DFUV icon

Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

547 hedge funds and large institutions have $7.73B invested in Dimensional US Marketwide Value ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 169 increasing their positions, 168 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+59
Holders Change %
+12.09%
% of All Funds
8.02%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.3%
New
82
Increased
169
Reduced
168
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$750M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$730M
3
SC
Savant Capital
Illinois
$606M
4
PWS
Paragon Wealth Strategies
Florida
$28.8M
5
Stifel Financial
Stifel Financial
Missouri
$16.1M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$10.7M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$59.4M
3
Osaic Holdings
Osaic Holdings
Arizona
$18.9M
4
MWM
Meritas Wealth Management
California
$24.3M
5
BSW
Buckingham Strategic Wealth
Missouri
$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
QFA
201
Quantum Financial Advisors
California
$2.48M -$25.3K -681 -1%
RFC
202
Regions Financial Corp
Alabama
$2.47M – – –
GWM
203
Grand Wealth Management
Michigan
$2.45M – – –
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$2.42M +$70.6K +1,897 +3%
WSTAM
205
Wilbanks Smith & Thomas Asset Management
Virginia
$2.4M -$132K -3,542 -5%
AWM
206
Angeles Wealth Management
California
$2.35M -$132K -3,550 -5%
CWS
207
Cypress Wealth Services
California
$2.31M -$135K -3,636 -6%
US Bancorp
208
US Bancorp
Minnesota
$2.3M -$11.9K -320 -0.5%
ATI
209
ARK & TLK Investments
Oklahoma
$2.26M +$2.26M +60,744 New
FWM
210
Fonville Wealth Management
Virginia
$2.25M +$2.25M +60,400 New
CPIG
211
Chicago Partners Investment Group
Illinois
$2.24M -$131K -3,547 -6%
WP
212
Westmount Partners
California
$2.24M – – –
Bank of New York Mellon
213
Bank of New York Mellon
New York
$2.24M +$11.4K +306 +0.5%
FIM
214
Freedom Investment Management
Connecticut
$2.22M +$2.22M +59,516 New
BTI
215
Blue Trust Inc
Georgia
$2.07M +$393K +11,550 +23%
AF
216
Advisornet Financial
Minnesota
$2.07M +$6.74K +181 +0.3%
PW
217
Peninsula Wealth
California
$2.07M -$116K -3,127 -5%
B
218
BetterWealth
California
$2.06M -$11.9K -321 -0.6%
WT
219
Washington Trust
Rhode Island
$2.03M – – –
MWM
220
Mission Wealth Management
California
$1.99M +$986K +26,503 +98%
EH
221
Equitable Holdings
New York
$1.96M +$350K +9,391 +22%
SSW
222
Stone Summit Wealth
Florida
$1.93M – – –
ACA
223
Aptus Capital Advisors
Alabama
$1.87M +$633 +17 +0%
WIM
224
Warwick Investment Management
Texas
$1.86M +$7.22K +194 +0.4%
CI
225
Cordant Inc
Oregon
$1.82M -$227K -6,088 -11%
7 8
9
10 11