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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

601 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, 191 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
8.7%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.22%
New
42
Increased
191
Reduced
197
Closed
20
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$600M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.46B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.37B
4
RFP
4
Root Financial Partners
California
$48M
5
SWA
5
ShankerValleau Wealth Advisors
Illinois
$23.1M

Top Sellers

1
MHS
1
M Holdings Securities
Oregon
$4.54M
2
EFP
2
Elser Financial Planning
Indiana
$305K
3
SP
3
Symmetry Partners
Connecticut
$25.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$121M
5
IFA
5
Index Fund Advisors
California
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
176
Northwest Wealth Management
Iowa
$3.93M +$201K +4,812 +5%
WCA
177
Waypoint Capital Advisors
Minnesota
$3.85M – – –
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$3.79M +$300K +7,207 +9%
MGIA
179
Moneta Group Investment Advisors
Missouri
$3.58M +$580K +13,911 +19%
JC
180
Jentner Corp
Ohio
$3.53M -$128K -3,059 -3%
CA
181
Clearstead Advisors
Ohio
$3.53M -$6.21K -149 -0.2%
PA
182
PFG Advisors
Arizona
$3.47M +$216K +5,189 +7%
MML Investors Services
183
MML Investors Services
Massachusetts
$3.47M +$198K +4,752 +6%
TIAA Trust, National Association
184
TIAA Trust, National Association
North Carolina
$3.3M -$281K -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 -$244K -5,850 -7%
WAM
187
Weinberger Asset Management
California
$3.09M +$639K +15,339 +26%
CWA
188
Cascade Wealth Advisors
Washington
$3M +$38.1K +914 +1%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$2.99M -$274K -6,563 -8%
DI
190
Disciplined Investments
Oklahoma
$2.95M -$38K -911 -1%
PFS
191
Prospera Financial Services
Texas
$2.94M -$5.09K -122 -0.2%
CCA
192
Clarity Capital Advisors
Florida
$2.87M +$9.8K +235 +0.3%
Fidelity Investments
193
Fidelity Investments
Massachusetts
$2.84M +$1.33M +31,997 +88%
BP
194
BWM Planning
Texas
$2.82M +$2.82M +67,707 New
CSWM
195
Cassady Schiller Wealth Management
Ohio
$2.81M -$20.6K -493 -0.7%
NHC
196
Nicholas Hoffman & Company
Georgia
$2.81M -$27.1K -650 -1%
GJIA
197
Glass Jacobson Investment Advisors
Maryland
$2.8M -$37K -888 -1%
US Bancorp
198
US Bancorp
Minnesota
$2.8M +$193K +4,637 +7%
QFA
199
Quantum Financial Advisors
California
$2.78M – – –
RFC
200
Regions Financial Corp
Alabama
$2.74M -$5.04K -121 -0.2%
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