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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

424 hedge funds and large institutions have $4.74B invested in Dimensional US Marketwide Value ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+29
Holders Change %
+7.34%
% of All Funds
7.33%
Holding in Top 10
76
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.04%
% of All Funds
1.31%
New
57
Increased
150
Reduced
103
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCG
1
Resource Consulting Group
Florida
$131M
2
Cerity Partners
2
Cerity Partners
New York
$64.5M
3
MRWM
3
ML&R Wealth Management
Texas
$58.1M
4
WFA
4
Wipfli Financial Advisors
Wisconsin
$50.3M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$91.2M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$82.5M
2
SSC
2
Syverson Strege & Co
Iowa
$0
3
Jane Street
3
Jane Street
New York
$0
4
SG
4
Stonnington Group
California
$32.9M
5
SP
5
Symmetry Partners
Connecticut
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
26
Beaird Harris Wealth Management
Texas
$42.9M -$310K -10,457 -0.7%
FFM
27
Forum Financial Management
Illinois
$40.7M +$547K +18,465 +1%
EAM
28
Evanson Asset Management
California
$37.2M +$185K +6,247 +0.5%
DY
29
Dowling & Yahnke
California
$35.7M +$5.02M +169,447 +16%
WCWM
30
Willow Creek Wealth Management
California
$35.2M -$1.01M -34,105 -3%
LPL Financial
31
LPL Financial
California
$34.8M +$33.5K +1,131 +0.1%
HIG
32
Heritage Investment Group
Florida
$33M -$139K -4,704 -0.4%
SG
33
Stonnington Group
California
$32.9M -$3.01M -95,521 -8%
TFM
34
TFC Financial Management
Massachusetts
$31.8M -$497K -16,780 -2%
SC
35
Schoolcraft Capital
Colorado
$30.1M +$1.08M +36,433 +4%
AIS
36
American Investment Services
Massachusetts
$29.6M +$1.14M +38,549 +4%
MAM
37
McLean Asset Management
Virginia
$26.8M -$64.1K -2,089 -0.2%
WFAG
38
Wescott Financial Advisory Group
Pennsylvania
$26.7M +$60.7K +2,050 +0.2%
SWA
39
Sax Wealth Advisors
New Jersey
$25.1M +$501K +16,912 +2%
DFS
40
Dixon Fnancial Services
California
$24.8M -$149K -5,022 -0.6%
WA
41
Wealth Architects
California
$24.8M +$794K +26,814 +3%
LWM
42
Liberty Wealth Management
California
$23.5M +$21.2M +715,429 +898%
MFT
43
Moisand Fitzgerald Tamayo
Florida
$23.4M -$818K -27,625 -3%
KAM
44
KEB Asset Management
Illinois
$22.8M +$208K +7,024 +0.9%
CPA
45
Cardiff Park Advisors
California
$22.8M +$650K +21,948 +3%
MWM
46
Merriman Wealth Management
Washington
$22.7M -$510K -17,213 -2%
TFP
47
Triune Financial Partners
Kansas
$22.1M +$361K +12,193 +2%
AL
48
Aspiriant LLC
California
$21.9M -$205K -6,935 -0.9%
CCM
49
Carlson Capital Management
Minnesota
$21.6M -$678K -22,906 -3%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$20.9M +$73.9K +2,497 +0.4%
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