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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

547 hedge funds and large institutions have $7.73B invested in Dimensional US Marketwide Value ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 169 increasing their positions, 168 reducing their positions, and 15 closing their positions.

Holders
547
Holders Change
+59
Holders Change %
+12.09%
% of All Funds
8.02%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.3%
New
82
Increased
169
Reduced
168
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$750M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$730M
3
SC
3
Savant Capital
Illinois
$606M
4
PWS
4
Paragon Wealth Strategies
Florida
$28.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$16.1M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$10.7M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$59.4M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$18.9M
4
MWM
4
Meritas Wealth Management
California
$24.3M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
101
Sequoia Financial Advisors
Ohio
$11.1M -$84K -2,256 -0.8%
LFA
102
Lauterbach Financial Advisors
Texas
$11M +$14K +376 +0.1%
RFA
103
RTD Financial Advisors
Pennsylvania
$11M -$48.1K -1,291 -0.4%
SWM
104
Sterling Wealth Management
Illinois
$10.9M +$10.9M +293,434 New
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$10.8M -$1.56M -41,801 -13%
SIS
106
Strategic Investment Solutions
Illinois
$10.7M -$239M -6,424,272 -96%
KAS
107
Kestra Advisory Services
Texas
$10.3M +$106K +2,848 +1%
ASI
108
Advisory Services & Investments
Oregon
$10.3M +$31.2K +839 +0.3%
SWM
109
Soundmark Wealth Management
Washington
$10.2M -$173K -4,636 -2%
EWA
110
EP Wealth Advisors
California
$9.85M +$68.9K +1,850 +0.7%
BA
111
Bridgewater Advisors
New York
$9.48M -$4.21K -113 -0%
MCM
112
MAI Capital Management
Ohio
$9.35M +$380K +10,210 +4%
SFC
113
Sprinkle Financial Consultants
Colorado
$8.89M +$8.89M +238,962 New
RLWM
114
RF&L Wealth Management
Massachusetts
$8.76M -$89.5K -2,405 -1%
EWA
115
Exencial Wealth Advisors
Oklahoma
$8.45M +$245K +6,594 +3%
PO
116
Private Ocean
California
$8.38M -$45.1K -1,213 -0.5%
TFA
117
Tobias Financial Advisors
Florida
$8.33M -$504K -13,549 -6%
SSB
118
Sandy Spring Bank
Maryland
$7.83M +$1.76M +47,381 +29%
MFAM
119
M Financial Asset Management
Oregon
$7.83M +$18.2K +490 +0.2%
LFA
120
Level Financial Advisors
New York
$7.78M -$151K -4,057 -2%
AA
121
Addison Advisors
Vermont
$7.77M +$382K +10,255 +5%
DAS
122
Dynamic Advisor Solutions
Arizona
$7.76M +$983K +26,582 +14%
RCI
123
RS Crum Inc
California
$7.73M +$807K +21,669 +12%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$7.62M +$235K +6,322 +3%
SIMC
125
Squire Investment Management Company
Utah
$7.18M +$7.18M +193,022 New
3 4
5
6 7