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Dimensional US Marketwide Value ETF
DFUV

604 hedge funds and large institutions have $9.95B invested in Dimensional US Marketwide Value ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $8.94B → $9.95B (+$1.01B)

3% more funds holding

Funds holding: 589 → 604 (+15)

1.91% more ownership

Funds ownership: 86% → 87.91% (+1.9%)

2% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 197

5% less funds holding in top 10

Funds holding in top 10: 88 → 84 (-4)

Holders
604
Holders Change
+15
Holders Change %
+2.55%
% of All Funds
8.67%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.21%
New
42
Increased
194
Reduced
197
Closed
20
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$581M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$255M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$235M
4
RFP
Root Financial Partners
California
+$13.9M
5
SWA
ShankerValleau Wealth Advisors
Illinois
+$10.5M

Top Sellers

1
MHS
M Holdings Securities
Oregon
-$43.4M
2
EFP
Elser Financial Planning
Indiana
-$38.2M
3
SP
Symmetry Partners
Connecticut
-$22.6M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$15.3M
5
IFA
Index Fund Advisors
California
-$7.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGA
476
Cambridge Financial Group (Arizona)
Arizona
$293K +$242 +6 +0.1%
IF
477
Intrua Financial
Texas
$291K – – –
WWM
478
Whalen Wealth Management
Nevada
$286K +$1.17K +29 +0.4%
GWM
479
GSB Wealth Management
Connecticut
$284K – – –
LFP
480
Leeward Financial Partners
Washington
$284K – – –
MCA
481
Maryland Capital Advisors
Maryland
$280K – – –
WW
482
Waterfront Wealth
Kansas
$279K – – –
FMWA
483
Forvis Mazars Wealth Advisors
Missouri
$277K +$40 +1 +0%
HPA
484
High Probability Advisors
New York
$277K – – –
M
485
MOTCO
Texas
$271K – – –
WTA
486
Washington Trust Advisors
Massachusetts
$270K – – –
LFG
487
Lockerman Financial Group
California
$268K -$15.6K -387 -6%
OC
488
Oakworth Capital
Alabama
$267K -$10.9K -269 -4%
BMCM
489
Bryn Mawr Capital Management
Pennsylvania
$263K – – –
RWM
490
RKL Wealth Management
Pennsylvania
$262K – – –
OWM
491
Orgel Wealth Management
Wisconsin
$262K – – –
SPWG
492
Syntegra Private Wealth Group
Missouri
$261K +$162 +4 +0.1%
Betterment LLC
493
Betterment LLC
New York
$260K +$29.8K +738 +13%
DFG
494
Delta Financial Group
New Jersey
$257K +$249K +6,170 New
WCM
495
Wealthcare Capital Management
Virginia
$256K – – –
LIM
496
Leavell Investment Management
Alabama
$255K – – –
SF
497
Safeguard Financial
Wisconsin
$254K +$246K +6,088 New
ACI
498
Alpha Cubed Investments
California
$252K – – –
CWP
499
Cyndeo Wealth Partners
Florida
$252K +$244K +6,050 New
EP
500
Essential Planning
New Hampshire
$251K +$1.05K +26 +0.4%
18 19
20
21 22

DFUV Hedge Fund Activity: Q3 2024 in Review

604 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q3 2024, worth a combined $9.95B — up 11% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFUV positions and 20 closed out — a net gain of 22 holders — while 194 added to existing stakes and 197 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $581M. The largest seller was M Holdings Securities, cutting an estimated $43.4M.

  • 604 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q3 2024, up from 589 in Q2 2024.
  • Funds reported $9.95B of Dimensional US Marketwide Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 42 funds opened new Dimensional US Marketwide Value ETF positions in Q3 2024 and 20 closed out, a net change of +22 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $581M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q3 2024 was M Holdings Securities, an estimated $43.4M sold.

Based on aggregated 13F filings for Q3 2024.