Dimensional US Marketwide Value ETF
DFUV
590 hedge funds and large institutions have $8.94B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 193 increasing their positions, 196 reducing their positions, and 22 closing their positions.
489% more capital inflows, than outflows
Capital inflows: $621M | Capital outflows: $105M
136% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 22
4% more funds holding
Funds holding: 567 → 590 (+23)
1.55% more ownership
Funds ownership: 84.52% → 86.06% (+1.5%)
2% less repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 196
1% less funds holding in top 10
Funds holding in top 10: 90 → 89 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$126M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$124M |
| 3 |
Savant Capital
Rockford,
Illinois
|
+$70M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$56.7M |
| 5 |
M Holdings Securities
Portland,
Oregon
|
+$42.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.2M |
| 2 |
Index Fund Advisors
Irvine,
California
|
-$6.99M |
| 3 |
Werba Rubin Papier Wealth Management
San Jose,
California
|
-$6.49M |
| 4 |
Forum Financial Management
Lombard,
Illinois
|
-$5.57M |
| 5 |
Ancora Advisors
Cleveland,
Ohio
|
-$5.52M |
DFUV Hedge Fund Activity: Q2 2024 in Review
590 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q2 2024, worth a combined $8.94B — up 0.36% from $8.91B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new DFUV positions and 22 closed out — a net gain of 30 holders — while 193 added to existing stakes and 196 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $126M. The largest seller was Osaic Holdings, cutting an estimated $9.2M.
- 590 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q2 2024, up from 567 in Q1 2024.
- Funds reported $8.94B of Dimensional US Marketwide Value ETF stock for Q2 2024, up 0.36% quarter-over-quarter.
- 52 funds opened new Dimensional US Marketwide Value ETF positions in Q2 2024 and 22 closed out, a net change of +30 holders.
- The largest Dimensional US Marketwide Value ETF buyer in Q2 2024 was Mercer Global Advisors, an estimated $126M added.
- The largest Dimensional US Marketwide Value ETF seller in Q2 2024 was Osaic Holdings, an estimated $9.2M sold.
Based on aggregated 13F filings for Q2 2024.