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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

492 hedge funds and large institutions have $6.48B invested in Dimensional US Marketwide Value ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 165 reducing their positions, and 18 closing their positions.

Holders
492
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.76%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.28%
New
26
Increased
161
Reduced
165
Closed
18
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$527M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$557M
3
SC
3
Savant Capital
Illinois
$476M
4
RIM
4
RW Investment Management
Idaho
$30.1M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$503M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$387M
2
Northern Trust
2
Northern Trust
Illinois
$203M
3
SIS
3
Strategic Investment Solutions
Illinois
$3.1M
4
IFA
4
Index Fund Advisors
California
$242M
5
CFG
5
Citizens Financial Group
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
26
Team Hewins
California
$43.1M -$2.54M -73,559 -6%
WCWM
27
Willow Creek Wealth Management
California
$40.7M +$40.2K +1,166 +0.1%
LPL Financial
28
LPL Financial
California
$38.9M -$53.1K -1,539 -0.1%
SC
29
Schoolcraft Capital
Colorado
$36.9M -$1.23M -35,692 -3%
TFM
30
TFC Financial Management
Massachusetts
$36.5M +$129K +3,744 +0.4%
HIG
31
Heritage Investment Group
Florida
$35.8M -$895K -25,955 -2%
WFAG
32
Wescott Financial Advisory Group
Pennsylvania
$33.7M +$1.61M +46,611 +5%
AIS
33
American Investment Services
Massachusetts
$33.2M -$2.37M -68,633 -7%
PWIA
34
Porter White Investment Advisors
Alabama
$31.7M +$342K +9,918 +1%
PCIA
35
Prime Capital Investment Advisors
Kansas
$30.7M -$515K -14,933 -2%
MWM
36
Meritas Wealth Management
California
$30.2M +$253K +7,346 +0.8%
RIM
37
RW Investment Management
Idaho
$30.1M +$12.3M +357,090 +69%
DFS
38
Dixon Fnancial Services
California
$28.3M -$55.3K -1,602 -0.2%
TFP
39
Triune Financial Partners
Kansas
$28.3M +$1.2M +34,849 +4%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$28.1M +$1.19M +34,568 +4%
PCI
41
Planning Center Inc
Illinois
$27.6M +$857K +24,838 +3%
THL
42
Tillman Hartley LLC
Colorado
$27.3M +$117K +3,398 +0.4%
KAM
43
KEB Asset Management
Illinois
$26.7M +$83.6K +2,422 +0.3%
SWA
44
Sax Wealth Advisors
New Jersey
$26.7M -$15.9K -462 -0.1%
MAM
45
McLean Asset Management
Virginia
$26.4M -$428K -12,408 -2%
CPA
46
Cardiff Park Advisors
California
$26.2M -$8.59K -249 -0%
WA
47
Wealth Architects
California
$25.9M -$1.01M -29,370 -4%
MWM
48
Merriman Wealth Management
Washington
$24.9M -$657K -19,052 -3%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$24.9M +$1.57M +45,442 +7%
CCM
50
Carlson Capital Management
Minnesota
$24.6M -$12.7K -369 -0.1%
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