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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

489 hedge funds and large institutions have $5.89B invested in Dimensional US Marketwide Value ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 164 increasing their positions, 158 reducing their positions, and 14 closing their positions.

Holders
489
Holders Change
+10
Holders Change %
+2.09%
% of All Funds
7.83%
Holding in Top 10
84
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.69%
% of All Funds
1.34%
New
35
Increased
164
Reduced
158
Closed
14
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
-$285K

Top Buyers

1
SC
1
Savant Capital
Illinois
$424M
2
Cerity Partners
2
Cerity Partners
New York
$75.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$329M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$363M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$30.3M

Top Sellers

1
TWP
1
TFO Wealth Partners
Ohio
$21.6M
2
Creative Planning
2
Creative Planning
Kansas
$147M
3
PFO
3
Pathstone Family Office
New Jersey
$47.2M
4
MWM
4
Modera Wealth Management
New Jersey
$87M
5
TI
5
Truepoint Inc
Ohio
$69.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
26
Team Hewins
California
$44.3M +$413K +12,350 +0.9%
WCWM
27
Willow Creek Wealth Management
California
$39.5M -$392K -11,722 -1%
LPL Financial
28
LPL Financial
California
$37.8M -$641K -19,132 -2%
SC
29
Schoolcraft Capital
Colorado
$37M -$263K -7,852 -0.7%
HIG
30
Heritage Investment Group
Florida
$35.6M -$447K -13,362 -1%
TFM
31
TFC Financial Management
Massachusetts
$35.3M +$261K +7,807 +0.7%
AIS
32
American Investment Services
Massachusetts
$34.5M – – –
WFAG
33
Wescott Financial Advisory Group
Pennsylvania
$31.1M +$158K +4,708 +0.5%
SG
34
Stonnington Group
California
$30.5M -$2.71M -80,000 -8%
PWIA
35
Porter White Investment Advisors
Alabama
$30.5M -$410K -12,246 -1%
PCIA
36
Prime Capital Investment Advisors
Kansas
$30.3M +$30.3M +904,942 New
MWM
37
Meritas Wealth Management
California
$29M +$148K +4,424 +0.5%
DFS
38
Dixon Fnancial Services
California
$27.5M -$134K -4,004 -0.5%
THL
39
Tillman Hartley LLC
Colorado
$26.4M +$384K +11,464 +1%
TFP
40
Triune Financial Partners
Kansas
$26.3M +$831K +24,834 +3%
PCI
41
Planning Center Inc
Illinois
$26.3M -$2.15M -63,647 -8%
WA
42
Wealth Architects
California
$26.1M -$631K -18,851 -2%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$26.1M +$2M +59,743 +8%
MAM
44
McLean Asset Management
Virginia
$26M -$3.71M -110,871 -12%
SWA
45
Sax Wealth Advisors
New Jersey
$25.9M -$1.37M -40,997 -5%
KAM
46
KEB Asset Management
Illinois
$25.8M -$717K -21,418 -3%
CPA
47
Cardiff Park Advisors
California
$25.4M +$129K +3,853 +0.5%
MWM
48
Merriman Wealth Management
Washington
$24.8M -$111K -3,310 -0.4%
Osaic Holdings
49
Osaic Holdings
Arizona
$24.3M +$309K +9,228 +1%
CCM
50
Carlson Capital Management
Minnesota
$23.9M -$499K -14,913 -2%
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