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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
TA
376
Tiedemann Advisors
New York
$286K – – –
GWM
377
GDS Wealth Management
Texas
$284K +$282K +8,482 New
CFS
378
CRA Financial Services
New Jersey
$277K +$43.2K +1,300 +19%
FMWA
379
Forvis Mazars Wealth Advisors
Missouri
$271K -$33.2K -999 -11%
OSAM
380
O'Shaughnessy Asset Management
Connecticut
$270K -$48K -1,444 -15%
Kovitz Investment Group Partners
381
Kovitz Investment Group Partners
Illinois
$266K +$31.8K +956 +14%
WAM
382
Weinberger Asset Management
California
$259K +$257K +7,728 New
TNBTD
383
Trustmark National Bank Trust Department
Mississippi
$258K – – –
PPW
384
Pasadena Private Wealth
California
$255K +$1.03K +31 +0.4%
LIM
385
Leavell Investment Management
Alabama
$251K – – –
ASN
386
Advisory Services Network
Georgia
$251K +$249K +7,490 New
EW
387
Evoke Wealth
California
$246K – – –
CBFP
388
Cedar Brook Financial Partners
Ohio
$244K +$997 +30 +0.4%
MW
389
MBL Wealth
North Carolina
$242K – – –
BPWM
390
Badgley Phelps Wealth Managers
Washington
$242K – – –
IF
391
Intrua Financial
Texas
$239K – – –
WW
392
Waterfront Wealth
Kansas
$235K – – –
GWM
393
GSB Wealth Management
Connecticut
$234K – – –
WDL
394
Well Done LLC
Michigan
$234K – – –
LFG
395
Lockerman Financial Group
California
$228K – – –
MCA
396
Maryland Capital Advisors
Maryland
$225K – – –
S
397
SignatureFD
Georgia
$222K -$117K -3,509 -35%
M
398
MOTCO
Texas
$218K +$216K +6,502 New
WTA
399
Washington Trust Advisors
Massachusetts
$217K – – –
SPA
400
Shore Point Advisors
New Jersey
$215K +$214K +6,435 New
14 15
16
17 18

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.