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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

395 hedge funds and large institutions have $4.48B invested in Dimensional US Marketwide Value ETF in 2022 Q2 according to their latest regulatory filings, with 392 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+392
Holders Change %
+13,066.67%
% of All Funds
6.68%
Holding in Top 10
71
Holding in Top 10 Change
+71
Holding in Top 10 Change %
%
% of All Funds
1.2%
New
392
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$447M
2
SC
2
Savant Capital
Illinois
$261M
3
BDF
3
Balasa Dinverno & Foltz
$242M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$233M
5
PL
5
Plancorp LLC
Missouri
$222M

Top Sellers

1
GC
1
Garde Capital
Washington
$840K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$37.1M +$37.1M +1,175,613 New
SG
27
Stonnington Group
California
$36.4M +$36.4M +1,140,991 New
HIG
28
Heritage Investment Group
Florida
$35.4M +$35.4M +1,120,105 New
TFM
29
TFC Financial Management
Massachusetts
$34.4M +$34.4M +1,089,736 New
DY
30
Dowling & Yahnke
California
$32.7M +$32.7M +1,035,379 New
SC
31
Schoolcraft Capital
Colorado
$30.9M +$30.9M +979,344 New
AIS
32
American Investment Services
Massachusetts
$30.3M +$30.3M +959,495 New
WFAG
33
Wescott Financial Advisory Group
Pennsylvania
$28.4M +$28.4M +899,904 New
MAM
34
McLean Asset Management
Virginia
$27.5M +$27.5M +875,365 New
DFS
35
Dixon Fnancial Services
California
$26.6M +$26.6M +842,665 New
SWA
36
Sax Wealth Advisors
New Jersey
$26.2M +$26.2M +830,592 New
MFT
37
Moisand Fitzgerald Tamayo
Florida
$25.9M +$25.9M +819,063 New
WA
38
Wealth Architects
California
$25.6M +$25.6M +810,809 New
MWM
39
Merriman Wealth Management
Washington
$24.7M +$24.7M +782,858 New
KAM
40
KEB Asset Management
Illinois
$24.1M +$24.1M +762,823 New
CCM
41
Carlson Capital Management
Minnesota
$23.8M +$23.8M +753,627 New
CPA
42
Cardiff Park Advisors
California
$23.6M +$23.6M +746,444 New
AL
43
Aspiriant LLC
California
$23.6M +$23.6M +745,894 New
TFP
44
Triune Financial Partners
Kansas
$23.2M +$23.2M +734,332 New
MWA
45
Monograph Wealth Advisors
California
$23.1M +$23.1M +732,438 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$22.2M +$22.2M +702,115 New
TWP
47
TFO Wealth Partners
Ohio
$21.5M +$21.5M +679,572 New
1WM
48
1900 Wealth Management
Texas
$20.7M +$20.7M +655,291 New
RJFSA
49
Raymond James Financial Services Advisors
Florida
$20.4M +$20.4M +646,721 New
Osaic Holdings
50
Osaic Holdings
Arizona
$20.2M +$20.2M +639,485 New
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