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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 %
PP
376
PrairieView Partners
Minnesota
$121K – – –
GFP
377
Gryphon Financial Partners
Ohio
$121K – – –
CF
378
Centaurus Financial
California
$120K +$120K +4,036 New
BTI
379
Blue Trust Inc
Georgia
$116K +$116K +3,675 New
WT
380
Whittier Trust
California
$110K +$592 +20 +0.5%
TFS
381
TrustCore Financial Services
Tennessee
$107K +$415 +14 +0.4%
JWBC
382
John W. Brooker & Co
California
$104K – – –
SPIA
383
Steward Partners Investment Advisory
New York
$99K -$24.4K -827 -20%
OCM
384
Orion Capital Management
California
$90K -$24K -808 -21%
MAM
385
Meeder Asset Management
Ohio
$85K +$85K +2,867 New
PCFFS
386
Pacific Center for Financial Services
California
$84K – – –
BSWA
387
Bromfield Sneider Wealth Advisors
Massachusetts
$84K – – –
ADL
388
Asset Dedication LLC
California
$79K – – –
SN
389
Sittner & Nelson
Oregon
$76K – – –
ACA
390
Aptus Capital Advisors
Alabama
$74K – – –
GWANC
391
Guardian Wealth Advisors (North Carolina)
North Carolina
$74K – – –
EWM
392
Evermay Wealth Management
Virginia
$66K – – –
BWM
393
BerganKDV Wealth Management
Minnesota
$66K – – –
APA
394
American Portfolios Advisors
New York
$61.4K +$148 +5 +0.2%
EBA
395
Eagle Bay Advisors
New York
$61K – – –
MCM
396
MV Capital Management
Maryland
$55K – – –
DSC
397
Duncker Streett & Co
Missouri
$51K +$267 +9 +0.5%
SC
398
Steph & Co
Wisconsin
$49K – – –
TIM
399
Tortoise Investment Management
New York
$48K – – –
FMP
400
Financial Management Professionals
Texas
$43K +$234 +8 +0.5%
14 15
16
17 18