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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

663 hedge funds and large institutions have $10.1B invested in Dimensional US Marketwide Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 202 increasing their positions, 196 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+62
Holders Change %
+10.32%
% of All Funds
8.83%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.44%
New
88
Increased
202
Reduced
196
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
$186M
2
EFP
Elser Financial Planning
Indiana
$40.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.39B
4
MWM
Mission Wealth Management
California
$23.2M
5
EP
Essential Planning
New Hampshire
$16.6M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.29B
2
SC
Savant Capital
Illinois
$735M
3
IWC
Integrated Wealth Concepts
Massachusetts
$28.6M
4
IFA
Index Fund Advisors
California
$252M
5
Corient Private Wealth
Corient Private Wealth
Florida
$440M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
201
M Holdings Securities
Oregon
$3.92M -$537K -13,118 -12%
AAA
202
AG Asset Advisory
California
$3.7M +$3.7M +90,343 New
PA
203
PFG Advisors
Arizona
$3.57M +$160K +3,911 +5%
PWM
204
Parkworth Wealth Management
California
$3.55M +$3.55M +86,873 New
WAM
205
Weinberger Asset Management
California
$3.5M +$471K +11,503 +16%
MGIA
206
Moneta Group Investment Advisors
Missouri
$3.49M -$20.5K -500 -0.6%
TWM
207
Tumwater Wealth Management
Idaho
$3.46M +$3.46M +84,677 New
CA
208
Clearstead Advisors
Ohio
$3.46M -$1.02K -25 -0%
WAN
209
Wealth Advisors Northwest
Oregon
$3.46M +$3.46M +84,488 New
MML Investors Services
210
MML Investors Services
Massachusetts
$3.41M +$10.7K +261 +0.3%
Fidelity Investments
211
Fidelity Investments
Massachusetts
$3.37M +$583K +14,258 +21%
JC
212
Jentner Corp
Ohio
$3.35M -$117K -2,864 -3%
HWA
213
HMV Wealth Advisors
Louisiana
$3.12M +$3.12M +76,316 New
Bank of New York Mellon
214
Bank of New York Mellon
New York
$3.07M +$42.3K +1,034 +1%
WT
215
Washington Trust
Rhode Island
$3.07M – – –
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$3.07M -$654K -15,981 -18%
US Bancorp
217
US Bancorp
Minnesota
$3.05M +$306K +7,466 +11%
TIAA Trust, National Association
218
TIAA Trust, National Association
North Carolina
$3.04M -$196K -4,797 -6%
MWG
219
Martin Worley Group
Utah
$2.96M +$2.96M +72,413 New
PFS
220
Prospera Financial Services
Texas
$2.87M -$14.9K -364 -0.5%
CWA
221
Cascade Wealth Advisors
Washington
$2.85M -$94.1K -2,299 -3%
DI
222
Disciplined Investments
Oklahoma
$2.85M -$45.1K -1,103 -2%
CCA
223
Clarity Capital Advisors
Florida
$2.83M +$9.86K +241 +0.3%
BP
224
BWM Planning
Texas
$2.77M – – –
AQR Capital Management
225
AQR Capital Management
Connecticut
$2.77M +$578K +14,137 +26%
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