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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 %
AF
76
Allworth Financial
California
$13.9M -$458K -13,456 -3%
AAM
77
Austin Asset Management
Texas
$13.9M -$205K -6,037 -1%
CA
78
Claris Advisors
Missouri
$13.4M +$303K +8,902 +2%
LFG
79
Larson Financial Group
Missouri
$13.3M -$9.12K -268 -0.1%
KA
80
Kooman & Associates
Pennsylvania
$13.1M -$5.21M -153,139 -28%
PWM
81
PBMares Wealth Management
Virginia
$12.8M +$32.3K +949 +0.3%
WRPWM
82
Werba Rubin Papier Wealth Management
California
$12.8M -$268K -7,885 -2%
Mariner
83
Mariner
Kansas
$12.6M -$323K -9,505 -3%
ALWM
84
Andrews Lucia Wealth Management
California
$12.5M +$87.8K +2,582 +0.7%
MFWP
85
Mosaic Family Wealth Partners
Missouri
$12M +$5.58K +164 +0%
KAM
86
Kraft Asset Management
Tennessee
$11.9M -$1.29M -37,923 -10%
API
87
Advisor Partners II
California
$11.7M +$119K +3,493 +1%
AT
88
Arden Trust
Delaware
$11.6M +$54.3K +1,597 +0.5%
W
89
WPWealth
Texas
$11.6M -$650K -19,121 -5%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$11.3M +$965K +28,366 +9%
RFP
91
Root Financial Partners
California
$11.2M +$2.88M +84,586 +35%
FSWA
92
Financial Synergies Wealth Advisors
Texas
$10.6M +$20.4K +601 +0.2%
DPI
93
Diversified Portfolios Inc
Michigan
$10.5M -$168K -4,940 -2%
AA
94
Ancora Advisors
Ohio
$10.5M +$134K +3,929 +1%
SFA
95
Sequoia Financial Advisors
Ohio
$10.2M -$380K -11,167 -4%
RFA
96
RTD Financial Advisors
Pennsylvania
$10.1M -$223K -6,568 -2%
SWA
97
ShankerValleau Wealth Advisors
Illinois
$10.1M +$89K +2,616 +0.9%
LFA
98
Lauterbach Financial Advisors
Texas
$10.1M -$17.4K -511 -0.2%
SWM
99
Soundmark Wealth Management
Washington
$9.45M -$10.4K -307 -0.1%
JWS
100
Juncture Wealth Strategies
Arizona
$9.45M +$23.4K +688 +0.2%
2 3
4
5 6