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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.1B
3
SC
3
Savant Capital
Illinois
$721M
4
Creative Planning
4
Creative Planning
Kansas
$220M
5
MHS
5
M Holdings Securities
Oregon
$46.4M

Top Sellers

1
SWM
1
Soundmark Wealth Management
Washington
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12.4M
3
IFA
3
Index Fund Advisors
California
$256M
4
WRPWM
4
Werba Rubin Papier Wealth Management
California
$8.15M
5
FFM
5
Forum Financial Management
Illinois
$49.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.1B 28,965,684 +3,172,378 +12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.07B 27,141,458 +3,132,700 +13%
SC
3
Savant Capital
Illinois
$721M 18,352,876 +1,769,373 +11%
BSW
4
Buckingham Strategic Wealth
Missouri
$567M 14,427,184 -79,191 -0.5%
Corient Private Wealth
5
Corient Private Wealth
Florida
$430M 10,948,873 -17,965 -0.2%
PL
6
Plancorp LLC
Missouri
$258M 6,572,566 -79,374 -1%
IFA
7
Index Fund Advisors
California
$256M 6,513,529 -176,716 -3%
Northern Trust
8
Northern Trust
Illinois
$239M 6,093,011 +111,912 +2%
Creative Planning
9
Creative Planning
Kansas
$220M 5,607,380 +1,433,941 +34%
HighTower Advisors
10
HighTower Advisors
Illinois
$197M 5,007,757 +57,394 +1%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$137M 3,486,474 +40,348 +1%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$129M 3,287,955 -18,197 -0.6%
Cerity Partners
13
Cerity Partners
New York
$95.7M 2,436,010 -35,515 -1%
MWM
14
Modera Wealth Management
New Jersey
$95.1M 2,421,830 -18,195 -0.7%
EWM
15
Empirical Wealth Management
Washington
$88M 2,239,968 +104,332 +5%
TWA
16
TCI Wealth Advisors
Arizona
$85.3M 2,173,330 +52,742 +2%
CL
17
Choreo LLC
Illinois
$74.3M 1,899,438 +28,802 +2%
TCOTS
18
Trust Company of the South
North Carolina
$72.6M 1,848,594 -25,865 -1%
TI
19
Truepoint Inc
Ohio
$72.2M 1,837,467 -97,668 -5%
JTWM
20
Jackson Thornton Wealth Management
Alabama
$65.4M 1,665,476 +93,298 +6%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$58M 1,476,852 -18,464 -1%
FG
22
Foster Group
Iowa
$57.5M 1,465,480 -18,351 -1%
BPA
23
Beacon Pointe Advisors
California
$53.2M 1,355,427 +169,421 +14%
RIM
24
RW Investment Management
Idaho
$52.7M 1,342,565 +41,282 +3%
EAM
25
Evanson Asset Management
California
$52.1M 1,327,386 +17,132 +1%
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