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Dimensional US Marketwide Value ETF
DFUV

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 395 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

61.48% more ownership

Funds ownership: 0% → 61.48% (+61%)

Holders
395
Holders Change
+395
Holders Change %
–
% of All Funds
6.65%
Holding in Top 10
71
Holding in Top 10 Change
+71
Holding in Top 10 Change %
% of All Funds
1.2%
New
395
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
+$471M
2
SC
Savant Capital
Illinois
+$275M
3
BDF
Balasa Dinverno & Foltz
+$255M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$245M
5
PL
Plancorp LLC
Missouri
+$233M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
76
Juncture Wealth Strategies
Arizona
$9.74M +$10.3M +308,329 New
KAS
77
Kestra Advisory Services
Texas
$9.71M +$10.2M +307,328 New
SWA
78
ShankerValleau Wealth Advisors
Illinois
$9.49M +$9.99M +300,259 New
LFA
79
Lauterbach Financial Advisors
Texas
$9.43M +$9.94M +298,549 New
EWA
80
EP Wealth Advisors
California
$9.19M +$9.68M +290,744 New
UCFA
81
United Capital Financial Advisors
Texas
$8.86M +$9.33M +280,362 New
SWM
82
Soundmark Wealth Management
Washington
$8.82M +$9.29M +279,069 New
MG
83
Mather Group
Illinois
$8.49M +$8.94M +268,736 New
DPI
84
Diversified Portfolios Inc
Michigan
$8.4M +$8.85M +265,947 New
LPWM
85
Lake Point Wealth Management
Texas
$8.27M +$8.71M +261,847 New
PO
86
Private Ocean
California
$7.89M +$8.31M +249,720 New
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$7.85M +$8.27M +248,348 New
SFPM
88
Sensible Financial Planning & Management
Massachusetts
$7.78M +$8.19M +246,140 New
ASI
89
Advisory Services & Investments
Oregon
$7.64M +$8.04M +241,661 New
TFA
90
Tobias Financial Advisors
Florida
$7.41M +$7.8M +234,518 New
EWA
91
Exencial Wealth Advisors
Oklahoma
$7.25M +$7.63M +229,261 New
LFA
92
Level Financial Advisors
New York
$7.06M +$7.44M +223,471 New
BA
93
Bridgewater Advisors
New York
$7.02M +$7.4M +222,226 New
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$6.39M +$6.73M +202,093 New
IC
95
Intersect Capital
California
$6.28M +$6.62M +198,846 New
JMPWA
96
JP Morgan Private Wealth Advisors
California
$6.28M +$6.61M +198,699 New
SSC
97
Syverson Strege & Co
Iowa
$6.17M +$6.5M +195,197 New
AWP
98
Abacus Wealth Partners
California
$6.11M +$6.43M +193,294 New
CCM
99
Colorado Capital Management
Colorado
$5.92M +$6.23M +187,199 New
WA
100
Wealthstream Advisors
New York
$5.75M +$6.06M +182,078 New
2 3
4
5 6

DFUV Hedge Fund Activity: Q2 2022 in Review

395 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q2 2022, worth a combined $4.48B.

Buyers outnumbered sellers: 395 funds opened new DFUV positions and 0 closed out — a net gain of 395 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $471M.

  • 395 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q2 2022, up from 0 in Q1 2022.
  • Funds reported $4.48B of Dimensional US Marketwide Value ETF stock for Q2 2022.
  • 395 funds opened new Dimensional US Marketwide Value ETF positions in Q2 2022 and 0 closed out, a net change of +395 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q2 2022 was Buckingham Strategic Wealth, an estimated $471M added.

Based on aggregated 13F filings for Q2 2022.