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Dimensional US Marketwide Value ETF

604 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, 194 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $8.94B → $9.95B (+$1.01B)

3% more funds holding

Funds holding: 589604 (+15)

1.91% more ownership

Funds ownership: 86%87.91% (+1.9%)

2% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 197

5% less funds holding in top 10

Funds holding in top 10: 8884 (-4)

Holders
604
Holders Change
+15
Holders Change %
+2.55%
% of All Funds
8.67%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.21%
New
42
Increased
194
Reduced
197
Closed
20
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
501
SevenBridge Financial Group
Pennsylvania
$250K +$970 +24 +0.4%
WAOI
502
Wealth Advisors of Iowa
Iowa
$250K -$79.7K -1,971 -25%
PIA
503
Perennial Investment Advisors
California
$249K
BOC
504
Bull Oak Capital
California
$249K -$4.61K -114 -2%
Vanguard Group
505
Vanguard Group
Pennsylvania
$242K +$3.48K +86 +2%
FOA
506
Five Oceans Advisors
California
$241K +$5.09K +126 +2%
RA
507
Rise Advisors
New York
$239K +$1.01K +25 +0.4%
NAM
508
NTV Asset Management
West Virginia
$238K
HH
509
HWG Holdings
Texas
$237K -$47.6K -1,178 -17%
WDL
510
Well Done LLC
Michigan
$237K -$52.7K -1,303 -19%
IDA
511
Intelligence Driven Advisers
California
$232K +$121 +3 +0.1%
RP
512
Rowlandmiller & Partners
Georgia
$231K
WJA
513
Willis Johnson & Associates
Texas
$230K +$223K +5,521 New
TWCA
514
Two West Capital Advisors
Kansas
$228K -$83.2K -2,058 -27%
UB
515
UMB Bank
Missouri
$228K
GT
516
Greenleaf Trust
Michigan
$224K +$6.22K +154 +3%
FNBT
517
FineMark National Bank & Trust
Florida
$223K +$216K +5,353 New
VF
518
Vawter Financial
Ohio
$223K
AAS
519
Ameritas Advisory Services
Nebraska
$222K +$647 +16 +0.3%
WTB
520
Washington Trust Bank
Washington
$220K +$213K +5,271 New
ACM
521
Advisors Capital Management
New Jersey
$216K -$8.08K -200 -4%
MOS
522
MGO One Seven
Ohio
$215K -$76.2K -1,885 -27%
OFP
523
OLIO Financial Planning
Virginia
$213K
NG
524
Norden Group
Utah
$213K +$206K +5,106 New
HI
525
Harbour Investments
Wisconsin
$212K

DFUV Hedge Fund Activity: Q3 2024 in Review

604 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q3 2024, worth a combined $9.95B — up 11% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFUV positions and 20 closed out — a net gain of 22 holders — while 194 added to existing stakes and 197 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $581M. The largest seller was M Holdings Securities, cutting an estimated $43.4M.

  • 604 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q3 2024, up from 589 in Q2 2024.
  • Funds reported $9.95B of Dimensional US Marketwide Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 42 funds opened new Dimensional US Marketwide Value ETF positions in Q3 2024 and 20 closed out, a net change of +22 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $581M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q3 2024 was M Holdings Securities, an estimated $43.4M sold.

Based on aggregated 13F filings for Q3 2024.