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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 %
BJL
251
Brighton Jones LLC
Washington
$940K +$4.59K +135 +0.5%
CF
252
Cantor Fitzgerald
New York
$939K – – –
PA
253
Parallel Advisors
California
$934K +$1.19K +35 +0.1%
VFP
254
Verus Financial Partners
Virginia
$928K +$3.68K +110 +0.4%
BB
255
Busey Bank
Illinois
$918K -$66.7K -1,960 -7%
MWM
256
Mission Wealth Management
California
$916K – – –
GC
257
Garde Capital
Washington
$905K – – –
FWP
258
FAS Wealth Partners
Kansas
$898K +$4.56K +134 +0.5%
TI
259
tru Independence
Oregon
$897K -$204 -6 -0%
AWM
260
Apollon Wealth Management
South Carolina
$885K -$170K -4,995 -16%
CWM
261
Cherrydale Wealth Management
New Jersey
$879K +$879K +25,844 New
AC
262
AWM Capital
Arizona
$879K +$13.1K +384 +2%
PNAA
263
Pictet North America Advisors
Switzerland
$879K – – –
MWM
264
Marietta Wealth Management
Georgia
$878K – – –
LIA
265
LBMC Investment Advisors
Tennessee
$872K +$1.86K +56 +0.2%
CRC
266
Curi RMB Capital
Illinois
$865K – – –
FC
267
Financial Council
Maryland
$836K – – –
AWS
268
Atria Wealth Solutions
New York
$832K – – –
MA
269
Mutual Advisors
Nebraska
$820K +$1.19K +35 +0.1%
WCA
270
Waypoint Capital Advisors
Minnesota
$818K – – –
FPCP
271
Fort Point Capital Partners
California
$813K – – –
IA
272
IFG Advisory
Georgia
$808K +$14.1K +414 +2%
LWM
273
Liberty Wealth Management
California
$806K +$8.57K +252 +1%
BWP
274
Balboa Wealth Partners
Arizona
$799K -$20.6K -606 -3%
PWM
275
Perigon Wealth Management
California
$795K -$211K -6,206 -21%
9 10
11
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