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Dimensional US Marketwide Value ETF
DFUV

549 hedge funds and large institutions have $7.73B invested in Dimensional US Marketwide Value ETF in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 170 increasing their positions, 168 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $6.89B → $7.73B (+$848M)

12% more funds holding

Funds holding: 489 → 549 (+60)

10% more funds holding in top 10

Funds holding in top 10: 81 → 89 (+8)

1% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 168

1% more ownership

Funds ownership: 80.22% → 81.21% (+1%)

Holders
549
Holders Change
+60
Holders Change %
+12.27%
% of All Funds
8%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.3%
New
83
Increased
170
Reduced
168
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$84.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$64.6M
3
SC
Savant Capital
Illinois
+$48.6M
4
PWS
Paragon Wealth Strategies
Florida
+$26.6M
5
Stifel Financial
Stifel Financial
Missouri
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$221M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$18.8M
3
Osaic Holdings
Osaic Holdings
Arizona
-$10M
4
MWM
Meritas Wealth Management
California
-$7.47M
5
BSW
Buckingham Strategic Wealth
Missouri
-$6.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
176
Investment Advisory Group
Massachusetts
$3.63M +$51.6K +1,499 +2%
WCA
177
Waypoint Capital Advisors
Minnesota
$3.5M +$2.41M +69,999 +291%
BW
178
BIP Wealth
Georgia
$3.49M +$1.53M +44,585 +91%
JC
179
Jentner Corp
Ohio
$3.33M -$100K -2,906 -3%
TIAA Trust, National Association
180
TIAA Trust, National Association
North Carolina
$3.14M -$114K -3,301 -4%
HWM
181
HFG Wealth Management
Texas
$3.13M +$2.9M +84,193 New
Royal Bank of Canada
182
Royal Bank of Canada
Ontario, Canada
$3.06M -$1.15M -33,371 -29%
NWM
183
Northwest Wealth Management
Iowa
$3.06M +$473K +13,737 +20%
MGIA
184
Moneta Group Investment Advisors
Missouri
$3.03M +$486K +14,121 +21%
CCA
185
Clarity Capital Advisors
Florida
$2.95M +$2.72M +79,133 New
RSWM
186
Robertson Stephens Wealth Management
California
$2.93M +$259K +7,518 +11%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$2.78M -$297K -8,622 -10%
KCPG
188
Kavar Capital Partners Group
Kansas
$2.7M +$1.25M +36,456 +101%
DI
189
Disciplined Investments
Oklahoma
$2.65M -$100K -2,913 -4%
PFS
190
Prospera Financial Services
Texas
$2.63M – – –
GJIA
191
Glass Jacobson Investment Advisors
Maryland
$2.6M -$34.7K -1,008 -1%
FF
192
Francis Financial
$2.58M -$392K -11,390 -14%
AP
193
Adero Partners
California
$2.56M +$241 +7 +0%
ZF
194
Zhang Financial
Michigan
$2.55M -$4.27K -124 -0.2%
RPG
195
Resource Planning Group
Georgia
$2.55M +$2.35M +68,385 New
LNWWM
196
Laird Norton Wetherby Wealth Management
California
$2.54M – – –
NHC
197
Nicholas Hoffman & Company
Georgia
$2.53M – – –
PA
198
PFG Advisors
Arizona
$2.53M +$255K +7,415 +12%
CSWM
199
Cassady Schiller Wealth Management
Ohio
$2.53M -$19.5K -567 -0.8%
MWM
200
Melfa Wealth Management
Massachusetts
$2.5M -$127K -3,701 -5%
6 7
8
9 10

DFUV Hedge Fund Activity: Q4 2023 in Review

549 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2023, worth a combined $7.73B — up 12% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DFUV positions and 15 closed out — a net gain of 68 holders — while 170 added to existing stakes and 168 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $84.5M. The largest seller was Strategic Investment Solutions, cutting an estimated $221M.

  • 549 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2023, up from 489 in Q3 2023.
  • Funds reported $7.73B of Dimensional US Marketwide Value ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 83 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2023 and 15 closed out, a net change of +68 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q4 2023 was Mercer Global Advisors, an estimated $84.5M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2023.