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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.

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

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.29B
2
SC
Savant Capital
Illinois
$735M
3
IWC
Integrated Wealth Concepts
Massachusetts
$28.6M
4
IFA
Index Fund Advisors
California
$252M
5
Corient Private Wealth
Corient Private Wealth
Florida
$440M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
126
Sprinkle Financial Consultants
Colorado
$9.7M -$27.9K -683 -0.3%
JPMorgan Chase & Co
127
JPMorgan Chase & Co
New York
$9.6M +$271K +6,613 +3%
BW
128
BIP Wealth
Georgia
$9.56M +$888K +21,712 +10%
EFG
129
Embree Financial Group
Illinois
$9.06M +$496K +12,129 +6%
TFA
130
Tobias Financial Advisors
Florida
$8.81M -$98.6K -2,409 -1%
AWM
131
Ariadne Wealth Management
California
$8.74M +$1.11M +25,986 +15%
WANY
132
Wealthspire Advisors (New York)
New York
$8.7M -$87.2K -2,132 -1%
JWM
133
JDH Wealth Management
California
$8.64M +$8.64M +211,265 New
AWA
134
Arkadios Wealth Advisors
Georgia
$8.63M +$1.59M +38,761 +23%
RLWM
135
RF&L Wealth Management
Massachusetts
$8.56M -$103K -2,525 -1%
WRPWM
136
Werba Rubin Papier Wealth Management
California
$8.43M -$15.5K -379 -0.2%
LFA
137
Level Financial Advisors
New York
$8.19M -$81.7K -1,997 -1%
CWMA
138
Capstone Wealth Management (Alabama)
Alabama
$8.13M +$8.13M +198,666 New
FH
139
Financial Harvest
Florida
$8.06M +$8.06M +196,863 New
VPWA
140
Vestia Personal Wealth Advisors
Indiana
$7.95M +$532K +13,003 +7%
Wells Fargo
141
Wells Fargo
California
$7.86M +$872K +21,299 +12%
Morgan Stanley
142
Morgan Stanley
New York
$7.81M +$2.62M +63,914 +50%
SCA
143
Strathmore Capital Advisors
North Carolina
$7.79M +$7.79M +190,437 New
PCM
144
Peirce Capital Management
Texas
$7.71M -$358K -8,751 -4%
BH
145
Burk Holdings
Oklahoma
$7.53M +$7.53M +183,994 New
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$7.35M +$311K +7,611 +4%
JWA
147
JFS Wealth Advisors
Pennsylvania
$7.33M -$23.8K -581 -0.3%
Osaic Holdings
148
Osaic Holdings
Arizona
$7.31M +$58.9K +1,440 +0.8%
AWM
149
Aegis Wealth Management
Maryland
$7.19M +$7.19M +175,749 New
EWA
150
Exencial Wealth Advisors
Oklahoma
$7.12M -$202K -4,938 -3%
4 5
6
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