Dimensional US Marketwide Value ETF
DFUV
668 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 90 funds opening new positions, 204 increasing their positions, 197 reducing their positions, and 16 closing their positions.
463% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 16
29% more funds holding in top 10
Funds holding in top 10: 84 → 108 (+24)
11% more funds holding
Funds holding: 604 → 668 (+64)
2.47% more ownership
Funds ownership: 87.91% → 90.38% (+2.5%)
4% more repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 197
1% more capital invested
Capital invested by funds: $9.95B → $10.1B (+$125M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$46.2M |
| 2 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
+$41.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$38.7M |
| 4 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$21.9M |
| 5 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$161M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
-$23.7M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$12M |
| 4 |
IFA
Index Fund Advisors
Irvine,
California
|
-$7.12M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
-$5.81M |
DFUV Hedge Fund Activity: Q4 2024 in Review
668 of the 7,592 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 $9.95B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new DFUV positions and 16 closed out — a net gain of 74 holders — while 204 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.
- 668 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2024, up from 604 in Q3 2024.
- Funds reported $10.1B of Dimensional US Marketwide Value ETF stock for Q4 2024, up 1.3% quarter-over-quarter.
- 90 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2024 and 16 closed out, a net change of +74 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.