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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 %
CAM
101
Cresset Asset Management
Illinois
$5.69M +$5.69M +179,905 New
V
102
Veritable
Delaware
$5.68M +$5.68M +179,597 New
FF
103
Francis Financial
$5.62M +$5.62M +171,861 New
JWA
104
JFS Wealth Advisors
Pennsylvania
$5.49M +$5.49M +173,863 New
LFS
105
Lutz Financial Services
Nebraska
$5.23M +$5.23M +165,579 New
WAM
106
WNY Asset Management
New York
$5.17M +$5.17M +163,686 New
AC
107
Annandale Capital
Texas
$5M +$5M +158,327 New
BFPW
108
BOK Financial Private Wealth
Colorado
$4.83M +$4.83M +152,684 New
SDH
109
Sloy Dahl & Holst
Washington
$4.71M +$4.71M +149,062 New
IFS
110
Intelligent Financial Strategies
Minnesota
$4.55M +$4.55M +143,815 New
UBS Group
111
UBS Group
Switzerland
$4.28M +$4.28M +135,522 New
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$4.23M +$4.23M +133,753 New
SSB
113
Sandy Spring Bank
Maryland
$4.21M +$4.21M +133,257 New
SC
114
Shearwater Capital
Colorado
$4.18M +$4.18M +132,375 New
Wells Fargo
115
Wells Fargo
California
$4.07M +$4.07M +128,749 New
MHS
116
M Holdings Securities
Oregon
$4.04M +$4.04M +127,949 New
RCI
117
RS Crum Inc
California
$3.97M +$3.97M +125,477 New
B
118
Bridgeworth
Alabama
$3.89M +$3.89M +123,128 New
VCA
119
Verdence Capital Advisors
Maryland
$3.82M +$3.82M +120,891 New
EWA
120
EverSource Wealth Advisors
Alabama
$3.73M +$3.73M +117,927 New
AP
121
Advisor Partners
California
$3.61M +$3.61M +114,249 New
Truist Financial
122
Truist Financial
North Carolina
$3.6M +$3.6M +113,775 New
Jane Street
123
Jane Street
New York
$3.48M +$3.48M +110,126 New
CWG
124
Crown Wealth Group
North Carolina
$3.46M +$3.46M +109,347 New
MFAM
125
M Financial Asset Management
Oregon
$3.43M +$3.43M +108,594 New
3 4
5
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