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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

488 hedge funds and large institutions have $6.88B invested in Dimensional US Marketwide Value ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 167 increasing their positions, 164 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
7.78%
Holding in Top 10
81
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
21
Increased
167
Reduced
164
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
+$232M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$122M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$82.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54M
5
SC
Savant Capital
Illinois
+$36.4M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
-$30.7M
2
LWM
LJI Wealth Management
Indiana
-$20.5M
3
SFPM
Sensible Financial Planning & Management
Massachusetts
-$8.53M
4
PFO
Pathstone Family Office
New Jersey
-$7.47M
5
KA
Kooman & Associates
Pennsylvania
-$5.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
226
SJS Investment Consulting
Ohio
$1.32M -$4.18K -123 -0.3%
AC
227
Applied Capital
Arkansas
$1.32M -$34 -1 -0%
VFA
228
Valeo Financial Advisors
Indiana
$1.28M -$503K -14,781 -28%
WAM
229
Weinberger Asset Management
California
$1.27M +$389K +11,438 +44%
Fidelity Investments
230
Fidelity Investments
Massachusetts
$1.27M -$30.5K -897 -2%
BCI
231
Brinker Capital Investments
Pennsylvania
$1.27M +$40.7K +1,195 +3%
OPS
232
Orion Portfolio Solutions
Nebraska
$1.27M +$40.7K +1,195 +3%
KCPG
233
Kavar Capital Partners Group
Kansas
$1.23M +$6.33K +186 +0.5%
MWPCG
234
Measured Wealth Private Client Group
New Hampshire
$1.19M -$11.1K -325 -0.9%
MW
235
Marcum Wealth
Ohio
$1.18M -$2.79K -82 -0.2%
PAG
236
Private Advisor Group
New Jersey
$1.17M -$46.1K -1,355 -4%
FT
237
Fiduciary Trust
Massachusetts
$1.15M -$72K -2,117 -6%
EIA
238
Eldridge Investment Advisors
New Hampshire
$1.15M -$3.4K -100 -0.3%
CAMG
239
CWA Asset Management Group
Florida
$1.1M -$43.2K -1,270 -4%
FGAM
240
Financial Gravity Asset Management
Texas
$1.09M +$1.03M +8,216 +1,778%
SOAG
241
Silver Oak Advisory Group
Oregon
$1.08M +$68 +2 +0%
GA
242
Greenspring Advisors
Maryland
$1.07M – – –
IAN
243
Integrated Advisors Network
Texas
$1.06M -$14.4K -422 -1%
CB
244
Commerce Bank
Missouri
$1.04M – – –
MFG
245
Merit Financial Group
Georgia
$1.01M +$34 +1 +0%
PFBT
246
Parkside Financial Bank & Trust
Missouri
$996K +$81K +2,382 +9%
FC
247
Family CFO
California
$995K +$208K +6,113 +26%
BMCM
248
Bryn Mawr Capital Management
Pennsylvania
$994K – – –
JIC
249
Johnson Investment Counsel
Ohio
$959K – – –
AAS
250
Avantax Advisory Services
Texas
$954K -$1.63K -48 -0.2%
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10
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