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Dimensional US Marketwide Value ETF

604 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, 194 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $8.94B → $9.95B (+$1.01B)

3% more funds holding

Funds holding: 589604 (+15)

1.91% more ownership

Funds ownership: 86%87.91% (+1.9%)

2% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 197

5% less funds holding in top 10

Funds holding in top 10: 8884 (-4)

Holders
604
Holders Change
+15
Holders Change %
+2.55%
% of All Funds
8.67%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.21%
New
42
Increased
194
Reduced
197
Closed
20
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
101
RTD Financial Advisors
Pennsylvania
$11.9M -$82K -2,030 -0.7%
DWM
102
Dopkins Wealth Management
New York
$11.7M -$6.04M -149,355 -35%
LFA
103
Lauterbach Financial Advisors
Texas
$11.2M +$69.5K +1,720 +0.6%
EWA
104
EP Wealth Advisors
California
$11.2M +$341K +8,445 +3%
SIMC
105
Squire Investment Management Company
Utah
$11.1M +$654K +16,175 +6%
BA
106
Bridgewater Advisors
New York
$10.7M +$91.3K +2,260 +0.9%
UBS Group
107
UBS Group
Switzerland
$10.7M +$553K +13,690 +6%
SWG
108
Summit Wealth Group
Vermont
$10.7M +$9.42M +233,067 +1,041%
KAS
109
Kestra Advisory Services
Texas
$10.5M -$1.4M -34,633 -12%
MCM
110
MAI Capital Management
Ohio
$10.3M -$111K -2,749 -1%
GLLW
111
Graves Light Lenhart Wealth
Virginia
$9.96M +$1.09M +26,964 +13%
SFC
112
Sprinkle Financial Consultants
Colorado
$9.91M +$40.5K +1,003 +0.4%
JP Morgan Chase
113
JP Morgan Chase
New York
$9.5M -$507K -12,534 -5%
TFA
114
Tobias Financial Advisors
Florida
$9.08M -$22.9K -567 -0.3%
WANY
115
Wealthspire Advisors (New York)
New York
$8.95M +$8.31M +205,677 +2,299%
BW
116
BIP Wealth
Georgia
$8.83M +$1.14M +28,238 +15%
RLWM
117
RF&L Wealth Management
Massachusetts
$8.83M -$245K -6,057 -3%
SIS
118
Strategic Investment Solutions
Illinois
$8.81M -$288K -7,132 -3%
EFG
119
Embree Financial Group
Illinois
$8.73M +$580K +14,357 +7%
ASI
120
Advisory Services & Investments
Oregon
$8.65M -$1.9M -47,063 -18%
WRPWM
121
Werba Rubin Papier Wealth Management
California
$8.6M -$50.6K -1,253 -0.6%
LFA
122
Level Financial Advisors
New York
$8.43M -$150K -3,723 -2%
PCM
123
Peirce Capital Management
Texas
$8.22M -$5.38K -133 -0.1%
AWM
124
Ariadne Wealth Management
California
$7.76M -$85.8K -2,124 -1%
VPWA
125
Vestia Personal Wealth Advisors
Indiana
$7.55M +$201K +4,971 +3%

DFUV Hedge Fund Activity: Q3 2024 in Review

604 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q3 2024, worth a combined $9.95B — up 11% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFUV positions and 20 closed out — a net gain of 22 holders — while 194 added to existing stakes and 197 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $581M. The largest seller was M Holdings Securities, cutting an estimated $43.4M.

  • 604 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q3 2024, up from 589 in Q2 2024.
  • Funds reported $9.95B of Dimensional US Marketwide Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 42 funds opened new Dimensional US Marketwide Value ETF positions in Q3 2024 and 20 closed out, a net change of +22 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $581M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q3 2024 was M Holdings Securities, an estimated $43.4M sold.

Based on aggregated 13F filings for Q3 2024.