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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.

New
Increased
Maintained
Reduced
Closed
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 %
Mariner
76
Mariner
Kansas
$17.5M -$133K -3,187 -0.8%
KA
77
Kooman & Associates
Pennsylvania
$17.5M +$673K +16,131 +4%
RCI
78
RS Crum Inc
California
$17.4M +$1.13M +27,146 +7%
Financial Engines Advisors
79
Financial Engines Advisors
California
$16.8M -$312K -7,474 -2%
GFA
80
Grunden Financial Advisory
Texas
$16.8M +$232K +5,574 +1%
CA
81
Claris Advisors
Missouri
$16.3M +$271K +6,510 +2%
PWM
82
PBMares Wealth Management
Virginia
$16M +$73.7K +1,768 +0.5%
HIGP
83
Hill Investment Group Partners
Missouri
$16M +$4.85K +124 +0%
AAM
84
Austin Asset Management
Texas
$15.7M -$157K -3,755 -1%
OIA
85
OneDigital Investment Advisors
Kansas
$15.5M +$8.13M +194,963 +110%
RWM
86
Ruedi Wealth Management
Illinois
$15.5M -$1.14M -27,338 -7%
DAS
87
Dynamic Advisor Solutions
Arizona
$15.1M +$502K +12,045 +3%
LFG
88
Larson Financial Group
Missouri
$14.8M -$313K -7,504 -2%
ALWM
89
Andrews Lucia Wealth Management
California
$14.7M +$202K +5,156 +1%
MFWP
90
Mosaic Family Wealth Partners
Missouri
$14.5M +$170K +4,072 +1%
MG
91
Mather Group
Illinois
$14.3M -$5.03M -120,768 -26%
SSB
92
Sandy Spring Bank
Maryland
$13.7M +$949K +22,757 +7%
KAM
93
Kraft Asset Management
Tennessee
$13.4M +$97.8K +2,347 +0.7%
AFG
94
Altiora Financial Group
Ohio
$13.2M +$2.54K +61 +0%
FSWA
95
Financial Synergies Wealth Advisors
Texas
$13.1M +$137K +3,293 +1%
W
96
WPWealth
Texas
$13.1M -$212K -5,079 -2%
DPI
97
Diversified Portfolios Inc
Michigan
$12.7M -$51.5K -1,235 -0.4%
SWM
98
Sterling Wealth Management
Illinois
$12.4M -$123K -2,960 -1%
SFA
99
Sequoia Financial Advisors
Ohio
$12.1M -$116K -2,773 -0.9%
AA
100
Addison Advisors
Vermont
$12M +$1.7M +40,671 +16%
2 3
4
5 6