Dimensional US Marketwide Value ETF
DFUV
550 hedge funds and large institutions have $7.73B invested in Dimensional US Marketwide Value ETF in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 171 increasing their positions, 167 reducing their positions, and 15 closing their positions.
460% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 15
83% more capital inflows, than outflows
Capital inflows: $615M | Capital outflows: $337M
12% more funds holding
Funds holding: 489 → 550 (+61)
10% more funds holding in top 10
Funds holding in top 10: 82 → 90 (+8)
2% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 167
0.97% more ownership
Funds ownership: 80.27% → 81.24% (+0.97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$84.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$64.6M |
| 3 |
Savant Capital
Rockford,
Illinois
|
+$48.6M |
| 4 |
Paragon Wealth Strategies
Jacksonville,
Florida
|
+$26.6M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Strategic Investment Solutions
Orland Park,
Illinois
|
-$221M |
| 2 |
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$18.8M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10M |
| 4 |
Meritas Wealth Management
Larkspur,
California
|
-$7.47M |
| 5 |
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$6.11M |
DFUV Hedge Fund Activity: Q4 2023 in Review
550 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2023, worth a combined $7.73B — up 12% from $6.89B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new DFUV positions and 15 closed out — a net gain of 69 holders — while 171 added to existing stakes and 167 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $84.5M. The largest seller was Strategic Investment Solutions, cutting an estimated $221M.
- 550 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2023, up from 489 in Q3 2023.
- Funds reported $7.73B of Dimensional US Marketwide Value ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 84 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2023 and 15 closed out, a net change of +69 holders.
- The largest Dimensional US Marketwide Value ETF buyer in Q4 2023 was Mercer Global Advisors, an estimated $84.5M added.
- The largest Dimensional US Marketwide Value ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $221M sold.
Based on aggregated 13F filings for Q4 2023.