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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 %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$29.3M -$76.1K -1,860 -0.3%
HWMT
52
Heritage Wealth Management (Texas)
Texas
$29.3M +$2.3M +56,189 +9%
MAM
53
McLean Asset Management
Virginia
$28.8M -$383K -9,371 -1%
IWC
54
Integrated Wealth Concepts
Massachusetts
$28.6M -$11.6M -282,418 -29%
AL
55
Aspiriant LLC
California
$28.5M -$98K -2,394 -0.3%
WA
56
Wealth Architects
California
$28.2M -$516K -12,620 -2%
DEM
57
Disciplined Equity Management
Florida
$27.6M -$565K -13,814 -2%
TFO
58
Timonier Family Office
North Carolina
$27M +$27M +660,608 New
MWA
59
Monograph Wealth Advisors
California
$26.9M +$320K +7,810 +1%
PWP
60
Parkwoods Wealth Partners
New York
$26.8M +$871K +21,291 +3%
MWM
61
Merriman Wealth Management
Washington
$26.5M -$863K -21,083 -3%
Financial Engines Advisors
62
Financial Engines Advisors
California
$26.4M +$9.89M +241,699 +60%
MWM
63
Meritas Wealth Management
California
$25M -$801K -19,569 -3%
MFT
64
Moisand Fitzgerald Tamayo
Florida
$24.5M -$440K -10,759 -2%
W
65
WorthPointe
California
$23.7M -$219K -5,351 -0.9%
MWM
66
Mission Wealth Management
California
$23.2M +$21.1M +516,172 +1,034%
TWP
67
TFO Wealth Partners
Ohio
$22.6M -$349K -8,539 -2%
1WM
68
1900 Wealth Management
Texas
$22.6M -$594K -14,512 -3%
SWA
69
ShankerValleau Wealth Advisors
Illinois
$22.4M -$333K -8,140 -1%
CPA
70
Capital Performance Advisors
California
$21.8M +$62.7K +1,533 +0.3%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$21.4M +$3.88M +94,768 +22%
BAM
72
Bayshore Asset Management
Florida
$21.1M -$320K -7,810 -1%
IAG
73
Investmark Advisory Group
Connecticut
$20.5M +$461K +11,271 +2%
AC
74
Apella Capital
Connecticut
$19.9M -$140K -3,428 -0.7%
DPW
75
DiNuzzo Private Wealth
Pennsylvania
$19.7M -$317K -7,757 -2%
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