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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

492 hedge funds and large institutions have $6.48B invested in Dimensional US Marketwide Value ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.76%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.28%
New
26
Increased
161
Reduced
165
Closed
18
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$188M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$183M
3
SC
Savant Capital
Illinois
+$38.5M
4
RIM
RW Investment Management
Idaho
+$12.3M
5
BSW
Buckingham Strategic Wealth
Missouri
+$7.82M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.95M
2
Northern Trust
Northern Trust
Illinois
-$6.15M
3
SIS
Strategic Investment Solutions
Illinois
-$5.95M
4
IFA
Index Fund Advisors
California
-$4.2M
5
CFG
Citizens Financial Group
Rhode Island
-$3.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
226
SJS Investment Consulting
Ohio
$1.35M -$863 -25 -0.1%
AC
227
Applied Capital
Arkansas
$1.34M -$206K -5,970 -13%
Fidelity Investments
228
Fidelity Investments
Massachusetts
$1.32M -$261K -7,551 -16%
BFA
229
Beacon Financial Advisory
Ohio
$1.3M +$129K +3,739 +11%
PAG
230
Private Advisor Group
New Jersey
$1.28M +$86.1K +2,418 +7%
BCI
231
Brinker Capital Investments
Pennsylvania
$1.24M +$87.4K +2,533 +8%
OPS
232
Orion Portfolio Solutions
Nebraska
$1.24M +$87.4K +2,533 +8%
KCPG
233
Kavar Capital Partners Group
Kansas
$1.24M +$6.25K +181 +0.5%
FT
234
Fiduciary Trust
Massachusetts
$1.24M -$34K -986 -3%
MWPCG
235
Measured Wealth Private Client Group
New Hampshire
$1.22M – – –
MW
236
Marcum Wealth
Ohio
$1.2M +$5.24K +152 +0.4%
EIA
237
Eldridge Investment Advisors
New Hampshire
$1.17M -$188K -5,459 -14%
CAMG
238
CWA Asset Management Group
Florida
$1.16M – – –
FTUS
239
Flow Traders U.S.
New York
$1.13M +$1.13M +32,750 New
SOAG
240
Silver Oak Advisory Group
Oregon
$1.09M +$103 +3 +0%
IAN
241
Integrated Advisors Network
Texas
$1.09M -$9.35K -271 -0.8%
GA
242
Greenspring Advisors
Maryland
$1.09M -$1.66M -48,246 -60%
AWM
243
Apollon Wealth Management
South Carolina
$1.07M -$166K -4,800 -13%
CB
244
Commerce Bank
Missouri
$1.05M -$517 -15 -0%
MFG
245
Merit Financial Group
Georgia
$1.03M – – –
PWM
246
Perigon Wealth Management
California
$1.02M +$1.02M +29,582 New
BMCM
247
Bryn Mawr Capital Management
Pennsylvania
$1.01M – – –
BB
248
Busey Bank
Illinois
$999K – – –
VFP
249
Verus Financial Partners
Virginia
$991K +$3.87K +108 +0.4%
JIC
250
Johnson Investment Counsel
Ohio
$973K -$3.52K -102 -0.4%
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