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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
CA
576
CoreCap Advisors
Michigan
$38.9K
SFC
577
SYM Financial Corp
Indiana
$37.3K
FMP
578
Financial Management Professionals
Texas
$35K +$162 +4 +0.5%
CSB
579
City State Bank
Iowa
$31K
TC
580
Truvestments Capital
Florida
$29.8K +$28.9K +716 New
FCA
581
FinTrust Capital Advisors
South Carolina
$28.8K +$121 +3 +0.4%
GM
582
GeoWealth Management
Illinois
$26.3K +$25.5K +632 New
PAG
583
Paladin Advisory Group
Iowa
$25.9K +$25.1K +621 New
SAM
584
S.A. Mason
Michigan
$25.1K
FFO
585
Fortitude Family Office
Arizona
$21.8K +$21.2K +524 New
CAS
586
Coppell Advisory Solutions
Texas
$21.7K
AIC
587
Archer Investment Corporation
Indiana
$21.6K
AssetMark Inc
588
AssetMark Inc
California
$21.3K
AA
589
AlphaMark Advisors
Kentucky
$21K
PA
590
Pineridge Advisors
Missouri
$20.7K +$81 +2 +0.4%
IWP
591
IAG Wealth Partners
Wisconsin
$19K
SC
592
Steph & Co
Wisconsin
$18.6K
FGC
593
Financial Gravity Companies
Texas
$17.3K +$16.7K +414 New
SRCM
594
Signature Resources Capital Management
California
$15.3K
LIS
595
Legacy Investment Solutions
Idaho
$14.6K +$13.6K +336 New
LWMI
596
Legacy Wealth Management (Idaho)
Idaho
$14.6K +$13.6K +336 New
SIM
597
Studio Investment Management
Illinois
$10.7K
BMC
598
Bear Mountain Capital
Washington
$9.59K
BFS
599
Bare Financial Services
Pennsylvania
$8.96K
HIA
600
Harbor Investment Advisory
Maryland
$8.46K

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.