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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

488 hedge funds and large institutions have $6.88B invested in Dimensional US Marketwide Value ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 167 increasing their positions, 164 reducing their positions, and 21 closing their positions.

Holders
488
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
7.78%
Holding in Top 10
81
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
21
Increased
167
Reduced
164
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$235M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$122M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$602M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$603M
5
SC
5
Savant Capital
Illinois
$506M

Top Sellers

1
PCIA
1
Prime Capital Investment Advisors
Kansas
$0
2
LWM
2
LJI Wealth Management
Indiana
$771K
3
SFPM
3
Sensible Financial Planning & Management
Massachusetts
$0
4
PFO
4
Pathstone Family Office
New Jersey
$39.4M
5
KA
5
Kooman & Associates
Pennsylvania
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
51
Aspiriant LLC
California
$24.6M +$993K +29,196 +4%
MWM
52
Merriman Wealth Management
Washington
$24.4M -$215K -6,317 -0.9%
MWA
53
Monograph Wealth Advisors
California
$24.4M +$766K +22,517 +3%
CCM
54
Carlson Capital Management
Minnesota
$24.2M -$16.3K -478 -0.1%
B
55
Bridgeworth
Alabama
$23.6M +$1.28M +37,516 +6%
MFT
56
Moisand Fitzgerald Tamayo
Florida
$22.9M -$670K -19,684 -3%
IWC
57
Integrated Wealth Concepts
Massachusetts
$22.4M -$56.6K -1,663 -0.3%
TWP
58
TFO Wealth Partners
Ohio
$22.1M – – –
1WM
59
1900 Wealth Management
Texas
$20.9M +$200K +5,867 +1%
DEM
60
Disciplined Equity Management
Florida
$20.1M -$305K -8,969 -1%
W
61
WorthPointe
California
$19.7M +$712K +20,928 +4%
SFG
62
Steward Financial Group
Texas
$19.5M +$769K +22,592 +4%
BAM
63
Bayshore Asset Management
Florida
$18.8M -$467K -13,724 -2%
HWMT
64
Heritage Wealth Management (Texas)
Texas
$18.7M +$202K +5,945 +1%
BBNB
65
Baker Boyer National Bank
Washington
$18.6M -$737K -21,672 -4%
CPA
66
Capital Performance Advisors
California
$17.8M +$230K +6,748 +1%
MG
67
Mather Group
Illinois
$16M +$3.41M +100,101 +27%
IAG
68
Investmark Advisory Group
Connecticut
$15.7M +$495K +14,543 +3%
HighTower Advisors
69
HighTower Advisors
Illinois
$15.2M +$9.36K +275 +0.1%
AC
70
Apella Capital
Connecticut
$14.8M -$283K -8,324 -2%
LFGO
71
Legacy Financial Group (Oklahoma)
Oklahoma
$14.5M +$73.8K +2,170 +0.5%
RWM
72
Ruedi Wealth Management
Illinois
$14.5M +$610K +17,916 +4%
DWM
73
Dopkins Wealth Management
New York
$14.4M +$1.36M +39,935 +10%
HIGP
74
Hill Investment Group Partners
Missouri
$14.1M -$86.1K -2,532 -0.6%
BPA
75
Beacon Pointe Advisors
California
$14.1M -$3M -88,227 -18%
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