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Dimensional US Marketwide Value ETF
DFUV

493 hedge funds and large institutions have $6.48B invested in Dimensional US Marketwide Value ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 161 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $5.89B → $6.48B (+$591M)

3.04% more ownership

Funds ownership: 72.32% → 75.36% (+3%)

1% more funds holding

Funds holding: 489 → 493 (+4)

2% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 165

4% less funds holding in top 10

Funds holding in top 10: 84 → 81 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $285K

Holders
493
Holders Change
+4
Holders Change %
+0.82%
% of All Funds
7.74%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.27%
New
27
Increased
161
Reduced
165
Closed
18
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$182M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$177M
3
SC
Savant Capital
Illinois
+$37.3M
4
LWM
LJI Wealth Management
Indiana
+$20.2M
5
RIM
RW Investment Management
Idaho
+$11.9M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.67M
2
SIS
Strategic Investment Solutions
Illinois
-$6M
3
Northern Trust
Northern Trust
Illinois
-$5.96M
4
IFA
Index Fund Advisors
California
-$4.07M
5
CFG
Citizens Financial Group
Rhode Island
-$3.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
KC
376
Kades & Cheifetz
Pennsylvania
$352K – – –
WWM
377
Western Wealth Management
Colorado
$350K – – –
KF
378
Krilogy Financial
Missouri
$350K +$234 +7 +0.1%
PNC Financial Services Group
379
PNC Financial Services Group
Pennsylvania
$345K -$48.8K -1,460 -13%
IF
380
Ironwood Financial
Arizona
$342K – – –
AFAS
381
Acorn Financial Advisory Services
Virginia
$341K – – –
CFS
382
CRA Financial Services
New Jersey
$339K – – –
T
383
TNF
Montana
$335K – – –
RCM
384
RB Capital Management
Nevada
$334K – – –
SW
385
SteelPeak Wealth
California
$333K +$322K +9,651 New
GI
386
Gradient Investments
Minnesota
$325K – – –
HI
387
Harbour Investments
Wisconsin
$316K +$134 +4 +0%
IC
388
IEQ Capital
California
$310K – – –
GD
389
Grandfield & Dodd
New York
$305K -$38K -1,136 -11%
GA
390
Goldstein Advisors
Wisconsin
$304K – – –
Betterment LLC
391
Betterment LLC
New York
$302K +$54.3K +1,625 +23%
SAM
392
Summit Asset Management
Tennessee
$300K +$1.47K +44 +0.5%
WCM
393
Wealthcare Capital Management
Virginia
$299K +$8.52K +255 +3%
RA
394
RFG Advisory
Alabama
$298K +$1.4K +42 +0.5%
VCM
395
Vivaldi Capital Management
Illinois
$295K +$535 +16 +0.2%
CSIC
396
Clifford Swan Investment Counsel
California
$295K – – –
TA
397
Tiedemann Advisors
New York
$294K – – –
NOI
398
Newton One Investments
Delaware
$292K – – –
FMWA
399
Forvis Mazars Wealth Advisors
Missouri
$267K – – –
TNBTD
400
Trustmark National Bank Trust Department
Mississippi
$266K – – –
14 15
16
17 18

DFUV Hedge Fund Activity: Q2 2023 in Review

493 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q2 2023, worth a combined $6.48B — up 10% from $5.89B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFUV positions and 18 closed out — a net gain of 9 holders — while 161 added to existing stakes and 165 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $182M. The largest seller was Corient Private Wealth, cutting an estimated $8.67M.

  • 493 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q2 2023, up from 489 in Q1 2023.
  • Funds reported $6.48B of Dimensional US Marketwide Value ETF stock for Q2 2023, up 10% quarter-over-quarter.
  • 27 funds opened new Dimensional US Marketwide Value ETF positions in Q2 2023 and 18 closed out, a net change of +9 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $182M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q2 2023 was Corient Private Wealth, an estimated $8.67M sold.

Based on aggregated 13F filings for Q2 2023.