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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 %
TCA
551
Trifecta Capital Advisors
Illinois
$88.7K – – –
ACA
552
American Capital Advisory
Idaho
$87.2K +$84.7K +2,032 +3,387%
Russell Investments Group
553
Russell Investments Group
United Kingdom
$80.9K +$15.1K +363 +23%
SL
554
Salomon & Ludwin
Virginia
$80.4K -$44.5K -1,067 -36%
MCM
555
MV Capital Management
Maryland
$77.8K – – –
DSC
556
Duncker Streett & Co
Missouri
$71.6K – – –
PS
557
Principal Securities
Iowa
$67.9K +$67.9K +1,628 New
EWM
558
Evermay Wealth Management
Virginia
$65.7K -$9.88K -237 -13%
TIM
559
Thompson Investment Management
Wisconsin
$58.5K – – –
DAM
560
Delta Asset Management
Tennessee
$57.7K – – –
ME
561
McIlrath & Eck
Washington
$53.6K – – –
CWC
562
Carolinas Wealth Consulting
North Carolina
$51.9K +$208 +5 +0.4%
GG
563
Gleason Group
Kentucky
$50.5K +$208 +5 +0.4%
JFG
564
JDM Financial Group
Texas
$50.3K +$50.3K +1,207 New
AWM
565
Avior Wealth Management
Nebraska
$50K +$167 +4 +0.3%
CFD
566
Creative Financial Designs
Indiana
$48.8K +$208 +5 +0.4%
EBA
567
Eagle Bay Advisors
New York
$48.8K – – –
LC
568
Lindbrook Capital
California
$47.7K – – –
RI
569
Ridgewood Investments
New Jersey
$44.6K – – –
PB
570
Pinnacle Bancorp
Nebraska
$44.2K -$80.2K -1,923 -64%
IRC
571
Investors Research Corp
Georgia
$39.8K – – –
TSMHT
572
Thurston Springer Miller Herd & Titak
Indiana
$39.6K – – –
CA
573
CoreCap Advisors
Michigan
$38.9K – – –
SFC
574
SYM Financial Corp
Indiana
$37.3K – – –
FMP
575
Financial Management Professionals
Texas
$35K +$169 +4 +0.5%
21 22
23
24 25