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Dimensional US Marketwide Value ETF
DFUV

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 395 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

61.48% more ownership

Funds ownership: 0% → 61.48% (+61%)

Holders
395
Holders Change
+395
Holders Change %
–
% of All Funds
6.65%
Holding in Top 10
71
Holding in Top 10 Change
+71
Holding in Top 10 Change %
% of All Funds
1.2%
New
395
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
+$471M
2
SC
Savant Capital
Illinois
+$275M
3
BDF
Balasa Dinverno & Foltz
+$255M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$245M
5
PL
Plancorp LLC
Missouri
+$233M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
326
Ameritas Advisory Services
Nebraska
$220K +$232K +6,957 New
CFS
327
CRA Financial Services
New Jersey
$220K +$232K +6,976 New
IF
328
Intrua Financial
Texas
$220K +$232K +6,977 New
LFG
329
Lockerman Financial Group
California
$216K +$227K +6,820 New
WW
330
Waterfront Wealth
Kansas
$210K +$221K +6,654 New
SF
331
SBK Financial
Virginia
$207K +$218K +6,538 New
WTA
332
Washington Trust Advisors
Massachusetts
$204K +$215K +6,468 New
OC
333
Oakworth Capital
Alabama
$203K +$213K +6,412 New
WCM
334
Wealthcare Capital Management
Virginia
$201K +$212K +6,373 New
AC
335
AlphaCore Capital
California
$175K +$185K +5,549 New
RP
336
Rowlandmiller & Partners
Georgia
$175K +$184K +5,537 New
RA
337
Rise Advisors
New York
$174K +$183K +5,503 New
JHCP
338
Jackson Hole Capital Partners
Oklahoma
$171K +$180K +5,405 New
PTC
339
Private Trust Company
Ohio
$163K +$172K +5,174 New
CFGS
340
Concourse Financial Group Securities
Alabama
$160K +$168K +5,063 New
BA
341
Bellwether Advisors
Nebraska
$153K +$162K +4,865 New
VVP
342
Venture Visionary Partners
Ohio
$133K +$141K +4,223 New
SPIA
343
Steward Partners Investment Advisory
New York
$132K +$139K +4,178 New
PP
344
PrairieView Partners
Minnesota
$130K +$136K +4,101 New
GFP
345
Gryphon Financial Partners
Ohio
$129K +$136K +4,083 New
FA
346
Fortis Advisors
Pennsylvania
$129K +$136K +4,097 New
OCM
347
Orion Capital Management
California
$121K +$128K +3,836 New
WT
348
Whittier Trust
California
$117K +$123K +3,694 New
TFS
349
TrustCore Financial Services
Tennessee
$114K +$120K +3,593 New
JWBC
350
John W. Brooker & Co
California
$111K +$117K +3,525 New
12 13
14
15 16

DFUV Hedge Fund Activity: Q2 2022 in Review

395 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q2 2022, worth a combined $4.48B.

Buyers outnumbered sellers: 395 funds opened new DFUV positions and 0 closed out — a net gain of 395 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $471M.

  • 395 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q2 2022, up from 0 in Q1 2022.
  • Funds reported $4.48B of Dimensional US Marketwide Value ETF stock for Q2 2022.
  • 395 funds opened new Dimensional US Marketwide Value ETF positions in Q2 2022 and 0 closed out, a net change of +395 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q2 2022 was Buckingham Strategic Wealth, an estimated $471M added.

Based on aggregated 13F filings for Q2 2022.