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Dimensional US Marketwide Value ETF
DFUV

589 hedge funds and large institutions have $8.94B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 192 increasing their positions, 197 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 22

4% more funds holding

Funds holding: 566 → 589 (+23)

1.55% more ownership

Funds ownership: 84.46% → 86% (+1.5%)

0% more capital invested

Capital invested by funds: $8.9B → $8.94B (+$32.9M)

3% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 197

1% less funds holding in top 10

Funds holding in top 10: 89 → 88 (-1)

Holders
589
Holders Change
+23
Holders Change %
+4.06%
% of All Funds
8.51%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.27%
New
52
Increased
192
Reduced
197
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$126M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$124M
3
SC
Savant Capital
Illinois
+$70M
4
Creative Planning
Creative Planning
Kansas
+$56.7M
5
MHS
M Holdings Securities
Oregon
+$42.4M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$9.2M
2
IFA
Index Fund Advisors
California
-$6.99M
3
WRPWM
Werba Rubin Papier Wealth Management
California
-$6.49M
4
FFM
Forum Financial Management
Illinois
-$5.57M
5
AA
Ancora Advisors
Ohio
-$5.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
EP
501
Essential Planning
New Hampshire
$236K +$1.9K +48 +0.8%
PIA
502
Perennial Investment Advisors
California
$234K – – –
Vanguard Group
503
Vanguard Group
Pennsylvania
$225K +$21.4K +542 +10%
NAM
504
NTV Asset Management
West Virginia
$224K – – –
RA
505
Rise Advisors
New York
$224K +$1.03K +26 +0.5%
FOA
506
Five Oceans Advisors
California
$222K -$7.36K -186 -3%
SFG
507
SevenBridge Financial Group
Pennsylvania
$220K +$989 +25 +0.4%
IDA
508
Intelligence Driven Advisers
California
$219K +$158 +4 +0.1%
FFA
509
Frazier Financial Advisors
Ohio
$218K – – –
RP
510
Rowlandmiller & Partners
Georgia
$217K – – –
Betterment LLC
511
Betterment LLC
New York
$216K +$218K +5,507 New
UB
512
UMB Bank
Missouri
$215K – – –
OFP
513
OLIO Financial Planning
Virginia
$213K – – –
ACM
514
Advisors Capital Management
New Jersey
$212K – – –
VF
515
Vawter Financial
Ohio
$210K – – –
AAS
516
Ameritas Advisory Services
Nebraska
$208K +$210K +5,305 New
SWP
517
Strategic Wealth Partners
Ohio
$208K – – –
GT
518
Greenleaf Trust
Michigan
$205K +$237 +6 +0.1%
LSA
519
Lion Street Advisors
Texas
$202K -$18.6K -469 -8%
HI
520
Harbour Investments
Wisconsin
$200K – – –
FDCP
521
Foster Dykema Cabot & Partners
Massachusetts
$197K – – –
PCMC
522
Private Capital Management (Colorado)
Colorado
$191K – – –
AF
523
Advisornet Financial
Minnesota
$190K – – –
CFGS
524
Concourse Financial Group Securities
Alabama
$176K – – –
CA
525
Continuum Advisory
Idaho
$174K – – –
19 20
21
22 23

DFUV Hedge Fund Activity: Q2 2024 in Review

589 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q2 2024, worth a combined $8.94B — up 0.37% from $8.9B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new DFUV positions and 22 closed out — a net gain of 30 holders — while 192 added to existing stakes and 197 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $126M. The largest seller was Osaic Holdings, cutting an estimated $9.2M.

  • 589 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q2 2024, up from 566 in Q1 2024.
  • Funds reported $8.94B of Dimensional US Marketwide Value ETF stock for Q2 2024, up 0.37% quarter-over-quarter.
  • 52 funds opened new Dimensional US Marketwide Value ETF positions in Q2 2024 and 22 closed out, a net change of +30 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q2 2024 was Mercer Global Advisors, an estimated $126M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q2 2024 was Osaic Holdings, an estimated $9.2M sold.

Based on aggregated 13F filings for Q2 2024.