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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

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
Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
7.73%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.47%
New
81
Increased
160
Reduced
113
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$114M
2
TWP
TFO Wealth Partners
Ohio
+$95M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$55.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$50.4M
5
SC
Savant Capital
Illinois
+$22.2M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$2.02B
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$56M
3
EWA
EP Wealth Advisors
California
-$8.51M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$5.9M
5
SDH
Sloy Dahl & Holst
Washington
-$4.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
376
Tiedemann Advisors
New York
$286K – – –
GWM
377
GDS Wealth Management
Texas
$284K +$284K +8,482 New
CFS
378
CRA Financial Services
New Jersey
$277K +$43.5K +1,300 +19%
FMWA
379
Forvis Mazars Wealth Advisors
Missouri
$271K -$33.4K -999 -11%
OSAM
380
O'Shaughnessy Asset Management
Connecticut
$270K -$48.3K -1,444 -15%
Kovitz Investment Group Partners
381
Kovitz Investment Group Partners
Illinois
$266K +$32K +956 +14%
WAM
382
Weinberger Asset Management
California
$259K +$259K +7,728 New
TNBTD
383
Trustmark National Bank Trust Department
Mississippi
$258K – – –
PPW
384
Pasadena Private Wealth
California
$255K +$1.04K +31 +0.4%
LIM
385
Leavell Investment Management
Alabama
$251K – – –
ASN
386
Advisory Services Network
Georgia
$251K +$251K +7,490 New
EW
387
Evoke Wealth
California
$246K – – –
CBFP
388
Cedar Brook Financial Partners
Ohio
$244K +$1K +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 +$218K +6,502 New
WTA
399
Washington Trust Advisors
Massachusetts
$217K – – –
SPA
400
Shore Point Advisors
New Jersey
$215K +$215K +6,435 New
14 15
16
17 18