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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
JWA
126
JFS Wealth Advisors
Pennsylvania
$7.49M -$43.5K -1,077 -0.6%
EWA
127
Exencial Wealth Advisors
Oklahoma
$7.46M -$1.01M -24,955 -12%
Osaic Holdings
128
Osaic Holdings
Arizona
$7.39M -$5.63M -139,259 -44%
CCM
129
Colorado Capital Management
Colorado
$7.38M -$78.5K -1,943 -1%
CWS
130
Confluence Wealth Services
Pennsylvania
$7.32M +$615K +15,209 +9%
AWA
131
Arkadios Wealth Advisors
Georgia
$7.18M +$1.35M +33,325 +24%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$7.18M +$1.57M +38,841 +29%
Wells Fargo
133
Wells Fargo
California
$7.12M +$483K +11,962 +8%
WA
134
Wealthstream Advisors
New York
$7M -$4.85K -120 -0.1%
Envestnet Portfolio Solutions
135
Envestnet Portfolio Solutions
Illinois
$6.99M -$87.3K -2,159 -1%
TCM
136
TruNorth Capital Management
Michigan
$6.86M +$60.9K +1,506 +0.9%
VCM
137
Versant Capital Management
Arizona
$6.72M +$2.26K +56 +0%
WAM
138
WNY Asset Management
New York
$6.44M -$267K -6,615 -4%
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$6.42M +$158K +3,907 +3%
CTWM
140
Cherry Tree Wealth Management
Minnesota
$6.27M -$63.7K -1,575 -1%
CWM
141
CarsonAllaria Wealth Management
Illinois
$6.26M -$27.5K -681 -0.5%
MFAM
142
M Financial Asset Management
Oregon
$6.13M -$1.62M -40,164 -21%
AWP
143
Abacus Wealth Partners
California
$6.09M -$111K -2,747 -2%
SC
144
Shearwater Capital
Colorado
$6.07M -$21K -519 -0.4%
CAM
145
Cresset Asset Management
Illinois
$6M -$296K -7,320 -5%
EFP
146
EnRich Financial Partners
Wisconsin
$5.91M -$8.2K -203 -0.1%
BFPW
147
BOK Financial Private Wealth
Colorado
$5.74M -$140K -3,469 -2%
LFS
148
Lutz Financial Services
Nebraska
$5.73M -$12.6K -312 -0.2%
Truist Financial
149
Truist Financial
North Carolina
$5.7M -$145K -3,590 -3%
FNBSF
150
First National Bank Sioux Falls
South Dakota
$5.6M -$2.3K -57 -0%

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.