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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

488 hedge funds and large institutions have $6.88B invested in Dimensional US Marketwide Value ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 167 increasing their positions, 164 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
7.78%
Holding in Top 10
81
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
21
Increased
167
Reduced
164
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
+$232M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$122M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$82.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54M
5
SC
Savant Capital
Illinois
+$36.4M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
-$30.7M
2
LWM
LJI Wealth Management
Indiana
-$20.5M
3
SFPM
Sensible Financial Planning & Management
Massachusetts
-$8.53M
4
PFO
Pathstone Family Office
New Jersey
-$7.47M
5
KA
Kooman & Associates
Pennsylvania
-$5.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
301
Falcon Wealth Planning
California
$613K +$34 +1 +0%
RTL
302
Red Tortoise LLC
Georgia
$607K – – –
PWLP
303
Prio Wealth Limited Partnership
Massachusetts
$605K – – –
QCM
304
Quantinno Capital Management
New York
$599K +$238K +7,000 +66%
TB
305
Treynor Bancshares
Iowa
$598K +$3.06K +90 +0.5%
PMFA
306
Plante Moran Financial Advisors
Michigan
$595K – – –
DWA
307
Delap Wealth Advisory
Oregon
$594K – – –
KFI
308
Key Financial Inc
Pennsylvania
$590K – – –
TC
309
TownSquare Capital
Utah
$590K -$35.8K -1,051 -6%
SVWAG
310
Sound View Wealth Advisors Group
Georgia
$584K – – –
WAP
311
Wealthcare Advisory Partners
Pennsylvania
$583K -$3.64K -107 -0.6%
NFP
312
Narus Financial Partners
Utah
$581K – – –
DWM
313
Dakota Wealth Management
Florida
$579K – – –
RK
314
Rather & Kittrell
Tennessee
$576K – – –
DADC
315
D.A. Davidson & Co
Montana
$570K +$30.2K +887 +6%
USCWA
316
U.S. Capital Wealth Advisors
Texas
$568K -$10.4K -305 -2%
AWM
317
AE Wealth Management
Kansas
$550K +$6.7K +197 +1%
DOA
318
D'Orazio & Associates
Virginia
$541K -$34K -1,000 -6%
PAS
319
Park Avenue Securities
New York
$535K -$510 -15 -0.1%
WFA
320
WestHill Financial Advisors
California
$535K -$31.8K -934 -6%
CAM
321
Clark Asset Management
New Hampshire
$534K – – –
MPW
322
Monterey Private Wealth
California
$527K +$2.04K +60 +0.4%
TSS
323
Two Sigma Securities
New York
$526K +$526K +15,452 New
EA
324
Efficient Advisors
Ohio
$525K +$5.1K +150 +1%
VCP
325
Vista Capital Partners
Oregon
$520K – – –
11 12
13
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