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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

489 hedge funds and large institutions have $5.89B invested in Dimensional US Marketwide Value ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 164 increasing their positions, 158 reducing their positions, and 14 closing their positions.

Holders
489
Holders Change
+10
Holders Change %
+2.09%
% of All Funds
7.83%
Holding in Top 10
84
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.69%
% of All Funds
1.34%
New
35
Increased
164
Reduced
158
Closed
14
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
-$285K

Top Buyers

1
SC
1
Savant Capital
Illinois
$424M
2
Cerity Partners
2
Cerity Partners
New York
$75.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$329M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$363M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$30.3M

Top Sellers

1
TWP
1
TFO Wealth Partners
Ohio
$21.6M
2
Creative Planning
2
Creative Planning
Kansas
$147M
3
PFO
3
Pathstone Family Office
New Jersey
$47.2M
4
MWM
4
Modera Wealth Management
New Jersey
$87M
5
TI
5
Truepoint Inc
Ohio
$69.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
101
Bridgewater Advisors
New York
$8.54M -$19.9K -594 -0.2%
TFA
102
Triad Financial Advisors
North Carolina
$8.34M -$1.4M -41,822 -14%
RLWM
103
RF&L Wealth Management
Massachusetts
$8.3M -$167K -4,985 -2%
SFPM
104
Sensible Financial Planning & Management
Massachusetts
$8.28M – – –
MCM
105
MAI Capital Management
Ohio
$8.27M -$632K -18,881 -7%
PO
106
Private Ocean
California
$8.1M -$212K -6,336 -3%
TFA
107
Tobias Financial Advisors
Florida
$7.99M -$1.53M -45,654 -16%
EWA
108
Exencial Wealth Advisors
Oklahoma
$7.44M +$5.56K +166 +0.1%
LFA
109
Level Financial Advisors
New York
$7.27M -$43.3K -1,294 -0.6%
KAS
110
Kestra Advisory Services
Texas
$6.7M -$2.71M -80,980 -29%
JWA
111
JFS Wealth Advisors
Pennsylvania
$6.28M -$93.6K -2,795 -1%
MFAM
112
M Financial Asset Management
Oregon
$6.24M +$7.37K +220 +0.1%
WA
113
Wealthstream Advisors
New York
$6.22M -$66.6K -1,990 -1%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$6.22M -$989K -29,533 -14%
CCM
115
Colorado Capital Management
Colorado
$6.15M -$36.7K -1,097 -0.6%
HWM
116
Hemington Wealth Management
Virginia
$5.95M -$53.3K -1,593 -0.9%
Financial Engines Advisors
117
Financial Engines Advisors
California
$5.93M +$4.85M +144,971 +451%
CAM
118
Cresset Asset Management
Illinois
$5.86M -$7.5K -224 -0.1%
WAM
119
WNY Asset Management
New York
$5.83M -$171K -5,104 -3%
JPMPWA
120
J.P. Morgan Private Wealth Advisors
California
$5.74M -$846K -25,280 -13%
AWP
121
Abacus Wealth Partners
California
$5.7M -$144K -4,350 -2%
V
122
Veritable
Delaware
$5.3M -$706K -21,080 -12%
RFP
123
Root Financial Partners
California
$5.27M +$5.27M +157,385 New
VCM
124
Versant Capital Management
Arizona
$5.23M +$17.4K +519 +0.3%
LFS
125
Lutz Financial Services
Nebraska
$5.21M -$79K -2,360 -1%
3 4
5
6 7