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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

492 hedge funds and large institutions have $6.48B invested in Dimensional US Marketwide Value ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.76%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.28%
New
26
Increased
161
Reduced
165
Closed
18
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$527M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$557M
3
SC
Savant Capital
Illinois
$476M
4
RIM
RW Investment Management
Idaho
$30.1M
5
BSW
Buckingham Strategic Wealth
Missouri
$503M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$387M
2
Northern Trust
Northern Trust
Illinois
$203M
3
SIS
Strategic Investment Solutions
Illinois
$3.1M
4
IFA
Index Fund Advisors
California
$242M
5
CFG
Citizens Financial Group
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTWM
126
Cherry Tree Wealth Management
Minnesota
$5.33M +$5.33M +154,535 New
AC
127
Annandale Capital
Texas
$5.3M -$43.9K -1,272 -0.8%
BFPW
128
BOK Financial Private Wealth
Colorado
$5.23M -$4.87K -141 -0.1%
Financial Engines Advisors
129
Financial Engines Advisors
California
$5.21M -$898K -26,037 -15%
SC
130
Shearwater Capital
Colorado
$5.18M -$35.8K -1,039 -0.7%
LFS
131
Lutz Financial Services
Nebraska
$5.13M -$236K -6,833 -4%
LG
132
LAM Group
Oregon
$4.91M -$5.83K -169 -0.1%
AFG
133
Altiora Financial Group
Ohio
$4.87M -$125K -3,627 -3%
TWP
134
Total Wealth Planning
Ohio
$4.77M -$2.8K -81 -0.1%
UBS Group
135
UBS Group
Switzerland
$4.72M -$50.4K -1,461 -1%
SSB
136
Sandy Spring Bank
Maryland
$4.68M +$88.3K +2,560 +2%
FNBSF
137
First National Bank Sioux Falls
South Dakota
$4.66M +$104K +3,000 +2%
GCA
138
Gradient Capital Advisors
California
$4.64M +$2.59K +75 +0.1%
Truist Financial
139
Truist Financial
North Carolina
$4.62M -$375K -10,861 -8%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$4.55M -$368K -10,665 -7%
V
141
Veritable
Delaware
$4.48M -$984K -28,530 -18%
EK
142
Evensky & Katz
Florida
$4.46M -$108K -3,136 -2%
EWA
143
EverSource Wealth Advisors
Alabama
$4.37M +$172 +5 +0%
GAM
144
GEM Asset Management
Michigan
$4.36M +$12.9K +373 +0.3%
IFS
145
Intelligent Financial Strategies
Minnesota
$4.33M -$115K -3,337 -3%
BIG
146
Builder Investment Group
Georgia
$4.31M – – –
CWM
147
CarsonAllaria Wealth Management
Illinois
$4.28M +$76.3K +2,212 +2%
VCA
148
Verdence Capital Advisors
Maryland
$4.17M – – –
Wells Fargo
149
Wells Fargo
California
$4.17M +$42.2K +1,223 +1%
SWP
150
Stratos Wealth Partners
Ohio
$3.95M +$63.4K +1,838 +2%
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