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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

424 hedge funds and large institutions have $4.74B invested in Dimensional US Marketwide Value ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+29
Holders Change %
+7.34%
% of All Funds
7.33%
Holding in Top 10
76
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.04%
% of All Funds
1.31%
New
57
Increased
150
Reduced
103
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCG
1
Resource Consulting Group
Florida
$131M
2
Cerity Partners
2
Cerity Partners
New York
$64.5M
3
MRWM
3
ML&R Wealth Management
Texas
$58.1M
4
WFA
4
Wipfli Financial Advisors
Wisconsin
$50.3M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$91.2M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$82.5M
2
SSC
2
Syverson Strege & Co
Iowa
$0
3
Jane Street
3
Jane Street
New York
$0
4
SG
4
Stonnington Group
California
$32.9M
5
SP
5
Symmetry Partners
Connecticut
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
301
Colonial Trust
South Carolina
$373K +$373K +12,592 New
BCA
302
Bay Colony Advisors
Massachusetts
$372K +$74.7K +2,527 +25%
FWA
303
FSM Wealth Advisors
Ohio
$370K +$370K +12,506 New
BAM
304
Baldrige Asset Management
Pennsylvania
$366K – – –
DWT
305
Dorsey & Whitney Trust
South Dakota
$363K -$1.87K -63 -0.5%
FWM
306
Fortress Wealth Management
California
$361K +$361K +12,191 New
IA
307
IFP Advisors
Florida
$355K +$17.9K +519 +5%
RA
308
RFG Advisory
Alabama
$352K -$9.11K -269 -3%
BCM
309
Brookstone Capital Management
Illinois
$346K +$118K +3,914 +52%
Bessemer Group
310
Bessemer Group
New Jersey
$345K – – –
HCP
311
Holt Capital Partners
Texas
$338K – – –
HCM
312
Hollencrest Capital Management
California
$336K +$336K +11,339 New
FCI
313
Financial Counselors Inc
Kansas
$335K +$6.19K +209 +2%
FFA
314
First Foundation Advisors
California
$327K +$1.16K +39 +0.4%
RF
315
Resolute Financial
Massachusetts
$326K +$36.7K +1,239 +13%
NGA
316
Naples Global Advisors
Florida
$325K +$1.75K +59 +0.5%
CA
317
Cetera Advisors
Colorado
$323K -$3.29K -111 -1%
CFO
318
CVA Family Office
Colorado
$323K +$1.72K +58 +0.5%
Fifth Third Bancorp
319
Fifth Third Bancorp
Ohio
$316K +$28.8K +972 +10%
CIBC Private Wealth Group
320
CIBC Private Wealth Group
Georgia
$314K – – –
FC
321
Family CFO
California
$313K – – –
GD
322
Grandfield & Dodd
New York
$310K – – –
NCM
323
NCM Capital Management
New Jersey
$310K – – –
CSI
324
Cross Staff Investments
New York
$308K – – –
S
325
SignatureFD
Georgia
$301K -$51.6K -1,740 -15%
11 12
13
14 15