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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.1B
3
SC
3
Savant Capital
Illinois
$721M
4
Creative Planning
4
Creative Planning
Kansas
$220M
5
MHS
5
M Holdings Securities
Oregon
$46.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.4M
2
IFA
2
Index Fund Advisors
California
$256M
3
WRPWM
3
Werba Rubin Papier Wealth Management
California
$8.15M
4
FFM
4
Forum Financial Management
Illinois
$49.5M
5
AA
5
Ancora Advisors
Ohio
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRCM
576
Signature Resources Capital Management
California
$14.4K – – –
SIM
577
Studio Investment Management
Illinois
$10.1K -$38.1K -969 -79%
BMC
578
Bear Mountain Capital
Washington
$9.12K – – –
BFS
579
Bare Financial Services
Pennsylvania
$8.88K – – –
RIL
580
Rothschild Investment LLC
Illinois
$8.76K +$8.76K +223 New
HIA
581
Harbor Investment Advisory
Maryland
$7.97K – – –
BFEC
582
Benjamin F. Edwards & Company
Missouri
$6K +$6K +155 New
KPP
583
Kings Path Partners
Texas
$3.97K +$3.97K +101 New
TFGT
584
TS Financial Group (TSFG)
Illinois
$3K – – –
QC
585
Quent Capital
New York
$2.55K +$2.55K +65 New
ACA
586
American Capital Advisory
Idaho
$2.23K +$2.23K +60 New
SWM
587
Soundmark Wealth Management
Washington
– -$10.8M -264,524 Closed
HIC
588
Hartline Investment Corp
Illinois
– -$1.27M -31,055 Closed
Renaissance Technologies
589
Renaissance Technologies
New York
– -$793K -19,400 Closed
TB
590
Treynor Bancshares
Iowa
– -$721K -17,635 Closed
Kovitz Investment Group Partners
591
Kovitz Investment Group Partners
Illinois
– -$471K -11,518 Closed
LNC
592
Lincoln National Corp
Pennsylvania
– -$469K -11,479 Closed
WWM
593
Western Wealth Management
Colorado
– -$415K -10,157 Closed
ES
594
Eagle Strategies
New York
– -$295K -7,221 Closed
CBFP
595
Cedar Brook Financial Partners
Ohio
– -$291K -7,123 Closed
CP
596
Coho Partners
Pennsylvania
– -$272K -6,644 Closed
OPCM
597
Osborne Partners Capital Management
California
– -$249K -6,086 Closed
MHIC
598
Marble Harbor Investment Counsel
Massachusetts
– -$211K -5,157 Closed
Neuberger Berman Group
599
Neuberger Berman Group
New York
– -$210K -5,126 Closed
DJFS
600
Dean Jacobson Financial Services
Texas
– -$207K -5,057 Closed
21 22 23
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