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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 %
AC
151
Annandale Capital
Texas
$5.49M -$373K -9,113 -6%
LG
152
LAM Group
Oregon
$5.39M -$4.01K -98 -0.1%
GCA
153
Gradient Capital Advisors
California
$5.33M +$15.5K +379 +0.3%
EWA
154
EverSource Wealth Advisors
Alabama
$5.23M +$309K +7,924 +6%
BIG
155
Builder Investment Group
Georgia
$5.21M – – –
HWM
156
Hemington Wealth Management
Virginia
$5.13M -$17K -415 -0.3%
EK
157
Evensky & Katz
Florida
$5.04M -$66.8K -1,634 -1%
VCA
158
Verdence Capital Advisors
Maryland
$4.94M – – –
IFS
159
Intelligent Financial Strategies
Minnesota
$4.94M -$115K -2,819 -2%
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$4.83M +$1.47M +35,913 +44%
GAM
161
GEM Asset Management
Michigan
$4.74M -$40.7K -1,057 -0.9%
SWP
162
Stratos Wealth Partners
Ohio
$4.63M +$53.4K +1,305 +1%
Morgan Stanley
163
Morgan Stanley
New York
$4.55M -$3.29M -80,549 -42%
MHS
164
M Holdings Securities
Oregon
$4.54M -$405K -9,896 -8%
UCFA
165
United Capital Financial Advisors
Texas
$4.43M +$2.62K +64 +0.1%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$4.42M +$4.42M +108,111 New
FWM
167
FMB Wealth Management
California
$4.39M – – –
VWA
168
Visionary Wealth Advisors
Illinois
$4.18M +$95.3K +2,330 +2%
CIAS
169
CFS Investment Advisory Services
New Jersey
$4.15M -$60.2K -1,473 -1%
YCG
170
Yeomans Consulting Group
Georgia
$4.08M -$4.46K -109 -0.1%
VAG
171
Vannoy Advisory Group
Texas
$4.07M +$26.5K +647 +0.7%
SFS
172
Summit Financial Strategies
Ohio
$4.05M -$13.2K -323 -0.3%
IAG
173
Investment Advisory Group
Massachusetts
$3.99M – – –
WCA
174
Waypoint Capital Advisors
Minnesota
$3.85M – – –
NWM
175
Northwest Wealth Management
Iowa
$3.71M +$352K +8,603 +10%
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