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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

601 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, 191 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
8.69%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.22%
New
42
Increased
191
Reduced
197
Closed
20
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$600M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.46B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.37B
4
RFP
Root Financial Partners
California
$48M
5
SWA
ShankerValleau Wealth Advisors
Illinois
$23.1M

Top Sellers

1
MHS
M Holdings Securities
Oregon
$4.54M
2
EFP
Elser Financial Planning
Indiana
$305K
3
SP
Symmetry Partners
Connecticut
$25.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$121M
5
IFA
Index Fund Advisors
California
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOC
501
Bull Oak Capital
California
$249K -$4.75K -114 -2%
Vanguard Group
502
Vanguard Group
Pennsylvania
$242K +$3.59K +86 +2%
FOA
503
Five Oceans Advisors
California
$241K +$5.25K +126 +2%
RA
504
Rise Advisors
New York
$239K +$1.04K +25 +0.4%
NAM
505
NTV Asset Management
West Virginia
$238K – – –
HH
506
HWG Holdings
Texas
$237K -$49.1K -1,178 -17%
WDL
507
Well Done LLC
Michigan
$237K -$54.3K -1,303 -19%
IDA
508
Intelligence Driven Advisers
California
$232K +$125 +3 +0.1%
RP
509
Rowlandmiller & Partners
Georgia
$231K – – –
WJA
510
Willis Johnson & Associates
Texas
$230K +$230K +5,521 New
TWCA
511
Two West Capital Advisors
Kansas
$228K -$85.8K -2,058 -27%
UB
512
UMB Bank
Missouri
$228K – – –
GT
513
Greenleaf Trust
Michigan
$224K +$6.42K +154 +3%
FNBT
514
FineMark National Bank & Trust
Florida
$223K +$223K +5,353 New
VF
515
Vawter Financial
Ohio
$223K – – –
AAS
516
Ameritas Advisory Services
Nebraska
$222K +$667 +16 +0.3%
WTB
517
Washington Trust Bank
Washington
$220K +$220K +5,271 New
ACM
518
Advisors Capital Management
New Jersey
$216K -$8.33K -200 -4%
MOS
519
MGO One Seven
Ohio
$215K -$78.6K -1,885 -27%
OFP
520
OLIO Financial Planning
Virginia
$213K – – –
NG
521
Norden Group
Utah
$213K +$213K +5,106 New
HI
522
Harbour Investments
Wisconsin
$212K – – –
LSA
523
Lion Street Advisors
Texas
$212K -$1.96K -47 -0.9%
DJFS
524
Dean Jacobson Financial Services
Texas
$211K +$211K +5,057 New
SWP
525
Strategic Wealth Partners
Ohio
$210K -$10.3K -247 -5%
19 20
21
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