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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

564 hedge funds and large institutions have $8.9B invested in Dimensional US Marketwide Value ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 172 increasing their positions, 199 reducing their positions, and 15 closing their positions.

Holders
564
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
8.18%
Holding in Top 10
89
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
41
Increased
172
Reduced
199
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.05B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$202M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$982M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$141M
5
BPA
5
Beacon Pointe Advisors
California
$48.5M

Top Sellers

1
CCM
1
Carlson Capital Management
Minnesota
$1.7M
2
AT
2
Arden Trust
Delaware
$0
3
SP
3
Symmetry Partners
Connecticut
$44.4M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$135M
5
PL
5
Plancorp LLC
Missouri
$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
551
Quadrant Capital Group
Ohio
$23.8K – – –
AIC
552
Archer Investment Corporation
Indiana
$21.2K +$19.7K +482 +1,339%
PA
553
Pineridge Advisors
Missouri
$20.2K – – –
AA
554
AlphaMark Advisors
Kentucky
$20K – – –
IWP
555
IAG Wealth Partners
Wisconsin
$18.7K – – –
SC
556
Steph & Co
Wisconsin
$18.2K – – –
SRCM
557
Signature Resources Capital Management
California
$13.6K – – –
HR
558
Howe & Rusling
New York
$8.92K +$8.92K +218 New
BMC
559
Bear Mountain Capital
Washington
$8.75K – – –
BFS
560
Bare Financial Services
Pennsylvania
$8.37K +$8.37K +215 New
HIA
561
Harbor Investment Advisory
Maryland
$8.3K – – –
CT
562
Cambridge Trust
Massachusetts
$7.24K -$8.18K -200 -53%
TFGT
563
TS Financial Group (TSFG)
Illinois
$3K – – –
WF
564
WoodTrust Financial
Wisconsin
$412 – – –
AT
565
Arden Trust
Delaware
– -$12.6M -338,779 Closed
HWM
566
HFG Wealth Management
Texas
– -$3.13M -84,193 Closed
AFS
567
Annapolis Financial Services
Maryland
– -$1.63M -43,672 Closed
Goldman Sachs
568
Goldman Sachs
New York
– -$1.02M -27,428 Closed
CWM
569
Curi Wealth Management
North Carolina
– -$570K -15,301 Closed
HGERS
570
Householder Group Estate & Retirement Specialist
Arizona
– -$403K -10,838 Closed
AC
571
AlphaCore Capital
California
– -$211K -5,677 Closed
MAM
572
Marquette Asset Management
Minnesota
– -$204K -5,493 Closed
GFP
573
Gryphon Financial Partners
Ohio
– -$152K -4,083 Closed
AWM
574
Able Wealth Management
New Jersey
– -$30.2K -811 Closed
SWM
575
Sanctuary Wealth Management
Idaho
– -$25.2K -676 Closed
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