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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

479 hedge funds and large institutions have $5.92B invested in Dimensional US Marketwide Value ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 160 increasing their positions, 113 reducing their positions, and 14 closing their positions.

Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
7.73%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.47%
New
81
Increased
160
Reduced
113
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$198M
2
TWP
2
TFO Wealth Partners
Ohio
$111M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$262M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$307M
5
SC
5
Savant Capital
Illinois
$311M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$79.1M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$47.2M
3
EWA
3
EP Wealth Advisors
California
$0
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$1.72M
5
SDH
5
Sloy Dahl & Holst
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
26
Focus Partners Advisor Solutions
Missouri
$47.2M -$56M -1,672,017 -54%
EAM
27
Evanson Asset Management
California
$44.2M +$2.16M +64,513 +5%
TH
28
Team Hewins
California
$43.8M +$43.8M +1,309,340 New
WCWM
29
Willow Creek Wealth Management
California
$39.9M +$98.7K +2,948 +0.2%
LPL Financial
30
LPL Financial
California
$38.4M -$961K -28,717 -2%
SC
31
Schoolcraft Capital
Colorado
$37.3M +$3.27M +97,737 +10%
HIG
32
Heritage Investment Group
Florida
$36M -$1.31M -39,158 -4%
TFM
33
TFC Financial Management
Massachusetts
$35M -$906K -27,053 -3%
AIS
34
American Investment Services
Massachusetts
$34.5M +$1.13M +33,654 +3%
SG
35
Stonnington Group
California
$33.7M -$2.23M -65,000 -6%
WFAG
36
Wescott Financial Advisory Group
Pennsylvania
$31M +$773K +23,095 +3%
PWIA
37
Porter White Investment Advisors
Alabama
$30.9M +$30.9M +922,492 New
MAM
38
McLean Asset Management
Virginia
$29.8M +$517K +15,448 +2%
MWM
39
Meritas Wealth Management
California
$28.9M +$28.9M +862,902 New
PCI
40
Planning Center Inc
Illinois
$28.1M +$10.8M +321,425 +62%
DFS
41
Dixon Fnancial Services
California
$27.6M -$400K -11,955 -1%
SWA
42
Sax Wealth Advisors
New Jersey
$27.3M -$1.07M -32,096 -4%
WA
43
Wealth Architects
California
$26.7M -$1.31M -39,045 -5%
KAM
44
KEB Asset Management
Illinois
$26.6M +$792K +23,647 +3%
THL
45
Tillman Hartley LLC
Colorado
$26M +$26M +775,921 New
TFP
46
Triune Financial Partners
Kansas
$25.4M +$449K +13,422 +2%
CPA
47
Cardiff Park Advisors
California
$25.3M -$461K -13,759 -2%
MFT
48
Moisand Fitzgerald Tamayo
Florida
$25.1M -$1.42M -42,349 -5%
MWM
49
Merriman Wealth Management
Washington
$24.9M -$701K -20,938 -3%
1WM
50
1900 Wealth Management
Texas
$24.4M +$1.72M +51,436 +8%
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