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

Top Sellers

1
MWM
Modera Wealth Management
New Jersey
$82.5M
2
SSC
Syverson Strege & Co
Iowa
$0
3
Jane Street
Jane Street
New York
$0
4
SG
Stonnington Group
California
$32.9M
5
SP
Symmetry Partners
Connecticut
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
351
Leavell Investment Management
Alabama
$222K – – –
WW
352
Waterfront Wealth
Kansas
$222K – – –
EW
353
Evoke Wealth
California
$217K – – –
CBFP
354
Cedar Brook Financial Partners
Ohio
$215K +$1.13K +38 +0.5%
MW
355
MBL Wealth
North Carolina
$214K – – –
BPWM
356
Badgley Phelps Wealth Managers
Washington
$214K +$214K +7,227 New
Kovitz Investment Group Partners
357
Kovitz Investment Group Partners
Illinois
$207K – – –
CFS
358
CRA Financial Services
New Jersey
$207K – – –
IF
359
Intrua Financial
Texas
$207K – – –
WDL
360
Well Done LLC
Michigan
$207K +$207K +6,984 New
GWM
361
GSB Wealth Management
Connecticut
$207K +$207K +7,002 New
LFG
362
Lockerman Financial Group
California
$202K – – –
MCA
363
Maryland Capital Advisors
Maryland
$199K +$199K +6,714 New
WTA
364
Washington Trust Advisors
Massachusetts
$192K – – –
OC
365
Oakworth Capital
Alabama
$190K – – –
AC
366
AlphaCore Capital
California
$164K – – –
RA
367
Rise Advisors
New York
$164K +$860 +29 +0.5%
RP
368
Rowlandmiller & Partners
Georgia
$164K – – –
UB
369
UMB Bank
Missouri
$162K +$162K +5,469 New
JHCP
370
Jackson Hole Capital Partners
Oklahoma
$160K – – –
CFGS
371
Concourse Financial Group Securities
Alabama
$150K – – –
RDFA
372
Ritter Daniher Financial Advisory
Ohio
$148K +$46.6K +1,575 +46%
BA
373
Bellwether Advisors
Nebraska
$144K – – –
Bank of America
374
Bank of America
North Carolina
$144K +$144K +4,852 New
FA
375
Fortis Advisors
Pennsylvania
$122K +$652 +22 +0.5%
13 14
15
16 17