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Dimensional US Marketwide Value ETF
DFUV

668 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 90 funds opening new positions, 204 increasing their positions, 197 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 16

29% more funds holding in top 10

Funds holding in top 10: 84 → 108 (+24)

11% more funds holding

Funds holding: 604 → 668 (+64)

2.47% more ownership

Funds ownership: 87.91% → 90.38% (+2.5%)

4% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 197

1% more capital invested

Capital invested by funds: $9.95B → $10.1B (+$125M)

Holders
668
Holders Change
+64
Holders Change %
+10.6%
% of All Funds
8.8%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.42%
New
90
Increased
204
Reduced
197
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$46.2M
2
EFP
Elser Financial Planning
Indiana
+$41.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.7M
4
MWM
Mission Wealth Management
California
+$21.9M
5
EP
Essential Planning
New Hampshire
+$16.4M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$161M
2
SC
Savant Capital
Illinois
-$23.7M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$12M
4
IFA
Index Fund Advisors
California
-$7.12M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$5.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
601
Icon Wealth Advisors
Texas
$140K +$145K +3,418 New
SIS
602
Sound Income Strategies
Florida
$132K +$137K +3,225 New
MWA
603
Medallion Wealth Advisors
Connecticut
$129K +$133K +3,145 New
PP
604
PrairieView Partners
Minnesota
$120K +$10.4K +244 +9%
PCFFS
605
Pacific Center for Financial Services
California
$116K – – –
JHCP
606
Jackson Hole Capital Partners
Oklahoma
$112K +$467 +11 +0.4%
CSC
607
Caldwell Sutter Capital
California
$110K – – –
SN
608
Sittner & Nelson
Oregon
$105K – – –
HNB
609
Hilltop National Bank
Wyoming
$102K – – –
GWANC
610
Guardian Wealth Advisors (North Carolina)
North Carolina
$102K – – –
OCM
611
Orion Capital Management
California
$101K +$105K +2,465 New
AP
612
Aspect Partners
Virginia
$91.8K – – –
KIM
613
Kestra Investment Management
Texas
$90.5K +$93.9K +2,212 New
TIM
614
Tortoise Investment Management
New York
$87.9K – – –
TCA
615
Trifecta Capital Advisors
Illinois
$87K – – –
ACA
616
American Capital Advisory
Idaho
$83.2K -$2.55K -60 -3%
SL
617
Salomon & Ludwin
Virginia
$78.9K – – –
JFG
618
JDM Financial Group
Texas
$77.7K +$29.3K +691 +57%
MCM
619
MV Capital Management
Maryland
$76.4K – – –
DSC
620
Duncker Streett & Co
Missouri
$70.3K – – –
Russell Investments Group
621
Russell Investments Group
United Kingdom
$70K -$9.8K -231 -12%
PS
622
Principal Securities
Iowa
$66.6K – – –
EWM
623
Evermay Wealth Management
Virginia
$64.5K – – –
CMP
624
Coston McIsaac & Partners
Maine
$58K +$255 +6 +0.4%
TIM
625
Thompson Investment Management
Wisconsin
$57.4K – – –
23 24
25
26 27

DFUV Hedge Fund Activity: Q4 2024 in Review

668 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2024, worth a combined $10.1B — up 1.3% from $9.95B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new DFUV positions and 16 closed out — a net gain of 74 holders — while 204 added to existing stakes and 197 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $46.2M. The largest seller was Mercer Global Advisors, cutting an estimated $161M.

  • 668 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2024, up from 604 in Q3 2024.
  • Funds reported $10.1B of Dimensional US Marketwide Value ETF stock for Q4 2024, up 1.3% quarter-over-quarter.
  • 90 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2024 and 16 closed out, a net change of +74 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q4 2024 was Focus Partners Advisor Solutions, an estimated $46.2M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2024.