Dimensional US Marketwide Value ETF
DFUV
493 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 27 funds opening new positions, 161 increasing their positions, 165 reducing their positions, and 18 closing their positions.
50% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 18
10% more capital invested
Capital invested by funds: $5.89B → $6.48B (+$591M)
3.04% more ownership
Funds ownership: 72.32% → 75.36% (+3%)
1% more funds holding
Funds holding: 489 → 493 (+4)
2% less repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 165
4% less funds holding in top 10
Funds holding in top 10: 84 → 81 (-3)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $285K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$182M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$177M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$37.3M |
| 4 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
+$20.2M |
| 5 |
RIM
RW Investment Management
Eagle,
Idaho
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$8.67M |
| 2 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$6M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$5.96M |
| 4 |
IFA
Index Fund Advisors
Irvine,
California
|
-$4.07M |
| 5 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
-$3.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
501
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$355K | -10,606 | Closed |
|
|
FCI
502
Financial Counselors Inc
Overland Park,
Kansas
| – | -$346K | -10,331 | Closed |
|
|
AAS
503
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$246K | -7,334 | Closed |
|
504
M&T Bank
Buffalo,
New York
| – | -$213K | -6,372 | Closed |
|
|
DWM
505
Drive Wealth Management
Lehi,
Utah
| – | -$206K | -6,142 | Closed |
|
|
ASN
506
Advisory Services Network
Atlanta,
Georgia
| – | -$201K | -5,990 | Closed |
|
|
BA
507
Bellwether Advisors
Lincoln,
Nebraska
| – | -$163K | -4,865 | Closed |
|
|
GFWA
508
Grey Fox Wealth Advisors
Rockland,
Delaware
| – | -$161K | -4,809 | Closed |
|
|
FA
509
Fortis Advisors
Wayne,
Pennsylvania
| – | -$139K | -4,154 | Closed |
|
|
CF
510
Centaurus Financial
Anaheim,
California
| – | -$135K | -4,036 | Closed |
|
|
OCM
511
Orion Capital Management
Coronado,
California
| – | -$92.6K | -2,767 | Closed |
|
DFUV Hedge Fund Activity: Q2 2023 in Review
493 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q2 2023, worth a combined $6.48B — up 10% from $5.89B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DFUV positions and 18 closed out — a net gain of 9 holders — while 161 added to existing stakes and 165 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $182M. The largest seller was Corient Private Wealth, cutting an estimated $8.67M.
- 493 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q2 2023, up from 489 in Q1 2023.
- Funds reported $6.48B of Dimensional US Marketwide Value ETF stock for Q2 2023, up 10% quarter-over-quarter.
- 27 funds opened new Dimensional US Marketwide Value ETF positions in Q2 2023 and 18 closed out, a net change of +9 holders.
- The largest Dimensional US Marketwide Value ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $182M added.
- The largest Dimensional US Marketwide Value ETF seller in Q2 2023 was Corient Private Wealth, an estimated $8.67M sold.
Based on aggregated 13F filings for Q2 2023.