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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

601 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, 191 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
8.7%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.22%
New
42
Increased
191
Reduced
197
Closed
20
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$600M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.46B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.37B
4
RFP
4
Root Financial Partners
California
$48M
5
SWA
5
ShankerValleau Wealth Advisors
Illinois
$23.1M

Top Sellers

1
MHS
1
M Holdings Securities
Oregon
$4.54M
2
EFP
2
Elser Financial Planning
Indiana
$305K
3
SP
3
Symmetry Partners
Connecticut
$25.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$121M
5
IFA
5
Index Fund Advisors
California
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
LG
151
LAM Group
Oregon
$5.5M +$250 +6 +0%
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$5.42M +$1.29M +30,849 +31%
GCA
153
Gradient Capital Advisors
California
$5.37M -$32.8K -786 -0.6%
TWP
154
Total Wealth Planning
Ohio
$5.35M -$140K -3,360 -3%
BIG
155
Builder Investment Group
Georgia
$5.31M – – –
Morgan Stanley
156
Morgan Stanley
New York
$5.29M +$451K +10,821 +9%
EWA
157
EverSource Wealth Advisors
Alabama
$5.24M -$5.38K -129 -0.1%
SW
158
Simplicity Wealth
New Jersey
$5.12M +$585K +14,040 +13%
AC
159
Annandale Capital
Texas
$5.1M -$40.9K -980 -0.8%
EK
160
Evensky & Katz
Florida
$5.08M -$52.3K -1,255 -1%
GAM
161
GEM Asset Management
Michigan
$5.06M -$97K -2,328 -2%
VCA
162
Verdence Capital Advisors
Maryland
$5.04M – – –
HWM
163
Hemington Wealth Management
Virginia
$5.03M -$137K -3,307 -3%
IFS
164
Intelligent Financial Strategies
Minnesota
$4.86M -$119K -2,848 -2%
SWP
165
Stratos Wealth Partners
Ohio
$4.75M -$24.8K -595 -0.5%
MHS
166
M Holdings Securities
Oregon
$4.54M -$44.7M -1,072,794 -91%
FWM
167
FMB Wealth Management
California
$4.41M – – –
CIAS
168
CFS Investment Advisory Services
New Jersey
$4.27M -$28.3K -678 -0.7%
VAG
169
Vannoy Advisory Group
Texas
$4.17M +$19.2K +460 +0.5%
VWA
170
Visionary Wealth Advisors
Illinois
$4.17M +$59K +1,415 +1%
YCG
171
Yeomans Consulting Group
Georgia
$4.17M -$9.34K -224 -0.2%
IAG
172
Investment Advisory Group
Massachusetts
$4.09M +$6.88K +165 +0.2%
UCFA
173
United Capital Financial Advisors
Texas
$4.09M +$3.09K +74 +0.1%
SFS
174
Summit Financial Strategies
Ohio
$4.09M -$11.3K -272 -0.3%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$3.99M +$319K +7,658 +9%
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