Dimensional US Marketwide Value ETF
DFUV
567 hedge funds and large institutions have $8.91B invested in Dimensional US Marketwide Value ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 176 increasing their positions, 197 reducing their positions, and 15 closing their positions.
445% more capital inflows, than outflows
Capital inflows: $779M | Capital outflows: $143M
173% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 15
3.28% more ownership
Funds ownership: 81.24% → 84.52% (+3.3%)
3% more funds holding
Funds holding: 550 → 567 (+17)
0% more funds holding in top 10
Funds holding in top 10: 90 → 90 (0)
11% less repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 197
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$215M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$172M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$168M |
| 4 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$70.6M |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$30.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
-$24.1M |
| 2 |
AT
Arden Trust
Wilmington,
Delaware
|
-$12.6M |
| 3 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$8.86M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$7.13M |
| 5 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
-$4.99M |
DFUV Hedge Fund Activity: Q1 2024 in Review
567 of the 6,963 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q1 2024, worth a combined $8.91B — up 15% from $7.73B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new DFUV positions and 15 closed out — a net gain of 26 holders — while 176 added to existing stakes and 197 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $215M. The largest seller was Carlson Capital Management, cutting an estimated $24.1M.
- 567 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q1 2024, up from 550 in Q4 2023.
- Funds reported $8.91B of Dimensional US Marketwide Value ETF stock for Q1 2024, up 15% quarter-over-quarter.
- 41 funds opened new Dimensional US Marketwide Value ETF positions in Q1 2024 and 15 closed out, a net change of +26 holders.
- The largest Dimensional US Marketwide Value ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $215M added.
- The largest Dimensional US Marketwide Value ETF seller in Q1 2024 was Carlson Capital Management, an estimated $24.1M sold.
Based on aggregated 13F filings for Q1 2024.