DFUV icon

Dimensional US Marketwide Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
OC
401
Oakworth Capital
Alabama
$215K
M&T Bank
402
M&T Bank
New York
$213K +$213K +6,356 New
JIC
403
Joel Isaacson & Co
New York
$211K +$211K +6,303 New
RWM
404
RKL Wealth Management
Pennsylvania
$211K +$211K +6,288 New
OWM
405
Orgel Wealth Management
Wisconsin
$210K +$210K +6,283 New
PPP
406
Private Portfolio Partners
New Jersey
$206K +$206K +6,141 New
DWM
407
Drive Wealth Management
Utah
$205K +$205K +6,114 New
PIA
408
Perennial Investment Advisors
California
$204K +$204K +6,108 New
RJT
409
Raymond James Trust
Florida
$204K +$204K +6,091 New
CPO
410
Cerity Partners OCIO
New York
$202K +$202K +6,037 New
CIA
411
Cladis Investment Advisory
Montana
$201K +$201K +6,003 New
AC
412
AlphaCore Capital
California
$187K +$770 +23 +0.4%
RA
413
Rise Advisors
New York
$186K +$770 +23 +0.4%
RP
414
Rowlandmiller & Partners
Georgia
$185K
UB
415
UMB Bank
Missouri
$183K
JHCP
416
Jackson Hole Capital Partners
Oklahoma
$181K
PTC
417
Private Trust Company
Ohio
$173K +$173K +5,174 New
CFGS
418
Concourse Financial Group Securities
Alabama
$170K
RDFA
419
Ritter Daniher Financial Advisory
Ohio
$167K
BA
420
Bellwether Advisors
Nebraska
$163K
GFWA
421
Grey Fox Wealth Advisors
Delaware
$160K +$160K +4,787 New
FA
422
Fiduciary Alliance
South Carolina
$157K +$157K +4,696 New
FA
423
Fortis Advisors
Pennsylvania
$138K +$569 +17 +0.4%
GFP
424
Gryphon Financial Partners
Ohio
$137K
CF
425
Centaurus Financial
California
$135K