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Dimensional US Marketwide Value ETF
DFUV

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: 589 → 604 (+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: 88 → 84 (-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

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$581M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$255M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$235M
4
RFP
Root Financial Partners
California
+$13.9M
5
SWA
ShankerValleau Wealth Advisors
Illinois
+$10.5M

Top Sellers

1
MHS
M Holdings Securities
Oregon
-$43.4M
2
EFP
Elser Financial Planning
Indiana
-$38.2M
3
SP
Symmetry Partners
Connecticut
-$22.6M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$15.3M
5
IFA
Index Fund Advisors
California
-$7.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPP
601
Kings Path Partners
Texas
$4.21K – – –
TFGT
602
TS Financial Group (TSFG)
Illinois
$3K – – –
HFS
603
Hantz Financial Services
Michigan
$1K +$1.41K +35 New
CMP
604
Coston McIsaac & Partners
Maine
$59 +$242 +6 +0.4%
WIM
605
Warwick Investment Management
Texas
– -$1.98M -50,438 Closed
FTUS
606
Flow Traders U.S.
New York
– -$1.09M -27,681 Closed
D.E. Shaw & Co
607
D.E. Shaw & Co
New York
– -$857K -21,814 Closed
SW
608
SVB Wealth
Massachusetts
– -$825K -21,011 Closed
Fisher Asset Management
609
Fisher Asset Management
Washington
– -$696K -17,726 Closed
TI
610
Trexquant Investment
Connecticut
– -$496K -12,622 Closed
Goldman Sachs
611
Goldman Sachs
New York
– -$493K -12,565 Closed
SCM
612
Steele Capital Management
Iowa
– -$387K -9,848 Closed
BW
613
Bison Wealth
Georgia
– -$271K -6,627 Closed
BRWA
614
B. Riley Wealth Advisors
Florida
– -$247K -6,281 Closed
CAG
615
Csenge Advisory Group
Florida
– -$246K -6,269 Closed
FFA
616
Frazier Financial Advisors
Ohio
– -$218K -5,540 Closed
OCM
617
Orion Capital Management
California
– -$96.8K -2,465 Closed
TCWA
618
Turtle Creek Wealth Advisors
Texas
– -$90.6K -2,307 Closed
ATPW
619
Ashton Thomas Private Wealth
Arizona
– -$65.4K -1,665 Closed
AFWM
620
Abich Financial Wealth Management
Virginia
– -$31K -790 Closed
QCG
621
Quadrant Capital Group
Ohio
– -$22.8K -581 Closed
EC
622
EdgeRock Capital
Colorado
– -$21.6K -551 Closed
RIL
623
Rothschild Investment LLC
Illinois
– -$8.76K -223 Closed
QC
624
Quent Capital
New York
– -$2.55K -65 Closed
21 22 23 24
25

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.