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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.1B
3
SC
3
Savant Capital
Illinois
$721M
4
Creative Planning
4
Creative Planning
Kansas
$220M
5
MHS
5
M Holdings Securities
Oregon
$46.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.4M
2
IFA
2
Index Fund Advisors
California
$256M
3
WRPWM
3
Werba Rubin Papier Wealth Management
California
$8.15M
4
FFM
4
Forum Financial Management
Illinois
$49.5M
5
AA
5
Ancora Advisors
Ohio
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
176
Northwest Wealth Management
Iowa
$3.51M -$49.3K -1,255 -1%
AA
177
Ancora Advisors
Ohio
$3.48M -$5.47M -139,389 -61%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$3.46M +$977K +24,885 +39%
JC
179
Jentner Corp
Ohio
$3.44M -$9.19K -234 -0.3%
TIAA Trust, National Association
180
TIAA Trust, National Association
North Carolina
$3.37M +$152K +3,870 +5%
CA
181
Clearstead Advisors
Ohio
$3.33M +$2.47M +62,934 +288%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$3.29M +$2.15M +54,776 +189%
Bank of New York Mellon
183
Bank of New York Mellon
New York
$3.14M +$793K +20,187 +34%
MML Investors Services
184
MML Investors Services
Massachusetts
$3.08M -$308K -7,835 -9%
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$3.08M +$205K +5,218 +7%
PA
186
PFG Advisors
Arizona
$3.07M +$253K +6,448 +9%
ZF
187
Zhang Financial
Michigan
$3.03M +$8.33K +212 +0.3%
WT
188
Washington Trust
Rhode Island
$2.95M +$807K +20,562 +38%
CWA
189
Cascade Wealth Advisors
Washington
$2.88M -$75.4K -1,862 -3%
MGIA
190
Moneta Group Investment Advisors
Missouri
$2.83M -$49.7K -1,266 -2%
DI
191
Disciplined Investments
Oklahoma
$2.81M +$14.1K +360 +0.5%
PFS
192
Prospera Financial Services
Texas
$2.78M – – –
CCA
193
Clarity Capital Advisors
Florida
$2.7M -$35.3K -899 -1%
GJIA
194
Glass Jacobson Investment Advisors
Maryland
$2.67M -$22.7K -578 -0.8%
NHC
195
Nicholas Hoffman & Company
Georgia
$2.67M – – –
CSWM
196
Cassady Schiller Wealth Management
Ohio
$2.67M – – –
LNWWM
197
Laird Norton Wetherby Wealth Management
California
$2.63M -$48K -1,222 -2%
MWM
198
Melfa Wealth Management
Massachusetts
$2.62M -$29.9K -761 -1%
QFA
199
Quantum Financial Advisors
California
$2.62M – – –
RFC
200
Regions Financial Corp
Alabama
$2.59M -$14.9K -380 -0.6%
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