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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

564 hedge funds and large institutions have $8.9B invested in Dimensional US Marketwide Value ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 172 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
8.18%
Holding in Top 10
89
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
41
Increased
172
Reduced
199
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.05B
2
HighTower Advisors
HighTower Advisors
Illinois
$202M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$982M
4
FPAS
Focus Partners Advisor Solutions
Missouri
$141M
5
BPA
Beacon Pointe Advisors
California
$48.5M

Top Sellers

1
CCM
Carlson Capital Management
Minnesota
$1.7M
2
AT
Arden Trust
Delaware
$0
3
SP
Symmetry Partners
Connecticut
$44.4M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$135M
5
PL
Plancorp LLC
Missouri
$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
201
Cypress Wealth Services
California
$2.52M -$17.8K -434 -0.7%
ATI
202
ARK & TLK Investments
Oklahoma
$2.49M +$4.66K +114 +0.2%
GS
203
GTS Securities
New York
$2.47M +$2.47M +60,363 New
FWM
204
Fonville Wealth Management
Virginia
$2.46M -$6.3K -154 -0.3%
WP
205
Westmount Partners
California
$2.46M – – –
Bank of New York Mellon
206
Bank of New York Mellon
New York
$2.44M -$13.3K -324 -0.5%
FIM
207
Freedom Investment Management
Connecticut
$2.4M -$35.1K -859 -1%
CPIG
208
Chicago Partners Investment Group
Illinois
$2.36M -$38.7K -979 -2%
PW
209
Peninsula Wealth
California
$2.27M +$5.15K +126 +0.2%
WT
210
Washington Trust
Rhode Island
$2.23M – – –
EH
211
Equitable Holdings
New York
$2.23M +$73K +1,785 +3%
MWM
212
Mission Wealth Management
California
$2.17M -$12.3K -301 -0.6%
AP
213
Adero Partners
California
$2.12M -$694K -16,970 -25%
SSW
214
Stone Summit Wealth
Florida
$2.12M – – –
B
215
BetterWealth
California
$2.11M -$155K -3,778 -7%
Brown Advisory
216
Brown Advisory
Maryland
$2.1M +$153K +3,742 +8%
WAM
217
Weinberger Asset Management
California
$2.08M +$422K +10,323 +25%
ACA
218
Aptus Capital Advisors
Alabama
$2.08M +$27.9K +683 +1%
WIM
219
Warwick Investment Management
Texas
$2.05M +$7.36K +180 +0.4%
BCM
220
Basso Capital Management
Connecticut
$1.99M – – –
2L
221
25 LLC
Missouri
$1.95M -$4.13K -101 -0.2%
Bank of America
222
Bank of America
North Carolina
$1.91M -$30.8K -753 -2%
TC
223
TAGStone Capital
North Carolina
$1.89M +$614 +15 +0%
WFA
224
Websterrogers Financial Advisors
South Carolina
$1.88M -$89.8K -2,196 -5%
RPCA
225
Running Point Capital Advisors
California
$1.86M – – –
7 8
9
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