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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

488 hedge funds and large institutions have $6.88B invested in Dimensional US Marketwide Value ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 167 increasing their positions, 164 reducing their positions, and 21 closing their positions.

Holders
488
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
7.78%
Holding in Top 10
81
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
21
Increased
167
Reduced
164
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$235M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$122M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$602M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$603M
5
SC
5
Savant Capital
Illinois
$506M

Top Sellers

1
PCIA
1
Prime Capital Investment Advisors
Kansas
$0
2
LWM
2
LJI Wealth Management
Indiana
$771K
3
SFPM
3
Sensible Financial Planning & Management
Massachusetts
$0
4
PFO
4
Pathstone Family Office
New Jersey
$39.4M
5
KA
5
Kooman & Associates
Pennsylvania
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
26
Evanson Asset Management
California
$44.4M -$48.7K -1,432 -0.1%
TH
27
Team Hewins
California
$40.7M -$1.76M -51,715 -4%
WCWM
28
Willow Creek Wealth Management
California
$39.9M -$276K -8,124 -0.7%
PFO
29
Pathstone Family Office
New Jersey
$39.4M -$7.47M -219,587 -16%
LPL Financial
30
LPL Financial
California
$39M +$628K +18,473 +2%
RIM
31
RW Investment Management
Idaho
$37.5M +$7.79M +228,892 +26%
TFM
32
TFC Financial Management
Massachusetts
$36.1M +$160K +4,704 +0.4%
SC
33
Schoolcraft Capital
Colorado
$35.9M -$522K -15,344 -1%
HIG
34
Heritage Investment Group
Florida
$35M -$256K -7,527 -0.7%
WFAG
35
Wescott Financial Advisory Group
Pennsylvania
$33M -$255K -7,495 -0.8%
PWIA
36
Porter White Investment Advisors
Alabama
$32.1M +$790K +23,216 +3%
AIS
37
American Investment Services
Massachusetts
$32M -$765K -22,487 -2%
MWM
38
Meritas Wealth Management
California
$29.6M -$184K -5,415 -0.6%
TFP
39
Triune Financial Partners
Kansas
$28.5M +$637K +18,718 +2%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$28.2M +$530K +15,578 +2%
DFS
41
Dixon Fnancial Services
California
$27.5M -$422K -12,394 -2%
PCI
42
Planning Center Inc
Illinois
$27.2M -$38K -1,117 -0.1%
Osaic Holdings
43
Osaic Holdings
Arizona
$27.2M +$3.46M +101,693 +15%
THL
44
Tillman Hartley LLC
Colorado
$26.8M -$112K -3,296 -0.4%
KAM
45
KEB Asset Management
Illinois
$26.5M +$145K +4,264 +0.6%
SWA
46
Sax Wealth Advisors
New Jersey
$26.3M -$60.8K -1,788 -0.2%
CPA
47
Cardiff Park Advisors
California
$25.7M -$77.3K -2,272 -0.3%
MAM
48
McLean Asset Management
Virginia
$25.3M -$685K -20,206 -3%
WA
49
Wealth Architects
California
$25.1M -$407K -11,956 -2%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$25.1M +$577K +16,948 +2%
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