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Dimensional US Marketwide Value ETF

566 hedge funds and large institutions have $8.9B invested in Dimensional US Marketwide Value ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 174 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $7.73B → $8.9B (+$1.17B)

3.24% more ownership

Funds ownership: 81.21%84.46% (+3.2%)

3% more funds holding

Funds holding: 549566 (+17)

0% more funds holding in top 10

Funds holding in top 10: 8989 (0)

13% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 199

Holders
566
Holders Change
+17
Holders Change %
+3.1%
% of All Funds
8.15%
Holding in Top 10
89
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.28%
New
41
Increased
174
Reduced
199
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JC
176
Jentner Corp
Ohio
$3.6M -$57.9K -1,517 -2%
MML Investors Services
177
MML Investors Services
Massachusetts
$3.53M -$932K -24,389 -22%
TIAA Trust, National Association
178
TIAA Trust, National Association
North Carolina
$3.35M -$93.2K -2,440 -3%
ZF
179
Zhang Financial
Michigan
$3.15M +$321K +8,404 +12%
MGIA
180
Moneta Group Investment Advisors
Missouri
$3M -$310K -8,125 -10%
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$2.99M -$63K -1,649 -2%
PA
182
PFG Advisors
Arizona
$2.93M +$142K +3,721 +5%
DI
183
Disciplined Investments
Oklahoma
$2.91M +$267 +7 +0%
PFS
184
Prospera Financial Services
Texas
$2.89M
CWA
185
Cascade Wealth Advisors
Washington
$2.86M +$2.79M +72,966 New
CCA
186
Clarity Capital Advisors
Florida
$2.85M -$365K -9,567 -12%
GJIA
187
Glass Jacobson Investment Advisors
Maryland
$2.81M -$45.8K -1,200 -2%
LNWWM
188
Laird Norton Wetherby Wealth Management
California
$2.79M
NHC
189
Nicholas Hoffman & Company
Georgia
$2.78M
CSWM
190
Cassady Schiller Wealth Management
Ohio
$2.78M
MWM
191
Melfa Wealth Management
Massachusetts
$2.76M +$18.3K +478 +0.7%
QFA
192
Quantum Financial Advisors
California
$2.73M
RFC
193
Regions Financial Corp
Alabama
$2.71M
GWM
194
Grand Wealth Management
Michigan
$2.7M
RSWM
195
Robertson Stephens Wealth Management
California
$2.66M -$525K -13,734 -17%
WSTAM
196
Wilbanks Smith & Thomas Asset Management
Virginia
$2.63M -$4.43K -116 -0.2%
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$2.59M -$66.7K -1,746 -3%
AWM
198
Angeles Wealth Management
California
$2.58M
US Bancorp
199
US Bancorp
Minnesota
$2.57M +$42.6K +1,114 +2%
FF
200
Francis Financial
$2.55M -$272K -7,123 -10%

DFUV Hedge Fund Activity: Q1 2024 in Review

566 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q1 2024, worth a combined $8.9B — up 15% from $7.73B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DFUV positions and 15 closed out — a net gain of 26 holders — while 174 added to existing stakes and 199 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $215M. The largest seller was Carlson Capital Management, cutting an estimated $24.1M.

  • 566 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q1 2024, up from 549 in Q4 2023.
  • Funds reported $8.9B of Dimensional US Marketwide Value ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 41 funds opened new Dimensional US Marketwide Value ETF positions in Q1 2024 and 15 closed out, a net change of +26 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $215M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q1 2024 was Carlson Capital Management, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2024.