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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

424 hedge funds and large institutions have $4.74B invested in Dimensional US Marketwide Value ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+29
Holders Change %
+7.34%
% of All Funds
7.33%
Holding in Top 10
76
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.04%
% of All Funds
1.31%
New
57
Increased
150
Reduced
103
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCG
1
Resource Consulting Group
Florida
$131M
2
Cerity Partners
2
Cerity Partners
New York
$64.5M
3
MRWM
3
ML&R Wealth Management
Texas
$58.1M
4
WFA
4
Wipfli Financial Advisors
Wisconsin
$50.3M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$91.2M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$82.5M
2
SSC
2
Syverson Strege & Co
Iowa
$0
3
Jane Street
3
Jane Street
New York
$0
4
SG
4
Stonnington Group
California
$32.9M
5
SP
5
Symmetry Partners
Connecticut
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAC
276
Mason & Associates (California)
California
$493K – – –
WAP
277
Wealthcare Advisory Partners
Pennsylvania
$490K -$97.1K -3,280 -17%
CPFP
278
Clear Perspectives Financial Planning
Ohio
$467K -$24.1K -816 -5%
VWA
279
V Wealth Advisors
Kansas
$458K +$229K +7,739 +100%
MPW
280
Monterey Private Wealth
California
$458K +$458K +15,278 New
FOA
281
Five Oceans Advisors
California
$455K +$3.93K +133 +0.9%
EA
282
Efficient Advisors
Ohio
$454K +$8.29K +280 +2%
VCP
283
Vista Capital Partners
Oregon
$452K -$22.2K -750 -5%
AC
284
AWM Capital
Arizona
$444K – – –
CB
285
Cadence Bank
Mississippi
$442K +$442K +14,921 New
Janney Montgomery Scott
286
Janney Montgomery Scott
Pennsylvania
$439K +$51.6K +1,743 +13%
CIA
287
Capital Investment Advisors
Georgia
$439K +$439K +14,833 New
CWM
288
Castle Wealth Management
Florida
$437K -$118K -3,970 -21%
OFG
289
Oxford Financial Group
Indiana
$424K – – –
LNC
290
Lincoln National Corp
Pennsylvania
$419K +$2.96K +100 +0.7%
IA
291
IFG Advisors
Missouri
$414K +$325 +11 +0.1%
CFO
292
Collective Family Office
Pennsylvania
$411K – – –
WA
293
Waverly Advisors
Alabama
$400K +$400K +13,517 New
CA
294
Clearstead Advisors
Ohio
$395K -$19.9K -674 -5%
CFFP
295
Center for Financial Planning
Michigan
$391K – – –
AFA
296
American Financial Advisors
Georgia
$385K +$385K +13,006 New
RWA
297
RGT Wealth Advisors
Texas
$382K -$192K -6,475 -33%
CCM
298
Covington Capital Management
California
$378K – – –
VWA
299
VERITY Wealth Advisors
United States
$378K +$378K +12,775 New
Franklin Resources
300
Franklin Resources
California
$375K +$2.01K +68 +0.5%
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12
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