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Dimensional US Marketwide Value ETF

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: 589604 (+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: 8884 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
551
Guardian Wealth Advisors (North Carolina)
North Carolina
$104K
AP
552
Aspect Partners
Virginia
$93.6K +$90.7K +2,244 New
TIM
553
Tortoise Investment Management
New York
$89.5K
TCA
554
Trifecta Capital Advisors
Illinois
$88.7K
ACA
555
American Capital Advisory
Idaho
$87.2K +$82.1K +2,032 +3,387%
Russell Investments Group
556
Russell Investments Group
United Kingdom
$80.9K +$14.7K +363 +23%
SL
557
Salomon & Ludwin
Virginia
$80.4K -$43.1K -1,067 -36%
MCM
558
MV Capital Management
Maryland
$77.8K
DSC
559
Duncker Streett & Co
Missouri
$71.6K
PS
560
Principal Securities
Iowa
$67.9K +$65.8K +1,628 New
EWM
561
Evermay Wealth Management
Virginia
$65.7K -$9.58K -237 -13%
TIM
562
Thompson Investment Management
Wisconsin
$58.5K
DAM
563
Delta Asset Management
Tennessee
$57.7K
ME
564
McIlrath & Eck
Washington
$53.6K
CWC
565
Carolinas Wealth Consulting
North Carolina
$51.9K +$202 +5 +0.4%
GG
566
Gleason Group
Kentucky
$50.5K +$202 +5 +0.4%
JFG
567
JDM Financial Group
Texas
$50.3K +$48.8K +1,207 New
AWM
568
Avior Wealth Management
Nebraska
$50K +$162 +4 +0.3%
CFD
569
Creative Financial Designs
Indiana
$48.8K +$202 +5 +0.4%
EBA
570
Eagle Bay Advisors
New York
$48.8K
LC
571
Lindbrook Capital
California
$47.7K
RI
572
Ridgewood Investments
New Jersey
$44.6K
PB
573
Pinnacle Bancorp
Nebraska
$44.2K -$77.7K -1,923 -64%
IRC
574
Investors Research Corp
Georgia
$39.8K
TSMHT
575
Thurston Springer Miller Herd & Titak
Indiana
$39.6K

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.