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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.1B
3
SC
3
Savant Capital
Illinois
$721M
4
Creative Planning
4
Creative Planning
Kansas
$220M
5
MHS
5
M Holdings Securities
Oregon
$46.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.4M
2
IFA
2
Index Fund Advisors
California
$256M
3
WRPWM
3
Werba Rubin Papier Wealth Management
California
$8.15M
4
FFM
4
Forum Financial Management
Illinois
$49.5M
5
AA
5
Ancora Advisors
Ohio
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBSF
151
First National Bank Sioux Falls
South Dakota
$5.27M -$31.4K -800 -0.6%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$5.23M -$113K -2,870 -2%
EWA
153
EverSource Wealth Advisors
Alabama
$5.2M -$347K -8,390 -6%
LG
154
LAM Group
Oregon
$5.18M +$589 +15 +0%
GCA
155
Gradient Capital Advisors
California
$5.09M -$30.9K -787 -0.6%
BIG
156
Builder Investment Group
Georgia
$5M – – –
HWM
157
Hemington Wealth Management
Virginia
$4.9M -$20.5K -521 -0.4%
GAM
158
GEM Asset Management
Michigan
$4.86M +$22.8K +581 +0.5%
AC
159
Annandale Capital
Texas
$4.84M -$434K -11,056 -8%
EK
160
Evensky & Katz
Florida
$4.84M -$5.46K -139 -0.1%
VCA
161
Verdence Capital Advisors
Maryland
$4.75M – – –
IFS
162
Intelligent Financial Strategies
Minnesota
$4.69M -$48.9K -1,246 -1%
Morgan Stanley
163
Morgan Stanley
New York
$4.56M +$192K +4,888 +4%
SWP
164
Stratos Wealth Partners
Ohio
$4.5M +$56.7K +1,444 +1%
SW
165
Simplicity Wealth
New Jersey
$4.27M +$4.27M +108,812 New
FWM
166
FMB Wealth Management
California
$4.15M -$58.7K -1,495 -1%
CIAS
167
CFS Investment Advisory Services
New Jersey
$4.05M +$66.3K +1,686 +2%
YCG
168
Yeomans Consulting Group
Georgia
$3.94M +$19.6K +499 +0.5%
VAG
169
Vannoy Advisory Group
Texas
$3.91M +$6.68K +170 +0.2%
Royal Bank of Canada
170
Royal Bank of Canada
Ontario, Canada
$3.9M -$741K -18,856 -16%
VWA
171
Visionary Wealth Advisors
Illinois
$3.87M -$141K -3,594 -4%
SFS
172
Summit Financial Strategies
Ohio
$3.86M -$25.2K -641 -0.6%
UCFA
173
United Capital Financial Advisors
Texas
$3.85M -$400K -10,197 -9%
IAG
174
Investment Advisory Group
Massachusetts
$3.85M +$14.9K +380 +0.4%
WCA
175
Waypoint Capital Advisors
Minnesota
$3.62M -$68.6K -1,747 -2%
5 6
7
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