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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

601 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, 191 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
8.7%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.22%
New
42
Increased
191
Reduced
197
Closed
20
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$600M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.46B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.37B
4
RFP
4
Root Financial Partners
California
$48M
5
SWA
5
ShankerValleau Wealth Advisors
Illinois
$23.1M

Top Sellers

1
MHS
1
M Holdings Securities
Oregon
$4.54M
2
EFP
2
Elser Financial Planning
Indiana
$305K
3
SP
3
Symmetry Partners
Connecticut
$25.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$121M
5
IFA
5
Index Fund Advisors
California
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
101
RTD Financial Advisors
Pennsylvania
$11.9M -$84.6K -2,030 -0.7%
DWM
102
Dopkins Wealth Management
New York
$11.7M -$6.23M -149,355 -35%
LFA
103
Lauterbach Financial Advisors
Texas
$11.2M +$71.7K +1,720 +0.6%
EWA
104
EP Wealth Advisors
California
$11.2M +$352K +8,445 +3%
SIMC
105
Squire Investment Management Company
Utah
$11.1M +$674K +16,175 +6%
BA
106
Bridgewater Advisors
New York
$10.7M +$94.4K +2,260 +0.9%
UBS Group
107
UBS Group
Switzerland
$10.7M +$571K +13,690 +6%
SWG
108
Summit Wealth Group
Vermont
$10.7M +$9.72M +233,067 +1,041%
KAS
109
Kestra Advisory Services
Texas
$10.5M -$1.44M -34,633 -12%
MCM
110
MAI Capital Management
Ohio
$10.3M -$115K -2,749 -1%
GLLW
111
Graves Light Lenhart Wealth
Virginia
$9.96M +$1.12M +26,964 +13%
SFC
112
Sprinkle Financial Consultants
Colorado
$9.91M +$41.8K +1,003 +0.4%
JPMorgan Chase & Co
113
JPMorgan Chase & Co
New York
$9.5M -$523K -12,534 -5%
TFA
114
Tobias Financial Advisors
Florida
$9.08M -$23.6K -567 -0.3%
WANY
115
Wealthspire Advisors (New York)
New York
$8.95M +$8.57M +205,677 +2,299%
BW
116
BIP Wealth
Georgia
$8.83M +$1.18M +28,238 +15%
RLWM
117
RF&L Wealth Management
Massachusetts
$8.83M -$253K -6,057 -3%
SIS
118
Strategic Investment Solutions
Illinois
$8.81M -$297K -7,132 -3%
EFG
119
Embree Financial Group
Illinois
$8.73M +$599K +14,357 +7%
ASI
120
Advisory Services & Investments
Oregon
$8.65M -$1.96M -47,063 -18%
WRPWM
121
Werba Rubin Papier Wealth Management
California
$8.6M -$52.2K -1,253 -0.6%
LFA
122
Level Financial Advisors
New York
$8.43M -$155K -3,723 -2%
PCM
123
Peirce Capital Management
Texas
$8.22M -$5.55K -133 -0.1%
AWM
124
Ariadne Wealth Management
California
$7.76M -$92.1K -2,124 -1%
VPWA
125
Vestia Personal Wealth Advisors
Indiana
$7.55M +$207K +4,971 +3%
3 4
5
6 7