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Dimensional US Marketwide Value ETF
DFUV

604 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, 194 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $8.94B → $9.95B (+$1.01B)

3% more funds holding

Funds holding: 589 → 604 (+15)

1.91% more ownership

Funds ownership: 86% → 87.91% (+1.9%)

2% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 197

5% less funds holding in top 10

Funds holding in top 10: 88 → 84 (-4)

Holders
604
Holders Change
+15
Holders Change %
+2.55%
% of All Funds
8.67%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.21%
New
42
Increased
194
Reduced
197
Closed
20
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$581M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$255M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$235M
4
RFP
Root Financial Partners
California
+$13.9M
5
SWA
ShankerValleau Wealth Advisors
Illinois
+$10.5M

Top Sellers

1
MHS
M Holdings Securities
Oregon
-$43.4M
2
EFP
Elser Financial Planning
Indiana
-$38.2M
3
SP
Symmetry Partners
Connecticut
-$22.6M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$15.3M
5
IFA
Index Fund Advisors
California
-$7.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
51
Aspiriant LLC
California
$29.1M -$463K -11,452 -2%
DEM
52
Disciplined Equity Management
Florida
$28.7M -$62.2K -1,540 -0.2%
MWM
53
Merriman Wealth Management
Washington
$27.8M -$465K -11,507 -2%
HWMT
54
Heritage Wealth Management (Texas)
Texas
$27.5M +$751K +18,574 +3%
MWA
55
Monograph Wealth Advisors
California
$27M +$3.17M +78,504 +14%
PWP
56
Parkwoods Wealth Partners
New York
$26.4M +$25.6M +633,122 New
MWM
57
Meritas Wealth Management
California
$26.3M +$187K +4,633 +0.7%
SP
58
Symmetry Partners
Connecticut
$25.5M -$22.6M -558,444 -48%
MFT
59
Moisand Fitzgerald Tamayo
Florida
$25.4M -$453K -11,204 -2%
W
60
WorthPointe
California
$24.4M -$30.6K -758 -0.1%
1WM
61
1900 Wealth Management
Texas
$23.6M -$176K -4,356 -0.8%
TWP
62
TFO Wealth Partners
Ohio
$23.4M -$1.02M -25,150 -4%
SWA
63
ShankerValleau Wealth Advisors
Illinois
$23.1M +$10.5M +260,155 +88%
CPA
64
Capital Performance Advisors
California
$22.2M +$271K +6,710 +1%
BAM
65
Bayshore Asset Management
Florida
$21.8M -$872K -21,580 -4%
IAG
66
Investmark Advisory Group
Connecticut
$20.4M +$462K +11,422 +2%
DPW
67
DiNuzzo Private Wealth
Pennsylvania
$20.4M -$226K -5,581 -1%
AC
68
Apella Capital
Connecticut
$20.3M -$177K -4,376 -0.9%
BBNB
69
Baker Boyer National Bank
Washington
$19.9M -$386K -9,553 -2%
JWS
70
Juncture Wealth Strategies
Arizona
$19M +$633K +15,657 +4%
AF
71
Allworth Financial
California
$18.7M +$1.36M +33,774 +8%
Stifel Financial
72
Stifel Financial
Missouri
$18.6M +$45.1K +1,116 +0.3%
LFGO
73
Legacy Financial Group (Oklahoma)
Oklahoma
$18.2M +$14.6K +361 +0.1%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$17.9M -$3.13M -77,460 -15%
FFA
75
Farther Finance Advisors
California
$17.7M +$10.1M +248,793 +141%
1 2
3
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DFUV Hedge Fund Activity: Q3 2024 in Review

604 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q3 2024, worth a combined $9.95B — up 11% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFUV positions and 20 closed out — a net gain of 22 holders — while 194 added to existing stakes and 197 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $581M. The largest seller was M Holdings Securities, cutting an estimated $43.4M.

  • 604 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q3 2024, up from 589 in Q2 2024.
  • Funds reported $9.95B of Dimensional US Marketwide Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 42 funds opened new Dimensional US Marketwide Value ETF positions in Q3 2024 and 20 closed out, a net change of +22 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $581M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q3 2024 was M Holdings Securities, an estimated $43.4M sold.

Based on aggregated 13F filings for Q3 2024.