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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.

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

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.29B
2
SC
2
Savant Capital
Illinois
$735M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$28.6M
4
IFA
4
Index Fund Advisors
California
$252M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$440M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
676
Advisors Capital Management
New Jersey
– -$216K -5,189 Closed
LSA
677
Lion Street Advisors
Texas
– -$212K -5,085 Closed
DJFS
678
Dean Jacobson Financial Services
Texas
– -$211K -5,057 Closed
BMC
679
Bear Mountain Capital
Washington
– -$9.59K -227 Closed
HFS
680
Hantz Financial Services
Michigan
– -$1K -35 Closed
24 25 26 27
28