Dimensional US Marketwide Value ETF
DFUV
672 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 92 funds opening new positions, 205 increasing their positions, 197 reducing their positions, and 16 closing their positions.
475% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 16
131% more capital inflows, than outflows
Capital inflows: $658M | Capital outflows: $285M
28% more funds holding in top 10
Funds holding in top 10: 85 → 109 (+24)
11% more funds holding
Funds holding: 606 → 672 (+66)
2.47% more ownership
Funds ownership: 87.98% → 90.45% (+2.5%)
4% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 197
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$46.2M |
| 2 |
Elser Financial Planning
Indianapolis,
Indiana
|
+$41.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$38.7M |
| 4 |
Mission Wealth Management
Santa Barbara,
California
|
+$21.9M |
| 5 |
Essential Planning
Portsmouth,
New Hampshire
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$161M |
| 2 |
Savant Capital
Rockford,
Illinois
|
-$23.7M |
| 3 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$12M |
| 4 |
Index Fund Advisors
Irvine,
California
|
-$7.12M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
-$5.81M |
DFUV Hedge Fund Activity: Q4 2024 in Review
672 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2024, worth a combined $10.1B — up 1.3% from $10B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new DFUV positions and 16 closed out — a net gain of 76 holders — while 205 added to existing stakes and 197 trimmed.
The largest buyer was Focus Partners Advisor Solutions, adding an estimated $46.2M. The largest seller was Mercer Global Advisors, cutting an estimated $161M.
- 672 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2024, up from 606 in Q3 2024.
- Funds reported $10.1B of Dimensional US Marketwide Value ETF stock for Q4 2024, up 1.3% quarter-over-quarter.
- 92 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2024 and 16 closed out, a net change of +76 holders.
- The largest Dimensional US Marketwide Value ETF buyer in Q4 2024 was Focus Partners Advisor Solutions, an estimated $46.2M added.
- The largest Dimensional US Marketwide Value ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $161M sold.
Based on aggregated 13F filings for Q4 2024.