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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
RDFA
351
Ritter Daniher Financial Advisory
Ohio
$108K +$114K +3,425 New
PCFFS
352
Pacific Center for Financial Services
California
$90K +$94.6K +2,842 New
S
353
Surevest
California
$90K +$94.9K +2,853 New
BSWA
354
Bromfield Sneider Wealth Advisors
Massachusetts
$89K +$93.9K +2,820 New
ADL
355
Asset Dedication LLC
California
$84K +$88.6K +2,661 New
SN
356
Sittner & Nelson
Oregon
$81K +$85.4K +2,565 New
ACA
357
Aptus Capital Advisors
Alabama
$79K +$82.8K +2,487 New
GWANC
358
Guardian Wealth Advisors (North Carolina)
North Carolina
$79K +$82.8K +2,487 New
BWM
359
BerganKDV Wealth Management
Minnesota
$71K +$74.5K +2,239 New
EWM
360
Evermay Wealth Management
Virginia
$70K +$73.8K +2,216 New
APA
361
American Portfolios Advisors
New York
$65.4K +$68.9K +2,069 New
EBA
362
Eagle Bay Advisors
New York
$65K +$68.5K +2,057 New
MCM
363
MV Capital Management
Maryland
$59K +$62.1K +1,867 New
DSC
364
Duncker Streett & Co
Missouri
$54K +$56.9K +1,709 New
AWM
365
Avior Wealth Management
Nebraska
$54K +$57.5K +1,727 New
SC
366
Steph & Co
Wisconsin
$52K +$55.2K +1,658 New
TIM
367
Tortoise Investment Management
New York
$51K +$53.5K +1,608 New
CI
368
CX Institutional
Indiana
$49K +$51.9K +1,559 New
TCWM
369
Total Clarity Wealth Management
Illinois
$48K +$50.8K +1,527 New
RIM
370
Rockbridge Investment Management
New York
$46.6K +$49.1K +1,474 New
FMP
371
Financial Management Professionals
Texas
$46K +$48.6K +1,459 New
CMP
372
Coston McIsaac & Partners
Maine
$43K +$45.4K +1,363 New
ME
373
McIlrath & Eck
Washington
$41K +$42.8K +1,285 New
GG
374
Gleason Group
Kentucky
$39K +$40.8K +1,227 New
CWC
375
Carolinas Wealth Consulting
North Carolina
$38K +$39.8K +1,195 New
12 13 14
15
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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.