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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

663 hedge funds and large institutions have $10.1B invested in Dimensional US Marketwide Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 202 increasing their positions, 196 reducing their positions, and 16 closing their positions.

Holders
663
Holders Change
+62
Holders Change %
+10.32%
% of All Funds
8.83%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.44%
New
88
Increased
202
Reduced
196
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$50.1M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$186M
3
EFP
3
Elser Financial Planning
Indiana
$40.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.39B
5
WMN
5
Wealth Management Nebraska
Nebraska
$30.1M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.29B
2
SC
2
Savant Capital
Illinois
$735M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$28.6M
4
IFA
4
Index Fund Advisors
California
$252M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$440M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.39B 33,877,455 +911,610 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.29B 31,489,188 -3,796,422 -11%
SC
3
Savant Capital
Illinois
$735M 17,956,943 -557,419 -3%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$592M 14,469,845 +81,118 +0.6%
Corient Private Wealth
5
Corient Private Wealth
Florida
$440M 10,744,937 -136,779 -1%
PL
6
Plancorp LLC
Missouri
$261M 6,373,697 -110,395 -2%
IFA
7
Index Fund Advisors
California
$252M 6,160,386 -167,743 -3%
Northern Trust
8
Northern Trust
Illinois
$244M 5,966,738 +26,498 +0.4%
Creative Planning
9
Creative Planning
Kansas
$221M 5,390,141 -80,954 -1%
HighTower Advisors
10
HighTower Advisors
Illinois
$200M 4,893,997 -18,651 -0.4%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$186M 4,556,275 +1,088,104 +31%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$118M 2,890,125 -20,171 -0.7%
EWM
13
Empirical Wealth Management
Washington
$108M 2,635,288 +160,394 +6%
Cerity Partners
14
Cerity Partners
New York
$102M 2,486,370 -23,755 -0.9%
MWM
15
Modera Wealth Management
New Jersey
$96.7M 2,362,720 -27,373 -1%
TWA
16
TCI Wealth Advisors
Arizona
$93.6M 2,287,765 +44,653 +2%
CL
17
Choreo LLC
Illinois
$77M 1,882,153 -21,038 -1%
TCOTS
18
Trust Company of the South
North Carolina
$74.5M 1,820,188 -16,267 -0.9%
TI
19
Truepoint Inc
Ohio
$74.1M 1,811,749 -11,663 -0.6%
JTWM
20
Jackson Thornton Wealth Management
Alabama
$70.4M 1,721,157 -1,431 -0.1%
RFP
21
Root Financial Partners
California
$62.2M 1,518,933 +367,566 +32%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$59M 1,442,369 -20,843 -1%
FG
23
Foster Group
Iowa
$55.1M 1,347,470 -82,546 -6%
BPA
24
Beacon Pointe Advisors
California
$54.9M 1,340,463 +11,307 +0.9%
EAM
25
Evanson Asset Management
California
$54.7M 1,336,680 +1,462 +0.1%
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