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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

564 hedge funds and large institutions have $8.9B invested in Dimensional US Marketwide Value ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 172 increasing their positions, 199 reducing their positions, and 15 closing their positions.

Holders
564
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
8.18%
Holding in Top 10
89
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
41
Increased
172
Reduced
199
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.05B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$202M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$982M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$141M
5
BPA
5
Beacon Pointe Advisors
California
$48.5M

Top Sellers

1
CCM
1
Carlson Capital Management
Minnesota
$1.7M
2
AT
2
Arden Trust
Delaware
$0
3
SP
3
Symmetry Partners
Connecticut
$44.4M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$135M
5
PL
5
Plancorp LLC
Missouri
$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
101
Sandy Spring Bank
Maryland
$11.4M +$2.78M +67,909 +32%
SWM
102
Soundmark Wealth Management
Washington
$10.8M -$352K -8,618 -3%
ASI
103
Advisory Services & Investments
Oregon
$10.8M -$511K -12,489 -5%
LFA
104
Lauterbach Financial Advisors
Texas
$10.7M -$1.46M -35,719 -12%
EWA
105
EP Wealth Advisors
California
$10.5M -$290K -7,094 -3%
BA
106
Bridgewater Advisors
New York
$10.4M -$34.8K -852 -0.3%
MCM
107
MAI Capital Management
Ohio
$10.3M +$4.54K +111 +0%
SIMC
108
Squire Investment Management Company
Utah
$9.87M +$1.97M +48,193 +25%
SFC
109
Sprinkle Financial Consultants
Colorado
$9.8M +$22.4K +547 +0.2%
AA
110
Ancora Advisors
Ohio
$9.33M -$3.86M -94,453 -29%
RLWM
111
RF&L Wealth Management
Massachusetts
$9.23M -$392K -9,596 -4%
DAS
112
Dynamic Advisor Solutions
Arizona
$9.17M +$587K +14,359 +7%
TFA
113
Tobias Financial Advisors
Florida
$9.06M -$85.9K -2,100 -0.9%
AA
114
Addison Advisors
Vermont
$9M +$458K +11,201 +5%
PO
115
Private Ocean
California
$8.87M -$337K -8,248 -4%
EWA
116
Exencial Wealth Advisors
Oklahoma
$8.67M -$614K -15,002 -7%
MFAM
117
M Financial Asset Management
Oregon
$8.57M -$31.3K -766 -0.4%
LFA
118
Level Financial Advisors
New York
$8.54M -$10.1K -246 -0.1%
GLLW
119
Graves Light Lenhart Wealth
Virginia
$8.1M +$515K +12,598 +7%
JPMorgan Chase & Co
120
JPMorgan Chase & Co
New York
$7.95M +$188K +4,592 +2%
CAN
121
Cetera Advisor Networks
California
$7.67M +$2.69M +65,752 +54%
JWA
122
JFS Wealth Advisors
Pennsylvania
$7.64M +$4.05K +99 +0.1%
CCM
123
Colorado Capital Management
Colorado
$7.48M +$124K +3,041 +2%
OIA
124
OneDigital Investment Advisors
Kansas
$7.46M -$159K -3,884 -2%
PCM
125
Peirce Capital Management
Texas
$7.43M +$65.8K +1,609 +0.9%
3 4
5
6 7