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Dimensional US Marketwide Value ETF
DFUV

668 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 90 funds opening new positions, 204 increasing their positions, 197 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 16

29% more funds holding in top 10

Funds holding in top 10: 84 → 108 (+24)

11% more funds holding

Funds holding: 604 → 668 (+64)

2.47% more ownership

Funds ownership: 87.91% → 90.38% (+2.5%)

4% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 197

1% more capital invested

Capital invested by funds: $9.95B → $10.1B (+$125M)

Holders
668
Holders Change
+64
Holders Change %
+10.6%
% of All Funds
8.8%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.42%
New
90
Increased
204
Reduced
197
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$46.2M
2
EFP
Elser Financial Planning
Indiana
+$41.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.7M
4
MWM
Mission Wealth Management
California
+$21.9M
5
EP
Essential Planning
New Hampshire
+$16.4M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$161M
2
SC
Savant Capital
Illinois
-$23.7M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$12M
4
IFA
Index Fund Advisors
California
-$7.12M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$5.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
476
Colonial Trust
South Carolina
$397K -$51.7K -1,219 -11%
SW
477
SteelPeak Wealth
California
$395K – – –
MGWA
478
Monument Group Wealth Advisors
Massachusetts
$395K +$42 +1 +0%
NPAN
479
Northeast Planning Associates NH
New Hampshire
$391K +$405K +9,551 New
WPC
480
Wedmont Private Capital
Pennsylvania
$391K – – –
GI
481
Gradient Investments
Minnesota
$386K -$8.74K -206 -2%
LFAS
482
Level Four Advisory Services
Texas
$385K +$934 +22 +0.2%
AFA
483
Avant Financial Advisors
Texas
$383K +$397K +9,363 New
AIM
484
Archer Investment Management
Texas
$381K +$395K +9,312 New
IF
485
Ironwood Financial
Arizona
$379K – – –
MKW
486
Mullaney, Keating & Wright
Connecticut
$377K -$508K -11,962 -56%
AC
487
Avestar Capital
New York
$375K – – –
CFS
488
CRA Financial Services
New Jersey
$374K – – –
GS
489
GTS Securities
New York
$370K -$1.1M -25,900 -74%
VCM
490
Vivaldi Capital Management
Illinois
$368K +$594 +14 +0.2%
4WM
491
49 Wealth Management
Texas
$367K – – –
LOPW
492
Live Oak Private Wealth
North Carolina
$367K -$24.2K -569 -6%
SAM
493
Summit Asset Management
Tennessee
$365K +$1.61K +38 +0.4%
Lido Advisors
494
Lido Advisors
California
$364K – – –
AG
495
AlTi Global
New York
$364K – – –
RA
496
RFG Advisory
Alabama
$363K +$1.57K +37 +0.4%
PA
497
Procyon Advisors
Connecticut
$363K – – –
GA
498
Goldstein Advisors
Wisconsin
$361K – – –
BIM
499
Bridges Investment Management
Nebraska
$360K – – –
Betterment LLC
500
Betterment LLC
New York
$357K +$105K +2,483 +40%
18 19
20
21 22

DFUV Hedge Fund Activity: Q4 2024 in Review

668 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2024, worth a combined $10.1B — up 1.3% from $9.95B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new DFUV positions and 16 closed out — a net gain of 74 holders — while 204 added to existing stakes and 197 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $46.2M. The largest seller was Mercer Global Advisors, cutting an estimated $161M.

  • 668 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2024, up from 604 in Q3 2024.
  • Funds reported $10.1B of Dimensional US Marketwide Value ETF stock for Q4 2024, up 1.3% quarter-over-quarter.
  • 90 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2024 and 16 closed out, a net change of +74 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q4 2024 was Focus Partners Advisor Solutions, an estimated $46.2M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2024.