DFUV icon

Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

424 hedge funds and large institutions have $4.74B invested in Dimensional US Marketwide Value ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+29
Holders Change %
+7.34%
% of All Funds
7.33%
Holding in Top 10
76
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.04%
% of All Funds
1.31%
New
57
Increased
150
Reduced
103
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCG
1
Resource Consulting Group
Florida
$131M
2
Cerity Partners
2
Cerity Partners
New York
$64.5M
3
MRWM
3
ML&R Wealth Management
Texas
$58.1M
4
WFA
4
Wipfli Financial Advisors
Wisconsin
$50.3M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$91.2M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$82.5M
2
SSC
2
Syverson Strege & Co
Iowa
$0
3
Jane Street
3
Jane Street
New York
$0
4
SG
4
Stonnington Group
California
$32.9M
5
SP
5
Symmetry Partners
Connecticut
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EK
126
Evensky & Katz
Florida
$3.91M +$3.91M +131,912 New
MHS
127
M Holdings Securities
Oregon
$3.82M +$34.8K +1,176 +0.9%
TFA
128
Triad Financial Advisors
North Carolina
$3.78M +$1.27M +43,018 +51%
CWM
129
CarsonAllaria Wealth Management
Illinois
$3.71M +$499K +16,839 +16%
B
130
Bridgeworth
Alabama
$3.65M -$414 -14 -0%
Wells Fargo
131
Wells Fargo
California
$3.61M -$199K -6,727 -5%
VCA
132
Verdence Capital Advisors
Maryland
$3.58M – – –
API
133
Advisor Partners II
California
$3.38M +$3.38M +114,249 New
Truist Financial
134
Truist Financial
North Carolina
$3.35M -$22.2K -750 -0.7%
GCA
135
Gradient Capital Advisors
California
$3.34M +$1.06M +35,831 +47%
SWP
136
Stratos Wealth Partners
Ohio
$3.2M +$2.81M +94,849 +719%
WF
137
WoodTrust Financial
Wisconsin
$3.1M – – –
DI
138
Disciplined Investments
Oklahoma
$3M +$783K +26,434 +35%
JC
139
Jentner Corp
Ohio
$2.95M -$2.13K -72 -0.1%
SFS
140
Summit Financial Strategies
Ohio
$2.94M -$152K -5,133 -5%
CWG
141
Crown Wealth Group
North Carolina
$2.86M -$380K -12,840 -12%
AA
142
Addison Advisors
Vermont
$2.83M +$2.25M +75,908 +384%
AP
143
Adero Partners
California
$2.83M -$61.5K -1,901 -2%
BO
144
BRR OpCo
Ohio
$2.79M +$2.79M +94,115 New
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$2.68M – – –
MML Investors Services
146
MML Investors Services
Massachusetts
$2.62M +$315K +10,623 +14%
AC
147
Applied Capital
Arkansas
$2.44M +$45.1K +1,524 +2%
B
148
BetterWealth
California
$2.43M -$106K -3,580 -4%
Royal Bank of Canada
149
Royal Bank of Canada
Ontario, Canada
$2.4M +$975K +32,927 +69%
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$2.38M – – –
4 5
6
7 8