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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.

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

Top Sellers

1
CCM
Carlson Capital Management
Minnesota
$1.7M
2
AT
Arden Trust
Delaware
$0
3
SP
Symmetry Partners
Connecticut
$44.4M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$135M
5
PL
Plancorp LLC
Missouri
$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
126
Embree Financial Group
Illinois
$7.36M +$809K +19,788 +12%
WA
127
Wealthstream Advisors
New York
$7.04M -$13.9K -341 -0.2%
Envestnet Portfolio Solutions
128
Envestnet Portfolio Solutions
Illinois
$6.97M -$688K -16,831 -9%
BW
129
BIP Wealth
Georgia
$6.88M +$3.05M +74,481 +79%
FFA
130
Farther Finance Advisors
California
$6.8M -$100K -2,463 -1%
TCM
131
TruNorth Capital Management
Michigan
$6.73M +$6.73M +164,613 New
WAM
132
WNY Asset Management
New York
$6.72M +$129K +3,143 +2%
VCM
133
Versant Capital Management
Arizona
$6.63M -$104K -2,536 -2%
UBS Group
134
UBS Group
Switzerland
$6.62M -$324K -7,919 -5%
Financial Engines Advisors
135
Financial Engines Advisors
California
$6.55M +$391K +9,558 +6%
CTWM
136
Cherry Tree Wealth Management
Minnesota
$6.27M -$51.3K -1,255 -0.8%
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
$6.24M -$2.14M -52,355 -26%
TWP
138
Total Wealth Planning
Ohio
$6.21M -$725K -17,722 -10%
CAM
139
Cresset Asset Management
Illinois
$6.19M +$15.5K +380 +0.3%
CWM
140
CarsonAllaria Wealth Management
Illinois
$6.14M +$1.21M +29,536 +24%
SC
141
Shearwater Capital
Colorado
$6.14M – – –
AWP
142
Abacus Wealth Partners
California
$6.11M -$230K -5,614 -4%
Wells Fargo
143
Wells Fargo
California
$6.04M +$963K +23,534 +19%
LFS
144
Lutz Financial Services
Nebraska
$5.85M -$21.2K -518 -0.4%
EFP
145
EnRich Financial Partners
Wisconsin
$5.84M -$86.3K -2,111 -1%
BFPW
146
BOK Financial Private Wealth
Colorado
$5.82M -$327K -7,995 -5%
Truist Financial
147
Truist Financial
North Carolina
$5.76M +$51.1K +1,249 +0.9%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$5.57M -$2.15M -52,476 -28%
FNBSF
149
First National Bank Sioux Falls
South Dakota
$5.53M – – –
CWS
150
Confluence Wealth Services
Pennsylvania
$5.52M +$1.26M +30,922 +30%
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