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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.

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

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$387M
2
Northern Trust
Northern Trust
Illinois
$203M
3
SIS
Strategic Investment Solutions
Illinois
$3.1M
4
IFA
Index Fund Advisors
California
$242M
5
CFG
Citizens Financial Group
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
476
Ridgewood Investments
New Jersey
$36.9K – – –
IRC
477
Investors Research Corp
Georgia
$32.9K – – –
SFC
478
SYM Financial Corp
Indiana
$30.8K – – –
AWM
479
Avior Wealth Management
Nebraska
$28K +$138 +4 +0.5%
SC
480
Steph & Co
Wisconsin
$26.6K -$30.6K -886 -53%
First Manhattan
481
First Manhattan
New York
$22.6K – – –
FCA
482
FinTrust Capital Advisors
South Carolina
$22.4K – – –
QCG
483
Quadrant Capital Group
Ohio
$19.9K -$2.14K -62 -10%
CAS
484
Coppell Advisory Solutions
Texas
$17.9K +$17.9K +522 New
CT
485
Cambridge Trust
Massachusetts
$17.2K +$17.2K +498 New
CIAS
486
Capital Investment Advisory Services
North Carolina
$16.5K +$8.56K +248 +108%
IWP
487
IAG Wealth Partners
Wisconsin
$15.7K – – –
CSPIA
488
Cary Street Partners Investment Advisory
Virginia
$14.6K +$14.6K +422 New
BWM
489
Baystate Wealth Management
Massachusetts
$13.8K +$69 +2 +0.5%
OLVIG
490
Oliver Lagore Vanvalin Investment Group
Michigan
$3.35K +$3.35K +97 New
TFGT
491
TS Financial Group (TSFG)
Illinois
$3K +$38 +1 +1%
FGAM
492
Financial Gravity Asset Management
Texas
$16 +$16 +462 New
SWG
493
Summit Wealth Group
Vermont
– -$4K -146,091 Closed
CFG
494
Citizens Financial Group
Rhode Island
– -$3.89M -116,232 Closed
HSG
495
Helen Stephens Group
Texas
– -$1.73M -51,766 Closed
CWS
496
Confluence Wealth Services
Pennsylvania
– -$828K -24,734 Closed
Goldman Sachs
497
Goldman Sachs
New York
– -$820K -24,492 Closed
IAIM
498
International Assets Investment Management
Florida
– -$640K -23,859 Closed
SS
499
Simplicity Solutions
Minnesota
– -$421K -12,561 Closed
CIBC Private Wealth Group
500
CIBC Private Wealth Group
Georgia
– -$355K -10,606 Closed
17 18 19
20
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