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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 %
JWS
76
Juncture Wealth Strategies
Arizona
$19.6M +$1.01M +24,770 +5%
BBNB
77
Baker Boyer National Bank
Washington
$18.9M -$645K -15,770 -3%
BFA
78
Benningfield Financial Advisors
California
$18.5M +$18.5M +452,645 New
PMIM
79
Prudent Man Investment Management
Colorado
$18.5M +$18.5M +452,624 New
Stifel Financial
80
Stifel Financial
Missouri
$18.3M +$132K +3,238 +0.7%
DWM
81
Dopkins Wealth Management
New York
$18.3M +$6.77M +165,459 +59%
LFGO
82
Legacy Financial Group (Oklahoma)
Oklahoma
$18.2M +$255K +6,231 +1%
Mariner
83
Mariner
Kansas
$18M +$843K +20,599 +5%
FFA
84
Farther Finance Advisors
California
$17.9M +$464K +11,335 +3%
KA
85
Kooman & Associates
Pennsylvania
$17.8M +$605K +14,790 +4%
CA
86
Clune & Associates
Illinois
$17.3M +$17.3M +422,995 New
RCI
87
RS Crum Inc
California
$17.2M +$190K +4,633 +1%
EP
88
Essential Planning
New Hampshire
$16.6M +$16.4M +385,808 +6,403%
GFA
89
Grunden Financial Advisory
Texas
$16.4M -$132K -3,219 -0.8%
CA
90
Claris Advisors
Missouri
$16.1M +$34K +832 +0.2%
PWM
91
PBMares Wealth Management
Virginia
$15.6M -$90K -2,200 -0.6%
ALWM
92
Andrews Lucia Wealth Management
California
$15.4M -$131K -3,133 -0.8%
OIA
93
OneDigital Investment Advisors
Kansas
$15.4M +$140K +3,427 +0.9%
DAS
94
Dynamic Advisor Solutions
Arizona
$15.2M +$334K +8,172 +2%
SFA
95
Sequoia Financial Advisors
Ohio
$15.1M +$3.17M +77,566 +27%
AAM
96
Austin Asset Management
Texas
$14.9M -$532K -12,991 -3%
RWM
97
Ruedi Wealth Management
Illinois
$14.8M -$430K -10,517 -3%
PFA
98
Pillar Financial Advisors
Kentucky
$14.5M +$14.5M +354,714 New
LFG
99
Larson Financial Group
Missouri
$14.3M -$205K -4,998 -1%
MFWP
100
Mosaic Family Wealth Partners
Missouri
$14.1M -$176K -4,294 -1%
2 3
4
5 6