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Dimensional US Marketwide Value ETF
DFUV

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 395 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

61.48% more ownership

Funds ownership: 0% → 61.48% (+61%)

Holders
395
Holders Change
+395
Holders Change %
–
% of All Funds
6.65%
Holding in Top 10
71
Holding in Top 10 Change
+71
Holding in Top 10 Change %
% of All Funds
1.2%
New
395
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
+$471M
2
SC
Savant Capital
Illinois
+$275M
3
BDF
Balasa Dinverno & Foltz
+$255M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$245M
5
PL
Plancorp LLC
Missouri
+$233M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
126
CarsonAllaria Wealth Management
Illinois
$3.43M +$3.61M +108,595 New
WF
127
WoodTrust Financial
Wisconsin
$3.31M +$3.48M +104,681 New
SFS
128
Summit Financial Strategies
Ohio
$3.3M +$3.48M +104,458 New
JC
129
Jentner Corp
Ohio
$3.15M +$3.32M +99,822 New
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$2.86M +$3.01M +90,574 New
AP
131
Adero Partners
California
$2.78M +$2.97M +89,312 New
B
132
BetterWealth
California
$2.71M +$2.85M +85,714 New
TFA
133
Triad Financial Advisors
North Carolina
$2.68M +$2.82M +84,678 New
AC
134
Applied Capital
Arkansas
$2.55M +$2.69M +80,752 New
MPWT
135
MassMutual Private Wealth & Trust
Connecticut
$2.54M +$2.68M +80,379 New
MCM
136
MAI Capital Management
Ohio
$2.52M +$2.65M +79,693 New
LWM
137
Liberty Wealth Management
California
$2.52M +$2.65M +79,629 New
MML Investors Services
138
MML Investors Services
Massachusetts
$2.46M +$2.59M +77,803 New
GCA
139
Gradient Capital Advisors
California
$2.43M +$2.56M +76,821 New
LNWWM
140
Laird Norton Wetherby Wealth Management
California
$2.38M +$2.51M +75,367 New
DI
141
Disciplined Investments
Oklahoma
$2.37M +$2.49M +74,899 New
CWS
142
Cypress Wealth Services
California
$2.32M +$2.45M +73,468 New
PFS
143
Prospera Financial Services
Texas
$2.31M +$2.43M +72,950 New
CSWM
144
Cassady Schiller Wealth Management
Ohio
$2.26M +$2.38M +71,381 New
TF
145
TIAA FSB
Florida
$2.24M +$2.36M +70,790 New
GWM
146
Grand Wealth Management
Michigan
$2.21M +$2.33M +70,065 New
NWM
147
Northwest Wealth Management
Iowa
$2.16M +$2.27M +68,236 New
NHC
148
Nicholas Hoffman & Company
Georgia
$2.15M +$2.26M +68,008 New
AWM
149
Angeles Wealth Management
California
$2.1M +$2.21M +66,386 New
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$2.08M +$2.19M +65,890 New
4 5
6
7 8

DFUV Hedge Fund Activity: Q2 2022 in Review

395 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q2 2022, worth a combined $4.48B.

Buyers outnumbered sellers: 395 funds opened new DFUV positions and 0 closed out — a net gain of 395 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $471M.

  • 395 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q2 2022, up from 0 in Q1 2022.
  • Funds reported $4.48B of Dimensional US Marketwide Value ETF stock for Q2 2022.
  • 395 funds opened new Dimensional US Marketwide Value ETF positions in Q2 2022 and 0 closed out, a net change of +395 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q2 2022 was Buckingham Strategic Wealth, an estimated $471M added.

Based on aggregated 13F filings for Q2 2022.