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Dimensional US Marketwide Value ETF
DFUV

493 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 27 funds opening new positions, 161 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $5.89B → $6.48B (+$591M)

3.04% more ownership

Funds ownership: 72.32% → 75.36% (+3%)

1% more funds holding

Funds holding: 489 → 493 (+4)

2% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 165

4% less funds holding in top 10

Funds holding in top 10: 84 → 81 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $285K

Holders
493
Holders Change
+4
Holders Change %
+0.82%
% of All Funds
7.74%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.27%
New
27
Increased
161
Reduced
165
Closed
18
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$182M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$177M
3
SC
Savant Capital
Illinois
+$37.3M
4
LWM
LJI Wealth Management
Indiana
+$20.2M
5
RIM
RW Investment Management
Idaho
+$11.9M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.67M
2
SIS
Strategic Investment Solutions
Illinois
-$6M
3
Northern Trust
Northern Trust
Illinois
-$5.96M
4
IFA
Index Fund Advisors
California
-$4.07M
5
CFG
Citizens Financial Group
Rhode Island
-$3.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
351
Center for Financial Planning
Michigan
$456K – – –
AFA
352
American Financial Advisors
Georgia
$452K +$1.07K +32 +0.2%
RF
353
Robinswood Financial
Washington
$451K +$437K +13,079 New
Franklin Resources
354
Franklin Resources
California
$443K +$2.17K +65 +0.5%
VWA
355
VERITY Wealth Advisors
United States
$441K – – –
LNC
356
Lincoln National Corp
Pennsylvania
$437K -$32.2K -963 -7%
W
357
WealthOne
New York
$423K -$302K -9,028 -42%
FWM
358
Fortress Wealth Management
California
$422K +$601 +18 +0.1%
OC
359
Oakworth Capital
Alabama
$421K – – –
NA
360
NewEdge Advisors
Louisiana
$421K +$274K +8,202 +205%
CT
361
Colonial Trust
South Carolina
$420K -$17K -510 -4%
TRCT
362
Tower Research Capital (TRC)
New York
$420K +$141K +4,223 +53%
Janney Montgomery Scott
363
Janney Montgomery Scott
Pennsylvania
$409K – – –
HCP
364
Holt Capital Partners
Texas
$394K – – –
HCM
365
Hollencrest Capital Management
California
$391K – – –
BCM
366
Brookstone Capital Management
Illinois
$391K – – –
NGA
367
Naples Global Advisors
Florida
$384K +$1.87K +56 +0.5%
CFO
368
CVA Family Office
Colorado
$381K +$1.87K +56 +0.5%
LCM
369
Liberty Capital Management
Michigan
$371K +$359K +10,742 New
QCM
370
Quantinno Capital Management
New York
$366K +$355K +10,614 New
SPA
371
Shore Point Advisors
New Jersey
$365K +$3.34K +100 +1%
GWM
372
GDS Wealth Management
Texas
$362K -$1.37K -41 -0.4%
NCM
373
NCM Capital Management
New Jersey
$361K – – –
CSI
374
Cross Staff Investments
New York
$358K – – –
SFS
375
Strategic Financial Services
New York
$354K – – –
13 14
15
16 17

DFUV Hedge Fund Activity: Q2 2023 in Review

493 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q2 2023, worth a combined $6.48B — up 10% from $5.89B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFUV positions and 18 closed out — a net gain of 9 holders — while 161 added to existing stakes and 165 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $182M. The largest seller was Corient Private Wealth, cutting an estimated $8.67M.

  • 493 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q2 2023, up from 489 in Q1 2023.
  • Funds reported $6.48B of Dimensional US Marketwide Value ETF stock for Q2 2023, up 10% quarter-over-quarter.
  • 27 funds opened new Dimensional US Marketwide Value ETF positions in Q2 2023 and 18 closed out, a net change of +9 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $182M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q2 2023 was Corient Private Wealth, an estimated $8.67M sold.

Based on aggregated 13F filings for Q2 2023.