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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

564 hedge funds and large institutions have $8.9B invested in Dimensional US Marketwide Value ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 172 increasing their positions, 199 reducing their positions, and 15 closing their positions.

Holders
564
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
8.18%
Holding in Top 10
89
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
41
Increased
172
Reduced
199
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.05B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$202M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$982M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$141M
5
BPA
5
Beacon Pointe Advisors
California
$48.5M

Top Sellers

1
CCM
1
Carlson Capital Management
Minnesota
$1.7M
2
AT
2
Arden Trust
Delaware
$0
3
SP
3
Symmetry Partners
Connecticut
$44.4M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$135M
5
PL
5
Plancorp LLC
Missouri
$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
51
Aspiriant LLC
California
$29M -$101K -2,480 -0.3%
MWM
52
Merriman Wealth Management
Washington
$28.1M -$875K -21,400 -3%
DEM
53
Disciplined Equity Management
Florida
$27.8M +$1.21M +29,553 +5%
IWC
54
Integrated Wealth Concepts
Massachusetts
$27.1M +$196K +4,797 +0.7%
MWM
55
Meritas Wealth Management
California
$26.4M -$315K -7,709 -1%
MFT
56
Moisand Fitzgerald Tamayo
Florida
$25.7M -$651K -15,910 -2%
FWM
57
FMFE Wealth Management
New York
$24.3M +$1.51K +37 +0%
HWMT
58
Heritage Wealth Management (Texas)
Texas
$24.3M +$777K +19,002 +3%
RFP
59
Root Financial Partners
California
$24.2M +$5.51M +134,785 +29%
TWP
60
TFO Wealth Partners
Ohio
$24.2M -$1.47M -35,860 -6%
W
61
WorthPointe
California
$24.1M -$56K -1,368 -0.2%
1WM
62
1900 Wealth Management
Texas
$23.9M -$209K -5,105 -0.9%
MWA
63
Monograph Wealth Advisors
California
$23.9M -$1.17M -28,518 -5%
Osaic Holdings
64
Osaic Holdings
Arizona
$22.4M +$1.67M +40,718 +8%
BAM
65
Bayshore Asset Management
Florida
$22.4M -$355K -8,673 -2%
CPA
66
Capital Performance Advisors
California
$21.7M -$79.4K -1,941 -0.4%
BBNB
67
Baker Boyer National Bank
Washington
$21.1M -$210K -5,137 -1%
DPW
68
DiNuzzo Private Wealth
Pennsylvania
$20.4M -$70.3K -1,720 -0.3%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$20.1M +$8.28M +202,380 +70%
IAG
70
Investmark Advisory Group
Connecticut
$19.1M +$336K +8,204 +2%
DWM
71
Dopkins Wealth Management
New York
$18M +$969K +23,701 +6%
LFGO
72
Legacy Financial Group (Oklahoma)
Oklahoma
$17.9M +$18.6K +454 +0.1%
Stifel Financial
73
Stifel Financial
Missouri
$17.8M +$132K +3,222 +0.7%
AC
74
Apella Capital
Connecticut
$17.5M -$151K -3,741 -0.9%
RWM
75
Ruedi Wealth Management
Illinois
$17.4M -$223K -5,447 -1%
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3
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