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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
S
276
SignatureFD
Georgia
$376K +$396K +11,889 New
Bessemer Group
277
Bessemer Group
New Jersey
$368K +$388K +11,651 New
PAG
278
Private Advisor Group
New Jersey
$367K +$387K +11,620 New
HCP
279
Holt Capital Partners
Texas
$361K +$380K +11,412 New
RA
280
RFG Advisory
Alabama
$354K +$355K +10,660 New
FCI
281
Financial Counselors Inc
Kansas
$351K +$370K +11,111 New
CA
282
Cetera Advisors
Colorado
$348K +$366K +11,011 New
FFA
283
First Foundation Advisors
California
$347K +$366K +10,996 New
NGA
284
Naples Global Advisors
Florida
$345K +$363K +10,919 New
CFO
285
CVA Family Office
Colorado
$343K +$361K +10,843 New
IA
286
IFP Advisors
Florida
$338K +$325K +9,768 New
BCA
287
Bay Colony Advisors
Massachusetts
$336K +$334K +10,049 New
CIBC Private Wealth Group
288
CIBC Private Wealth Group
Georgia
$335K +$353K +10,606 New
FC
289
Family CFO
California
$334K +$352K +10,562 New
NCM
290
NCM Capital Management
New Jersey
$331K +$348K +10,465 New
GD
291
Grandfield & Dodd
New York
$330K +$352K +10,591 New
CSI
292
Cross Staff Investments
New York
$328K +$346K +10,391 New
EIA
293
Eldridge Investment Advisors
New Hampshire
$327K +$344K +10,342 New
PPW
294
Parcion Private Wealth
Washington
$317K +$325K +9,777 New
T
295
TNF
Montana
$315K +$324K +9,721 New
GI
296
Gradient Investments
Minnesota
$315K +$332K +9,979 New
SFS
297
Strategic Financial Services
New York
$314K +$331K +9,942 New
IF
298
Ironwood Financial
Arizona
$313K +$330K +9,917 New
RF
299
Resolute Financial
Massachusetts
$309K +$325K +9,779 New
RCM
300
RB Capital Management
Nevada
$306K +$322K +9,683 New
10 11
12
13 14

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.