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Dimensional US Marketwide Value ETF
DFUV

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 395 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

61.48% more ownership

Funds ownership: 0% → 61.48% (+61%)

Holders
395
Holders Change
+395
Holders Change %
–
% of All Funds
6.65%
Holding in Top 10
71
Holding in Top 10 Change
+71
Holding in Top 10 Change %
% of All Funds
1.2%
New
395
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
+$471M
2
SC
Savant Capital
Illinois
+$275M
3
BDF
Balasa Dinverno & Foltz
+$255M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$245M
5
PL
Plancorp LLC
Missouri
+$233M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$37.1M +$39.1M +1,175,613 New
SG
27
Stonnington Group
California
$36.4M +$38M +1,140,991 New
HIG
28
Heritage Investment Group
Florida
$35.4M +$37.3M +1,120,105 New
TFM
29
TFC Financial Management
Massachusetts
$34.4M +$36.3M +1,089,736 New
DY
30
Dowling & Yahnke
California
$32.7M +$34.5M +1,035,379 New
SC
31
Schoolcraft Capital
Colorado
$30.9M +$32.6M +979,344 New
AIS
32
American Investment Services
Massachusetts
$30.3M +$31.9M +959,495 New
WFAG
33
Wescott Financial Advisory Group
Pennsylvania
$28.4M +$29.9M +899,904 New
MAM
34
McLean Asset Management
Virginia
$27.5M +$29.1M +875,365 New
DFS
35
Dixon Fnancial Services
California
$26.6M +$28M +842,665 New
SWA
36
Sax Wealth Advisors
New Jersey
$26.2M +$27.6M +830,592 New
MFT
37
Moisand Fitzgerald Tamayo
Florida
$25.9M +$27.3M +819,063 New
WA
38
Wealth Architects
California
$25.6M +$27M +810,809 New
MWM
39
Merriman Wealth Management
Washington
$24.7M +$26.1M +782,858 New
KAM
40
KEB Asset Management
Illinois
$24.1M +$25.4M +762,823 New
CCM
41
Carlson Capital Management
Minnesota
$23.8M +$25.1M +753,627 New
CPA
42
Cardiff Park Advisors
California
$23.6M +$24.8M +746,444 New
AL
43
Aspiriant LLC
California
$23.6M +$24.8M +745,894 New
TFP
44
Triune Financial Partners
Kansas
$23.2M +$24.4M +734,332 New
MWA
45
Monograph Wealth Advisors
California
$23.1M +$24.4M +732,438 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$22.2M +$23.4M +702,115 New
TWP
47
TFO Wealth Partners
Ohio
$21.5M +$22.6M +679,572 New
1WM
48
1900 Wealth Management
Texas
$20.7M +$21.8M +655,291 New
RJFSA
49
Raymond James Financial Services Advisors
Florida
$20.4M +$21.5M +646,721 New
Osaic Holdings
50
Osaic Holdings
Arizona
$20.2M +$21.3M +639,485 New
1
2
3 4 5

DFUV Hedge Fund Activity: Q2 2022 in Review

395 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q2 2022, worth a combined $4.48B.

Buyers outnumbered sellers: 395 funds opened new DFUV positions and 0 closed out — a net gain of 395 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $471M.

  • 395 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q2 2022, up from 0 in Q1 2022.
  • Funds reported $4.48B of Dimensional US Marketwide Value ETF stock for Q2 2022.
  • 395 funds opened new Dimensional US Marketwide Value ETF positions in Q2 2022 and 0 closed out, a net change of +395 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q2 2022 was Buckingham Strategic Wealth, an estimated $471M added.

Based on aggregated 13F filings for Q2 2022.