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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

601 hedge funds and large institutions have $9.95B invested in Dimensional US Marketwide Value ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 191 increasing their positions, 197 reducing their positions, and 20 closing their positions.

Holders
601
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
8.7%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.22%
New
42
Increased
191
Reduced
197
Closed
20
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$600M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.46B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.37B
4
RFP
4
Root Financial Partners
California
$48M
5
SWA
5
ShankerValleau Wealth Advisors
Illinois
$23.1M

Top Sellers

1
MHS
1
M Holdings Securities
Oregon
$4.54M
2
EFP
2
Elser Financial Planning
Indiana
$305K
3
SP
3
Symmetry Partners
Connecticut
$25.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$121M
5
IFA
5
Index Fund Advisors
California
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
51
Aspiriant LLC
California
$29.1M -$477K -11,452 -2%
DEM
52
Disciplined Equity Management
Florida
$28.7M -$64.2K -1,540 -0.2%
MWM
53
Merriman Wealth Management
Washington
$27.8M -$480K -11,507 -2%
HWMT
54
Heritage Wealth Management (Texas)
Texas
$27.5M +$774K +18,574 +3%
MWA
55
Monograph Wealth Advisors
California
$27M +$3.27M +78,504 +14%
PWP
56
Parkwoods Wealth Partners
New York
$26.4M +$26.4M +633,122 New
MWM
57
Meritas Wealth Management
California
$26.3M +$193K +4,633 +0.7%
SP
58
Symmetry Partners
Connecticut
$25.5M -$23.3M -558,444 -48%
MFT
59
Moisand Fitzgerald Tamayo
Florida
$25.4M -$467K -11,204 -2%
W
60
WorthPointe
California
$24.4M -$31.6K -758 -0.1%
1WM
61
1900 Wealth Management
Texas
$23.6M -$182K -4,356 -0.8%
TWP
62
TFO Wealth Partners
Ohio
$23.4M -$1.05M -25,150 -4%
SWA
63
ShankerValleau Wealth Advisors
Illinois
$23.1M +$10.8M +260,155 +88%
CPA
64
Capital Performance Advisors
California
$22.2M +$280K +6,710 +1%
BAM
65
Bayshore Asset Management
Florida
$21.8M -$900K -21,580 -4%
IAG
66
Investmark Advisory Group
Connecticut
$20.4M +$476K +11,422 +2%
DPW
67
DiNuzzo Private Wealth
Pennsylvania
$20.4M -$233K -5,581 -1%
AC
68
Apella Capital
Connecticut
$20.3M -$182K -4,376 -0.9%
BBNB
69
Baker Boyer National Bank
Washington
$19.9M -$398K -9,553 -2%
JWS
70
Juncture Wealth Strategies
Arizona
$19M +$653K +15,657 +4%
AF
71
Allworth Financial
California
$18.7M +$1.41M +33,774 +8%
Stifel Financial
72
Stifel Financial
Missouri
$18.6M +$46.5K +1,116 +0.3%
LFGO
73
Legacy Financial Group (Oklahoma)
Oklahoma
$18.2M +$14.9K +361 +0.1%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$17.9M -$3.23M -77,460 -15%
FFA
75
Farther Finance Advisors
California
$17.7M +$10.4M +248,793 +141%
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