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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

492 hedge funds and large institutions have $6.48B invested in Dimensional US Marketwide Value ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.76%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.28%
New
26
Increased
161
Reduced
165
Closed
18
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$188M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$183M
3
SC
Savant Capital
Illinois
+$38.5M
4
RIM
RW Investment Management
Idaho
+$12.3M
5
BSW
Buckingham Strategic Wealth
Missouri
+$7.82M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.95M
2
Northern Trust
Northern Trust
Illinois
-$6.15M
3
SIS
Strategic Investment Solutions
Illinois
-$5.95M
4
IFA
Index Fund Advisors
California
-$4.2M
5
CFG
Citizens Financial Group
Rhode Island
-$3.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANB
301
Amarillo National Bank
Texas
$658K – – –
B
302
Bailard
California
$657K -$12.1K -352 -2%
Susquehanna International Group
303
Susquehanna International Group
Pennsylvania
$640K -$1.3M -37,591 -67%
SIC
304
Samalin Investment Counsel
New York
$635K +$34.5K +999 +6%
TC
305
TownSquare Capital
Utah
$634K -$239K -6,932 -27%
FWP
306
Falcon Wealth Planning
California
$622K +$34 +1 +0%
RTL
307
Red Tortoise LLC
Georgia
$616K -$18.6K -538 -3%
PWLP
308
Prio Wealth Limited Partnership
Massachusetts
$614K – – –
APP
309
Avantax Planning Partners
Iowa
$613K -$3.8K -110 -0.6%
PMFA
310
Plante Moran Financial Advisors
Michigan
$603K -$52.3K -1,515 -8%
TB
311
Treynor Bancshares
Iowa
$603K +$3.07K +89 +0.5%
DWA
312
Delap Wealth Advisory
Oregon
$602K – – –
KFI
313
Key Financial Inc
Pennsylvania
$599K – – –
WAP
314
Wealthcare Advisory Partners
Pennsylvania
$595K -$8.07K -234 -1%
SVWAG
315
Sound View Wealth Advisors Group
Georgia
$592K – – –
NFP
316
Narus Financial Partners
Utah
$589K -$21.8K -631 -4%
USCWA
317
U.S. Capital Wealth Advisors
Texas
$587K – – –
DWM
318
Dakota Wealth Management
Florida
$587K – – –
RK
319
Rather & Kittrell
Tennessee
$584K – – –
DOA
320
D'Orazio & Associates
Virginia
$583K – – –
WFA
321
WestHill Financial Advisors
California
$575K – – –
MAC
322
Mason & Associates (California)
California
$575K – – –
AWM
323
AE Wealth Management
Kansas
$551K -$24.9K -722 -4%
RWM
324
Revisor Wealth Management
Ohio
$550K – – –
DADC
325
D.A. Davidson & Co
Montana
$548K +$548K +15,881 New
11 12
13
14 15