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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 %
CSB
576
City State Bank
Iowa
$31K – – –
TC
577
Truvestments Capital
Florida
$29.8K +$29.8K +716 New
FCA
578
FinTrust Capital Advisors
South Carolina
$28.8K +$125 +3 +0.4%
GM
579
GeoWealth Management
Illinois
$26.3K +$26.3K +632 New
PAG
580
Paladin Advisory Group
Iowa
$25.9K +$25.9K +621 New
SAM
581
S.A. Mason
Michigan
$25.1K – – –
FFO
582
Fortitude Family Office
Arizona
$21.8K +$21.8K +524 New
CAS
583
Coppell Advisory Solutions
Texas
$21.7K – – –
AIC
584
Archer Investment Corporation
Indiana
$21.6K – – –
AssetMark Inc
585
AssetMark Inc
California
$21.3K – – –
AA
586
AlphaMark Advisors
Kentucky
$21K – – –
PA
587
Pineridge Advisors
Missouri
$20.7K +$83 +2 +0.4%
IWP
588
IAG Wealth Partners
Wisconsin
$19K – – –
SC
589
Steph & Co
Wisconsin
$18.6K – – –
FGC
590
Financial Gravity Companies
Texas
$17.3K +$17.3K +414 New
SRCM
591
Signature Resources Capital Management
California
$15.3K – – –
LIS
592
Legacy Investment Solutions
Idaho
$14.6K +$14.6K +336 New
LWMI
593
Legacy Wealth Management (Idaho)
Idaho
$14.6K +$14.6K +336 New
SIM
594
Studio Investment Management
Illinois
$10.7K – – –
BMC
595
Bear Mountain Capital
Washington
$9.59K – – –
BFS
596
Bare Financial Services
Pennsylvania
$8.96K – – –
HIA
597
Harbor Investment Advisory
Maryland
$8.46K – – –
KPP
598
Kings Path Partners
Texas
$4.21K – – –
TFGT
599
TS Financial Group (TSFG)
Illinois
$3K – – –
HFS
600
Hantz Financial Services
Michigan
$1K +$1K +35 New
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