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Dimensional US Marketwide Value ETF
DFUV

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: 589 → 604 (+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: 88 → 84 (-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

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$581M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$255M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$235M
4
RFP
Root Financial Partners
California
+$13.9M
5
SWA
ShankerValleau Wealth Advisors
Illinois
+$10.5M

Top Sellers

1
MHS
M Holdings Securities
Oregon
-$43.4M
2
EFP
Elser Financial Planning
Indiana
-$38.2M
3
SP
Symmetry Partners
Connecticut
-$22.6M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$15.3M
5
IFA
Index Fund Advisors
California
-$7.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
526
Lion Street Advisors
Texas
$212K -$1.9K -47 -0.9%
DJFS
527
Dean Jacobson Financial Services
Texas
$211K +$204K +5,057 New
SWP
528
Strategic Wealth Partners
Ohio
$210K -$9.98K -247 -5%
FDCP
529
Foster Dykema Cabot & Partners
Massachusetts
$209K – – –
GFWA
530
Grey Fox Wealth Advisors
Delaware
$206K +$200K +4,937 New
NW
531
NewEdge Wealth
Pennsylvania
$205K +$199K +4,928 New
MPAM
532
Murphy Pohlad Asset Management
Minnesota
$205K +$199K +4,920 New
PCMC
533
Private Capital Management (Colorado)
Colorado
$203K – – –
BA
534
Bellwether Advisors
Nebraska
$203K +$197K +4,865 New
AF
535
Advisornet Financial
Minnesota
$202K – – –
CA
536
Continuum Advisory
Idaho
$192K – – –
CFGS
537
Concourse Financial Group Securities
Alabama
$192K +$4.28K +106 +2%
HGERS
538
Householder Group Estate & Retirement Specialist
Arizona
$162K +$157K +3,894 New
GWM
539
Grand Wealth Management
Michigan
$156K – – –
DFA
540
DHJJ Financial Advisors
Illinois
$155K – – –
HR
541
Howe & Rusling
New York
$153K +$149K +3,677 New
IA
542
IFP Advisors
Florida
$147K -$15.7K -389 -10%
OA
543
Operose Advisors
Wisconsin
$137K – – –
CIBC Private Wealth Group
544
CIBC Private Wealth Group
Georgia
$126K – – –
PCFFS
545
Pacific Center for Financial Services
California
$118K – – –
JHCP
546
Jackson Hole Capital Partners
Oklahoma
$114K +$485 +12 +0.4%
CSC
547
Caldwell Sutter Capital
California
$113K – – –
PP
548
PrairieView Partners
Minnesota
$112K – – –
SN
549
Sittner & Nelson
Oregon
$107K – – –
HNB
550
Hilltop National Bank
Wyoming
$104K – – –
20 21
22
23 24

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.