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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 %
PCFFS
451
Pacific Center for Financial Services
California
$98K – – –
BSWA
452
Bromfield Sneider Wealth Advisors
Massachusetts
$97.3K – – –
CSC
453
Caldwell Sutter Capital
California
$93.2K – – –
PP
454
PrairieView Partners
Minnesota
$92K – – –
ADL
455
Asset Dedication LLC
California
$92K – – –
SN
456
Sittner & Nelson
Oregon
$88.5K – – –
Russell Investments Group
457
Russell Investments Group
United Kingdom
$85.9K +$85.9K +2,489 New
GWANC
458
Guardian Wealth Advisors (North Carolina)
North Carolina
$85.8K – – –
BWM
459
BerganKDV Wealth Management
Minnesota
$77.2K – – –
EWM
460
Evermay Wealth Management
Virginia
$76.5K – – –
FFA
461
Farther Finance Advisors
California
$74.2K – – –
MCM
462
MV Capital Management
Maryland
$64.4K – – –
DSC
463
Duncker Streett & Co
Missouri
$59.3K – – –
TIM
464
Tortoise Investment Management
New York
$55.5K – – –
FMP
465
Financial Management Professionals
Texas
$51K +$274 +8 +0.5%
TIM
466
Thompson Investment Management
Wisconsin
$48.4K – – –
DAM
467
Delta Asset Management
Tennessee
$47.7K – – –
CMP
468
Coston McIsaac & Partners
Maine
$47K +$237 +7 +0.5%
ME
469
McIlrath & Eck
Washington
$44.3K – – –
GG
470
Gleason Group
Kentucky
$42.3K – – –
CWC
471
Carolinas Wealth Consulting
North Carolina
$42K +$241 +7 +0.6%
EBA
472
Eagle Bay Advisors
New York
$40.4K – – –
CFD
473
Creative Financial Designs
Indiana
$39.5K +$207 +6 +0.5%
LC
474
Lindbrook Capital
California
$39.5K – – –
TCA
475
Trifecta Capital Advisors
Illinois
$37.1K – – –
17 18
19
20 21