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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

395 hedge funds and large institutions have $4.48B invested in Dimensional US Marketwide Value ETF in 2022 Q2 according to their latest regulatory filings, with 392 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+392
Holders Change %
+13,066.67%
% of All Funds
6.68%
Holding in Top 10
71
Holding in Top 10 Change
+71
Holding in Top 10 Change %
%
% of All Funds
1.2%
New
392
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
$447M
2
SC
Savant Capital
Illinois
$261M
3
BDF
Balasa Dinverno & Foltz
$242M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$233M
5
PL
Plancorp LLC
Missouri
$222M

Top Sellers

1
GC
Garde Capital
Washington
$840K
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
MUFG Americas
New York
$658K +$658K +20,809 New
KeyBank National Association
227
KeyBank National Association
Ohio
$648K +$648K +20,504 New
IWM
228
IHT Wealth Management
Illinois
$637K +$637K +20,165 New
DOA
229
D'Orazio & Associates
Virginia
$636K +$636K +20,115 New
CCWA
230
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$636K +$636K +20,116 New
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$627K +$627K +19,835 New
AA
232
Addison Advisors
Vermont
$625K +$625K +19,770 New
RSWM
233
Robertson Stephens Wealth Management
California
$623K +$623K +19,721 New
B
234
Bailard
California
$622K +$622K +19,684 New
RWA
235
RGT Wealth Advisors
Texas
$613K +$613K +19,388 New
DAS
236
Dynamic Advisor Solutions
Arizona
$608K +$608K +19,237 New
ANB
237
Amarillo National Bank
Texas
$603K +$603K +19,084 New
PMFA
238
Plante Moran Financial Advisors
Michigan
$600K +$600K +19,002 New
CWM
239
Castle Wealth Management
Florida
$592K +$592K +18,733 New
RTL
240
Red Tortoise LLC
Georgia
$581K +$581K +18,394 New
APP
241
Avantax Planning Partners
Iowa
$565K +$565K +17,875 New
FWP
242
Falcon Wealth Planning
California
$563K +$563K +17,803 New
PWLP
243
Prio Wealth Limited Partnership
Massachusetts
$562K +$562K +17,795 New
USCWA
244
U.S. Capital Wealth Advisors
Texas
$561K +$561K +17,756 New
KFI
245
Key Financial Inc
Pennsylvania
$551K +$551K +17,351 New
CB
246
Commerce Bank
Missouri
$549K +$549K +17,392 New
TB
247
Treynor Bancshares
Iowa
$547K +$547K +17,308 New
DWM
248
Dakota Wealth Management
Florida
$538K +$538K +17,010 New
WFA
249
WestHill Financial Advisors
California
$534K +$534K +16,899 New
RK
250
Rather & Kittrell
Tennessee
$534K +$534K +16,925 New
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