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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

663 hedge funds and large institutions have $10.1B invested in Dimensional US Marketwide Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 202 increasing their positions, 196 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+62
Holders Change %
+10.32%
% of All Funds
8.83%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.44%
New
88
Increased
202
Reduced
196
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
$186M
2
EFP
Elser Financial Planning
Indiana
$40.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.39B
4
MWM
Mission Wealth Management
California
$23.2M
5
EP
Essential Planning
New Hampshire
$16.6M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.29B
2
SC
Savant Capital
Illinois
$735M
3
IWC
Integrated Wealth Concepts
Massachusetts
$28.6M
4
IFA
Index Fund Advisors
California
$252M
5
Corient Private Wealth
Corient Private Wealth
Florida
$440M
Name Holding Trade Value Shares
Change 		Shares
Change %
EK
176
Evensky & Katz
Florida
$4.98M -$6.18K -151 -0.1%
HWM
177
Hemington Wealth Management
Virginia
$4.97M -$2.7K -66 -0.1%
VCA
178
Verdence Capital Advisors
Maryland
$4.95M – – –
AC
179
Annandale Capital
Texas
$4.85M -$149K -3,645 -3%
Cambridge Investment Research Advisors
180
Cambridge Investment Research Advisors
Iowa
$4.83M -$1.47M -35,932 -23%
Bank of America
181
Bank of America
North Carolina
$4.79M +$2.9M +70,853 +154%
VWA
182
Visionary Wealth Advisors
Illinois
$4.77M +$673K +16,448 +16%
IFS
183
Intelligent Financial Strategies
Minnesota
$4.71M -$63.4K -1,550 -1%
UCFA
184
United Capital Financial Advisors
Texas
$4.55M +$533K +13,016 +13%
SWP
185
Stratos Wealth Partners
Ohio
$4.47M -$193K -4,722 -4%
SFP
186
SwitchPoint Financial Planning
Utah
$4.44M +$4.44M +108,489 New
FWM
187
FMB Wealth Management
California
$4.33M – – –
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$4.21M +$1.27M +30,977 +43%
CIAS
189
CFS Investment Advisory Services
New Jersey
$4.16M -$26K -635 -0.6%
CAM
190
Cresset Asset Management
Illinois
$4.11M -$1.78M -43,444 -30%
Royal Bank of Canada
191
Royal Bank of Canada
Ontario, Canada
$4.1M -$1.22M -29,872 -23%
VAG
192
Vannoy Advisory Group
Texas
$4.07M -$26.8K -654 -0.7%
YCG
193
Yeomans Consulting Group
Georgia
$4.06M -$33.6K -822 -0.8%
TWA
194
Trace Wealth Advisors
California
$4.05M +$4.05M +98,992 New
BGWM
195
Bridge Generations Wealth Management
Florida
$4.03M +$4.03M +98,514 New
IAG
196
Investment Advisory Group
Massachusetts
$4.02M – – –
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$4.01M +$88.9K +2,172 +2%
SFS
198
Summit Financial Strategies
Ohio
$4.01M -$6.63K -162 -0.2%
PAM
199
Pacific Asset Management
Washington
$4M +$4M +97,688 New
Jones Financial Companies
200
Jones Financial Companies
Missouri
$3.93M +$1.38M +33,747 +54%
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