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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

479 hedge funds and large institutions have $5.92B invested in Dimensional US Marketwide Value ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 160 increasing their positions, 113 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
7.73%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.47%
New
81
Increased
160
Reduced
113
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$198M
2
TWP
TFO Wealth Partners
Ohio
$111M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$262M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$307M
5
SC
Savant Capital
Illinois
$311M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$79.1M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$47.2M
3
EWA
EP Wealth Advisors
California
$0
4
CIAS
CFS Investment Advisory Services
New Jersey
$1.72M
5
SDH
Sloy Dahl & Holst
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Apollon Wealth Management
South Carolina
$1.17M +$1.17M +34,992 New
MW
227
Marcum Wealth
Ohio
$1.16M -$4.69K -140 -0.4%
GA
228
Greenspring Advisors
Maryland
$1.13M – – –
AFGAS
229
Allegiance Financial Group Advisory Services
Virginia
$1.12M +$1.12M +33,467 New
TC
230
TownSquare Capital
Utah
$1.11M +$169K +5,048 +18%
CAMG
231
CWA Asset Management Group
Florida
$1.08M – – –
SAS
232
Sanford Advisory Services
Michigan
$1.08M +$1.08M +32,323 New
CG
233
Caprock Group
Idaho
$1.08M +$56K +1,674 +5%
Financial Engines Advisors
234
Financial Engines Advisors
California
$1.08M +$1K +30 +0.1%
SOAG
235
Silver Oak Advisory Group
Oregon
$1.07M +$33 +1 +0%
AAS
236
Avantax Advisory Services
Texas
$1.04M +$2.11K +63 +0.2%
DAS
237
Dynamic Advisor Solutions
Arizona
$1.02M +$282K +8,434 +38%
FPCP
238
Fort Point Capital Partners
California
$999K – – –
MFG
239
Merit Financial Group
Georgia
$996K +$33 +1 +0%
JIC
240
Johnson Investment Counsel
Ohio
$947K – – –
MWM
241
Mission Wealth Management
California
$943K -$68.3K -2,039 -7%
TI
242
tru Independence
Oregon
$936K -$100 -3 -0%
OPS
243
Orion Portfolio Solutions
Nebraska
$934K +$124K +3,699 +15%
CF
244
Cantor Fitzgerald
New York
$924K – – –
JPMorgan Chase & Co
245
JPMorgan Chase & Co
New York
$922K +$922K +27,530 New
BJL
246
Brighton Jones LLC
Washington
$913K +$259K +7,723 +40%
MWM
247
Marietta Wealth Management
Georgia
$910K – – –
PFBT
248
Parkside Financial Bank & Trust
Missouri
$896K +$76.2K +2,277 +9%
GC
249
Garde Capital
Washington
$891K – – –
CWM
250
Curi Wealth Management
North Carolina
$881K +$1.77K +53 +0.2%
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