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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

601 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, 191 increasing their positions, 197 reducing their positions, and 20 closing their positions.

Holders
601
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
8.7%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.22%
New
42
Increased
191
Reduced
197
Closed
20
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$600M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.46B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.37B
4
PWP
4
Parkwoods Wealth Partners
New York
$26.4M
5
RFP
5
Root Financial Partners
California
$48M

Top Sellers

1
MHS
1
M Holdings Securities
Oregon
$4.54M
2
EFP
2
Elser Financial Planning
Indiana
$305K
3
SP
3
Symmetry Partners
Connecticut
$25.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$121M
5
IFA
5
Index Fund Advisors
California
$264M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.46B 35,285,610 +6,319,926 +22%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.37B 32,965,845 +5,824,387 +21%
SC
3
Savant Capital
Illinois
$772M 18,514,362 +161,486 +0.9%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$600M 14,388,727 +14,364,814 +60,071%
Corient Private Wealth
5
Corient Private Wealth
Florida
$454M 10,881,716 -67,157 -0.6%
PL
6
Plancorp LLC
Missouri
$270M 6,484,092 -88,474 -1%
IFA
7
Index Fund Advisors
California
$264M 6,328,129 -185,400 -3%
Northern Trust
8
Northern Trust
Illinois
$248M 5,940,240 -152,771 -3%
Creative Planning
9
Creative Planning
Kansas
$228M 5,471,095 -136,285 -2%
HighTower Advisors
10
HighTower Advisors
Illinois
$205M 4,912,648 -95,109 -2%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$145M 3,468,171 -18,303 -0.5%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$121M 2,910,296 -377,659 -11%
Cerity Partners
13
Cerity Partners
New York
$105M 2,510,125 +74,115 +3%
EWM
14
Empirical Wealth Management
Washington
$103M 2,474,894 +234,926 +10%
MWM
15
Modera Wealth Management
New Jersey
$99.6M 2,390,093 -31,737 -1%
TWA
16
TCI Wealth Advisors
Arizona
$93.5M 2,243,112 +69,782 +3%
CL
17
Choreo LLC
Illinois
$79M 1,903,191 +3,753 +0.2%
TCOTS
18
Trust Company of the South
North Carolina
$76.6M 1,836,455 -12,139 -0.7%
TI
19
Truepoint Inc
Ohio
$76M 1,823,412 -14,055 -0.8%
JTWM
20
Jackson Thornton Wealth Management
Alabama
$71.8M 1,722,588 +57,112 +3%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$61M 1,463,212 -13,640 -0.9%
FG
22
Foster Group
Iowa
$59.6M 1,430,016 -35,464 -2%
RIM
23
RW Investment Management
Idaho
$56.6M 1,357,995 +15,430 +1%
EAM
24
Evanson Asset Management
California
$55.7M 1,335,218 +7,832 +0.6%
BPA
25
Beacon Pointe Advisors
California
$55.4M 1,329,156 -26,271 -2%
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