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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
MAC
251
Mason & Associates (California)
California
$526K +$554K +16,655 New
CPFP
252
Clear Perspectives Financial Planning
Ohio
$525K +$552K +16,601 New
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$512K +$539K +16,182 New
TI
254
tru Independence
Oregon
$507K +$534K +16,043 New
VCP
255
Vista Capital Partners
Oregon
$506K +$533K +16,027 New
NFP
256
Narus Financial Partners
Utah
$493K +$519K +15,601 New
FOA
257
Five Oceans Advisors
California
$482K +$508K +15,250 New
EA
258
Efficient Advisors
Ohio
$476K +$501K +15,061 New
LB
259
Leo Brokerage
Texas
$466K +$491K +14,755 New
OFG
260
Oxford Financial Group
Indiana
$453K +$477K +14,330 New
BFA
261
Beacon Financial Advisory
Ohio
$451K +$475K +14,281 New
LNC
262
Lincoln National Corp
Pennsylvania
$444K +$467K +14,042 New
CA
263
Clearstead Advisors
Ohio
$443K +$467K +14,025 New
IA
264
IFG Advisors
Missouri
$442K +$465K +13,984 New
CFO
265
Collective Family Office
Pennsylvania
$438K +$462K +13,867 New
CFFP
266
Center for Financial Planning
Michigan
$418K +$440K +13,216 New
SWP
267
Stratos Wealth Partners
Ohio
$417K +$439K +13,198 New
Janney Montgomery Scott
268
Janney Montgomery Scott
Pennsylvania
$416K +$435K +13,084 New
CBN
269
Cadence Bank NA
Texas
$411K +$433K +13,019 New
AC
270
AWM Capital
Arizona
$407K +$429K +12,878 New
CCM
271
Covington Capital Management
California
$404K +$425K +12,780 New
Franklin Resources
272
Franklin Resources
California
$398K +$419K +12,597 New
BAM
273
Baldrige Asset Management
Pennsylvania
$390K +$411K +12,355 New
DWT
274
Dorsey & Whitney Trust
South Dakota
$389K +$410K +12,316 New
BWM
275
BT Wealth Management
Georgia
$381K +$401K +12,064 New
9 10
11
12 13

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.