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Dimensional US Marketwide Value ETF

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: 589604 (+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: 8884 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
76
Mariner
Kansas
$17.5M -$129K -3,187 -0.8%
KA
77
Kooman & Associates
Pennsylvania
$17.5M +$652K +16,131 +4%
RCI
78
RS Crum Inc
California
$17.4M +$1.1M +27,146 +7%
Financial Engines Advisors
79
Financial Engines Advisors
California
$16.8M -$302K -7,474 -2%
GFA
80
Grunden Financial Advisory
Texas
$16.8M +$225K +5,574 +1%
CA
81
Claris Advisors
Missouri
$16.3M +$263K +6,510 +2%
PWM
82
PBMares Wealth Management
Virginia
$16M +$71.5K +1,768 +0.5%
HIGP
83
Hill Investment Group Partners
Missouri
$16M +$5.01K +124 +0%
AAM
84
Austin Asset Management
Texas
$15.7M -$152K -3,755 -1%
OIA
85
OneDigital Investment Advisors
Kansas
$15.5M +$7.88M +194,963 +110%
RWM
86
Ruedi Wealth Management
Illinois
$15.5M -$1.1M -27,338 -7%
DAS
87
Dynamic Advisor Solutions
Arizona
$15.1M +$487K +12,045 +3%
LFG
88
Larson Financial Group
Missouri
$14.8M -$303K -7,504 -2%
ALWM
89
Andrews Lucia Wealth Management
California
$14.7M +$208K +5,156 +1%
MFWP
90
Mosaic Family Wealth Partners
Missouri
$14.5M +$165K +4,072 +1%
MG
91
Mather Group
Illinois
$14.3M -$4.88M -120,768 -26%
SSB
92
Sandy Spring Bank
Maryland
$13.7M +$920K +22,757 +7%
KAM
93
Kraft Asset Management
Tennessee
$13.4M +$94.8K +2,347 +0.7%
AFG
94
Altiora Financial Group
Ohio
$13.2M +$2.46K +61 +0%
FSWA
95
Financial Synergies Wealth Advisors
Texas
$13.1M +$133K +3,293 +1%
W
96
WPWealth
Texas
$13.1M -$205K -5,079 -2%
DPI
97
Diversified Portfolios Inc
Michigan
$12.7M -$49.9K -1,235 -0.4%
SWM
98
Sterling Wealth Management
Illinois
$12.4M -$120K -2,960 -1%
SFA
99
Sequoia Financial Advisors
Ohio
$12.1M -$112K -2,773 -0.9%
AA
100
Addison Advisors
Vermont
$12M +$1.64M +40,671 +16%

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.