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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 %
FDCP
526
Foster Dykema Cabot & Partners
Massachusetts
$209K – – –
GFWA
527
Grey Fox Wealth Advisors
Delaware
$206K +$206K +4,937 New
NW
528
NewEdge Wealth
Pennsylvania
$205K +$205K +4,928 New
MPAM
529
Murphy Pohlad Asset Management
Minnesota
$205K +$205K +4,920 New
PCMC
530
Private Capital Management (Colorado)
Colorado
$203K – – –
BA
531
Bellwether Advisors
Nebraska
$203K +$203K +4,865 New
AF
532
Advisornet Financial
Minnesota
$202K – – –
CA
533
Continuum Advisory
Idaho
$192K – – –
CFGS
534
Concourse Financial Group Securities
Alabama
$192K +$4.42K +106 +2%
HGERS
535
Householder Group Estate & Retirement Specialist
Arizona
$162K +$162K +3,894 New
GWM
536
Grand Wealth Management
Michigan
$156K – – –
DFA
537
DHJJ Financial Advisors
Illinois
$155K – – –
HR
538
Howe & Rusling
New York
$153K +$153K +3,677 New
IA
539
IFP Advisors
Florida
$147K -$16.2K -389 -10%
OA
540
Operose Advisors
Wisconsin
$137K – – –
CIBC Private Wealth Group
541
CIBC Private Wealth Group
Georgia
$126K – – –
PCFFS
542
Pacific Center for Financial Services
California
$118K – – –
JHCP
543
Jackson Hole Capital Partners
Oklahoma
$114K +$500 +12 +0.4%
CSC
544
Caldwell Sutter Capital
California
$113K – – –
PP
545
PrairieView Partners
Minnesota
$112K – – –
SN
546
Sittner & Nelson
Oregon
$107K – – –
HNB
547
Hilltop National Bank
Wyoming
$104K – – –
GWANC
548
Guardian Wealth Advisors (North Carolina)
North Carolina
$104K – – –
AP
549
Aspect Partners
Virginia
$93.6K +$93.6K +2,244 New
TIM
550
Tortoise Investment Management
New York
$89.6K – – –
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