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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

479 hedge funds and large institutions have $5.92B invested in Dimensional US Marketwide Value ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 160 increasing their positions, 113 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
7.73%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.47%
New
81
Increased
160
Reduced
113
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$198M
2
TWP
TFO Wealth Partners
Ohio
$111M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$262M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$307M
5
SC
Savant Capital
Illinois
$311M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$79.1M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$47.2M
3
EWA
EP Wealth Advisors
California
$0
4
CIAS
CFS Investment Advisory Services
New Jersey
$1.72M
5
SDH
Sloy Dahl & Holst
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
126
Altiora Financial Group
Ohio
$4.84M +$4.84M +144,468 New
Truist Financial
127
Truist Financial
North Carolina
$4.79M +$1M +29,964 +27%
B
128
Bridgeworth
Alabama
$4.78M +$660K +19,719 +16%
LG
129
LAM Group
Oregon
$4.73M +$4.73M +141,293 New
UBS Group
130
UBS Group
Switzerland
$4.69M +$35.8K +1,068 +0.8%
TWP
131
Total Wealth Planning
Ohio
$4.69M -$1.02M -30,437 -18%
AA
132
Addison Advisors
Vermont
$4.66M +$1.46M +43,654 +46%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$4.6M -$7.5K -224 -0.2%
IFS
134
Intelligent Financial Strategies
Minnesota
$4.52M -$28.3K -844 -0.6%
EWA
135
EverSource Wealth Advisors
Alabama
$4.43M – – –
FNBSF
136
First National Bank Sioux Falls
South Dakota
$4.42M – – –
SSB
137
Sandy Spring Bank
Maryland
$4.4M -$107K -3,206 -2%
RCI
138
RS Crum Inc
California
$4.38M -$101K -3,017 -2%
EK
139
Evensky & Katz
Florida
$4.32M -$95.5K -2,852 -2%
MHS
140
M Holdings Securities
Oregon
$4.31M -$10.6K -318 -0.2%
GCA
141
Gradient Capital Advisors
California
$4.29M +$521K +15,558 +14%
BIG
142
Builder Investment Group
Georgia
$4.18M +$4.18M +124,912 New
GAM
143
GEM Asset Management
Michigan
$4.16M +$4.16M +124,369 New
CWM
144
CarsonAllaria Wealth Management
Illinois
$4.13M -$65.9K -1,968 -2%
Wells Fargo
145
Wells Fargo
California
$4.13M +$41.2K +1,231 +1%
VCA
146
Verdence Capital Advisors
Maryland
$4.05M – – –
SWP
147
Stratos Wealth Partners
Ohio
$3.8M +$186K +5,558 +5%
FWM
148
FMB Wealth Management
California
$3.79M +$3.79M +113,107 New
DI
149
Disciplined Investments
Oklahoma
$3.77M +$373K +11,141 +11%
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$3.58M +$872K +26,041 +32%
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6
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