We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

566 hedge funds and large institutions have $8.9B invested in Dimensional US Marketwide Value ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 174 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $7.73B → $8.9B (+$1.17B)

3.24% more ownership

Funds ownership: 81.21%84.46% (+3.2%)

3% more funds holding

Funds holding: 549566 (+17)

0% more funds holding in top 10

Funds holding in top 10: 8989 (0)

13% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 199

Holders
566
Holders Change
+17
Holders Change %
+3.1%
% of All Funds
8.15%
Holding in Top 10
89
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.28%
New
41
Increased
174
Reduced
199
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FOA
476
Five Oceans Advisors
California
$239K
NAM
477
NTV Asset Management
West Virginia
$233K
RA
478
Rise Advisors
New York
$232K +$764 +20 +0.4%
IDA
479
Intelligence Driven Advisers
California
$228K +$213K +5,567 New
FFA
480
Frazier Financial Advisors
Ohio
$227K -$71.2K -1,864 -25%
RP
481
Rowlandmiller & Partners
Georgia
$226K
UB
482
UMB Bank
Missouri
$224K
KCM
483
Kathmere Capital Management
Pennsylvania
$223K +$76 +2 +0%
EP
484
Essential Planning
New Hampshire
$222K
SFG
485
SevenBridge Financial Group
Pennsylvania
$221K +$764 +20 +0.4%
JHCP
486
Jackson Hole Capital Partners
Oklahoma
$221K
ACM
487
Advisors Capital Management
New Jersey
$220K +$206K +5,389 New
KS
488
Karpas Strategies
Connecticut
$220K
VF
489
Vawter Financial
Ohio
$219K +$204K +5,350 New
SWP
490
Strategic Wealth Partners
Ohio
$217K +$202K +5,295 New
GT
491
Greenleaf Trust
Michigan
$214K +$199K +5,221 New
OFP
492
OLIO Financial Planning
Virginia
$213K
Vanguard Group
493
Vanguard Group
Pennsylvania
$212K +$198K +5,179 New
MHIC
494
Marble Harbor Investment Counsel
Massachusetts
$211K +$197K +5,157 New
Neuberger Berman Group
495
Neuberger Berman Group
New York
$210K -$95.2K -2,493 -33%
LSA
496
Lion Street Advisors
Texas
$208K
HI
497
Harbour Investments
Wisconsin
$208K -$17.1K -448 -8%
DJFS
498
Dean Jacobson Financial Services
Texas
$207K +$193K +5,057 New
FDCP
499
Foster Dykema Cabot & Partners
Massachusetts
$205K +$92.8K +2,429 +94%
MPAM
500
Murphy Pohlad Asset Management
Minnesota
$201K +$188K +4,920 New