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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

664 hedge funds and large institutions have $10.1B invested in Dimensional US Marketwide Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 203 increasing their positions, 196 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+62
Holders Change %
+10.3%
% of All Funds
8.84%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.44%
New
88
Increased
203
Reduced
196
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$44.5M
2
EFP
Elser Financial Planning
Indiana
+$40M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.3M
4
MWM
Mission Wealth Management
California
+$21.1M
5
EP
Essential Planning
New Hampshire
+$16.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$155M
2
SC
Savant Capital
Illinois
-$22.8M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$11.6M
4
IFA
Index Fund Advisors
California
-$6.86M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$5.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
476
SteelPeak Wealth
California
$395K – – –
MGWA
477
Monument Group Wealth Advisors
Massachusetts
$395K +$41 +1 +0%
NPAN
478
Northeast Planning Associates NH
New Hampshire
$391K +$391K +9,551 New
WPC
479
Wedmont Private Capital
Pennsylvania
$391K – – –
GI
480
Gradient Investments
Minnesota
$386K -$8.43K -206 -2%
LFAS
481
Level Four Advisory Services
Texas
$385K +$900 +22 +0.2%
AFA
482
Avant Financial Advisors
Texas
$383K +$383K +9,363 New
AIM
483
Archer Investment Management
Texas
$381K +$381K +9,312 New
IF
484
Ironwood Financial
Arizona
$379K – – –
AC
485
Avestar Capital
New York
$375K – – –
CFS
486
CRA Financial Services
New Jersey
$374K – – –
GS
487
GTS Securities
New York
$370K -$1.06M -25,900 -74%
VCM
488
Vivaldi Capital Management
Illinois
$368K +$604 +14 +0.2%
4WM
489
49 Wealth Management
Texas
$367K – – –
LOPW
490
Live Oak Private Wealth
North Carolina
$367K -$23.3K -569 -6%
SAM
491
Summit Asset Management
Tennessee
$365K +$1.56K +38 +0.4%
Lido Advisors
492
Lido Advisors
California
$364K – – –
AG
493
AlTi Global
New York
$364K – – –
RA
494
RFG Advisory
Alabama
$363K +$1.51K +37 +0.4%
PA
495
Procyon Advisors
Connecticut
$363K – – –
GA
496
Goldstein Advisors
Wisconsin
$361K – – –
BIM
497
Bridges Investment Management
Nebraska
$360K – – –
Betterment LLC
498
Betterment LLC
New York
$357K +$102K +2,483 +40%
MCM
499
M1 Capital Management
Michigan
$355K +$355K +8,666 New
GKWIM
500
Gerber Kawasaki Wealth & Investment Management
California
$352K +$1.51K +37 +0.4%
18 19
20
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