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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 %
ASI
101
Advisory Services & Investments
Oregon
$9.39M -$203K -5,963 -2%
KAS
102
Kestra Advisory Services
Texas
$9.36M +$2.88M +84,751 +44%
EWA
103
EP Wealth Advisors
California
$8.94M +$7.63M +224,324 +581%
UCFA
104
United Capital Financial Advisors
Texas
$8.92M -$1.19K -35 -0%
BA
105
Bridgewater Advisors
New York
$8.67M +$15K +441 +0.2%
MCM
106
MAI Capital Management
Ohio
$8.2M +$97.7K +2,871 +1%
RLWM
107
RF&L Wealth Management
Massachusetts
$8.09M -$237K -6,979 -3%
TFA
108
Tobias Financial Advisors
Florida
$8.07M -$5.95K -175 -0.1%
PO
109
Private Ocean
California
$7.7M +$714 +21 +0%
EWA
110
Exencial Wealth Advisors
Oklahoma
$7.5M -$64.7K -1,903 -0.9%
TWP
111
Total Wealth Planning
Ohio
$7.27M +$2.57M +75,433 +55%
LFA
112
Level Financial Advisors
New York
$7.25M +$75.5K +2,219 +1%
MFAM
113
M Financial Asset Management
Oregon
$7.14M -$618K -18,162 -8%
TFA
114
Triad Financial Advisors
North Carolina
$7.02M -$98K -2,881 -1%
Envestnet Portfolio Solutions
115
Envestnet Portfolio Solutions
Illinois
$6.81M +$6.81M +200,268 New
AA
116
Addison Advisors
Vermont
$6.75M +$797K +23,435 +13%
Cambridge Investment Research Advisors
117
Cambridge Investment Research Advisors
Iowa
$6.75M +$294K +8,641 +5%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$6.46M +$1.97M +57,929 +44%
JWA
119
JFS Wealth Advisors
Pennsylvania
$6.34M -$20.9K -614 -0.3%
RCI
120
RS Crum Inc
California
$6.33M +$466K +13,698 +8%
DAS
121
Dynamic Advisor Solutions
Arizona
$6.24M +$2.56M +75,375 +70%
CCM
122
Colorado Capital Management
Colorado
$6.09M +$36K +1,059 +0.6%
WA
123
Wealthstream Advisors
New York
$6.06M -$219K -6,443 -3%
GLLW
124
Graves Light Lenhart Wealth
Virginia
$5.8M +$458K +13,713 +9%
WAM
125
WNY Asset Management
New York
$5.75M -$132K -3,885 -2%
3 4
5
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