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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 %
JWS
76
Juncture Wealth Strategies
Arizona
$9.74M +$9.74M +308,329 New
KAS
77
Kestra Advisory Services
Texas
$9.71M +$9.71M +307,328 New
SWA
78
ShankerValleau Wealth Advisors
Illinois
$9.49M +$9.49M +300,259 New
LFA
79
Lauterbach Financial Advisors
Texas
$9.43M +$9.43M +298,549 New
EWA
80
EP Wealth Advisors
California
$9.19M +$9.19M +290,744 New
UCFA
81
United Capital Financial Advisors
Texas
$8.86M +$8.86M +280,362 New
SWM
82
Soundmark Wealth Management
Washington
$8.82M +$8.82M +279,069 New
MG
83
Mather Group
Illinois
$8.49M +$8.49M +268,736 New
DPI
84
Diversified Portfolios Inc
Michigan
$8.4M +$8.4M +265,947 New
LPWM
85
Lake Point Wealth Management
Texas
$8.27M +$8.27M +261,847 New
PO
86
Private Ocean
California
$7.89M +$7.89M +249,720 New
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$7.85M +$7.85M +248,348 New
SFPM
88
Sensible Financial Planning & Management
Massachusetts
$7.78M +$7.78M +246,140 New
ASI
89
Advisory Services & Investments
Oregon
$7.64M +$7.64M +241,661 New
TFA
90
Tobias Financial Advisors
Florida
$7.41M +$7.41M +234,518 New
EWA
91
Exencial Wealth Advisors
Oklahoma
$7.25M +$7.25M +229,261 New
LFA
92
Level Financial Advisors
New York
$7.06M +$7.06M +223,471 New
BA
93
Bridgewater Advisors
New York
$7.02M +$7.02M +222,226 New
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$6.39M +$6.39M +202,093 New
IC
95
Intersect Capital
California
$6.28M +$6.28M +198,846 New
JPMPWA
96
J.P. Morgan Private Wealth Advisors
California
$6.28M +$6.28M +198,699 New
SSC
97
Syverson Strege & Co
Iowa
$6.17M +$6.17M +195,197 New
AWP
98
Abacus Wealth Partners
California
$6.11M +$6.11M +193,294 New
CCM
99
Colorado Capital Management
Colorado
$5.92M +$5.92M +187,199 New
WA
100
Wealthstream Advisors
New York
$5.75M +$5.75M +182,078 New
2 3
4
5 6