DFUV icon

Dimensional US Marketwide Value ETF

601 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, 191 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
8.69%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.22%
New
42
Increased
191
Reduced
197
Closed
20
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
476
GSB Wealth Management
Connecticut
$284K
LFP
477
Leeward Financial Partners
Washington
$284K
MCA
478
Maryland Capital Advisors
Maryland
$280K
WW
479
Waterfront Wealth
Kansas
$279K
FMWA
480
Forvis Mazars Wealth Advisors
Missouri
$277K +$42 +1 +0%
HPA
481
High Probability Advisors
New York
$277K
M
482
MOTCO
Texas
$271K
WTA
483
Washington Trust Advisors
Massachusetts
$270K
LFG
484
Lockerman Financial Group
California
$268K -$16.1K -387 -6%
OC
485
Oakworth Capital
Alabama
$267K -$11.2K -269 -4%
BMCM
486
Bryn Mawr Capital Management
Pennsylvania
$263K
RWM
487
RKL Wealth Management
Pennsylvania
$262K
OWM
488
Orgel Wealth Management
Wisconsin
$262K
SPWG
489
Syntegra Private Wealth Group
Missouri
$261K +$167 +4 +0.1%
Betterment LLC
490
Betterment LLC
New York
$260K +$30.7K +738 +13%
DFG
491
Delta Financial Group
New Jersey
$257K +$257K +6,170 New
WCM
492
Wealthcare Capital Management
Virginia
$256K
LIM
493
Leavell Investment Management
Alabama
$255K
SF
494
Safeguard Financial
Wisconsin
$254K +$254K +6,088 New
ACI
495
Alpha Cubed Investments
California
$252K
CWP
496
Cyndeo Wealth Partners
Florida
$252K +$252K +6,050 New
EP
497
Essential Planning
New Hampshire
$251K +$1.08K +26 +0.4%
SFG
498
SevenBridge Financial Group
Pennsylvania
$250K +$1.05K +24 +0.4%
WAOI
499
Wealth Advisors of Iowa
Iowa
$250K -$82.2K -1,971 -25%
PIA
500
Perennial Investment Advisors
California
$249K