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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

489 hedge funds and large institutions have $5.89B invested in Dimensional US Marketwide Value ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 164 increasing their positions, 158 reducing their positions, and 14 closing their positions.

Holders
489
Holders Change
+10
Holders Change %
+2.09%
% of All Funds
7.83%
Holding in Top 10
84
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.69%
% of All Funds
1.34%
New
35
Increased
164
Reduced
158
Closed
14
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
-$285K

Top Buyers

1
SC
1
Savant Capital
Illinois
$424M
2
Cerity Partners
2
Cerity Partners
New York
$75.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$329M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$363M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$30.3M

Top Sellers

1
TWP
1
TFO Wealth Partners
Ohio
$21.6M
2
Creative Planning
2
Creative Planning
Kansas
$147M
3
PFO
3
Pathstone Family Office
New Jersey
$47.2M
4
MWM
4
Modera Wealth Management
New Jersey
$87M
5
TI
5
Truepoint Inc
Ohio
$69.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
126
Annandale Capital
Texas
$5.19M -$212K -6,323 -4%
FF
127
Francis Financial
$5.17M -$783K -23,374 -13%
BFPW
128
BOK Financial Private Wealth
Colorado
$5.08M – – –
SC
129
Shearwater Capital
Colorado
$5.06M – – –
RCI
130
RS Crum Inc
California
$5.06M +$677K +20,225 +15%
AA
131
Addison Advisors
Vermont
$4.96M +$295K +8,798 +6%
Truist Financial
132
Truist Financial
North Carolina
$4.85M +$60.3K +1,802 +1%
AFG
133
Altiora Financial Group
Ohio
$4.84M +$5.99K +179 +0.1%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$4.77M +$172K +5,145 +4%
LG
135
LAM Group
Oregon
$4.77M +$42.7K +1,276 +0.9%
TWP
136
Total Wealth Planning
Ohio
$4.64M -$49.7K -1,483 -1%
UBS Group
137
UBS Group
Switzerland
$4.62M -$67.2K -2,006 -1%
GCA
138
Gradient Capital Advisors
California
$4.5M +$204K +6,107 +5%
US Bancorp
139
US Bancorp
Minnesota
$4.49M +$2.3M +68,799 +106%
SSB
140
Sandy Spring Bank
Maryland
$4.46M +$54.3K +1,622 +1%
EK
141
Evensky & Katz
Florida
$4.43M +$112K +3,344 +3%
FNBSF
142
First National Bank Sioux Falls
South Dakota
$4.42M – – –
IFS
143
Intelligent Financial Strategies
Minnesota
$4.31M -$206K -6,142 -5%
EWA
144
EverSource Wealth Advisors
Alabama
$4.25M -$180K -5,370 -4%
GAM
145
GEM Asset Management
Michigan
$4.22M +$53.6K +1,601 +1%
BIG
146
Builder Investment Group
Georgia
$4.18M – – –
CWM
147
CarsonAllaria Wealth Management
Illinois
$4.08M -$55.6K -1,660 -1%
MHS
148
M Holdings Securities
Oregon
$4.07M -$242K -7,241 -6%
VCA
149
Verdence Capital Advisors
Maryland
$4.05M – – –
Wells Fargo
150
Wells Fargo
California
$4M -$125K -3,745 -3%
4 5
6
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