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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

479 hedge funds and large institutions have $5.92B invested in Dimensional US Marketwide Value ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 160 increasing their positions, 113 reducing their positions, and 14 closing their positions.

Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
7.73%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.47%
New
81
Increased
160
Reduced
113
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$198M
2
TWP
2
TFO Wealth Partners
Ohio
$111M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$262M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$307M
5
SC
5
Savant Capital
Illinois
$311M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$79.1M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$47.2M
3
EWA
3
EP Wealth Advisors
California
$0
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$1.72M
5
SDH
5
Sloy Dahl & Holst
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$24.4M +$817K +24,390 +3%
CCM
52
Carlson Capital Management
Minnesota
$24.4M -$74K -2,211 -0.3%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$24.1M +$2.29M +68,353 +10%
Osaic Holdings
54
Osaic Holdings
Arizona
$24M +$892K +26,627 +4%
AL
55
Aspiriant LLC
California
$23.7M -$1M -29,993 -4%
MWA
56
Monograph Wealth Advisors
California
$23.1M +$62.2K +1,857 +0.3%
DEM
57
Disciplined Equity Management
Florida
$19.6M -$129K -3,855 -0.7%
BBNB
58
Baker Boyer National Bank
Washington
$19.4M -$364K -10,884 -2%
BAM
59
Bayshore Asset Management
Florida
$18.8M +$364K +10,868 +2%
BPA
60
Beacon Pointe Advisors
California
$18.5M +$2.24M +67,052 +14%
W
61
WorthPointe
California
$17.9M -$583K -17,403 -3%
CPA
62
Capital Performance Advisors
California
$17.2M +$407K +12,147 +2%
W
63
WPWealth
Texas
$16.7M +$16.7M +498,146 New
SFG
64
Steward Financial Group
Texas
$16.6M -$47.4K -1,417 -0.3%
HWMT
65
Heritage Wealth Management (Texas)
Texas
$15.6M +$15.6M +466,107 New
AF
66
Allworth Financial
California
$15.4M +$63.7K +1,902 +0.4%
HIGP
67
Hill Investment Group Partners
Missouri
$15.2M -$264K -7,891 -2%
AC
68
Apella Capital
Connecticut
$15.2M -$30.9K -922 -0.2%
IAG
69
Investmark Advisory Group
Connecticut
$14.7M +$1.41M +42,168 +11%
RWM
70
Ruedi Wealth Management
Illinois
$14.6M +$14.6M +436,057 New
LFGO
71
Legacy Financial Group (Oklahoma)
Oklahoma
$14M +$14M +418,645 New
KAM
72
Kraft Asset Management
Tennessee
$13.9M -$66.8K -1,994 -0.5%
WRPWM
73
Werba Rubin Papier Wealth Management
California
$13.2M +$13.2M +393,335 New
LFG
74
Larson Financial Group
Missouri
$13.1M -$2.53M -75,527 -16%
DWM
75
Dopkins Wealth Management
New York
$13.1M +$466K +13,921 +4%
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