DFUV icon

Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

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 392 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+392
Holders Change %
+13,066.67%
% of All Funds
6.68%
Holding in Top 10
71
Holding in Top 10 Change
+71
Holding in Top 10 Change %
%
% of All Funds
1.2%
New
392
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$447M
2
SC
2
Savant Capital
Illinois
$261M
3
BDF
3
Balasa Dinverno & Foltz
$242M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$233M
5
PL
5
Plancorp LLC
Missouri
$222M

Top Sellers

1
GC
1
Garde Capital
Washington
$840K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$306K +$306K +9,694 New
NOI
302
Newton One Investments
Delaware
$303K +$303K +9,583 New
VCM
303
Vivaldi Capital Management
Illinois
$300K +$300K +9,484 New
AMC
304
Asset Management Corp
Illinois
$290K +$290K +9,193 New
HI
305
Harbour Investments
Wisconsin
$289K +$289K +9,135 New
CI
306
Cordant Inc
Oregon
$287K +$287K +9,097 New
IC
307
IEQ Capital
California
$284K +$284K +8,996 New
KF
308
Krilogy Financial
Missouri
$279K +$279K +8,840 New
CWA
309
Clarus Wealth Advisors
Arizona
$275K +$275K +8,736 New
TA
310
Tiedemann Advisors
New York
$270K +$270K +8,530 New
SAM
311
Summit Asset Management
Tennessee
$270K +$270K +8,534 New
CSIC
312
Clifford Swan Investment Counsel
California
$270K +$270K +8,538 New
CTC
313
Central Trust Company
Missouri
$270K +$270K +8,546 New
VFP
314
Verus Financial Partners
Virginia
$265K +$265K +8,122 New
Wealth Enhancement Advisory Services
315
Wealth Enhancement Advisory Services
Minnesota
$259K +$259K +8,173 New
CAM
316
Cozad Asset Management
Illinois
$252K +$252K +7,982 New
VWA
317
V Wealth Advisors
Kansas
$245K +$245K +7,739 New
BCM
318
Brookstone Capital Management
Illinois
$239K +$239K +7,526 New
PPW
319
Pasadena Private Wealth
California
$239K +$239K +7,548 New
LIM
320
Leavell Investment Management
Alabama
$237K +$237K +7,506 New
EW
321
Evoke Wealth
California
$232K +$232K +7,341 New
CBFP
322
Cedar Brook Financial Partners
Ohio
$228K +$228K +7,225 New
MW
323
MBL Wealth
North Carolina
$228K +$228K +7,229 New
C
324
Certuity
Florida
$226K +$226K +7,164 New
Kovitz Investment Group Partners
325
Kovitz Investment Group Partners
Illinois
$221K +$221K +7,000 New
11 12
13
14 15