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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

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 392 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+392
Holders Change %
+13,066.67%
% of All Funds
6.68%
Holding in Top 10
71
Holding in Top 10 Change
+71
Holding in Top 10 Change %
%
% of All Funds
1.2%
New
392
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$447M
2
SC
2
Savant Capital
Illinois
$261M
3
BDF
3
Balasa Dinverno & Foltz
$242M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$233M
5
PL
5
Plancorp LLC
Missouri
$222M

Top Sellers

1
GC
1
Garde Capital
Washington
$840K
Name Holding Trade Value Shares
Change 		Shares
Change %
BBNB
51
Baker Boyer National Bank
Washington
$19.4M +$19.4M +615,148 New
DEM
52
Disciplined Equity Management
Florida
$18.3M +$18.3M +577,833 New
BAM
53
Bayshore Asset Management
Florida
$17.3M +$17.3M +548,654 New
W
54
WorthPointe
California
$17.2M +$17.2M +545,345 New
CPA
55
Capital Performance Advisors
California
$15.8M +$15.8M +499,465 New
SFG
56
Steward Financial Group
Texas
$15.7M +$15.7M +497,289 New
PCI
57
Planning Center Inc
Illinois
$15.4M +$15.4M +491,252 New
LFG
58
Larson Financial Group
Missouri
$14.9M +$14.9M +470,802 New
HIGP
59
Hill Investment Group Partners
Missouri
$14.6M +$14.6M +463,173 New
AF
60
Allworth Financial
California
$14.5M +$14.5M +459,559 New
AC
61
Apella Capital
Connecticut
$14.4M +$14.4M +456,027 New
HighTower Advisors
62
HighTower Advisors
Illinois
$13.6M +$13.6M +428,981 New
KAM
63
Kraft Asset Management
Tennessee
$13.2M +$13.2M +419,269 New
BPA
64
Beacon Pointe Advisors
California
$12.8M +$12.8M +405,934 New
DWM
65
Dopkins Wealth Management
New York
$12.1M +$12.1M +382,498 New
AAM
66
Austin Asset Management
Texas
$11.9M +$11.9M +375,045 New
CA
67
Claris Advisors
Missouri
$11.7M +$11.7M +370,692 New
PWM
68
PBMares Wealth Management
Virginia
$11.4M +$11.4M +360,520 New
IAG
69
Investmark Advisory Group
Connecticut
$11.3M +$11.3M +356,299 New
SFA
70
Sequoia Financial Advisors
Ohio
$11.1M +$11.1M +352,714 New
FSWA
71
Financial Synergies Wealth Advisors
Texas
$11.1M +$11.1M +352,356 New
Mariner
72
Mariner
Kansas
$10.9M +$10.9M +346,470 New
CL
73
CPWM LLC
Washington
$10.5M +$10.5M +331,320 New
IWC
74
Integrated Wealth Concepts
Massachusetts
$10.4M +$10.4M +328,015 New
RFA
75
RTD Financial Advisors
Pennsylvania
$10.2M +$10.2M +321,692 New
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