
$44.8M +$261K +6,155 +0.6%
WCWM
32
Willow Creek Wealth Management
California
$44.5M +$286K +6,747 +0.6%
TH
33
Team Hewins
California
$44.5M -$629K -14,812 -1%
EFP
34
Elser Financial Planning
Indiana
$40.3M +$41.5M +978,212 +13,351%
HIG
35
Heritage Investment Group
Florida
$39.7M -$755K -17,792 -2%
PWIA
36
Porter White Investment Advisors
Alabama
$39.5M -$80.9K -1,906 -0.2%
TFM
37
TFC Financial Management
Massachusetts
$39.2M -$453K -10,667 -1%
TFP
38
Triune Financial Partners
Kansas
$37.7M +$766K +18,044 +2%
AIS
39
American Investment Services
Massachusetts
$36.2M -$411K -9,679 -1%
THL
40
Tillman Hartley LLC
Colorado
$36M +$2.42K +57 +0%
SWA
41
Sax Wealth Advisors
New Jersey
$35.2M +$1.04M +24,570 +3%
WFAG
42
Wescott Financial Advisory Group
Pennsylvania
$35M -$1.86M -43,724 -5%
KAM
43
KEB Asset Management
Illinois
$32.9M +$733K +17,271 +2%
EFA
44
Efficient Frontier Advisors
Connecticut
$32.9M +$340K +8,013 +1%
DFS
45
Dixon Fnancial Services
California
$31.9M -$296K -6,984 -0.9%
AF
46
Allworth Financial
California
$31.8M +$12.4M +292,756 +65%
PCI
47
Planning Center Inc
Illinois
$31.7M -$412K -9,708 -1%
CPA
48
Cardiff Park Advisors
California
$30.8M -$75.3K -1,775 -0.2%
WMN
49
Wealth Management Nebraska
Nebraska
$30.1M +$31.2M +735,514 New
SP
50
Symmetry Partners
Connecticut
$29.5M +$4.64M +109,370 +18%
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DFUV Hedge Fund Activity: Q4 2024 in Review

668 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2024, worth a combined $10.1B — up 1.3% from $9.95B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new DFUV positions and 16 closed out — a net gain of 74 holders — while 204 added to existing stakes and 197 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $46.2M. The largest seller was Mercer Global Advisors, cutting an estimated $161M.

  • 668 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2024, up from 604 in Q3 2024.
  • Funds reported $10.1B of Dimensional US Marketwide Value ETF stock for Q4 2024, up 1.3% quarter-over-quarter.
  • 90 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2024 and 16 closed out, a net change of +74 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q4 2024 was Focus Partners Advisor Solutions, an estimated $46.2M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2024.