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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

547 hedge funds and large institutions have $7.73B invested in Dimensional US Marketwide Value ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 169 increasing their positions, 168 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+59
Holders Change %
+12.09%
% of All Funds
8.02%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.3%
New
82
Increased
169
Reduced
168
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$750M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$730M
3
SC
Savant Capital
Illinois
$606M
4
PWS
Paragon Wealth Strategies
Florida
$28.8M
5
Stifel Financial
Stifel Financial
Missouri
$16.1M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$10.7M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$59.4M
3
Osaic Holdings
Osaic Holdings
Arizona
$18.9M
4
MWM
Meritas Wealth Management
California
$24.3M
5
BSW
Buckingham Strategic Wealth
Missouri
$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
151
Truist Financial
North Carolina
$5.2M -$36K -968 -0.7%
FNBSF
152
First National Bank Sioux Falls
South Dakota
$5.03M – – –
LG
153
LAM Group
Oregon
$4.91M -$337K -9,064 -6%
GCA
154
Gradient Capital Advisors
California
$4.84M -$183K -4,905 -4%
BIG
155
Builder Investment Group
Georgia
$4.74M +$92.3K +2,481 +2%
EWA
156
EverSource Wealth Advisors
Alabama
$4.7M +$1.08K +29 +0%
HWM
157
Hemington Wealth Management
Virginia
$4.68M -$42.4K -1,139 -0.9%
EK
158
Evensky & Katz
Florida
$4.65M +$3.69K +99 +0.1%
Wells Fargo
159
Wells Fargo
California
$4.63M +$143K +3,841 +3%
GAM
160
GEM Asset Management
Michigan
$4.62M -$83.7K -2,249 -2%
IFS
161
Intelligent Financial Strategies
Minnesota
$4.6M -$48.1K -1,291 -1%
CAN
162
Cetera Advisor Networks
California
$4.53M +$327K +8,784 +8%
VCA
163
Verdence Capital Advisors
Maryland
$4.5M – – –
MHS
164
M Holdings Securities
Oregon
$4.5M -$62.3K -1,675 -1%
CWM
165
CarsonAllaria Wealth Management
Illinois
$4.49M -$134K -3,592 -3%
SWP
166
Stratos Wealth Partners
Ohio
$4.16M -$11.3K -303 -0.3%
MML Investors Services
167
MML Investors Services
Massachusetts
$4.12M +$445K +11,952 +12%
UCFA
168
United Capital Financial Advisors
Texas
$4.03M -$5.73M -153,971 -59%
FWM
169
FMB Wealth Management
California
$3.99M -$177K -4,759 -4%
CWS
170
Confluence Wealth Services
Pennsylvania
$3.87M +$3.87M +103,934 New
CIAS
171
CFS Investment Advisory Services
New Jersey
$3.83M +$66.5K +1,786 +2%
VWA
172
Visionary Wealth Advisors
Illinois
$3.72M -$34.1K -917 -0.9%
YCG
173
Yeomans Consulting Group
Georgia
$3.72M +$3.72M +99,824 New
SFS
174
Summit Financial Strategies
Ohio
$3.7M – – –
VAG
175
Vannoy Advisory Group
Texas
$3.68M +$3.68M +98,863 New
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