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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

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 392 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+392
Holders Change %
+13,066.67%
% of All Funds
6.68%
Holding in Top 10
71
Holding in Top 10 Change
+71
Holding in Top 10 Change %
%
% of All Funds
1.2%
New
392
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$447M
2
SC
2
Savant Capital
Illinois
$261M
3
BDF
3
Balasa Dinverno & Foltz
$242M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$233M
5
PL
5
Plancorp LLC
Missouri
$222M

Top Sellers

1
GC
1
Garde Capital
Washington
$840K
Name Holding Trade Value Shares
Change 		Shares
Change %
S
276
SignatureFD
Georgia
$376K +$376K +11,889 New
Bessemer Group
277
Bessemer Group
New Jersey
$368K +$368K +11,651 New
PAG
278
Private Advisor Group
New Jersey
$367K +$367K +11,620 New
HCP
279
Holt Capital Partners
Texas
$361K +$361K +11,412 New
RA
280
RFG Advisory
Alabama
$354K +$354K +10,660 New
FCI
281
Financial Counselors Inc
Kansas
$351K +$351K +11,111 New
CA
282
Cetera Advisors
Colorado
$348K +$348K +11,011 New
FFA
283
First Foundation Advisors
California
$347K +$347K +10,996 New
NGA
284
Naples Global Advisors
Florida
$345K +$345K +10,919 New
CFO
285
CVA Family Office
Colorado
$343K +$343K +10,843 New
IA
286
IFP Advisors
Florida
$338K – – –
BCA
287
Bay Colony Advisors
Massachusetts
$336K +$336K +10,049 New
CIBC Private Wealth Group
288
CIBC Private Wealth Group
Georgia
$335K +$335K +10,606 New
FC
289
Family CFO
California
$334K +$334K +10,562 New
NCM
290
NCM Capital Management
New Jersey
$331K +$331K +10,465 New
GD
291
Grandfield & Dodd
New York
$330K +$330K +10,591 New
CSI
292
Cross Staff Investments
New York
$328K +$328K +10,391 New
EIA
293
Eldridge Investment Advisors
New Hampshire
$327K +$327K +10,342 New
PPW
294
Parcion Private Wealth
Washington
$317K +$317K +9,777 New
T
295
TNF
Montana
$315K +$315K +9,721 New
GI
296
Gradient Investments
Minnesota
$315K +$315K +9,979 New
SFS
297
Strategic Financial Services
New York
$314K +$314K +9,942 New
IF
298
Ironwood Financial
Arizona
$313K +$313K +9,917 New
RF
299
Resolute Financial
Massachusetts
$309K +$309K +9,779 New
RCM
300
RB Capital Management
Nevada
$306K +$306K +9,683 New
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12
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