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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

489 hedge funds and large institutions have $5.89B invested in Dimensional US Marketwide Value ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 164 increasing their positions, 158 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+10
Holders Change %
+2.09%
% of All Funds
7.83%
Holding in Top 10
84
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.69%
% of All Funds
1.34%
New
35
Increased
164
Reduced
158
Closed
14
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
-$285K

Top Buyers

1
SC
Savant Capital
Illinois
$424M
2
Cerity Partners
Cerity Partners
New York
$75.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$329M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$363M
5
PCIA
Prime Capital Investment Advisors
Kansas
$30.3M

Top Sellers

1
TWP
TFO Wealth Partners
Ohio
$21.6M
2
Creative Planning
Creative Planning
Kansas
$147M
3
PFO
Pathstone Family Office
New Jersey
$47.2M
4
MWM
Modera Wealth Management
New Jersey
$87M
5
TI
Truepoint Inc
Ohio
$69.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
226
Baker Tilly Wealth Management
Wisconsin
$1.38M +$737 +22 +0.1%
GRP
227
Global Retirement Partners
California
$1.37M +$15.2K +462 +1%
LW
228
Lauer Wealth
Indiana
$1.34M +$1.34M +40,000 New
FWCM
229
Ferguson Wellman Capital Management
Oregon
$1.33M – – –
EIA
230
Eldridge Investment Advisors
New Hampshire
$1.32M +$129K +3,845 +11%
SIC
231
SJS Investment Consulting
Ohio
$1.31M -$34.6K -1,032 -3%
FT
232
Fiduciary Trust
Massachusetts
$1.24M – – –
KCPG
233
Kavar Capital Partners Group
Kansas
$1.2M +$5.42K +162 +0.5%
AWM
234
Apollon Wealth Management
South Carolina
$1.2M +$27.2K +811 +2%
MWPCG
235
Measured Wealth Private Client Group
New Hampshire
$1.18M -$66.9K -1,998 -5%
MW
236
Marcum Wealth
Ohio
$1.16M +$4.59K +137 +0.4%
BFA
237
Beacon Financial Advisory
Ohio
$1.14M +$611K +18,243 +116%
CAMG
238
CWA Asset Management Group
Florida
$1.13M +$45.1K +1,348 +4%
OPS
239
Orion Portfolio Solutions
Nebraska
$1.12M +$188K +5,620 +20%
BCI
240
Brinker Capital Investments
Pennsylvania
$1.12M +$1.12M +33,507 New
AFGAS
241
Allegiance Financial Group Advisory Services
Virginia
$1.12M +$937 +28 +0.1%
PAG
242
Private Advisor Group
New Jersey
$1.12M +$42.8K +1,279 +4%
IAN
243
Integrated Advisors Network
Texas
$1.07M -$186K -5,543 -15%
Baird Financial Group
244
Baird Financial Group
Wisconsin
$1.06M -$363K -10,841 -25%
SOAG
245
Silver Oak Advisory Group
Oregon
$1.06M -$3.82K -114 -0.4%
CB
246
Commerce Bank
Missouri
$1.02M -$331K -9,873 -24%
FPCP
247
Fort Point Capital Partners
California
$999K – – –
MFG
248
Merit Financial Group
Georgia
$996K +$33 +1 +0%
BMCM
249
Bryn Mawr Capital Management
Pennsylvania
$978K +$217K +6,491 +29%
AAS
250
Avantax Advisory Services
Texas
$975K -$65.9K -1,969 -6%
8 9
10
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