We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF
DFUV

479 hedge funds and large institutions have $5.92B invested in Dimensional US Marketwide Value ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 160 increasing their positions, 113 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

479% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 14

42% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 113

25% more capital invested

Capital invested by funds: $4.74B → $5.92B (+$1.18B)

20% more funds holding in top 10

Funds holding in top 10: 76 → 91 (+15)

13% more funds holding

Funds holding: 424 → 479 (+55)

5.4% more ownership

Funds ownership: 67.77% → 73.17% (+5.4%)

Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
7.7%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.46%
New
81
Increased
160
Reduced
113
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TWP
TFO Wealth Partners
Ohio
+$130M
2
Creative Planning
Creative Planning
Kansas
+$113M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$54.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$50M
5
SC
Savant Capital
Illinois
+$22.4M

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$69.6M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$55.6M
3
EWA
EP Wealth Advisors
California
-$8.51M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$5.85M
5
SDH
Sloy Dahl & Holst
Washington
-$4.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
351
IFP Advisors
Florida
$355K +$432 +13 +0.1%
GD
352
Grandfield & Dodd
New York
$355K – – –
NCM
353
NCM Capital Management
New Jersey
$350K – – –
CSI
354
Cross Staff Investments
New York
$348K – – –
FCI
355
Financial Counselors Inc
Kansas
$346K -$32.9K -989 -9%
T
356
TNF
Montana
$343K – – –
KC
357
Kades & Cheifetz
Pennsylvania
$342K +$340K +10,217 New
WWM
358
Western Wealth Management
Colorado
$340K -$338K -10,157 -50%
SFS
359
Strategic Financial Services
New York
$333K – – –
IF
360
Ironwood Financial
Arizona
$332K – – –
RCM
361
RB Capital Management
Nevada
$324K – – –
NOI
362
Newton One Investments
Delaware
$321K – – –
GI
363
Gradient Investments
Minnesota
$316K – – –
KF
364
Krilogy Financial
Missouri
$312K +$15.8K +476 +5%
AAS
365
Ameritas Advisory Services
Nebraska
$311K +$309K +9,296 New
AMC
366
Asset Management Corp
Illinois
$308K – – –
HI
367
Harbour Investments
Wisconsin
$306K +$233 +7 +0.1%
EA
368
Efficient Advisors
Ohio
$304K -$208K -6,251 -41%
IC
369
IEQ Capital
California
$301K – – –
RA
370
RFG Advisory
Alabama
$296K -$69.1K -2,078 -20%
GA
371
Goldstein Advisors
Wisconsin
$295K +$293K +8,819 New
VCM
372
Vivaldi Capital Management
Illinois
$291K +$432 +13 +0.2%
WCM
373
Wealthcare Capital Management
Virginia
$289K +$287K +8,627 New
SAM
374
Summit Asset Management
Tennessee
$288K +$1.13K +34 +0.4%
CSIC
375
Clifford Swan Investment Counsel
California
$286K – – –
13 14
15
16 17

DFUV Hedge Fund Activity: Q4 2022 in Review

479 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2022, worth a combined $5.92B — up 25% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new DFUV positions and 14 closed out — a net gain of 67 holders — while 160 added to existing stakes and 113 trimmed.

The largest buyer was TFO Wealth Partners, adding an estimated $130M. The largest seller was Cerity Partners, cutting an estimated $69.6M.

  • 479 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2022, up from 424 in Q3 2022.
  • Funds reported $5.92B of Dimensional US Marketwide Value ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 81 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2022 and 14 closed out, a net change of +67 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q4 2022 was TFO Wealth Partners, an estimated $130M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q4 2022 was Cerity Partners, an estimated $69.6M sold.

Based on aggregated 13F filings for Q4 2022.