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Dimensional US Marketwide Value ETF

604 hedge funds and large institutions have $9.95B invested in Dimensional US Marketwide Value ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $8.94B → $9.95B (+$1.01B)

3% more funds holding

Funds holding: 589604 (+15)

1.91% more ownership

Funds ownership: 86%87.91% (+1.9%)

2% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 197

5% less funds holding in top 10

Funds holding in top 10: 8884 (-4)

Holders
604
Holders Change
+15
Holders Change %
+2.55%
% of All Funds
8.67%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.21%
New
42
Increased
194
Reduced
197
Closed
20
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.46B +$255M +6,319,926 +22%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.37B +$235M +5,824,387 +21%
SC
3
Savant Capital
Illinois
$772M +$6.53M +161,486 +0.9%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$600M +$581M +14,364,814 +60,071%
Corient Private Wealth
5
Corient Private Wealth
Florida
$454M -$2.71M -67,157 -0.6%
PL
6
Plancorp LLC
Missouri
$270M -$3.58M -88,474 -1%
IFA
7
Index Fund Advisors
California
$264M -$7.49M -185,400 -3%
Northern Trust
8
Northern Trust
Illinois
$248M -$6.17M -152,771 -3%
Creative Planning
9
Creative Planning
Kansas
$228M -$5.51M -136,285 -2%
HighTower Advisors
10
HighTower Advisors
Illinois
$205M -$3.84M -95,109 -2%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$145M -$740K -18,303 -0.5%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$121M -$15.3M -377,659 -11%
Cerity Partners
13
Cerity Partners
New York
$105M +$3M +74,115 +3%
EWM
14
Empirical Wealth Management
Washington
$103M +$9.49M +234,926 +10%
MWM
15
Modera Wealth Management
New Jersey
$99.6M -$1.28M -31,737 -1%
TWA
16
TCI Wealth Advisors
Arizona
$93.5M +$2.82M +69,782 +3%
CL
17
Choreo LLC
Illinois
$79M +$152K +3,753 +0.2%
TCOTS
18
Trust Company of the South
North Carolina
$76.6M -$491K -12,139 -0.7%
TI
19
Truepoint Inc
Ohio
$76M -$568K -14,055 -0.8%
JTWM
20
Jackson Thornton Wealth Management
Alabama
$71.8M +$2.31M +57,112 +3%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$61M -$551K -13,640 -0.9%
FG
22
Foster Group
Iowa
$59.6M -$1.43M -35,464 -2%
RIM
23
RW Investment Management
Idaho
$56.6M +$624K +15,430 +1%
EAM
24
Evanson Asset Management
California
$55.7M +$317K +7,832 +0.6%
BPA
25
Beacon Pointe Advisors
California
$55.4M -$1.06M -26,271 -2%

DFUV Hedge Fund Activity: Q3 2024 in Review

604 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q3 2024, worth a combined $9.95B — up 11% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFUV positions and 20 closed out — a net gain of 22 holders — while 194 added to existing stakes and 197 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $581M. The largest seller was M Holdings Securities, cutting an estimated $43.4M.

  • 604 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q3 2024, up from 589 in Q2 2024.
  • Funds reported $9.95B of Dimensional US Marketwide Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 42 funds opened new Dimensional US Marketwide Value ETF positions in Q3 2024 and 20 closed out, a net change of +22 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $581M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q3 2024 was M Holdings Securities, an estimated $43.4M sold.

Based on aggregated 13F filings for Q3 2024.