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Dimensional US Marketwide Value ETF
DFUV

493 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 27 funds opening new positions, 161 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $5.89B → $6.48B (+$591M)

3.04% more ownership

Funds ownership: 72.32% → 75.36% (+3%)

1% more funds holding

Funds holding: 489 → 493 (+4)

2% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 165

4% less funds holding in top 10

Funds holding in top 10: 84 → 81 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $285K

Holders
493
Holders Change
+4
Holders Change %
+0.82%
% of All Funds
7.74%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.27%
New
27
Increased
161
Reduced
165
Closed
18
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$182M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$177M
3
SC
Savant Capital
Illinois
+$37.3M
4
LWM
LJI Wealth Management
Indiana
+$20.2M
5
RIM
RW Investment Management
Idaho
+$11.9M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.67M
2
SIS
Strategic Investment Solutions
Illinois
-$6M
3
Northern Trust
Northern Trust
Illinois
-$5.96M
4
IFA
Index Fund Advisors
California
-$4.07M
5
CFG
Citizens Financial Group
Rhode Island
-$3.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
276
Liberty Wealth Management
California
$809K +$176K +5,267 +29%
IA
277
IFG Advisory
Georgia
$806K -$835 -25 -0.1%
PFM
278
Phillips Financial Management
Indiana
$802K +$2.77K +83 +0.4%
FC
279
Family CFO
California
$798K +$32.3K +968 +4%
Renaissance Technologies
280
Renaissance Technologies
New York
$797K +$772K +23,100 New
CG
281
Colony Group
Massachusetts
$788K +$534K +15,981 +233%
LWM
282
LJI Wealth Management
Indiana
$780K +$20.2M +603,263 +2,746%
SWM
283
Seaside Wealth Management
California
$776K +$1.1K +33 +0.1%
RCAG
284
Rehmann Capital Advisory Group
Michigan
$772K +$147K +4,401 +24%
AFGAS
285
Allegiance Financial Group Advisory Services
Virginia
$769K -$375K -11,211 -33%
Empower Advisory Group
286
Empower Advisory Group
Colorado
$767K – – –
CPSAC
287
Chas P. Smith & Associates (CPS)
Florida
$764K -$27.7K -829 -4%
CA
288
Clearstead Advisors
Ohio
$753K +$234K +7,010 +47%
MWC
289
MBM Wealth Consultants
Missouri
$749K – – –
CCWA
290
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$746K +$15.7K +471 +2%
SW
291
SVB Wealth
Massachusetts
$723K +$501 +15 +0.1%
Wealth Enhancement Advisory Services
292
Wealth Enhancement Advisory Services
Minnesota
$720K -$175K -5,246 -20%
SPC
293
Sigma Planning Corp
Michigan
$719K +$96K +2,874 +16%
Bessemer Group
294
Bessemer Group
New Jersey
$718K – – –
CG
295
Caprock Group
Idaho
$715K -$927K -27,752 -57%
IWM
296
IHT Wealth Management
Illinois
$708K +$2.94K +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 -$1.02M -30,633 -61%
DWT
300
Dorsey & Whitney Trust
South Dakota
$661K – – –
10 11
12
13 14

DFUV Hedge Fund Activity: Q2 2023 in Review

493 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q2 2023, worth a combined $6.48B — up 10% from $5.89B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFUV positions and 18 closed out — a net gain of 9 holders — while 161 added to existing stakes and 165 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $182M. The largest seller was Corient Private Wealth, cutting an estimated $8.67M.

  • 493 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q2 2023, up from 489 in Q1 2023.
  • Funds reported $6.48B of Dimensional US Marketwide Value ETF stock for Q2 2023, up 10% quarter-over-quarter.
  • 27 funds opened new Dimensional US Marketwide Value ETF positions in Q2 2023 and 18 closed out, a net change of +9 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $182M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q2 2023 was Corient Private Wealth, an estimated $8.67M sold.

Based on aggregated 13F filings for Q2 2023.