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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
SEIA
526
Signature Estate & Investment Advisors
California
$294K +$212 +5 +0.1%
JIC
527
Joel Isaacson & Co
New York
$294K – – –
MHFA
528
Mission Hills Financial Advisory
California
$293K – – –
OA
529
Operose Advisors
Wisconsin
$291K +$162K +3,809 +116%
CT
530
Caldwell Trust
Florida
$290K +$301K +7,089 New
GSF
531
Grove Street Fiduciary
New Hampshire
$288K +$299K +7,042 New
CFGA
532
Cambridge Financial Group (Arizona)
Arizona
$287K +$255 +6 +0.1%
WWM
533
Whalen Wealth Management
Nevada
$282K +$1.23K +29 +0.4%
IF
534
Intrua Financial
Texas
$279K -$6.37K -150 -2%
ECM
535
Evergreen Capital Management
Washington
$279K +$289K +6,809 New
LFP
536
Leeward Financial Partners
Washington
$278K – – –
GWM
537
GSB Wealth Management
Connecticut
$278K -$849 -20 -0.3%
MCA
538
Maryland Capital Advisors
Maryland
$275K – – –
WW
539
Waterfront Wealth
Kansas
$272K – – –
FMWA
540
Forvis Mazars Wealth Advisors
Missouri
$272K +$42 +1 +0%
HPA
541
High Probability Advisors
New York
$272K – – –
ACM
542
Aurdan Capital Management
Pennsylvania
$272K +$282K +6,644 New
DI
543
Disciplined Investors
Texas
$269K +$278K +6,542 New
M
544
MOTCO
Texas
$266K – – –
WTA
545
Washington Trust Advisors
Massachusetts
$265K – – –
LFG
546
Lockerman Financial Group
California
$263K – – –
OC
547
Oakworth Capital
Alabama
$262K – – –
BMCM
548
Bryn Mawr Capital Management
Pennsylvania
$258K – – –
RWM
549
RKL Wealth Management
Pennsylvania
$257K – – –
OWM
550
Orgel Wealth Management
Wisconsin
$257K – – –
20 21
22
23 24

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.