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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 %
AAS
251
Avantax Advisory Services
Texas
$969K -$35.7K -1,035 -4%
CF
252
Cantor Fitzgerald
New York
$952K – – –
BJL
253
Brighton Jones LLC
Washington
$949K +$4.59K +133 +0.5%
PA
254
Parallel Advisors
California
$946K +$26.9K +781 +3%
MWM
255
Mission Wealth Management
California
$929K -$36.6K -1,061 -4%
PFBT
256
Parkside Financial Bank & Trust
Missouri
$927K – – –
GC
257
Garde Capital
Washington
$918K – – –
CWM
258
Curi Wealth Management
North Carolina
$912K +$2.35K +68 +0.3%
TI
259
tru Independence
Oregon
$910K -$54.4K -1,576 -6%
FWP
260
FAS Wealth Partners
Kansas
$906K +$4.59K +133 +0.5%
LIA
261
LBMC Investment Advisors
Tennessee
$904K +$1.86K +54 +0.2%
WAM
262
Weinberger Asset Management
California
$897K +$343K +9,929 +62%
BPC
263
Banque Pictet & Cie
Switzerland
$891K – – –
PNAA
264
Pictet North America Advisors
Switzerland
$891K – – –
MWM
265
Marietta Wealth Management
Georgia
$890K – – –
AC
266
AWM Capital
Arizona
$878K +$1.69K +49 +0.2%
CRC
267
Curi RMB Capital
Illinois
$877K – – –
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$872K +$45.5K +1,319 +6%
RJA
269
Raymond James & Associates
Florida
$866K +$40.9K +1,185 +5%
FC
270
Financial Council
Maryland
$848K – – –
AWS
271
Atria Wealth Solutions
New York
$844K -$9.14K -265 -1%
BWP
272
Balboa Wealth Partners
Arizona
$831K -$138 -4 -0%
MA
273
Mutual Advisors
Nebraska
$831K +$1.17K +34 +0.1%
WCA
274
Waypoint Capital Advisors
Minnesota
$829K +$218K +6,313 +36%
FPCP
275
Fort Point Capital Partners
California
$825K -$205K -5,931 -20%
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