DFUV icon

Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

663 hedge funds and large institutions have $10.1B invested in Dimensional US Marketwide Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 202 increasing their positions, 196 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+62
Holders Change %
+10.32%
% of All Funds
8.83%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.44%
New
88
Increased
202
Reduced
196
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
$186M
2
EFP
Elser Financial Planning
Indiana
$40.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.39B
4
MWM
Mission Wealth Management
California
$23.2M
5
EP
Essential Planning
New Hampshire
$16.6M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.29B
2
SC
Savant Capital
Illinois
$735M
3
IWC
Integrated Wealth Concepts
Massachusetts
$28.6M
4
IFA
Index Fund Advisors
California
$252M
5
Corient Private Wealth
Corient Private Wealth
Florida
$440M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
151
TruNorth Capital Management
Michigan
$6.74M +$491 +12 +0%
Envestnet Portfolio Solutions
152
Envestnet Portfolio Solutions
Illinois
$6.72M -$138K -3,370 -2%
CCM
153
Colorado Capital Management
Colorado
$6.59M -$659K -16,098 -9%
SA
154
Seneschal Advisors
Washington
$6.57M +$6.57M +160,672 New
WA
155
Wealthstream Advisors
New York
$6.52M -$350K -8,565 -5%
VCM
156
Versant Capital Management
Arizona
$6.5M -$89.5K -2,186 -1%
WAM
157
WNY Asset Management
New York
$6.25M -$70.8K -1,729 -1%
CWM
158
CarsonAllaria Wealth Management
Illinois
$6.2M +$56.5K +1,380 +0.9%
KWA
159
Kondo Wealth Advisors
California
$6.11M +$6.11M +149,324 New
CTWM
160
Cherry Tree Wealth Management
Minnesota
$6.05M -$97K -2,371 -2%
SC
161
Shearwater Capital
Colorado
$5.92M -$39.4K -962 -0.7%
AWP
162
Abacus Wealth Partners
California
$5.77M -$205K -5,008 -3%
EFP
163
EnRich Financial Partners
Wisconsin
$5.76M -$44.5K -1,087 -0.8%
LFS
164
Lutz Financial Services
Nebraska
$5.61M -$13.2K -322 -0.2%
Truist Financial
165
Truist Financial
North Carolina
$5.55M -$40.6K -993 -0.7%
FNBSF
166
First National Bank Sioux Falls
South Dakota
$5.49M – – –
BFPW
167
BOK Financial Private Wealth
Colorado
$5.47M -$169K -4,131 -3%
LG
168
LAM Group
Oregon
$5.4M -$205 -5 -0%
NWM
169
Northwest Wealth Management
Iowa
$5.29M +$1.43M +34,958 +37%
GCA
170
Gradient Capital Advisors
California
$5.26M -$5.24K -128 -0.1%
BIG
171
Builder Investment Group
Georgia
$5.21M – – –
MFAM
172
M Financial Asset Management
Oregon
$5.19M -$826K -20,185 -14%
GAM
173
GEM Asset Management
Michigan
$5.15M +$189K +4,608 +4%
EWA
174
EverSource Wealth Advisors
Alabama
$5.15M – – –
TWP
175
Total Wealth Planning
Ohio
$5.07M -$176K -4,300 -3%
5 6
7
8 9