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Dimensional US Marketwide Value ETF

604 hedge funds and large institutions have $9.95B invested in Dimensional US Marketwide Value ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $8.94B → $9.95B (+$1.01B)

3% more funds holding

Funds holding: 589604 (+15)

1.91% more ownership

Funds ownership: 86%87.91% (+1.9%)

2% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 197

5% less funds holding in top 10

Funds holding in top 10: 8884 (-4)

Holders
604
Holders Change
+15
Holders Change %
+2.55%
% of All Funds
8.67%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.21%
New
42
Increased
194
Reduced
197
Closed
20
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Change in
Stake
ZF
201
Zhang Financial
Michigan
$2.74M -$465K -11,503 -15%
LNWWM
202
Laird Norton Wetherby Wealth Management
California
$2.72M -$67.9K -1,679 -3%
AA
203
Ancora Advisors
Ohio
$2.72M -$948K -23,451 -26%
RSWM
204
Robertson Stephens Wealth Management
California
$2.68M -$14.6K -361 -0.6%
MWM
205
Melfa Wealth Management
Massachusetts
$2.67M -$117K -2,892 -4%
Jones Financial Companies
206
Jones Financial Companies
Missouri
$2.59M +$2.02M +50,099 +410%
CWS
207
Cypress Wealth Services
California
$2.56M -$28.9K -715 -1%
ATI
208
ARK & TLK Investments
Oklahoma
$2.52M -$14.6K -362 -0.6%
WP
209
Westmount Partners
California
$2.51M
EH
210
Equitable Holdings
New York
$2.44M -$53.9K -1,333 -2%
FWM
211
Fonville Wealth Management
Virginia
$2.42M -$36.3K -899 -2%
AWM
212
Angeles Wealth Management
California
$2.32M -$236K -5,850 -10%
FF
213
Francis Financial
$2.28M -$90.8K -2,247 -4%
AQR Capital Management
214
AQR Capital Management
Connecticut
$2.23M +$1.68M +41,678 +352%
FIM
215
Freedom Investment Management
Connecticut
$2.2M -$271K -6,707 -11%
SSW
216
Stone Summit Wealth
Florida
$2.14M -$16.2K -400 -0.8%
Brown Advisory
217
Brown Advisory
Maryland
$2.09M -$14.7K -364 -0.7%
MWM
218
Mission Wealth Management
California
$2.08M -$30.8K -763 -2%
ACA
219
Aptus Capital Advisors
Alabama
$2.07M -$29.3K -724 -1%
PW
220
Peninsula Wealth
California
$2.06M +$4.81K +119 +0.2%
TC
221
TAGStone Capital
North Carolina
$2.05M +$12K +296 +0.6%
BCM
222
Basso Capital Management
Connecticut
$2.03M
CPIG
223
Chicago Partners Investment Group
Illinois
$2.02M -$439K -10,874 -18%
B
224
BetterWealth
California
$2.01M -$20.2K -500 -1%
TIAM2
225
Tru Independence Asset Management 2
Oregon
$2M +$1.94M +48,037 New

DFUV Hedge Fund Activity: Q3 2024 in Review

604 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q3 2024, worth a combined $9.95B — up 11% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFUV positions and 20 closed out — a net gain of 22 holders — while 194 added to existing stakes and 197 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $581M. The largest seller was M Holdings Securities, cutting an estimated $43.4M.

  • 604 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q3 2024, up from 589 in Q2 2024.
  • Funds reported $9.95B of Dimensional US Marketwide Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 42 funds opened new Dimensional US Marketwide Value ETF positions in Q3 2024 and 20 closed out, a net change of +22 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $581M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q3 2024 was M Holdings Securities, an estimated $43.4M sold.

Based on aggregated 13F filings for Q3 2024.