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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 %
CWM
126
CarsonAllaria Wealth Management
Illinois
$3.43M +$3.43M +108,595 New
WF
127
WoodTrust Financial
Wisconsin
$3.31M +$3.31M +104,681 New
SFS
128
Summit Financial Strategies
Ohio
$3.3M +$3.3M +104,458 New
JC
129
Jentner Corp
Ohio
$3.15M +$3.15M +99,822 New
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$2.86M +$2.86M +90,574 New
AP
131
Adero Partners
California
$2.78M +$2.78M +89,312 New
B
132
BetterWealth
California
$2.71M +$2.71M +85,714 New
TFA
133
Triad Financial Advisors
North Carolina
$2.68M +$2.68M +84,678 New
AC
134
Applied Capital
Arkansas
$2.55M +$2.55M +80,752 New
MPWT
135
MassMutual Private Wealth & Trust
Connecticut
$2.54M +$2.54M +80,379 New
MCM
136
MAI Capital Management
Ohio
$2.52M +$2.52M +79,693 New
LWM
137
Liberty Wealth Management
California
$2.52M +$2.52M +79,629 New
MML Investors Services
138
MML Investors Services
Massachusetts
$2.46M +$2.46M +77,803 New
GCA
139
Gradient Capital Advisors
California
$2.43M +$2.43M +76,821 New
LNWWM
140
Laird Norton Wetherby Wealth Management
California
$2.38M +$2.38M +75,367 New
DI
141
Disciplined Investments
Oklahoma
$2.37M +$2.37M +74,899 New
CWS
142
Cypress Wealth Services
California
$2.32M +$2.32M +73,468 New
PFS
143
Prospera Financial Services
Texas
$2.31M +$2.31M +72,950 New
CSWM
144
Cassady Schiller Wealth Management
Ohio
$2.26M +$2.26M +71,381 New
TF
145
TIAA FSB
Florida
$2.24M +$2.24M +70,790 New
GWM
146
Grand Wealth Management
Michigan
$2.21M +$2.21M +70,065 New
NWM
147
Northwest Wealth Management
Iowa
$2.16M +$2.16M +68,236 New
NHC
148
Nicholas Hoffman & Company
Georgia
$2.15M +$2.15M +68,008 New
AWM
149
Angeles Wealth Management
California
$2.1M +$2.1M +66,386 New
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$2.08M +$2.08M +65,890 New
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6
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