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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

492 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 26 funds opening new positions, 161 increasing their positions, 165 reducing their positions, and 18 closing their positions.

Holders
492
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.76%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.28%
New
26
Increased
161
Reduced
165
Closed
18
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$527M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$557M
3
SC
3
Savant Capital
Illinois
$476M
4
RIM
4
RW Investment Management
Idaho
$30.1M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$503M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$387M
2
Northern Trust
2
Northern Trust
Illinois
$203M
3
SIS
3
Strategic Investment Solutions
Illinois
$3.1M
4
IFA
4
Index Fund Advisors
California
$242M
5
CFG
5
Citizens Financial Group
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$24.1M -$989K -28,674 -4%
AL
52
Aspiriant LLC
California
$24M -$153K -4,446 -0.6%
MFT
53
Moisand Fitzgerald Tamayo
Florida
$23.9M -$357K -10,345 -1%
MWA
54
Monograph Wealth Advisors
California
$23.9M +$20.3K +589 +0.1%
IWC
55
Integrated Wealth Concepts
Massachusetts
$22.7M -$89.9K -2,605 -0.4%
B
56
Bridgeworth
Alabama
$22.6M +$4.8M +139,077 +27%
TWP
57
TFO Wealth Partners
Ohio
$22.1M -$212K -6,146 -1%
1WM
58
1900 Wealth Management
Texas
$21M -$3.39M -98,387 -14%
DEM
59
Disciplined Equity Management
Florida
$20.7M +$85.6K +2,482 +0.4%
BAM
60
Bayshore Asset Management
Florida
$20.2M -$154K -4,311 -0.8%
BBNB
61
Baker Boyer National Bank
Washington
$19.6M -$431K -12,481 -2%
W
62
WorthPointe
California
$19.3M +$76.8K +2,226 +0.4%
SFG
63
Steward Financial Group
Texas
$19M +$663K +19,218 +4%
HWMT
64
Heritage Wealth Management (Texas)
Texas
$18.7M +$1.02M +29,541 +6%
KA
65
Kooman & Associates
Pennsylvania
$18.6M +$1.8M +52,073 +11%
CPA
66
Capital Performance Advisors
California
$17.8M +$150K +4,356 +0.8%
BPA
67
Beacon Pointe Advisors
California
$17.3M -$986K -28,591 -5%
IAG
68
Investmark Advisory Group
Connecticut
$15.4M +$160K +4,643 +1%
HighTower Advisors
69
HighTower Advisors
Illinois
$15.4M -$1.54M -44,517 -9%
AC
70
Apella Capital
Connecticut
$15.2M +$15.2M +442,018 New
LFGO
71
Legacy Financial Group (Oklahoma)
Oklahoma
$14.6M +$30.5K +885 +0.2%
AF
72
Allworth Financial
California
$14.6M -$1.03M -29,985 -7%
HIGP
73
Hill Investment Group Partners
Missouri
$14.4M -$573K -16,598 -4%
AAM
74
Austin Asset Management
Texas
$14.3M +$790K +22,901 +6%
RWM
75
Ruedi Wealth Management
Illinois
$14.1M -$694K -20,120 -5%
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3
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