DFUV icon

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 %
JWA
126
JFS Wealth Advisors
Pennsylvania
$7.49M -$44.9K -1,077 -0.6%
EWA
127
Exencial Wealth Advisors
Oklahoma
$7.46M -$1.04M -24,955 -12%
Osaic Holdings
128
Osaic Holdings
Arizona
$7.39M -$5.81M -139,259 -44%
CCM
129
Colorado Capital Management
Colorado
$7.38M -$81K -1,943 -1%
CWS
130
Confluence Wealth Services
Pennsylvania
$7.32M +$634K +15,209 +9%
AWA
131
Arkadios Wealth Advisors
Georgia
$7.18M +$1.39M +33,325 +24%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$7.18M +$1.62M +38,841 +29%
Wells Fargo
133
Wells Fargo
California
$7.12M +$499K +11,962 +8%
WA
134
Wealthstream Advisors
New York
$7M -$5K -120 -0.1%
Envestnet Portfolio Solutions
135
Envestnet Portfolio Solutions
Illinois
$6.99M -$90K -2,159 -1%
TCM
136
TruNorth Capital Management
Michigan
$6.86M +$62.8K +1,506 +0.9%
VCM
137
Versant Capital Management
Arizona
$6.72M +$2.34K +56 +0%
WAM
138
WNY Asset Management
New York
$6.44M -$276K -6,615 -4%
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$6.42M +$163K +3,907 +3%
CTWM
140
Cherry Tree Wealth Management
Minnesota
$6.27M -$65.7K -1,575 -1%
CWM
141
CarsonAllaria Wealth Management
Illinois
$6.26M -$28.4K -681 -0.5%
MFAM
142
M Financial Asset Management
Oregon
$6.13M -$1.67M -40,164 -21%
AWP
143
Abacus Wealth Partners
California
$6.09M -$115K -2,747 -2%
SC
144
Shearwater Capital
Colorado
$6.07M -$21.6K -519 -0.4%
CAM
145
Cresset Asset Management
Illinois
$6M -$305K -7,320 -5%
EFP
146
EnRich Financial Partners
Wisconsin
$5.91M -$8.46K -203 -0.1%
BFPW
147
BOK Financial Private Wealth
Colorado
$5.74M -$145K -3,469 -2%
LFS
148
Lutz Financial Services
Nebraska
$5.73M -$13K -312 -0.2%
Truist Financial
149
Truist Financial
North Carolina
$5.7M -$150K -3,590 -3%
FNBSF
150
First National Bank Sioux Falls
South Dakota
$5.6M -$2.38K -57 -0%
4 5
6
7 8