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Dimensional US Marketwide Value ETF
DFUV

479 hedge funds and large institutions have $5.92B invested in Dimensional US Marketwide Value ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 160 increasing their positions, 113 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

479% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 14

42% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 113

25% more capital invested

Capital invested by funds: $4.74B → $5.92B (+$1.18B)

20% more funds holding in top 10

Funds holding in top 10: 76 → 91 (+15)

13% more funds holding

Funds holding: 424 → 479 (+55)

5.4% more ownership

Funds ownership: 67.77% → 73.17% (+5.4%)

Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
7.7%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.46%
New
81
Increased
160
Reduced
113
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TWP
TFO Wealth Partners
Ohio
+$130M
2
Creative Planning
Creative Planning
Kansas
+$113M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$54.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$50M
5
SC
Savant Capital
Illinois
+$22.4M

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$69.6M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$55.6M
3
EWA
EP Wealth Advisors
California
-$8.51M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$5.85M
5
SDH
Sloy Dahl & Holst
Washington
-$4.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
276
MBM Wealth Consultants
Missouri
$713K – – –
W
277
WealthOne
New York
$713K +$1.03K +31 +0.1%
Renaissance Technologies
278
Renaissance Technologies
New York
$696K -$79.8K -2,400 -10%
KeyBank National Association
279
KeyBank National Association
Ohio
$686K – – –
PAG
280
Private Advisor Group
New Jersey
$686K +$40.4K +1,216 +4%
Bessemer Group
281
Bessemer Group
New Jersey
$686K +$293K +8,830 +76%
IWM
282
IHT Wealth Management
Illinois
$681K -$19.1K -575 -3%
FC
283
Family CFO
California
$670K +$314K +9,456 +90%
RSWM
284
Robertson Stephens Wealth Management
California
$660K – – –
B
285
Bailard
California
$659K – – –
SVWAG
286
Sound View Wealth Advisors Group
Georgia
$639K +$571K +17,170 New
ANB
287
Amarillo National Bank
Texas
$639K – – –
PMFA
288
Plante Moran Financial Advisors
Michigan
$636K – – –
RCAG
289
Rehmann Capital Advisory Group
Michigan
$634K +$340K +10,230 +118%
AFAS
290
Acorn Financial Advisory Services
Virginia
$617K -$155K -4,665 -20%
RTL
291
Red Tortoise LLC
Georgia
$616K +$611K +18,394 New
FWP
292
Falcon Wealth Planning
California
$603K +$6.75K +203 +1%
DWA
293
Delap Wealth Advisory
Oregon
$600K +$596K +17,921 New
APP
294
Avantax Planning Partners
Iowa
$598K – – –
PWLP
295
Prio Wealth Limited Partnership
Massachusetts
$596K – – –
USCWA
296
U.S. Capital Wealth Advisors
Texas
$594K – – –
NFP
297
Narus Financial Partners
Utah
$593K +$2.92K +88 +0.5%
WFA
298
WestHill Financial Advisors
California
$589K +$31.2K +939 +6%
CCMG
299
Clark Capital Management Group
Pennsylvania
$586K +$582K +17,507 New
TB
300
Treynor Bancshares
Iowa
$579K – – –
10 11
12
13 14

DFUV Hedge Fund Activity: Q4 2022 in Review

479 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2022, worth a combined $5.92B — up 25% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new DFUV positions and 14 closed out — a net gain of 67 holders — while 160 added to existing stakes and 113 trimmed.

The largest buyer was TFO Wealth Partners, adding an estimated $130M. The largest seller was Cerity Partners, cutting an estimated $69.6M.

  • 479 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2022, up from 424 in Q3 2022.
  • Funds reported $5.92B of Dimensional US Marketwide Value ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 81 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2022 and 14 closed out, a net change of +67 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q4 2022 was TFO Wealth Partners, an estimated $130M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q4 2022 was Cerity Partners, an estimated $69.6M sold.

Based on aggregated 13F filings for Q4 2022.