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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

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
Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
7.73%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.47%
New
81
Increased
160
Reduced
113
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$198M
2
TWP
TFO Wealth Partners
Ohio
$111M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$262M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$307M
5
SC
Savant Capital
Illinois
$311M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$79.1M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$47.2M
3
EWA
EP Wealth Advisors
California
$0
4
CIAS
CFS Investment Advisory Services
New Jersey
$1.72M
5
SDH
Sloy Dahl & Holst
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$51.1K -1,525 -8%
WAP
306
Wealthcare Advisory Partners
Pennsylvania
$540K -$14.1K -421 -3%
PAS
307
Park Avenue Securities
New York
$532K +$532K +15,891 New
AC
308
AWM Capital
Arizona
$529K +$97.9K +2,925 +23%
CPFP
309
Clear Perspectives Financial Planning
Ohio
$528K – – –
BFA
310
Beacon Financial Advisory
Ohio
$527K +$527K +15,739 New
SIC
311
Samalin Investment Counsel
New York
$519K +$262K +7,825 +102%
FOA
312
Five Oceans Advisors
California
$518K +$3.42K +102 +0.7%
VWA
313
V Wealth Advisors
Kansas
$518K – – –
KFI
314
Key Financial Inc
Pennsylvania
$514K – – –
MPW
315
Monterey Private Wealth
California
$513K +$1.54K +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 +$492K +16,602 New
OFG
321
Oxford Financial Group
Indiana
$480K – – –
FWA
322
FSM Wealth Advisors
Ohio
$478K +$59.4K +1,775 +14%
LNC
323
Lincoln National Corp
Pennsylvania
$474K +$737 +22 +0.2%
CTC
324
Central Trust Company
Missouri
$471K +$185K +5,529 +65%
SMWM
325
Silvia McColl Wealth Management
California
$468K +$468K +13,991 New
11 12
13
14 15