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Dimensional US Marketwide Value ETF
DFUV

395 hedge funds and large institutions have $4.48B invested in Dimensional US Marketwide Value ETF in 2022 Q2 according to their latest regulatory filings, with 395 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

61.48% more ownership

Funds ownership: 0% → 61.48% (+61%)

Holders
395
Holders Change
+395
Holders Change %
–
% of All Funds
6.65%
Holding in Top 10
71
Holding in Top 10 Change
+71
Holding in Top 10 Change %
% of All Funds
1.2%
New
395
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
+$471M
2
SC
Savant Capital
Illinois
+$275M
3
BDF
Balasa Dinverno & Foltz
+$255M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$245M
5
PL
Plancorp LLC
Missouri
+$233M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BBNB
51
Baker Boyer National Bank
Washington
$19.4M +$20.5M +615,148 New
DEM
52
Disciplined Equity Management
Florida
$18.3M +$19.2M +577,833 New
BAM
53
Bayshore Asset Management
Florida
$17.3M +$18.3M +548,654 New
W
54
WorthPointe
California
$17.2M +$18.1M +545,345 New
CPA
55
Capital Performance Advisors
California
$15.8M +$16.6M +499,465 New
SFG
56
Steward Financial Group
Texas
$15.7M +$16.6M +497,289 New
PCI
57
Planning Center Inc
Illinois
$15.4M +$16.3M +491,252 New
LFG
58
Larson Financial Group
Missouri
$14.9M +$15.7M +470,802 New
HIGP
59
Hill Investment Group Partners
Missouri
$14.6M +$15.4M +463,173 New
AF
60
Allworth Financial
California
$14.5M +$15.3M +459,559 New
AC
61
Apella Capital
Connecticut
$14.4M +$15.2M +456,027 New
HighTower Advisors
62
HighTower Advisors
Illinois
$13.6M +$14.3M +428,981 New
KAM
63
Kraft Asset Management
Tennessee
$13.2M +$14M +419,269 New
BPA
64
Beacon Pointe Advisors
California
$12.8M +$13.5M +405,934 New
DWM
65
Dopkins Wealth Management
New York
$12.1M +$12.7M +382,498 New
AAM
66
Austin Asset Management
Texas
$11.9M +$12.5M +375,045 New
CA
67
Claris Advisors
Missouri
$11.7M +$12.3M +370,692 New
PWM
68
PBMares Wealth Management
Virginia
$11.4M +$12M +360,520 New
IAG
69
Investmark Advisory Group
Connecticut
$11.3M +$11.9M +356,299 New
SFA
70
Sequoia Financial Advisors
Ohio
$11.1M +$11.7M +352,714 New
FSWA
71
Financial Synergies Wealth Advisors
Texas
$11.1M +$11.7M +352,356 New
Mariner
72
Mariner
Kansas
$10.9M +$11.5M +346,470 New
CL
73
CPWM LLC
Washington
$10.5M +$11M +331,320 New
IWC
74
Integrated Wealth Concepts
Massachusetts
$10.4M +$10.9M +328,015 New
RFA
75
RTD Financial Advisors
Pennsylvania
$10.2M +$10.7M +321,692 New
1 2
3
4 5

DFUV Hedge Fund Activity: Q2 2022 in Review

395 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q2 2022, worth a combined $4.48B.

Buyers outnumbered sellers: 395 funds opened new DFUV positions and 0 closed out — a net gain of 395 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $471M.

  • 395 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q2 2022, up from 0 in Q1 2022.
  • Funds reported $4.48B of Dimensional US Marketwide Value ETF stock for Q2 2022.
  • 395 funds opened new Dimensional US Marketwide Value ETF positions in Q2 2022 and 0 closed out, a net change of +395 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q2 2022 was Buckingham Strategic Wealth, an estimated $471M added.

Based on aggregated 13F filings for Q2 2022.