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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
PFGIA
376
Patriot Financial Group Insurance Agency
Massachusetts
$37K +$39.5K +1,186 New
LC
377
Lindbrook Capital
California
$36K +$38.1K +1,144 New
PB
378
Pinnacle Bancorp
Nebraska
$35K +$37.1K +1,116 New
IRC
379
Investors Research Corp
Georgia
$30K +$31.8K +954 New
LPP
380
Life Planning Partners
Florida
$25K +$25.9K +779 New
FCA
381
FinTrust Capital Advisors
South Carolina
$22K +$22.1K +664 New
QCG
382
Quadrant Capital Group
Ohio
$20K +$20.9K +629 New
First Manhattan
383
First Manhattan
New York
$20K +$21.8K +655 New
MAWCM
384
Mine & Arao Wealth Creation & Management
California
$19K +$20.1K +604 New
IWP
385
IAG Wealth Partners
Wisconsin
$14K +$15.2K +456 New
OLVIG
386
Oliver Lagore Vanvalin Investment Group
Michigan
$12K +$12.5K +375 New
BWM
387
Baystate Wealth Management
Massachusetts
$12K +$13K +391 New
BlackRock
388
BlackRock
New York
$6K +$6.39K +192 New
FCT
389
First Community Trust
Iowa
$6K +$6.79K +204 New
TAM
390
Tucker Asset Management
Colorado
$3K +$3.16K +95 New
GWA
391
Gibson Wealth Advisors
Texas
$2K +$1.6K +48 New
TFGT
392
TS Financial Group (TSFG)
Illinois
$2K +$2.56K +77 New
BPC
393
Banque Pictet & Cie
Switzerland
$816 +$859K +25,825 New
IAIM
394
International Assets Investment Management
Florida
$520 +$739K +22,198 New
Bank of Montreal
395
Bank of Montreal
Ontario, Canada
$23 +$24K +722 New
12 13 14 15
16

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.