DFUV icon

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 %
PA
251
Parallel Advisors
California
$879K +$904 +27 +0.1%
LIA
252
LBMC Investment Advisors
Tennessee
$873K +$2.11K +63 +0.2%
FWP
253
FAS Wealth Partners
Kansas
$871K +$3.55K +106 +0.4%
BPC
254
Banque Pictet & Cie
Switzerland
$865K – – –
PNAA
255
Pictet North America Advisors
Switzerland
$865K – – –
AWS
256
Atria Wealth Solutions
New York
$862K – – –
BC
257
Burleson & Co
California
$856K – – –
CWS
258
Confluence Wealth Services
Pennsylvania
$829K +$829K +24,749 New
FWTB
259
First Western Trust Bank
Colorado
$825K -$226K -6,755 -22%
FC
260
Financial Council
Maryland
$823K – – –
VFP
261
Verus Financial Partners
Virginia
$820K +$224K +6,311 +38%
BWP
262
Balboa Wealth Partners
Arizona
$807K – – –
MA
263
Mutual Advisors
Nebraska
$805K -$335 -10 -0%
IA
264
IFG Advisory
Georgia
$801K -$453K -13,542 -36%
SWM
265
Seaside Wealth Management
California
$797K +$837 +25 +0.1%
PFM
266
Phillips Financial Management
Indiana
$773K -$153K -4,566 -17%
CPSAC
267
Chas P. Smith & Associates (CPS)
Florida
$769K -$2.68K -80 -0.3%
RJA
268
Raymond James & Associates
Florida
$767K +$23.6K +705 +3%
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$762K – – –
BMCM
270
Bryn Mawr Capital Management
Pennsylvania
$761K – – –
CG
271
Colony Group
Massachusetts
$760K +$2.11K +63 +0.3%
PCA
272
Personal Capital Advisors
California
$744K – – –
SW
273
SVB Wealth
Massachusetts
$725K -$374K -11,169 -34%
BB
274
Busey Bank
Illinois
$723K – – –
CCWA
275
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$721K +$45.9K +1,371 +7%
9 10
11
12 13