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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

564 hedge funds and large institutions have $8.9B invested in Dimensional US Marketwide Value ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 172 increasing their positions, 199 reducing their positions, and 15 closing their positions.

Holders
564
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
8.18%
Holding in Top 10
89
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
41
Increased
172
Reduced
199
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.05B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$202M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$982M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$141M
5
BPA
5
Beacon Pointe Advisors
California
$48.5M

Top Sellers

1
CCM
1
Carlson Capital Management
Minnesota
$1.7M
2
AT
2
Arden Trust
Delaware
$0
3
SP
3
Symmetry Partners
Connecticut
$44.4M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$135M
5
PL
5
Plancorp LLC
Missouri
$272M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.05B 25,793,306 +5,639,625 +28%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$982M 24,008,758 +4,399,773 +22%
SC
3
Savant Capital
Illinois
$678M 16,583,503 +311,712 +2%
BSW
4
Buckingham Strategic Wealth
Missouri
$593M 14,506,375 +138,777 +1%
Corient Private Wealth
5
Corient Private Wealth
Florida
$449M 10,966,838 -95,873 -0.9%
IFA
6
Index Fund Advisors
California
$274M 6,690,245 -103,812 -2%
PL
7
Plancorp LLC
Missouri
$272M 6,651,940 -130,733 -2%
Northern Trust
8
Northern Trust
Illinois
$245M 5,981,099 +149,722 +3%
HighTower Advisors
9
HighTower Advisors
Illinois
$202M 4,950,363 +4,507,199 +1,017%
Creative Planning
10
Creative Planning
Kansas
$171M 4,173,439 -78,877 -2%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$141M 3,446,126 +1,849,345 +116%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$135M 3,306,152 -186,520 -5%
Cerity Partners
13
Cerity Partners
New York
$101M 2,471,525 +37,767 +2%
MWM
14
Modera Wealth Management
New Jersey
$99.8M 2,440,025 -11,870 -0.5%
EWM
15
Empirical Wealth Management
Washington
$87.3M 2,135,636 +70,350 +3%
MRWM
16
ML&R Wealth Management
Texas
$86.8M 2,121,390 -119,986 -5%
TWA
17
TCI Wealth Advisors
Arizona
$86.7M 2,120,588 +38,943 +2%
TI
18
Truepoint Inc
Ohio
$79.1M 1,935,135 -80,090 -4%
TCOTS
19
Trust Company of the South
North Carolina
$76.7M 1,874,459 -61,897 -3%
CL
20
Choreo LLC
Illinois
$76.5M 1,870,636 +26,217 +1%
JTWM
21
Jackson Thornton Wealth Management
Alabama
$64.3M 1,572,178 -9,059 -0.6%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$61.2M 1,495,316 -14,011 -0.9%
FG
23
Foster Group
Iowa
$60.7M 1,483,831 -21,945 -1%
FFM
24
Forum Financial Management
Illinois
$57.3M 1,401,536 -40,531 -3%
BHWM
25
Beaird Harris Wealth Management
Texas
$54.7M 1,338,540 -8,344 -0.6%
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