DFUV icon

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.

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

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
$0
2
LWM
LJI Wealth Management
Indiana
$771K
3
SFPM
Sensible Financial Planning & Management
Massachusetts
$0
4
PFO
Pathstone Family Office
New Jersey
$39.4M
5
KA
Kooman & Associates
Pennsylvania
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
476
SYM Financial Corp
Indiana
$30.4K – – –
AWM
477
Avior Wealth Management
Nebraska
$27.7K +$170 +5 +0.6%
BAAM
478
Baker Avenue Asset Management
California
$26.7K +$26.7K +786 New
SC
479
Steph & Co
Wisconsin
$26.3K – – –
FCA
480
FinTrust Capital Advisors
South Carolina
$23.1K +$340 +10 +1%
First Manhattan
481
First Manhattan
New York
$22.3K – – –
QCG
482
Quadrant Capital Group
Ohio
$19.7K +$102 +3 +0.5%
CT
483
Cambridge Trust
Massachusetts
$16.9K – – –
CIAS
484
Capital Investment Advisory Services
North Carolina
$16.2K – – –
IWP
485
IAG Wealth Partners
Wisconsin
$15.5K – – –
VWM
486
Valley Wealth Managers
New Jersey
$14.6K +$14.6K +430 New
CSPIA
487
Cary Street Partners Investment Advisory
Virginia
$14.4K – – –
TFGT
488
TS Financial Group (TSFG)
Illinois
$3K – – –
PCIA
489
Prime Capital Investment Advisors
Kansas
– -$30.7M -890,009 Closed
SFPM
490
Sensible Financial Planning & Management
Massachusetts
– -$8.53M -247,335 Closed
V
491
Veritable
Delaware
– -$4.48M -129,873 Closed
ACP
492
Aviance Capital Partners
Florida
– -$1.56M -45,209 Closed
FTUS
493
Flow Traders U.S.
New York
– -$1.13M -32,750 Closed
BPC
494
Banque Pictet & Cie
Switzerland
– -$891K -25,825 Closed
SPC
495
Sigma Planning Corp
Michigan
– -$719K -20,838 Closed
MAC
496
Mason & Associates (California)
California
– -$575K -16,655 Closed
VWA
497
V Wealth Advisors
Kansas
– -$534K -15,478 Closed
CCMG
498
Clark Capital Management Group
Pennsylvania
– -$517K -14,987 Closed
SMWM
499
Silvia McColl Wealth Management
California
– -$487K -14,126 Closed
TRCT
500
Tower Research Capital (TRC)
New York
– -$420K -12,178 Closed
17 18 19
20
21