We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

566 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, 174 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $7.73B → $8.9B (+$1.17B)

3.24% more ownership

Funds ownership: 81.21%84.46% (+3.2%)

3% more funds holding

Funds holding: 549566 (+17)

0% more funds holding in top 10

Funds holding in top 10: 8989 (0)

13% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 199

Holders
566
Holders Change
+17
Holders Change %
+3.1%
% of All Funds
8.15%
Holding in Top 10
89
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.28%
New
41
Increased
174
Reduced
199
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AL
51
Aspiriant LLC
California
$29M -$94.7K -2,480 -0.3%
MWM
52
Merriman Wealth Management
Washington
$28.1M -$817K -21,400 -3%
DEM
53
Disciplined Equity Management
Florida
$27.8M +$1.13M +29,553 +5%
IWC
54
Integrated Wealth Concepts
Massachusetts
$27.1M +$183K +4,797 +0.7%
MWM
55
Meritas Wealth Management
California
$26.4M -$294K -7,709 -1%
MFT
56
Moisand Fitzgerald Tamayo
Florida
$25.7M -$608K -15,910 -2%
FWM
57
FMFE Wealth Management
New York
$24.3M +$1.41K +37 +0%
HWMT
58
Heritage Wealth Management (Texas)
Texas
$24.3M +$726K +19,002 +3%
RFP
59
Root Financial Partners
California
$24.2M +$5.15M +134,785 +29%
TWP
60
TFO Wealth Partners
Ohio
$24.2M -$1.37M -35,860 -6%
W
61
WorthPointe
California
$24.1M -$52.3K -1,368 -0.2%
1WM
62
1900 Wealth Management
Texas
$23.9M -$195K -5,105 -0.9%
MWA
63
Monograph Wealth Advisors
California
$23.9M -$1.09M -28,518 -5%
Osaic Holdings
64
Osaic Holdings
Arizona
$22.4M +$1.56M +40,718 +8%
BAM
65
Bayshore Asset Management
Florida
$22.4M -$331K -8,673 -2%
CPA
66
Capital Performance Advisors
California
$21.7M -$74.1K -1,941 -0.4%
BBNB
67
Baker Boyer National Bank
Washington
$21.1M -$196K -5,137 -1%
DPW
68
DiNuzzo Private Wealth
Pennsylvania
$20.4M -$65.7K -1,720 -0.3%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$20.1M +$7.73M +202,380 +70%
IAG
70
Investmark Advisory Group
Connecticut
$19.1M +$313K +8,204 +2%
DWM
71
Dopkins Wealth Management
New York
$18M +$905K +23,701 +6%
LFGO
72
Legacy Financial Group (Oklahoma)
Oklahoma
$17.9M +$17.3K +454 +0.1%
Stifel Financial
73
Stifel Financial
Missouri
$17.8M +$123K +3,222 +0.7%
AC
74
Apella Capital
Connecticut
$17.5M -$143K -3,741 -0.9%
RWM
75
Ruedi Wealth Management
Illinois
$17.4M -$208K -5,447 -1%