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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

663 hedge funds and large institutions have $10.1B invested in Dimensional US Marketwide Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 202 increasing their positions, 196 reducing their positions, and 16 closing their positions.

Holders
663
Holders Change
+62
Holders Change %
+10.32%
% of All Funds
8.83%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.44%
New
88
Increased
202
Reduced
196
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$186M
2
EFP
2
Elser Financial Planning
Indiana
$40.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.39B
4
MWM
4
Mission Wealth Management
California
$23.2M
5
EP
5
Essential Planning
New Hampshire
$16.6M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.29B
2
SC
2
Savant Capital
Illinois
$735M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$28.6M
4
IFA
4
Index Fund Advisors
California
$252M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$440M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIGP
101
Hill Investment Group Partners
Missouri
$13.8M -$2.98M -72,808 -18%
PS
102
Pinney & Scofield
Massachusetts
$13.7M +$13.7M +334,599 New
SSB
103
Sandy Spring Bank
Maryland
$13.5M -$5.65K -138 -0%
NWM
104
Navigoe Wealth Management
California
$13.2M +$13.2M +322,001 New
W
105
WPWealth
Texas
$13.1M +$307K +7,496 +2%
KAM
106
Kraft Asset Management
Tennessee
$13.1M -$386K -9,181 -3%
MG
107
Mather Group
Illinois
$13.1M -$871K -21,289 -6%
FSWA
108
Financial Synergies Wealth Advisors
Texas
$12.9M +$36.4K +890 +0.3%
SWM
109
Spire Wealth Management
Virginia
$12.6M +$12.6M +307,708 New
DPI
110
Diversified Portfolios Inc
Michigan
$12.5M – – –
AFG
111
Altiora Financial Group
Ohio
$12.4M -$622K -15,198 -5%
SWM
112
Sterling Wealth Management
Illinois
$12.2M +$1.23K +30 +0%
AA
113
Addison Advisors
Vermont
$12.2M +$363K +8,863 +3%
KAS
114
Kestra Advisory Services
Texas
$11.9M +$1.64M +40,161 +16%
SIMC
115
Squire Investment Management Company
Utah
$11.6M +$724K +17,701 +7%
RFA
116
RTD Financial Advisors
Pennsylvania
$11.2M -$419K -10,233 -4%
SWG
117
Summit Wealth Group
Vermont
$10.8M +$353K +8,633 +3%
LFA
118
Lauterbach Financial Advisors
Texas
$10.8M -$243K -5,938 -2%
BA
119
Bridgewater Advisors
New York
$10.7M +$16.1K +387 +0.2%
UBS Group
120
UBS Group
Switzerland
$10.6M +$97.4K +2,380 +0.9%
EWA
121
EP Wealth Advisors
California
$10.4M -$524K -12,812 -5%
CWS
122
Confluence Wealth Services
Pennsylvania
$10.2M +$2.68M +62,274 +35%
SIS
123
Strategic Investment Solutions
Illinois
$10.1M +$2.03M +53,184 +25%
MCM
124
MAI Capital Management
Ohio
$10.1M -$69.3K -1,694 -0.7%
GLLW
125
Graves Light Lenhart Wealth
Virginia
$9.91M +$134K +3,278 +1%
3 4
5
6 7