We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

566 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, 174 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $7.73B → $8.9B (+$1.17B)

3.24% more ownership

Funds ownership: 81.21%84.46% (+3.2%)

3% more funds holding

Funds holding: 549566 (+17)

0% more funds holding in top 10

Funds holding in top 10: 8989 (0)

13% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 199

Holders
566
Holders Change
+17
Holders Change %
+3.1%
% of All Funds
8.15%
Holding in Top 10
89
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.28%
New
41
Increased
174
Reduced
199
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
201
Cypress Wealth Services
California
$2.52M -$16.6K -434 -0.7%
ATI
202
ARK & TLK Investments
Oklahoma
$2.49M +$4.36K +114 +0.2%
GS
203
GTS Securities
New York
$2.47M +$2.31M +60,363 New
FWM
204
Fonville Wealth Management
Virginia
$2.46M -$5.88K -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 -$12.4K -324 -0.5%
FIM
207
Freedom Investment Management
Connecticut
$2.4M -$32.8K -859 -1%
CPIG
208
Chicago Partners Investment Group
Illinois
$2.36M -$37.4K -979 -2%
PW
209
Peninsula Wealth
California
$2.27M +$4.81K +126 +0.2%
WT
210
Washington Trust
Rhode Island
$2.23M
EH
211
Equitable Holdings
New York
$2.23M +$68.2K +1,785 +3%
MWM
212
Mission Wealth Management
California
$2.17M -$11.5K -301 -0.6%
AP
213
Adero Partners
California
$2.12M -$648K -16,970 -25%
SSW
214
Stone Summit Wealth
Florida
$2.12M
B
215
BetterWealth
California
$2.11M -$144K -3,778 -7%
Brown Advisory
216
Brown Advisory
Maryland
$2.1M +$143K +3,742 +8%
WAM
217
Weinberger Asset Management
California
$2.08M +$394K +10,323 +25%
ACA
218
Aptus Capital Advisors
Alabama
$2.08M +$26.1K +683 +1%
WIM
219
Warwick Investment Management
Texas
$2.05M +$6.88K +180 +0.4%
BCM
220
Basso Capital Management
Connecticut
$1.99M
2L
221
25 LLC
Missouri
$1.95M -$3.86K -101 -0.2%
Bank of America
222
Bank of America
North Carolina
$1.91M -$28.8K -753 -2%
TC
223
TAGStone Capital
North Carolina
$1.89M +$573 +15 +0%
WFA
224
Websterrogers Financial Advisors
South Carolina
$1.88M -$83.9K -2,196 -5%
RPCA
225
Running Point Capital Advisors
California
$1.86M