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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.

Holders
601
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
8.7%
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
1
Focus Partners Wealth
Massachusetts
$600M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.46B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.37B
4
RFP
4
Root Financial Partners
California
$48M
5
SWA
5
ShankerValleau Wealth Advisors
Illinois
$23.1M

Top Sellers

1
MHS
1
M Holdings Securities
Oregon
$4.54M
2
EFP
2
Elser Financial Planning
Indiana
$305K
3
SP
3
Symmetry Partners
Connecticut
$25.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$121M
5
IFA
5
Index Fund Advisors
California
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
601
Coston McIsaac & Partners
Maine
$59 – +6 +0.4%
WIM
602
Warwick Investment Management
Texas
– -$1.98M -50,438 Closed
FTUS
603
Flow Traders U.S.
New York
– -$1.09M -27,681 Closed
D.E. Shaw & Co
604
D.E. Shaw & Co
New York
– -$857K -21,814 Closed
SW
605
SVB Wealth
Massachusetts
– -$825K -21,011 Closed
Fisher Asset Management
606
Fisher Asset Management
Washington
– -$696K -17,726 Closed
TI
607
Trexquant Investment
Connecticut
– -$496K -12,622 Closed
Goldman Sachs
608
Goldman Sachs
New York
– -$493K -12,565 Closed
SCM
609
Steele Capital Management
Iowa
– -$387K -9,848 Closed
BW
610
Bison Wealth
Georgia
– -$271K -6,627 Closed
BRWA
611
B. Riley Wealth Advisors
Florida
– -$247K -6,281 Closed
CAG
612
Csenge Advisory Group
Florida
– -$246K -6,269 Closed
FFA
613
Frazier Financial Advisors
Ohio
– -$218K -5,540 Closed
OCM
614
Orion Capital Management
California
– -$96.8K -2,465 Closed
TCWA
615
Turtle Creek Wealth Advisors
Texas
– -$90.6K -2,307 Closed
ATPW
616
Ashton Thomas Private Wealth
Arizona
– -$65.4K -1,665 Closed
AFWM
617
Abich Financial Wealth Management
Virginia
– -$31K -790 Closed
QCG
618
Quadrant Capital Group
Ohio
– -$22.8K -581 Closed
EC
619
EdgeRock Capital
Colorado
– -$21.6K -551 Closed
RIL
620
Rothschild Investment LLC
Illinois
– -$8.76K -223 Closed
QC
621
Quent Capital
New York
– -$2.55K -65 Closed
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