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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

424 hedge funds and large institutions have $4.74B invested in Dimensional US Marketwide Value ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+29
Holders Change %
+7.34%
% of All Funds
7.33%
Holding in Top 10
76
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.04%
% of All Funds
1.31%
New
57
Increased
150
Reduced
103
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCG
1
Resource Consulting Group
Florida
$131M
2
Cerity Partners
2
Cerity Partners
New York
$64.5M
3
MRWM
3
ML&R Wealth Management
Texas
$58.1M
4
WFA
4
Wipfli Financial Advisors
Wisconsin
$50.3M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$91.2M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$82.5M
2
SSC
2
Syverson Strege & Co
Iowa
$0
3
Jane Street
3
Jane Street
New York
$0
4
SG
4
Stonnington Group
California
$32.9M
5
SP
5
Symmetry Partners
Connecticut
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$20.4M +$1.5M +50,780 +8%
MWA
52
Monograph Wealth Advisors
California
$20.4M -$1.27M -42,889 -6%
1WM
53
1900 Wealth Management
Texas
$20.1M +$672K +22,689 +3%
TWP
54
TFO Wealth Partners
Ohio
$19.8M -$335K -11,325 -2%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$19.3M +$145K +4,892 +0.8%
CL
56
CPWM LLC
Washington
$18.7M +$8.93M +301,739 +91%
BBNB
57
Baker Boyer National Bank
Washington
$17.5M -$687K -23,196 -4%
DEM
58
Disciplined Equity Management
Florida
$17.4M +$322K +10,890 +2%
W
59
WorthPointe
California
$16.4M +$224K +7,574 +1%
BAM
60
Bayshore Asset Management
Florida
$16.3M +$35.1K +1,187 +0.2%
PCI
61
Planning Center Inc
Illinois
$15.7M +$811K +26,748 +5%
CPA
62
Capital Performance Advisors
California
$14.8M +$41.9K +1,416 +0.3%
SFG
63
Steward Financial Group
Texas
$14.8M +$33.9K +1,144 +0.2%
BPA
64
Beacon Pointe Advisors
California
$14.4M +$2.35M +79,527 +20%
LFG
65
Larson Financial Group
Missouri
$13.8M -$103K -3,474 -0.7%
HIGP
66
Hill Investment Group Partners
Missouri
$13.7M -$14K -473 -0.1%
AF
67
Allworth Financial
California
$13.6M -$33.1K -1,119 -0.2%
AC
68
Apella Capital
Connecticut
$13.4M -$60.2K -2,032 -0.4%
JWS
69
Juncture Wealth Strategies
Arizona
$12.5M +$3.36M +113,608 +37%
KAM
70
Kraft Asset Management
Tennessee
$12.3M -$65.1K -2,198 -0.5%
IAG
71
Investmark Advisory Group
Connecticut
$11.8M +$1.24M +41,873 +12%
AAM
72
Austin Asset Management
Texas
$11.7M +$575K +19,430 +5%
Mariner
73
Mariner
Kansas
$11.5M +$1.29M +43,439 +13%
PWM
74
PBMares Wealth Management
Virginia
$11.4M +$684K +23,103 +6%
CA
75
Claris Advisors
Missouri
$11.2M +$231K +7,801 +2%
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