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Dimensional US Marketwide Value ETF

566 hedge funds and large institutions have $8.9B invested in Dimensional US Marketwide Value ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 174 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $7.73B → $8.9B (+$1.17B)

3.24% more ownership

Funds ownership: 81.21%84.46% (+3.2%)

3% more funds holding

Funds holding: 549566 (+17)

0% more funds holding in top 10

Funds holding in top 10: 8989 (0)

13% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 199

Holders
566
Holders Change
+17
Holders Change %
+3.1%
% of All Funds
8.15%
Holding in Top 10
89
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.28%
New
41
Increased
174
Reduced
199
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
501
Grey Fox Wealth Advisors
Delaware
$200K +$187K +4,894 New
PCMC
502
Private Capital Management (Colorado)
Colorado
$199K
AF
503
Advisornet Financial
Minnesota
$198K -$1.94M -50,815 -91%
CFGS
504
Concourse Financial Group Securities
Alabama
$184K
DFA
505
DHJJ Financial Advisors
Illinois
$182K -$9.55K -250 -5%
CA
506
Continuum Advisory
Idaho
$177K +$170K +4,441 New
Jones Financial Companies
507
Jones Financial Companies
Missouri
$172K -$29.9K -783 -16%
MSWM
508
Mowery & Schoenfeld Wealth Management
Illinois
$167K -$59.9K -1,568 -28%
IA
509
IFP Advisors
Florida
$167K +$5.88K +154 +4%
WT
510
Whittier Trust
California
$155K +$229 +6 +0.2%
OA
511
Operose Advisors
Wisconsin
$135K
CIBC Private Wealth Group
512
CIBC Private Wealth Group
Georgia
$132K +$123K +3,230 New
First Manhattan
513
First Manhattan
New York
$124K +$90.7K +2,375 +363%
SL
514
Salomon & Ludwin
Virginia
$123K
PB
515
Pinnacle Bancorp
Nebraska
$122K -$2.1K -55 -2%
PCFFS
516
Pacific Center for Financial Services
California
$116K
BSWA
517
Bromfield Sneider Wealth Advisors
Massachusetts
$115K
Qube Research & Technologies (QRT)
518
Qube Research & Technologies (QRT)
United Kingdom
$114K +$107K +2,796 New
CSC
519
Caldwell Sutter Capital
California
$110K
PP
520
PrairieView Partners
Minnesota
$110K
OCM
521
Orion Capital Management
California
$109K
CFB
522
Cullen/Frost Bankers
Texas
$106K +$99K +2,591 New
SN
523
Sittner & Nelson
Oregon
$105K
HNB
524
Hilltop National Bank
Wyoming
$102K +$95.4K +2,497 New
GWANC
525
Guardian Wealth Advisors (North Carolina)
North Carolina
$102K

DFUV Hedge Fund Activity: Q1 2024 in Review

566 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q1 2024, worth a combined $8.9B — up 15% from $7.73B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DFUV positions and 15 closed out — a net gain of 26 holders — while 174 added to existing stakes and 199 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $215M. The largest seller was Carlson Capital Management, cutting an estimated $24.1M.

  • 566 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q1 2024, up from 549 in Q4 2023.
  • Funds reported $8.9B of Dimensional US Marketwide Value ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 41 funds opened new Dimensional US Marketwide Value ETF positions in Q1 2024 and 15 closed out, a net change of +26 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $215M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q1 2024 was Carlson Capital Management, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2024.