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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
MCM
501
M1 Capital Management
Michigan
$355K +$368K +8,666 New
GKWIM
502
Gerber Kawasaki Wealth & Investment Management
California
$352K +$1.57K +37 +0.4%
CSIC
503
Clifford Swan Investment Counsel
California
$349K – – –
RCM
504
RB Capital Management
Nevada
$342K -$4.8K -113 -1%
PWS
505
Physician Wealth Solutions
Nevada
$340K – – –
NOI
506
Newton One Investments
Delaware
$339K +$15.8K +373 +5%
WT
507
Whittier Trust
California
$337K – – –
WCM
508
Warburton Capital Management
Oklahoma
$336K +$349K +8,231 New
RWM
509
Rockwood Wealth Management
Pennsylvania
$326K +$4.03K +95 +1%
CAI
510
Capital Advisors Inc
Oklahoma
$324K – – –
OC
511
Optima Capital
Oregon
$324K +$336K +7,912 New
KCM
512
KM Capital Management
Texas
$321K -$30.4K -717 -8%
Qube Research & Technologies (QRT)
513
Qube Research & Technologies (QRT)
United Kingdom
$321K -$226K -5,320 -40%
TNBTD
514
Trustmark National Bank Trust Department
Mississippi
$315K – – –
Jane Street
515
Jane Street
New York
$315K -$799K -18,822 -71%
PPW
516
Pasadena Private Wealth
California
$313K – – –
IWS
517
Integrity Wealth Solutions
Colorado
$312K -$11.3K -267 -3%
IFWM
518
Institute for Wealth Management
Colorado
$307K – – –
HCP
519
Holt Capital Partners
Texas
$306K – – –
LF
520
Lantz Financial
Illinois
$303K – – –
KSWA
521
Kathleen S. Wright Associates
Pennsylvania
$301K – – –
UB
522
UMB Bank
Missouri
$299K +$77.7K +1,830 +33%
MW
523
MBL Wealth
North Carolina
$296K – – –
GD
524
Grandfield & Dodd
New York
$295K – – –
MGW
525
MB Generational Wealth
Washington
$294K – – –
19 20
21
22 23

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.