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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

565 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, 173 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+17
Holders Change %
+3.1%
% of All Funds
8.19%
Holding in Top 10
89
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
41
Increased
173
Reduced
199
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$231M
2
HighTower Advisors
HighTower Advisors
Illinois
+$184M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$180M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$75.6M
5
BPA
Beacon Pointe Advisors
California
+$32.9M

Top Sellers

1
CCM
Carlson Capital Management
Minnesota
-$25.8M
2
AT
Arden Trust
Delaware
-$12.6M
3
SP
Symmetry Partners
Connecticut
-$9.49M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$7.63M
5
PL
Plancorp LLC
Missouri
-$5.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
JC
176
Jentner Corp
Ohio
$3.6M -$62K -1,517 -2%
MML Investors Services
177
MML Investors Services
Massachusetts
$3.53M -$998K -24,389 -22%
TIAA Trust, National Association
178
TIAA Trust, National Association
North Carolina
$3.35M -$99.8K -2,440 -3%
ZF
179
Zhang Financial
Michigan
$3.15M +$344K +8,404 +12%
MGIA
180
Moneta Group Investment Advisors
Missouri
$3M -$332K -8,125 -10%
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$2.99M -$67.4K -1,649 -2%
PA
182
PFG Advisors
Arizona
$2.93M +$152K +3,721 +5%
DI
183
Disciplined Investments
Oklahoma
$2.91M +$286 +7 +0%
PFS
184
Prospera Financial Services
Texas
$2.89M – – –
CWA
185
Cascade Wealth Advisors
Washington
$2.86M +$2.86M +72,966 New
CCA
186
Clarity Capital Advisors
Florida
$2.85M -$391K -9,567 -12%
GJIA
187
Glass Jacobson Investment Advisors
Maryland
$2.81M -$49.1K -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 +$19.6K +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 -$562K -13,734 -17%
WSTAM
196
Wilbanks Smith & Thomas Asset Management
Virginia
$2.63M -$4.74K -116 -0.2%
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$2.59M -$71.4K -1,746 -3%
AWM
198
Angeles Wealth Management
California
$2.58M – – –
US Bancorp
199
US Bancorp
Minnesota
$2.57M +$45.6K +1,114 +2%
FF
200
Francis Financial
$2.55M -$291K -7,123 -10%
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