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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

492 hedge funds and large institutions have $6.48B invested in Dimensional US Marketwide Value ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.76%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.28%
New
26
Increased
161
Reduced
165
Closed
18
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$527M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$557M
3
SC
3
Savant Capital
Illinois
$476M
4
RIM
4
RW Investment Management
Idaho
$30.1M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$503M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$387M
2
Northern Trust
2
Northern Trust
Illinois
$203M
3
SIS
3
Strategic Investment Solutions
Illinois
$3.1M
4
IFA
4
Index Fund Advisors
California
$242M
5
CFG
5
Citizens Financial Group
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
101
United Capital Financial Advisors
Texas
$9.05M -$210K -6,099 -2%
BA
102
Bridgewater Advisors
New York
$8.78M -$23.4K -678 -0.3%
SFPM
103
Sensible Financial Planning & Management
Massachusetts
$8.53M – – –
RFP
104
Root Financial Partners
California
$8.44M +$3.01M +87,351 +56%
RLWM
105
RF&L Wealth Management
Massachusetts
$8.44M -$115K -3,320 -1%
MCM
106
MAI Capital Management
Ohio
$8.22M -$301K -8,717 -4%
TFA
107
Tobias Financial Advisors
Florida
$8.19M -$36.9K -1,069 -0.4%
MFAM
108
M Financial Asset Management
Oregon
$7.87M +$1.44M +41,652 +22%
PO
109
Private Ocean
California
$7.8M -$546K -15,828 -7%
EWA
110
Exencial Wealth Advisors
Oklahoma
$7.67M +$4.38K +127 +0.1%
LFA
111
Level Financial Advisors
New York
$7.27M -$220K -6,377 -3%
TFA
112
Triad Financial Advisors
North Carolina
$7.22M -$1.38M -39,993 -16%
KAS
113
Kestra Advisory Services
Texas
$6.57M -$334K -9,681 -5%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$6.55M +$142K +4,114 +2%
JWA
115
JFS Wealth Advisors
Pennsylvania
$6.45M -$21.9K -634 -0.3%
WA
116
Wealthstream Advisors
New York
$6.37M -$35.2K -1,021 -0.5%
CCM
117
Colorado Capital Management
Colorado
$6.14M -$194K -5,611 -3%
CAM
118
Cresset Asset Management
Illinois
$6.1M +$61.8K +1,791 +1%
AA
119
Addison Advisors
Vermont
$6.04M +$929K +26,931 +18%
WAM
120
WNY Asset Management
New York
$5.97M -$39.2K -1,135 -0.7%
RCI
121
RS Crum Inc
California
$5.95M +$738K +21,403 +14%
AWP
122
Abacus Wealth Partners
California
$5.66M -$295K -8,556 -5%
GLLW
123
Graves Light Lenhart Wealth
Virginia
$5.52M +$2.14M +62,130 +63%
HWM
124
Hemington Wealth Management
Virginia
$5.49M -$642K -18,602 -10%
VCM
125
Versant Capital Management
Arizona
$5.43M +$48.3K +1,401 +0.9%
3 4
5
6 7