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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.1B
3
SC
3
Savant Capital
Illinois
$721M
4
Creative Planning
4
Creative Planning
Kansas
$220M
5
MHS
5
M Holdings Securities
Oregon
$46.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.4M
2
IFA
2
Index Fund Advisors
California
$256M
3
WRPWM
3
Werba Rubin Papier Wealth Management
California
$8.15M
4
FFM
4
Forum Financial Management
Illinois
$49.5M
5
AA
5
Ancora Advisors
Ohio
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
101
Sequoia Financial Advisors
Ohio
$11.5M – – –
RFA
102
RTD Financial Advisors
Pennsylvania
$11.3M -$106K -2,703 -0.9%
KAS
103
Kestra Advisory Services
Texas
$11.2M -$249K -6,335 -2%
LFA
104
Lauterbach Financial Advisors
Texas
$10.5M +$244K +6,196 +2%
BA
105
Bridgewater Advisors
New York
$10.3M +$15.9K +392 +0.2%
EWA
106
EP Wealth Advisors
California
$10.2M +$78.5K +1,998 +0.8%
ASI
107
Advisory Services & Investments
Oregon
$9.99M -$392K -9,981 -4%
MCM
108
MAI Capital Management
Ohio
$9.84M -$34.8K -885 -0.4%
SIMC
109
Squire Investment Management Company
Utah
$9.81M +$337K +8,584 +4%
AA
110
Addison Advisors
Vermont
$9.73M +$1.09M +27,780 +13%
UBS Group
111
UBS Group
Switzerland
$9.52M +$3.17M +80,644 +50%
JPMorgan Chase & Co
112
JPMorgan Chase & Co
New York
$9.44M +$1.81M +46,089 +24%
SFC
113
Sprinkle Financial Consultants
Colorado
$9.3M -$106K -2,688 -1%
SIS
114
Strategic Investment Solutions
Illinois
$9.02M +$9.02M +218,352 New
TFA
115
Tobias Financial Advisors
Florida
$8.57M -$131K -3,326 -2%
RLWM
116
RF&L Wealth Management
Massachusetts
$8.55M -$307K -7,825 -3%
PO
117
Private Ocean
California
$8.41M -$106K -2,687 -1%
GLLW
118
Graves Light Lenhart Wealth
Virginia
$8.29M +$546K +13,963 +7%
WRPWM
119
Werba Rubin Papier Wealth Management
California
$8.15M -$6.44M -163,980 -44%
LFA
120
Level Financial Advisors
New York
$8.09M -$109K -2,785 -1%
EWA
121
Exencial Wealth Advisors
Oklahoma
$8.01M -$321K -8,175 -4%
PCM
122
Peirce Capital Management
Texas
$7.75M +$616K +15,681 +9%
EFG
123
Embree Financial Group
Illinois
$7.66M +$588K +14,981 +8%
MFAM
124
M Financial Asset Management
Oregon
$7.35M -$882K -22,471 -11%
BW
125
BIP Wealth
Georgia
$7.21M +$607K +15,459 +9%
3 4
5
6 7