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Dimensional US Marketwide Value ETF
DFUV

549 hedge funds and large institutions have $7.73B invested in Dimensional US Marketwide Value ETF in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 170 increasing their positions, 168 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $6.89B → $7.73B (+$848M)

12% more funds holding

Funds holding: 489 → 549 (+60)

10% more funds holding in top 10

Funds holding in top 10: 81 → 89 (+8)

1% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 168

1% more ownership

Funds ownership: 80.22% → 81.21% (+1%)

Holders
549
Holders Change
+60
Holders Change %
+12.27%
% of All Funds
8%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.3%
New
83
Increased
170
Reduced
168
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$84.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$64.6M
3
SC
Savant Capital
Illinois
+$48.6M
4
PWS
Paragon Wealth Strategies
Florida
+$26.6M
5
Stifel Financial
Stifel Financial
Missouri
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$221M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$18.8M
3
Osaic Holdings
Osaic Holdings
Arizona
-$10M
4
MWM
Meritas Wealth Management
California
-$7.47M
5
BSW
Buckingham Strategic Wealth
Missouri
-$6.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
476
Five Oceans Advisors
California
$217K -$3.85K -112 -2%
OFP
477
OLIO Financial Planning
Virginia
$213K +$196K +5,698 New
NAM
478
NTV Asset Management
West Virginia
$212K +$196K +5,708 New
AC
479
AlphaCore Capital
California
$211K +$792 +23 +0.4%
RA
480
Rise Advisors
New York
$211K +$757 +22 +0.4%
MSWM
481
Mowery & Schoenfeld Wealth Management
Illinois
$211K +$195K +5,658 New
SFG
482
SevenBridge Financial Group
Pennsylvania
$209K +$194K +5,625 New
LSA
483
Lion Street Advisors
Texas
$208K +$193K +5,601 New
HI
484
Harbour Investments
Wisconsin
$206K -$124K -3,616 -40%
RP
485
Rowlandmiller & Partners
Georgia
$206K – – –
MAM
486
Marquette Asset Management
Minnesota
$204K – – –
UB
487
UMB Bank
Missouri
$204K – – –
KCM
488
Kathmere Capital Management
Pennsylvania
$203K +$188K +5,455 New
JHCP
489
Jackson Hole Capital Partners
Oklahoma
$201K – – –
KS
490
Karpas Strategies
Connecticut
$200K +$185K +5,375 New
Jones Financial Companies
491
Jones Financial Companies
Missouri
$185K +$53K +1,539 +45%
PCMC
492
Private Capital Management (Colorado)
Colorado
$181K +$1.1K +32 +0.7%
DFA
493
DHJJ Financial Advisors
Illinois
$175K – – –
CFGS
494
Concourse Financial Group Securities
Alabama
$167K – – –
GFP
495
Gryphon Financial Partners
Ohio
$152K +$141K +4,083 New
ASN
496
Advisory Services Network
Georgia
$152K +$140K +4,081 New
IA
497
IFP Advisors
Florida
$146K -$620 -18 -0.5%
WT
498
Whittier Trust
California
$141K +$207 +6 +0.2%
OA
499
Operose Advisors
Wisconsin
$123K – – –
PB
500
Pinnacle Bancorp
Nebraska
$113K – – –
18 19
20
21 22

DFUV Hedge Fund Activity: Q4 2023 in Review

549 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2023, worth a combined $7.73B — up 12% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DFUV positions and 15 closed out — a net gain of 68 holders — while 170 added to existing stakes and 168 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $84.5M. The largest seller was Strategic Investment Solutions, cutting an estimated $221M.

  • 549 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2023, up from 489 in Q3 2023.
  • Funds reported $7.73B of Dimensional US Marketwide Value ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 83 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2023 and 15 closed out, a net change of +68 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q4 2023 was Mercer Global Advisors, an estimated $84.5M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2023.