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Dimensional US Marketwide Value ETF
DFUV

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 395 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

61.48% more ownership

Funds ownership: 0% → 61.48% (+61%)

Holders
395
Holders Change
+395
Holders Change %
–
% of All Funds
6.65%
Holding in Top 10
71
Holding in Top 10 Change
+71
Holding in Top 10 Change %
% of All Funds
1.2%
New
395
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
+$471M
2
SC
Savant Capital
Illinois
+$275M
3
BDF
Balasa Dinverno & Foltz
+$255M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$245M
5
PL
Plancorp LLC
Missouri
+$233M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
226
MUFG Americas
New York
$658K +$693K +20,809 New
KeyBank National Association
227
KeyBank National Association
Ohio
$648K +$682K +20,504 New
IWM
228
IHT Wealth Management
Illinois
$637K +$671K +20,165 New
DOA
229
D'Orazio & Associates
Virginia
$636K +$669K +20,115 New
CCWA
230
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$636K +$669K +20,116 New
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$627K +$660K +19,835 New
AA
232
Addison Advisors
Vermont
$625K +$658K +19,770 New
RSWM
233
Robertson Stephens Wealth Management
California
$623K +$656K +19,721 New
B
234
Bailard
California
$622K +$655K +19,684 New
RWA
235
RGT Wealth Advisors
Texas
$613K +$645K +19,388 New
DAS
236
Dynamic Advisor Solutions
Arizona
$608K +$640K +19,237 New
ANB
237
Amarillo National Bank
Texas
$603K +$635K +19,084 New
PMFA
238
Plante Moran Financial Advisors
Michigan
$600K +$632K +19,002 New
CWM
239
Castle Wealth Management
Florida
$592K +$623K +18,733 New
RTL
240
Red Tortoise LLC
Georgia
$581K +$612K +18,394 New
APP
241
Avantax Planning Partners
Iowa
$565K +$595K +17,875 New
FWP
242
Falcon Wealth Planning
California
$563K +$592K +17,803 New
PWLP
243
Prio Wealth Limited Partnership
Massachusetts
$562K +$592K +17,795 New
USCWA
244
U.S. Capital Wealth Advisors
Texas
$561K +$591K +17,756 New
KFI
245
Key Financial Inc
Pennsylvania
$551K +$577K +17,351 New
CB
246
Commerce Bank
Missouri
$549K +$579K +17,392 New
TB
247
Treynor Bancshares
Iowa
$547K +$576K +17,308 New
DWM
248
Dakota Wealth Management
Florida
$538K +$566K +17,010 New
WFA
249
WestHill Financial Advisors
California
$534K +$562K +16,899 New
RK
250
Rather & Kittrell
Tennessee
$534K +$563K +16,925 New
8 9
10
11 12

DFUV Hedge Fund Activity: Q2 2022 in Review

395 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q2 2022, worth a combined $4.48B.

Buyers outnumbered sellers: 395 funds opened new DFUV positions and 0 closed out — a net gain of 395 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $471M.

  • 395 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q2 2022, up from 0 in Q1 2022.
  • Funds reported $4.48B of Dimensional US Marketwide Value ETF stock for Q2 2022.
  • 395 funds opened new Dimensional US Marketwide Value ETF positions in Q2 2022 and 0 closed out, a net change of +395 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q2 2022 was Buckingham Strategic Wealth, an estimated $471M added.

Based on aggregated 13F filings for Q2 2022.