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Dimensional US Marketwide Value ETF
DFUV

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

159% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 22

46% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 103

7% more funds holding

Funds holding: 395 → 424 (+29)

7% more funds holding in top 10

Funds holding in top 10: 71 → 76 (+5)

6.29% more ownership

Funds ownership: 61.48% → 67.77% (+6.3%)

6% more capital invested

Capital invested by funds: $4.48B → $4.74B (+$258M)

Holders
424
Holders Change
+29
Holders Change %
+7.34%
% of All Funds
7.3%
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

Rank Fund Capital Flow
1
RCG
Resource Consulting Group
Florida
+$144M
2
Cerity Partners
Cerity Partners
New York
+$70.8M
3
MRWM
ML&R Wealth Management
Texas
+$63.8M
4
WFA
Wipfli Financial Advisors
Wisconsin
+$55.3M
5
FPAS
Focus Partners Advisor Solutions
Missouri
+$50.6M

Top Sellers

Rank Fund Capital Flow
1
MWM
Modera Wealth Management
New Jersey
-$7.32M
2
SSC
Syverson Strege & Co
Iowa
-$6.17M
3
Jane Street
Jane Street
New York
-$3.48M
4
SG
Stonnington Group
California
-$3.11M
5
SP
Symmetry Partners
Connecticut
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
376
Gryphon Financial Partners
Ohio
$121K – – –
PP
377
PrairieView Partners
Minnesota
$121K – – –
CF
378
Centaurus Financial
California
$120K +$131K +4,036 New
BTI
379
Blue Trust Inc
Georgia
$116K +$120K +3,675 New
WT
380
Whittier Trust
California
$110K +$650 +20 +0.5%
TFS
381
TrustCore Financial Services
Tennessee
$107K +$455 +14 +0.4%
JWBC
382
John W. Brooker & Co
California
$104K – – –
SPIA
383
Steward Partners Investment Advisory
New York
$99K -$26.9K -827 -20%
OCM
384
Orion Capital Management
California
$90K -$26.3K -808 -21%
MAM
385
Meeder Asset Management
Ohio
$85K +$93.2K +2,867 New
BSWA
386
Bromfield Sneider Wealth Advisors
Massachusetts
$84K – – –
PCFFS
387
Pacific Center for Financial Services
California
$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 – – –
BWM
392
BerganKDV Wealth Management
Minnesota
$66K – – –
EWM
393
Evermay Wealth Management
Virginia
$66K – – –
APA
394
American Portfolios Advisors
New York
$61.4K +$163 +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 +$293 +9 +0.5%
SC
398
Steph & Co
Wisconsin
$49K – – –
TIM
399
Tortoise Investment Management
New York
$48K – – –
FMP
400
Financial Management Professionals
Texas
$43K +$260 +8 +0.5%
14 15
16
17 18

DFUV Hedge Fund Activity: Q3 2022 in Review

424 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q3 2022, worth a combined $4.74B — up 5.8% from $4.48B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new DFUV positions and 22 closed out — a net gain of 35 holders — while 150 added to existing stakes and 103 trimmed.

The largest buyer was Resource Consulting Group, opening a new position worth an estimated $144M. The largest seller was Modera Wealth Management, cutting an estimated $7.32M.

  • 424 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q3 2022, up from 395 in Q2 2022.
  • Funds reported $4.74B of Dimensional US Marketwide Value ETF stock for Q3 2022, up 5.8% quarter-over-quarter.
  • 57 funds opened new Dimensional US Marketwide Value ETF positions in Q3 2022 and 22 closed out, a net change of +35 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q3 2022 was Resource Consulting Group, an estimated $144M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q3 2022 was Modera Wealth Management, an estimated $7.32M sold.

Based on aggregated 13F filings for Q3 2022.