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Dimensional US Marketwide Value ETF

604 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, 194 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $8.94B → $9.95B (+$1.01B)

3% more funds holding

Funds holding: 589604 (+15)

1.91% more ownership

Funds ownership: 86%87.91% (+1.9%)

2% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 197

5% less funds holding in top 10

Funds holding in top 10: 8884 (-4)

Holders
604
Holders Change
+15
Holders Change %
+2.55%
% of All Funds
8.67%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.21%
New
42
Increased
194
Reduced
197
Closed
20
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Change in
Stake
LG
151
LAM Group
Oregon
$5.5M +$242 +6 +0%
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$5.42M +$1.25M +30,849 +31%
GCA
153
Gradient Capital Advisors
California
$5.37M -$31.8K -786 -0.6%
TWP
154
Total Wealth Planning
Ohio
$5.35M -$136K -3,360 -3%
BIG
155
Builder Investment Group
Georgia
$5.31M
Morgan Stanley
156
Morgan Stanley
New York
$5.29M +$437K +10,821 +9%
EWA
157
EverSource Wealth Advisors
Alabama
$5.24M -$5.21K -129 -0.1%
SW
158
Simplicity Wealth
New Jersey
$5.12M +$567K +14,040 +13%
AC
159
Annandale Capital
Texas
$5.1M -$39.6K -980 -0.8%
EK
160
Evensky & Katz
Florida
$5.08M -$50.7K -1,255 -1%
GAM
161
GEM Asset Management
Michigan
$5.06M -$94.1K -2,328 -2%
VCA
162
Verdence Capital Advisors
Maryland
$5.04M
HWM
163
Hemington Wealth Management
Virginia
$5.03M -$134K -3,307 -3%
IFS
164
Intelligent Financial Strategies
Minnesota
$4.86M -$115K -2,848 -2%
SWP
165
Stratos Wealth Partners
Ohio
$4.75M -$24K -595 -0.5%
MHS
166
M Holdings Securities
Oregon
$4.54M -$43.4M -1,072,794 -91%
FWM
167
FMB Wealth Management
California
$4.41M
CIAS
168
CFS Investment Advisory Services
New Jersey
$4.27M -$27.4K -678 -0.7%
VAG
169
Vannoy Advisory Group
Texas
$4.17M +$18.6K +460 +0.5%
VWA
170
Visionary Wealth Advisors
Illinois
$4.17M +$57.2K +1,415 +1%
YCG
171
Yeomans Consulting Group
Georgia
$4.17M -$9.05K -224 -0.2%
IAG
172
Investment Advisory Group
Massachusetts
$4.09M +$6.67K +165 +0.2%
UCFA
173
United Capital Financial Advisors
Texas
$4.09M +$2.99K +74 +0.1%
SFS
174
Summit Financial Strategies
Ohio
$4.09M -$11K -272 -0.3%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$3.99M +$309K +7,658 +9%

DFUV Hedge Fund Activity: Q3 2024 in Review

604 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q3 2024, worth a combined $9.95B — up 11% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFUV positions and 20 closed out — a net gain of 22 holders — while 194 added to existing stakes and 197 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $581M. The largest seller was M Holdings Securities, cutting an estimated $43.4M.

  • 604 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q3 2024, up from 589 in Q2 2024.
  • Funds reported $9.95B of Dimensional US Marketwide Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 42 funds opened new Dimensional US Marketwide Value ETF positions in Q3 2024 and 20 closed out, a net change of +22 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $581M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q3 2024 was M Holdings Securities, an estimated $43.4M sold.

Based on aggregated 13F filings for Q3 2024.