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Dimensional US Marketwide Value ETF
DFUV

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 395 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

61.48% more ownership

Funds ownership: 0% → 61.48% (+61%)

Holders
395
Holders Change
+395
Holders Change %
–
% of All Funds
6.65%
Holding in Top 10
71
Holding in Top 10 Change
+71
Holding in Top 10 Change %
% of All Funds
1.2%
New
395
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
+$471M
2
SC
Savant Capital
Illinois
+$275M
3
BDF
Balasa Dinverno & Foltz
+$255M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$245M
5
PL
Plancorp LLC
Missouri
+$233M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$306K +$323K +9,694 New
NOI
302
Newton One Investments
Delaware
$303K +$319K +9,583 New
VCM
303
Vivaldi Capital Management
Illinois
$300K +$316K +9,484 New
AMC
304
Asset Management Corp
Illinois
$290K +$306K +9,193 New
HI
305
Harbour Investments
Wisconsin
$289K +$304K +9,135 New
CI
306
Cordant Inc
Oregon
$287K +$303K +9,097 New
IC
307
IEQ Capital
California
$284K +$299K +8,996 New
KF
308
Krilogy Financial
Missouri
$279K +$294K +8,840 New
CWA
309
Clarus Wealth Advisors
Arizona
$275K +$291K +8,736 New
TA
310
Tiedemann Advisors
New York
$270K +$284K +8,530 New
SAM
311
Summit Asset Management
Tennessee
$270K +$284K +8,534 New
CSIC
312
Clifford Swan Investment Counsel
California
$270K +$284K +8,538 New
CTC
313
Central Trust Company
Missouri
$270K +$284K +8,546 New
VFP
314
Verus Financial Partners
Virginia
$265K +$270K +8,122 New
Wealth Enhancement Advisory Services
315
Wealth Enhancement Advisory Services
Minnesota
$259K +$272K +8,173 New
CAM
316
Cozad Asset Management
Illinois
$252K +$266K +7,982 New
VWA
317
V Wealth Advisors
Kansas
$245K +$258K +7,739 New
BCM
318
Brookstone Capital Management
Illinois
$239K +$250K +7,526 New
PPW
319
Pasadena Private Wealth
California
$239K +$251K +7,548 New
LIM
320
Leavell Investment Management
Alabama
$237K +$250K +7,506 New
EW
321
Evoke Wealth
California
$232K +$244K +7,341 New
CBFP
322
Cedar Brook Financial Partners
Ohio
$228K +$240K +7,225 New
MW
323
MBL Wealth
North Carolina
$228K +$241K +7,229 New
C
324
Certuity
Florida
$226K +$238K +7,164 New
Kovitz Investment Group Partners
325
Kovitz Investment Group Partners
Illinois
$221K +$233K +7,000 New
11 12
13
14 15

DFUV Hedge Fund Activity: Q2 2022 in Review

395 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q2 2022, worth a combined $4.48B.

Buyers outnumbered sellers: 395 funds opened new DFUV positions and 0 closed out — a net gain of 395 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $471M.

  • 395 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q2 2022, up from 0 in Q1 2022.
  • Funds reported $4.48B of Dimensional US Marketwide Value ETF stock for Q2 2022.
  • 395 funds opened new Dimensional US Marketwide Value ETF positions in Q2 2022 and 0 closed out, a net change of +395 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q2 2022 was Buckingham Strategic Wealth, an estimated $471M added.

Based on aggregated 13F filings for Q2 2022.