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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.1B
3
SC
3
Savant Capital
Illinois
$721M
4
Creative Planning
4
Creative Planning
Kansas
$220M
5
MHS
5
M Holdings Securities
Oregon
$46.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.4M
2
IFA
2
Index Fund Advisors
California
$256M
3
WRPWM
3
Werba Rubin Papier Wealth Management
California
$8.15M
4
FFM
4
Forum Financial Management
Illinois
$49.5M
5
AA
5
Ancora Advisors
Ohio
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
476
HWG Holdings
Texas
$270K +$270K +6,874 New
WWM
477
Whalen Wealth Management
Nevada
$268K +$1.22K +31 +0.5%
LFG
478
Lockerman Financial Group
California
$268K – – –
GWM
479
GSB Wealth Management
Connecticut
$267K -$7.5K -191 -3%
LFP
480
Leeward Financial Partners
Washington
$267K – – –
MCA
481
Maryland Capital Advisors
Maryland
$264K – – –
OC
482
Oakworth Capital
Alabama
$262K +$10.6K +269 +4%
WW
483
Waterfront Wealth
Kansas
$261K – – –
FMWA
484
Forvis Mazars Wealth Advisors
Missouri
$261K -$2.16K -55 -0.8%
HPA
485
High Probability Advisors
New York
$261K – – –
M
486
MOTCO
Texas
$255K – – –
WTA
487
Washington Trust Advisors
Massachusetts
$254K – – –
BMCM
488
Bryn Mawr Capital Management
Pennsylvania
$248K – – –
RWM
489
RKL Wealth Management
Pennsylvania
$247K – – –
OWM
490
Orgel Wealth Management
Wisconsin
$247K – – –
BRWA
491
B. Riley Wealth Advisors
Florida
$247K +$247K +6,281 New
CAG
492
Csenge Advisory Group
Florida
$246K – – –
SPWG
493
Syntegra Private Wealth Group
Missouri
$246K +$196 +5 +0.1%
WCM
494
Wealthcare Capital Management
Virginia
$241K -$73.2K -1,864 -23%
LIM
495
Leavell Investment Management
Alabama
$240K -$25.1K -641 -9%
BOC
496
Bull Oak Capital
California
$239K -$9.62K -245 -4%
ACI
497
Alpha Cubed Investments
California
$238K -$17.7K -451 -7%
EP
498
Essential Planning
New Hampshire
$236K +$1.89K +48 +0.8%
PIA
499
Perennial Investment Advisors
California
$234K – – –
Vanguard Group
500
Vanguard Group
Pennsylvania
$225K +$21.3K +542 +10%
18 19
20
21 22