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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

663 hedge funds and large institutions have $10.1B invested in Dimensional US Marketwide Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 202 increasing their positions, 196 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+62
Holders Change %
+10.32%
% of All Funds
8.83%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.44%
New
88
Increased
202
Reduced
196
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
$186M
2
EFP
Elser Financial Planning
Indiana
$40.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.39B
4
MWM
Mission Wealth Management
California
$23.2M
5
EP
Essential Planning
New Hampshire
$16.6M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.29B
2
SC
Savant Capital
Illinois
$735M
3
IWC
Integrated Wealth Concepts
Massachusetts
$28.6M
4
IFA
Index Fund Advisors
California
$252M
5
Corient Private Wealth
Corient Private Wealth
Florida
$440M
Name Holding Trade Value Shares
Change 		Shares
Change %
JHCP
601
Jackson Hole Capital Partners
Oklahoma
$112K +$450 +11 +0.4%
CSC
602
Caldwell Sutter Capital
California
$110K – – –
SN
603
Sittner & Nelson
Oregon
$105K – – –
HNB
604
Hilltop National Bank
Wyoming
$102K – – –
GWANC
605
Guardian Wealth Advisors (North Carolina)
North Carolina
$102K – – –
OCM
606
Orion Capital Management
California
$101K +$101K +2,465 New
AP
607
Aspect Partners
Virginia
$91.8K – – –
KIM
608
Kestra Investment Management
Texas
$90.5K +$90.5K +2,212 New
TIM
609
Tortoise Investment Management
New York
$87.9K – – –
TCA
610
Trifecta Capital Advisors
Illinois
$87K – – –
ACA
611
American Capital Advisory
Idaho
$83.2K -$2.46K -60 -3%
SL
612
Salomon & Ludwin
Virginia
$78.9K – – –
JFG
613
JDM Financial Group
Texas
$77.7K +$28.3K +691 +57%
MCM
614
MV Capital Management
Maryland
$76.4K – – –
DSC
615
Duncker Streett & Co
Missouri
$70.3K – – –
Russell Investments Group
616
Russell Investments Group
United Kingdom
$70K -$9.45K -231 -12%
PS
617
Principal Securities
Iowa
$66.6K – – –
EWM
618
Evermay Wealth Management
Virginia
$64.5K – – –
CMP
619
Coston McIsaac & Partners
Maine
$58K +$244 +6 +0.4%
TIM
620
Thompson Investment Management
Wisconsin
$57.4K – – –
DAM
621
Delta Asset Management
Tennessee
$56.6K – – –
BlackRock
622
BlackRock
New York
$55.3K +$55.3K +1,351 New
Bessemer Group
623
Bessemer Group
New Jersey
$55K -$240K -5,868 -81%
ME
624
McIlrath & Eck
Washington
$52.6K – – –
CWC
625
Carolinas Wealth Consulting
North Carolina
$51.1K +$245 +6 +0.5%
23 24
25
26 27