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Dimensional US Marketwide Value ETF
DFUV

479 hedge funds and large institutions have $5.92B invested in Dimensional US Marketwide Value ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 160 increasing their positions, 113 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

479% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 14

42% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 113

25% more capital invested

Capital invested by funds: $4.74B → $5.92B (+$1.18B)

20% more funds holding in top 10

Funds holding in top 10: 76 → 91 (+15)

13% more funds holding

Funds holding: 424 → 479 (+55)

5.4% more ownership

Funds ownership: 67.77% → 73.17% (+5.4%)

Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
7.7%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.46%
New
81
Increased
160
Reduced
113
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TWP
TFO Wealth Partners
Ohio
+$130M
2
Creative Planning
Creative Planning
Kansas
+$113M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$54.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$50M
5
SC
Savant Capital
Illinois
+$22.4M

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$69.6M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$55.6M
3
EWA
EP Wealth Advisors
California
-$8.51M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$5.85M
5
SDH
Sloy Dahl & Holst
Washington
-$4.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
301
Dakota Wealth Management
Florida
$569K – – –
RK
302
Rather & Kittrell
Tennessee
$567K – – –
DOA
303
D'Orazio & Associates
Virginia
$566K – – –
MAC
304
Mason & Associates (California)
California
$558K – – –
AWM
305
AE Wealth Management
Kansas
$555K -$50.7K -1,525 -8%
WAP
306
Wealthcare Advisory Partners
Pennsylvania
$540K -$14K -421 -3%
PAS
307
Park Avenue Securities
New York
$532K +$528K +15,891 New
AC
308
AWM Capital
Arizona
$529K +$97.2K +2,925 +23%
CPFP
309
Clear Perspectives Financial Planning
Ohio
$528K – – –
BFA
310
Beacon Financial Advisory
Ohio
$527K +$523K +15,739 New
SIC
311
Samalin Investment Counsel
New York
$519K +$260K +7,825 +102%
FOA
312
Five Oceans Advisors
California
$518K +$3.39K +102 +0.7%
VWA
313
V Wealth Advisors
Kansas
$518K – – –
KFI
314
Key Financial Inc
Pennsylvania
$514K – – –
MPW
315
Monterey Private Wealth
California
$513K +$1.53K +46 +0.3%
VCP
316
Vista Capital Partners
Oregon
$511K – – –
CB
317
Cadence Bank
Mississippi
$500K – – –
CIA
318
Capital Investment Advisors
Georgia
$497K – – –
CWM
319
Castle Wealth Management
Florida
$494K – – –
AWM
320
Align Wealth Management
Oklahoma
$492K +$552K +16,602 New
OFG
321
Oxford Financial Group
Indiana
$480K – – –
FWA
322
FSM Wealth Advisors
Ohio
$478K +$59K +1,775 +14%
LNC
323
Lincoln National Corp
Pennsylvania
$474K +$731 +22 +0.2%
CTC
324
Central Trust Company
Missouri
$471K +$184K +5,529 +65%
SMWM
325
Silvia McColl Wealth Management
California
$468K +$465K +13,991 New
11 12
13
14 15

DFUV Hedge Fund Activity: Q4 2022 in Review

479 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2022, worth a combined $5.92B — up 25% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new DFUV positions and 14 closed out — a net gain of 67 holders — while 160 added to existing stakes and 113 trimmed.

The largest buyer was TFO Wealth Partners, adding an estimated $130M. The largest seller was Cerity Partners, cutting an estimated $69.6M.

  • 479 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2022, up from 424 in Q3 2022.
  • Funds reported $5.92B of Dimensional US Marketwide Value ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 81 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2022 and 14 closed out, a net change of +67 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q4 2022 was TFO Wealth Partners, an estimated $130M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q4 2022 was Cerity Partners, an estimated $69.6M sold.

Based on aggregated 13F filings for Q4 2022.