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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

492 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 26 funds opening new positions, 161 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.76%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.28%
New
26
Increased
161
Reduced
165
Closed
18
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$527M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$557M
3
SC
Savant Capital
Illinois
$476M
4
RIM
RW Investment Management
Idaho
$30.1M
5
BSW
Buckingham Strategic Wealth
Missouri
$503M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$387M
2
Northern Trust
Northern Trust
Illinois
$203M
3
SIS
Strategic Investment Solutions
Illinois
$3.1M
4
IFA
Index Fund Advisors
California
$242M
5
CFG
Citizens Financial Group
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
401
Raymond James Trust
Florida
$263K +$52.5K +1,520 +25%
Neuberger Berman Group
402
Neuberger Berman Group
New York
$263K +$263K +7,619 New
Kovitz Investment Group Partners
403
Kovitz Investment Group Partners
Illinois
$261K – – –
EW
404
Evoke Wealth
California
$253K – – –
DJFS
405
Dean Jacobson Financial Services
Texas
$251K +$251K +7,275 New
CBFP
406
Cedar Brook Financial Partners
Ohio
$250K +$1.28K +37 +0.5%
MW
407
MBL Wealth
North Carolina
$249K – – –
BPWM
408
Badgley Phelps Wealth Managers
Washington
$249K – – –
JIC
409
Joel Isaacson & Co
New York
$248K – – –
MOS
410
MGO One Seven
Ohio
$246K +$22.7K +657 +10%
GWM
411
GSB Wealth Management
Connecticut
$242K – – –
WDL
412
Well Done LLC
Michigan
$241K – – –
IF
413
Intrua Financial
Texas
$241K – – –
WW
414
Waterfront Wealth
Kansas
$239K – – –
CIA
415
Cladis Investment Advisory
Montana
$238K – – –
BW
416
Bison Wealth
Georgia
$236K +$236K +6,851 New
HH
417
HWG Holdings
Texas
$236K +$236K +6,839 New
LFG
418
Lockerman Financial Group
California
$235K – – –
LIM
419
Leavell Investment Management
Alabama
$233K -$25.8K -747 -10%
MCA
420
Maryland Capital Advisors
Maryland
$232K – – –
S
421
SignatureFD
Georgia
$229K – – –
M
422
MOTCO
Texas
$224K – – –
CA
423
Cetera Advisors
Colorado
$224K -$95.7K -2,774 -30%
WTA
424
Washington Trust Advisors
Massachusetts
$223K – – –
SPWG
425
Syntegra Private Wealth Group
Missouri
$220K +$220K +6,384 New
15 16
17
18 19