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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

492 hedge funds and large institutions have $6.48B invested in Dimensional US Marketwide Value ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.76%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.28%
New
26
Increased
161
Reduced
165
Closed
18
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$188M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$183M
3
SC
Savant Capital
Illinois
+$38.5M
4
RIM
RW Investment Management
Idaho
+$12.3M
5
BSW
Buckingham Strategic Wealth
Missouri
+$7.82M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.95M
2
Northern Trust
Northern Trust
Illinois
-$6.15M
3
SIS
Strategic Investment Solutions
Illinois
-$5.95M
4
IFA
Index Fund Advisors
California
-$4.2M
5
CFG
Citizens Financial Group
Rhode Island
-$3.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
276
Liberty Wealth Management
California
$809K +$182K +5,267 +29%
IA
277
IFG Advisory
Georgia
$806K -$863 -25 -0.1%
PFM
278
Phillips Financial Management
Indiana
$802K +$2.86K +83 +0.4%
FC
279
Family CFO
California
$798K +$33.4K +968 +4%
Renaissance Technologies
280
Renaissance Technologies
New York
$797K +$797K +23,100 New
CG
281
Colony Group
Massachusetts
$788K +$551K +15,981 +233%
LWM
282
LJI Wealth Management
Indiana
$780K +$752K +603,263 +2,746%
SWM
283
Seaside Wealth Management
California
$776K +$1.14K +33 +0.1%
RCAG
284
Rehmann Capital Advisory Group
Michigan
$772K +$152K +4,401 +24%
AFGAS
285
Allegiance Financial Group Advisory Services
Virginia
$769K -$387K -11,211 -33%
Empower Advisory Group
286
Empower Advisory Group
Colorado
$767K – – –
CPSAC
287
Chas P. Smith & Associates (CPS)
Florida
$764K -$28.6K -829 -4%
CA
288
Clearstead Advisors
Ohio
$753K +$242K +7,010 +47%
MWC
289
MBM Wealth Consultants
Missouri
$749K – – –
CCWA
290
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$746K +$16.3K +471 +2%
SW
291
SVB Wealth
Massachusetts
$723K +$518 +15 +0.1%
Wealth Enhancement Advisory Services
292
Wealth Enhancement Advisory Services
Minnesota
$720K -$181K -5,246 -20%
SPC
293
Sigma Planning Corp
Michigan
$719K +$99.2K +2,874 +16%
Bessemer Group
294
Bessemer Group
New Jersey
$718K – – –
CG
295
Caprock Group
Idaho
$715K -$957K -27,752 -57%
IWM
296
IHT Wealth Management
Illinois
$708K +$3.04K +88 +0.4%
KeyBank National Association
297
KeyBank National Association
Ohio
$707K – – –
RSWM
298
Robertson Stephens Wealth Management
California
$680K – – –
KCM
299
KM Capital Management
Texas
$664K -$1.06M -30,633 -61%
DWT
300
Dorsey & Whitney Trust
South Dakota
$661K – – –
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