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Dimensional US Marketwide Value ETF

604 hedge funds and large institutions have $9.95B invested in Dimensional US Marketwide Value ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $8.94B → $9.95B (+$1.01B)

3% more funds holding

Funds holding: 589604 (+15)

1.91% more ownership

Funds ownership: 86%87.91% (+1.9%)

2% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 197

5% less funds holding in top 10

Funds holding in top 10: 8884 (-4)

Holders
604
Holders Change
+15
Holders Change %
+2.55%
% of All Funds
8.67%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.21%
New
42
Increased
194
Reduced
197
Closed
20
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
176
Northwest Wealth Management
Iowa
$3.93M +$194K +4,812 +5%
WCA
177
Waypoint Capital Advisors
Minnesota
$3.85M
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$3.79M +$291K +7,207 +9%
MGIA
179
Moneta Group Investment Advisors
Missouri
$3.58M +$562K +13,911 +19%
JC
180
Jentner Corp
Ohio
$3.53M -$124K -3,059 -3%
CA
181
Clearstead Advisors
Ohio
$3.53M -$6.02K -149 -0.2%
PA
182
PFG Advisors
Arizona
$3.47M +$210K +5,189 +7%
MML Investors Services
183
MML Investors Services
Massachusetts
$3.46M +$192K +4,752 +6%
TIAA Trust, National Association
184
TIAA Trust, National Association
North Carolina
$3.3M -$273K -6,744 -8%
WT
185
Washington Trust
Rhode Island
$3.13M
Bank of New York Mellon
186
Bank of New York Mellon
New York
$3.09M -$236K -5,850 -7%
WAM
187
Weinberger Asset Management
California
$3.09M +$620K +15,339 +26%
CWA
188
Cascade Wealth Advisors
Washington
$3M +$36.9K +914 +1%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$2.99M -$265K -6,563 -8%
DI
190
Disciplined Investments
Oklahoma
$2.95M -$36.8K -911 -1%
PFS
191
Prospera Financial Services
Texas
$2.94M -$4.93K -122 -0.2%
CCA
192
Clarity Capital Advisors
Florida
$2.87M +$9.5K +235 +0.3%
Fidelity Investments
193
Fidelity Investments
Massachusetts
$2.84M +$1.29M +31,997 +88%
BP
194
BWM Planning
Texas
$2.82M +$2.74M +67,707 New
CSWM
195
Cassady Schiller Wealth Management
Ohio
$2.81M -$19.9K -493 -0.7%
NHC
196
Nicholas Hoffman & Company
Georgia
$2.81M -$26.3K -650 -1%
GJIA
197
Glass Jacobson Investment Advisors
Maryland
$2.8M -$35.9K -888 -1%
US Bancorp
198
US Bancorp
Minnesota
$2.8M +$187K +4,637 +7%
QFA
199
Quantum Financial Advisors
California
$2.78M
RFC
200
Regions Financial Corp
Alabama
$2.74M -$4.89K -121 -0.2%

DFUV Hedge Fund Activity: Q3 2024 in Review

604 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q3 2024, worth a combined $9.95B — up 11% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFUV positions and 20 closed out — a net gain of 22 holders — while 194 added to existing stakes and 197 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $581M. The largest seller was M Holdings Securities, cutting an estimated $43.4M.

  • 604 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q3 2024, up from 589 in Q2 2024.
  • Funds reported $9.95B of Dimensional US Marketwide Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 42 funds opened new Dimensional US Marketwide Value ETF positions in Q3 2024 and 20 closed out, a net change of +22 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $581M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q3 2024 was M Holdings Securities, an estimated $43.4M sold.

Based on aggregated 13F filings for Q3 2024.