DFUV icon

Dimensional US Marketwide Value ETF

489 hedge funds and large institutions have $5.89B invested in Dimensional US Marketwide Value ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 164 increasing their positions, 158 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+10
Holders Change %
+2.09%
% of All Funds
7.83%
Holding in Top 10
84
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.69%
% of All Funds
1.34%
New
35
Increased
164
Reduced
158
Closed
14
Calls
Puts
$285K
Net Calls
-$285K
Net Calls Change
-$285K
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
451
Orion Capital Management
California
$92.6K +$201 +6 +0.2%
CSC
452
Caldwell Sutter Capital
California
$90.4K
SPIA
453
Steward Partners Investment Advisory
New York
$90.3K -$21.9K -654 -20%
PP
454
PrairieView Partners
Minnesota
$89K -$7.23K -217 -8%
ADL
455
Asset Dedication LLC
California
$89K
SN
456
Sittner & Nelson
Oregon
$85.9K
GWANC
457
Guardian Wealth Advisors (North Carolina)
North Carolina
$83.3K
BWM
458
BerganKDV Wealth Management
Minnesota
$75K
EWM
459
Evermay Wealth Management
Virginia
$74.2K
FFA
460
Farther Finance Advisors
California
$72K +$72K +2,152 New
MCM
461
MV Capital Management
Maryland
$62.5K
DSC
462
Duncker Streett & Co
Missouri
$57.5K
SC
463
Steph & Co
Wisconsin
$55.5K
TIM
464
Tortoise Investment Management
New York
$53.8K
FMP
465
Financial Management Professionals
Texas
$50K +$203 +6 +0.4%
TIM
466
Thompson Investment Management
Wisconsin
$47K +$47K +1,403 New
DAM
467
Delta Asset Management
Tennessee
$46.3K
CMP
468
Coston McIsaac & Partners
Maine
$46K +$200 +6 +0.4%
ME
469
McIlrath & Eck
Washington
$43K
GG
470
Gleason Group
Kentucky
$41.1K
CWC
471
Carolinas Wealth Consulting
North Carolina
$40.6K +$167 +5 +0.4%
EBA
472
Eagle Bay Advisors
New York
$39.2K
JPMorgan Chase & Co
473
JPMorgan Chase & Co
New York
$38.5K -$883K -26,381 -96%
LC
474
Lindbrook Capital
California
$38.3K
CFD
475
Creative Financial Designs
Indiana
$38.2K +$167 +5 +0.4%