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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

601 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, 191 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
8.69%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.22%
New
42
Increased
191
Reduced
197
Closed
20
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$600M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.46B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.37B
4
RFP
4
Root Financial Partners
California
$48M
5
SWA
5
ShankerValleau Wealth Advisors
Illinois
$23.1M

Top Sellers

1
MHS
1
M Holdings Securities
Oregon
$4.54M
2
EFP
2
Elser Financial Planning
Indiana
$305K
3
SP
3
Symmetry Partners
Connecticut
$25.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$121M
5
IFA
5
Index Fund Advisors
California
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
201
Zhang Financial
Michigan
$2.74M -$480K -11,503 -15%
LNWWM
202
Laird Norton Wetherby Wealth Management
California
$2.72M -$70K -1,679 -3%
AA
203
Ancora Advisors
Ohio
$2.72M -$978K -23,451 -26%
RSWM
204
Robertson Stephens Wealth Management
California
$2.68M -$15.1K -361 -0.6%
MWM
205
Melfa Wealth Management
Massachusetts
$2.67M -$121K -2,892 -4%
Jones Financial Companies
206
Jones Financial Companies
Missouri
$2.59M +$2.08M +50,099 +410%
CWS
207
Cypress Wealth Services
California
$2.56M -$29.8K -715 -1%
ATI
208
ARK & TLK Investments
Oklahoma
$2.52M -$15.1K -362 -0.6%
WP
209
Westmount Partners
California
$2.51M – – –
EH
210
Equitable Holdings
New York
$2.44M -$55.6K -1,333 -2%
FWM
211
Fonville Wealth Management
Virginia
$2.42M -$37.5K -899 -2%
AWM
212
Angeles Wealth Management
California
$2.32M -$244K -5,850 -10%
FF
213
Francis Financial
$2.28M -$93.7K -2,247 -4%
AQR Capital Management
214
AQR Capital Management
Connecticut
$2.23M +$1.74M +41,678 +352%
FIM
215
Freedom Investment Management
Connecticut
$2.2M -$280K -6,707 -11%
SSW
216
Stone Summit Wealth
Florida
$2.14M -$16.7K -400 -0.8%
Brown Advisory
217
Brown Advisory
Maryland
$2.09M -$15.2K -364 -0.7%
MWM
218
Mission Wealth Management
California
$2.08M -$31.8K -763 -2%
ACA
219
Aptus Capital Advisors
Alabama
$2.07M -$30.2K -724 -1%
PW
220
Peninsula Wealth
California
$2.06M +$5.08K +119 +0.2%
TC
221
TAGStone Capital
North Carolina
$2.05M +$12.3K +296 +0.6%
BCM
222
Basso Capital Management
Connecticut
$2.03M – – –
CPIG
223
Chicago Partners Investment Group
Illinois
$2.02M -$456K -10,874 -18%
B
224
BetterWealth
California
$2.01M -$20.8K -500 -1%
TIAM2
225
Tru Independence Asset Management 2
Oregon
$2M +$2M +48,037 New
7 8
9
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