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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.1B
3
SC
3
Savant Capital
Illinois
$721M
4
Creative Planning
4
Creative Planning
Kansas
$220M
5
MHS
5
M Holdings Securities
Oregon
$46.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.4M
2
IFA
2
Index Fund Advisors
California
$256M
3
WRPWM
3
Werba Rubin Papier Wealth Management
California
$8.15M
4
FFM
4
Forum Financial Management
Illinois
$49.5M
5
AA
5
Ancora Advisors
Ohio
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
201
Robertson Stephens Wealth Management
California
$2.54M -$14.5K -370 -0.6%
US Bancorp
202
US Bancorp
Minnesota
$2.45M -$19.8K -504 -0.8%
CPIG
203
Chicago Partners Investment Group
Illinois
$2.44M -$24.5K -595 -1%
CWS
204
Cypress Wealth Services
California
$2.44M +$17.7K +451 +0.7%
AWM
205
Angeles Wealth Management
California
$2.41M -$66.8K -1,700 -3%
ATI
206
ARK & TLK Investments
Oklahoma
$2.39M -$2.2K -56 -0.1%
WP
207
Westmount Partners
California
$2.36M – – –
EH
208
Equitable Holdings
New York
$2.35M +$213K +5,425 +10%
FIM
209
Freedom Investment Management
Connecticut
$2.34M +$32.4K +825 +1%
FWM
210
Fonville Wealth Management
Virginia
$2.31M -$53.9K -1,373 -2%
WAM
211
Weinberger Asset Management
California
$2.3M +$306K +7,793 +15%
FF
212
Francis Financial
$2.23M -$212K -5,391 -9%
SSW
213
Stone Summit Wealth
Florida
$2.03M – – –
MWM
214
Mission Wealth Management
California
$1.99M -$96.1K -2,447 -5%
Brown Advisory
215
Brown Advisory
Maryland
$1.98M -$35.4K -902 -2%
WIM
216
Warwick Investment Management
Texas
$1.98M +$8.88K +226 +0.5%
ACA
217
Aptus Capital Advisors
Alabama
$1.97M -$22.1K -564 -1%
AP
218
Adero Partners
California
$1.96M -$78.4K -1,996 -4%
PW
219
Peninsula Wealth
California
$1.93M -$302K -7,519 -14%
TC
220
TAGStone Capital
North Carolina
$1.92M +$104K +2,637 +6%
B
221
BetterWealth
California
$1.92M -$111K -2,814 -5%
BCM
222
Basso Capital Management
Connecticut
$1.91M – – –
2L
223
25 LLC
Missouri
$1.88M +$3.89K +99 +0.2%
RPCA
224
Running Point Capital Advisors
California
$1.83M +$49.3K +1,256 +3%
VWA
225
Valued Wealth Advisors
Utah
$1.82M +$125K +3,188 +7%
7 8
9
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