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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

424 hedge funds and large institutions have $4.74B invested in Dimensional US Marketwide Value ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+29
Holders Change %
+7.34%
% of All Funds
7.33%
Holding in Top 10
76
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.04%
% of All Funds
1.31%
New
57
Increased
150
Reduced
103
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCG
1
Resource Consulting Group
Florida
$131M
2
Cerity Partners
2
Cerity Partners
New York
$64.5M
3
MRWM
3
ML&R Wealth Management
Texas
$58.1M
4
WFA
4
Wipfli Financial Advisors
Wisconsin
$50.3M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$91.2M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$82.5M
2
SSC
2
Syverson Strege & Co
Iowa
$0
3
Jane Street
3
Jane Street
New York
$0
4
SG
4
Stonnington Group
California
$32.9M
5
SP
5
Symmetry Partners
Connecticut
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
326
TNF
Montana
$296K – – –
SPC
327
Sigma Planning Corp
Michigan
$296K +$296K +10,013 New
IF
328
Ironwood Financial
Arizona
$294K – – –
SFS
329
Strategic Financial Services
New York
$294K – – –
HI
330
Harbour Investments
Wisconsin
$289K – – –
RCM
331
RB Capital Management
Nevada
$287K – – –
NOI
332
Newton One Investments
Delaware
$284K – – –
OSAM
333
O'Shaughnessy Asset Management
Connecticut
$282K -$712K -23,996 -72%
GI
334
Gradient Investments
Minnesota
$279K -$16.3K -552 -6%
AMC
335
Asset Management Corp
Illinois
$272K – – –
FMWA
336
Forvis Mazars Wealth Advisors
Missouri
$269K +$269K +9,107 New
IC
337
IEQ Capital
California
$266K – – –
CWA
338
Clarus Wealth Advisors
Arizona
$262K -$4.11K -135 -2%
KF
339
Krilogy Financial
Missouri
$262K +$207 +7 +0.1%
VCM
340
Vivaldi Capital Management
Illinois
$261K -$29.6K -966 -10%
RCAG
341
Rehmann Capital Advisory Group
Michigan
$257K +$257K +8,694 New
SAM
342
Summit Asset Management
Tennessee
$254K +$1.36K +46 +0.5%
CSIC
343
Clifford Swan Investment Counsel
California
$253K – – –
CTC
344
Central Trust Company
Missouri
$253K – – –
TA
345
Tiedemann Advisors
New York
$253K – – –
CAM
346
Cozad Asset Management
Illinois
$236K – – –
SIC
347
Samalin Investment Counsel
New York
$228K +$228K +7,690 New
TNBTD
348
Trustmark National Bank Trust Department
Mississippi
$228K +$228K +7,701 New
CIAS
349
CFS Investment Advisory Services
New Jersey
$227K +$227K +227,494 New
PPW
350
Pasadena Private Wealth
California
$225K +$1.16K +39 +0.5%
12 13
14
15 16