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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.1B
3
SC
3
Savant Capital
Illinois
$721M
4
Creative Planning
4
Creative Planning
Kansas
$220M
5
MHS
5
M Holdings Securities
Oregon
$46.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.4M
2
IFA
2
Index Fund Advisors
California
$256M
3
WRPWM
3
Werba Rubin Papier Wealth Management
California
$8.15M
4
FFM
4
Forum Financial Management
Illinois
$49.5M
5
AA
5
Ancora Advisors
Ohio
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
76
Dopkins Wealth Management
New York
$16.9M -$380K -9,671 -2%
AF
77
Allworth Financial
California
$16.8M +$199K +4,913 +1%
Mariner
78
Mariner
Kansas
$16.6M +$567K +14,430 +4%
HIGP
79
Hill Investment Group Partners
Missouri
$16.6M +$450K +11,109 +3%
Financial Engines Advisors
80
Financial Engines Advisors
California
$16.2M +$9.87M +251,336 +157%
KA
81
Kooman & Associates
Pennsylvania
$15.8M +$180K +4,577 +1%
RWM
82
Ruedi Wealth Management
Illinois
$15.7M -$992K -25,253 -6%
GFA
83
Grunden Financial Advisory
Texas
$15.6M +$26.6K +678 +0.2%
RCI
84
RS Crum Inc
California
$15.3M +$2.19M +55,682 +17%
CA
85
Claris Advisors
Missouri
$15.1M -$231K -5,889 -2%
ALWM
86
Andrews Lucia Wealth Management
California
$15.1M – – –
PWM
87
PBMares Wealth Management
Virginia
$15M +$73.9K +1,881 +0.5%
AAM
88
Austin Asset Management
Texas
$14.9M -$399K -10,170 -3%
LFG
89
Larson Financial Group
Missouri
$14.2M -$457K -11,634 -3%
DAS
90
Dynamic Advisor Solutions
Arizona
$13.7M +$4.94M +125,834 +56%
MFWP
91
Mosaic Family Wealth Partners
Missouri
$13.5M +$491K +12,503 +4%
KAM
92
Kraft Asset Management
Tennessee
$12.5M -$702K -17,876 -5%
W
93
WPWealth
Texas
$12.5M +$161K +4,094 +1%
AFG
94
Altiora Financial Group
Ohio
$12.5M +$8.64K +220 +0.1%
Osaic Holdings
95
Osaic Holdings
Arizona
$12.4M -$9.13M -232,412 -42%
FSWA
96
Financial Synergies Wealth Advisors
Texas
$12.2M +$53.3K +1,357 +0.4%
SSB
97
Sandy Spring Bank
Maryland
$12M +$1.1M +28,124 +10%
DPI
98
Diversified Portfolios Inc
Michigan
$12M -$4.01K -102 -0%
SWM
99
Sterling Wealth Management
Illinois
$11.8M +$71.7K +1,826 +0.6%
SWA
100
ShankerValleau Wealth Advisors
Illinois
$11.6M +$69.7K +1,775 +0.6%
2 3
4
5 6