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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.1B
3
SC
3
Savant Capital
Illinois
$721M
4
Creative Planning
4
Creative Planning
Kansas
$220M
5
MHS
5
M Holdings Securities
Oregon
$46.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.4M
2
IFA
2
Index Fund Advisors
California
$256M
3
WRPWM
3
Werba Rubin Papier Wealth Management
California
$8.15M
4
FFM
4
Forum Financial Management
Illinois
$49.5M
5
AA
5
Ancora Advisors
Ohio
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
526
Operose Advisors
Wisconsin
$129K – – –
CIBC Private Wealth Group
527
CIBC Private Wealth Group
Georgia
$118K -$8.05K -206 -6%
SL
528
Salomon & Ludwin
Virginia
$118K – – –
PB
529
Pinnacle Bancorp
Nebraska
$117K – – –
PCFFS
530
Pacific Center for Financial Services
California
$112K – – –
JHCP
531
Jackson Hole Capital Partners
Oklahoma
$107K -$106K -2,691 -50%
CSC
532
Caldwell Sutter Capital
California
$106K – – –
PP
533
PrairieView Partners
Minnesota
$106K +$1.06K +27 +1%
SN
534
Sittner & Nelson
Oregon
$101K – – –
HNB
535
Hilltop National Bank
Wyoming
$98.1K – – –
GWANC
536
Guardian Wealth Advisors (North Carolina)
North Carolina
$97.7K – – –
OCM
537
Orion Capital Management
California
$96.8K -$8.05K -205 -8%
TCWA
538
Turtle Creek Wealth Advisors
Texas
$90.6K +$90.6K +2,307 New
TIM
539
Tortoise Investment Management
New York
$84.4K – – –
TCA
540
Trifecta Capital Advisors
Illinois
$83.5K – – –
MCM
541
MV Capital Management
Maryland
$73.3K – – –
EWM
542
Evermay Wealth Management
Virginia
$71.2K -$14.2K -362 -17%
DSC
543
Duncker Streett & Co
Missouri
$67.5K – – –
ATPW
544
Ashton Thomas Private Wealth
Arizona
$65.4K +$65.4K +1,665 New
Russell Investments Group
545
Russell Investments Group
United Kingdom
$62K – – –
TIM
546
Thompson Investment Management
Wisconsin
$55.1K – – –
CMP
547
Coston McIsaac & Partners
Maine
$55K +$234 +6 +0.4%
DAM
548
Delta Asset Management
Tennessee
$54.3K – – –
ME
549
McIlrath & Eck
Washington
$50.5K – – –
CWC
550
Carolinas Wealth Consulting
North Carolina
$48.6K +$236 +6 +0.5%
20 21
22
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