DFUV icon

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
$527M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$557M
3
SC
Savant Capital
Illinois
$476M
4
RIM
RW Investment Management
Idaho
$30.1M
5
BSW
Buckingham Strategic Wealth
Missouri
$503M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$387M
2
Northern Trust
Northern Trust
Illinois
$203M
3
SIS
Strategic Investment Solutions
Illinois
$3.1M
4
IFA
Index Fund Advisors
California
$242M
5
CFG
Citizens Financial Group
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
326
Park Avenue Securities
New York
$544K -$2.59K -75 -0.5%
CAM
327
Clark Asset Management
New Hampshire
$542K +$542K +15,703 New
Baird Financial Group
328
Baird Financial Group
Wisconsin
$540K -$555K -16,088 -51%
VWA
329
V Wealth Advisors
Kansas
$534K – – –
MPW
330
Monterey Private Wealth
California
$533K +$2.07K +60 +0.4%
EA
331
Efficient Advisors
Ohio
$527K +$194K +5,624 +58%
VCP
332
Vista Capital Partners
Oregon
$527K – – –
LB
333
Leo Brokerage
Texas
$519K +$2.62K +76 +0.5%
CCMG
334
Clark Capital Management Group
Pennsylvania
$517K – – –
BCA
335
Bay Colony Advisors
Massachusetts
$515K +$28K +813 +6%
CIA
336
Capital Investment Advisors
Georgia
$512K – – –
CWM
337
Castle Wealth Management
Florida
$509K – – –
FWA
338
FSM Wealth Advisors
Ohio
$498K – – –
G
339
GenTrust
Florida
$498K – – –
CB
340
Cadence Bank
Mississippi
$497K – – –
OFG
341
Oxford Financial Group
Indiana
$494K – – –
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$492K +$124K +3,598 +34%
OSAM
343
O'Shaughnessy Asset Management
Connecticut
$490K +$207K +6,004 +73%
SMWM
344
Silvia McColl Wealth Management
California
$487K +$2.45K +71 +0.5%
CTC
345
Central Trust Company
Missouri
$486K – – –
FWTB
346
First Western Trust Bank
Colorado
$481K -$276K -8,001 -36%
CFO
347
Collective Family Office
Pennsylvania
$478K – – –
WA
348
Waverly Advisors
Alabama
$473K +$2.38K +69 +0.5%
CAM
349
Cozad Asset Management
Illinois
$470K – – –
IA
350
IFG Advisors
Missouri
$458K +$345 +10 +0.1%
12 13
14
15 16