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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

395 hedge funds and large institutions have $4.48B invested in Dimensional US Marketwide Value ETF in 2022 Q2 according to their latest regulatory filings, with 392 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+392
Holders Change %
+13,066.67%
% of All Funds
6.68%
Holding in Top 10
71
Holding in Top 10 Change
+71
Holding in Top 10 Change %
%
% of All Funds
1.2%
New
392
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$447M
2
SC
2
Savant Capital
Illinois
$261M
3
BDF
3
Balasa Dinverno & Foltz
$242M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$233M
5
PL
5
Plancorp LLC
Missouri
$222M

Top Sellers

1
GC
1
Garde Capital
Washington
$840K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
326
Ameritas Advisory Services
Nebraska
$220K +$220K +6,957 New
CFS
327
CRA Financial Services
New Jersey
$220K +$220K +6,976 New
IF
328
Intrua Financial
Texas
$220K +$220K +6,977 New
LFG
329
Lockerman Financial Group
California
$216K +$216K +6,820 New
WW
330
Waterfront Wealth
Kansas
$210K +$210K +6,654 New
SF
331
SBK Financial
Virginia
$207K +$207K +6,538 New
WTA
332
Washington Trust Advisors
Massachusetts
$204K +$204K +6,468 New
OC
333
Oakworth Capital
Alabama
$203K +$203K +6,412 New
WCM
334
Wealthcare Capital Management
Virginia
$201K +$201K +6,373 New
AC
335
AlphaCore Capital
California
$175K +$175K +5,549 New
RP
336
Rowlandmiller & Partners
Georgia
$175K +$175K +5,537 New
RA
337
Rise Advisors
New York
$174K +$174K +5,503 New
JHCP
338
Jackson Hole Capital Partners
Oklahoma
$171K +$171K +5,405 New
PTC
339
Private Trust Company
Ohio
$163K +$163K +5,174 New
CFGS
340
Concourse Financial Group Securities
Alabama
$160K +$160K +5,063 New
BA
341
Bellwether Advisors
Nebraska
$153K +$153K +4,865 New
VVP
342
Venture Visionary Partners
Ohio
$133K +$133K +4,223 New
SPIA
343
Steward Partners Investment Advisory
New York
$132K +$132K +4,178 New
PP
344
PrairieView Partners
Minnesota
$130K +$130K +4,101 New
GFP
345
Gryphon Financial Partners
Ohio
$129K +$129K +4,083 New
FA
346
Fortis Advisors
Pennsylvania
$129K +$129K +4,097 New
OCM
347
Orion Capital Management
California
$121K +$121K +3,836 New
WT
348
Whittier Trust
California
$117K +$117K +3,694 New
TFS
349
TrustCore Financial Services
Tennessee
$114K +$114K +3,593 New
JWBC
350
John W. Brooker & Co
California
$111K +$111K +3,525 New
12 13
14
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