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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
SPWG
426
Syntegra Private Wealth Group
Missouri
$220K +$213K +6,384 New
BW
427
BIP Wealth
Georgia
$220K +$213K +6,373 New
RWM
428
RKL Wealth Management
Pennsylvania
$217K – – –
OWM
429
Orgel Wealth Management
Wisconsin
$217K – – –
PIA
430
Perennial Investment Advisors
California
$211K – – –
Fisher Asset Management
431
Fisher Asset Management
Washington
$208K +$201K +6,027 New
TRIA
432
Trail Ridge Investment Advisors
Colorado
$206K +$200K +5,974 New
FOA
433
Five Oceans Advisors
California
$205K -$346K -10,366 -64%
EP
434
Essential Planning
New Hampshire
$203K -$12K -358 -6%
AC
435
AlphaCore Capital
California
$194K +$969 +29 +0.5%
RA
436
Rise Advisors
New York
$193K +$935 +28 +0.5%
RP
437
Rowlandmiller & Partners
Georgia
$191K – – –
UB
438
UMB Bank
Missouri
$189K – – –
JHCP
439
Jackson Hole Capital Partners
Oklahoma
$186K – – –
PTC
440
Private Trust Company
Ohio
$179K – – –
RDFA
441
Ritter Daniher Financial Advisory
Ohio
$173K – – –
PCMC
442
Private Capital Management (Colorado)
Colorado
$167K – – –
CFGS
443
Concourse Financial Group Securities
Alabama
$155K -$5.51K -165 -4%
IA
444
IFP Advisors
Florida
$148K -$75.4K -2,257 -34%
GFP
445
Gryphon Financial Partners
Ohio
$141K – – –
WT
446
Whittier Trust
California
$130K +$635 +19 +0.5%
AP
447
Arlington Partners
Alabama
$125K – – –
Jones Financial Companies
448
Jones Financial Companies
Missouri
$119K +$115K +3,444 New
OA
449
Operose Advisors
Wisconsin
$114K – – –
SPIA
450
Steward Partners Investment Advisory
New York
$110K +$16.7K +500 +19%
16 17
18
19 20

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.