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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
CAM
101
Cresset Asset Management
Illinois
$5.68M +$5.99M +179,905 New
V
102
Veritable
Delaware
$5.67M +$5.98M +179,597 New
FF
103
Francis Financial
$5.62M +$5.72M +171,861 New
JWA
104
JFS Wealth Advisors
Pennsylvania
$5.49M +$5.79M +173,863 New
LFS
105
Lutz Financial Services
Nebraska
$5.23M +$5.51M +165,579 New
WAM
106
WNY Asset Management
New York
$5.17M +$5.45M +163,686 New
AC
107
Annandale Capital
Texas
$5M +$5.27M +158,327 New
BFPW
108
BOK Financial Private Wealth
Colorado
$4.83M +$5.08M +152,684 New
SDH
109
Sloy Dahl & Holst
Washington
$4.71M +$4.96M +149,062 New
IFS
110
Intelligent Financial Strategies
Minnesota
$4.54M +$4.79M +143,815 New
UBS Group
111
UBS Group
Switzerland
$4.28M +$4.51M +135,522 New
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$4.23M +$4.45M +133,753 New
SSB
113
Sandy Spring Bank
Maryland
$4.21M +$4.43M +133,257 New
SC
114
Shearwater Capital
Colorado
$4.18M +$4.41M +132,375 New
Wells Fargo
115
Wells Fargo
California
$4.07M +$4.28M +128,749 New
MHS
116
M Holdings Securities
Oregon
$4.04M +$4.26M +127,949 New
RCI
117
RS Crum Inc
California
$3.96M +$4.18M +125,477 New
B
118
Bridgeworth
Alabama
$3.89M +$4.1M +123,128 New
VCA
119
Verdence Capital Advisors
Maryland
$3.82M +$4.02M +120,891 New
EWA
120
EverSource Wealth Advisors
Alabama
$3.73M +$3.92M +117,927 New
AP
121
Advisor Partners
California
$3.61M +$3.8M +114,249 New
Truist Financial
122
Truist Financial
North Carolina
$3.6M +$3.79M +113,775 New
Jane Street
123
Jane Street
New York
$3.48M +$3.67M +110,126 New
CWG
124
Crown Wealth Group
North Carolina
$3.46M +$3.64M +109,347 New
MFAM
125
M Financial Asset Management
Oregon
$3.43M +$3.61M +108,594 New
3 4
5
6 7

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.