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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

663 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 88 funds opening new positions, 202 increasing their positions, 196 reducing their positions, and 16 closing their positions.

Holders
663
Holders Change
+62
Holders Change %
+10.32%
% of All Funds
8.83%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.44%
New
88
Increased
202
Reduced
196
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$186M
2
EFP
2
Elser Financial Planning
Indiana
$40.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.39B
4
MWM
4
Mission Wealth Management
California
$23.2M
5
EP
5
Essential Planning
New Hampshire
$16.6M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.29B
2
SC
2
Savant Capital
Illinois
$735M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$28.6M
4
IFA
4
Index Fund Advisors
California
$252M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$440M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
26
Forum Financial Management
Illinois
$54.3M +$4.31M +105,266 +9%
BHWM
27
Beaird Harris Wealth Management
Texas
$53M -$656K -16,033 -1%
RIM
28
RW Investment Management
Idaho
$51.2M -$4.36M -106,519 -8%
Raymond James Financial
29
Raymond James Financial
Florida
$50.1M +$50.1M +1,224,049 New
LPL Financial
30
LPL Financial
California
$48.4M -$829K -20,248 -2%
SC
31
Schoolcraft Capital
Colorado
$44.8M +$252K +6,155 +0.6%
WCWM
32
Willow Creek Wealth Management
California
$44.5M +$276K +6,747 +0.6%
TH
33
Team Hewins
California
$44.5M -$606K -14,812 -1%
EFP
34
Elser Financial Planning
Indiana
$40.3M +$40M +978,212 +13,351%
HIG
35
Heritage Investment Group
Florida
$39.7M -$728K -17,792 -2%
PWIA
36
Porter White Investment Advisors
Alabama
$39.5M -$78K -1,906 -0.2%
TFM
37
TFC Financial Management
Massachusetts
$39.2M -$436K -10,667 -1%
TFP
38
Triune Financial Partners
Kansas
$37.7M +$738K +18,044 +2%
AIS
39
American Investment Services
Massachusetts
$36.2M -$396K -9,679 -1%
THL
40
Tillman Hartley LLC
Colorado
$36M +$2.33K +57 +0%
SWA
41
Sax Wealth Advisors
New Jersey
$35.2M +$1.01M +24,570 +3%
WFAG
42
Wescott Financial Advisory Group
Pennsylvania
$35M -$1.79M -43,724 -5%
KAM
43
KEB Asset Management
Illinois
$32.9M +$707K +17,271 +2%
EFA
44
Efficient Frontier Advisors
Connecticut
$32.9M +$328K +8,013 +1%
DFS
45
Dixon Fnancial Services
California
$31.9M -$286K -6,984 -0.9%
AF
46
Allworth Financial
California
$31.8M +$12.5M +292,756 +65%
PCI
47
Planning Center Inc
Illinois
$31.7M -$397K -9,708 -1%
CPA
48
Cardiff Park Advisors
California
$30.8M -$72.6K -1,775 -0.2%
WMN
49
Wealth Management Nebraska
Nebraska
$30.1M +$30.1M +735,514 New
SP
50
Symmetry Partners
Connecticut
$29.5M +$4.48M +109,370 +18%
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