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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

488 hedge funds and large institutions have $6.88B invested in Dimensional US Marketwide Value ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 167 increasing their positions, 164 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
7.78%
Holding in Top 10
81
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
21
Increased
167
Reduced
164
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
$235M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$122M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$602M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$603M
5
SC
Savant Capital
Illinois
$506M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
$0
2
LWM
LJI Wealth Management
Indiana
$771K
3
SFPM
Sensible Financial Planning & Management
Massachusetts
$0
4
PFO
Pathstone Family Office
New Jersey
$39.4M
5
KA
Kooman & Associates
Pennsylvania
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
126
Sandy Spring Bank
Maryland
$5.55M +$931K +27,369 +20%
CAM
127
Cresset Asset Management
Illinois
$5.43M -$590K -17,331 -10%
VCM
128
Versant Capital Management
Arizona
$5.37M +$9.12K +268 +0.2%
AWP
129
Abacus Wealth Partners
California
$5.28M -$299K -8,801 -5%
CTWM
130
Cherry Tree Wealth Management
Minnesota
$5.25M -$8.85K -260 -0.2%
BFPW
131
BOK Financial Private Wealth
Colorado
$5.16M -$2.01K -59 -0%
SC
132
Shearwater Capital
Colorado
$5.11M -$1.19K -35 -0%
Financial Engines Advisors
133
Financial Engines Advisors
California
$5.09M -$50K -1,469 -1%
LFS
134
Lutz Financial Services
Nebraska
$4.99M -$73.1K -2,148 -1%
AC
135
Annandale Capital
Texas
$4.98M -$246K -7,220 -5%
LG
136
LAM Group
Oregon
$4.8M -$47.6K -1,400 -1%
UBS Group
137
UBS Group
Switzerland
$4.79M +$144K +4,219 +3%
Truist Financial
138
Truist Financial
North Carolina
$4.78M +$228K +6,713 +5%
FNBSF
139
First National Bank Sioux Falls
South Dakota
$4.6M – – –
GCA
140
Gradient Capital Advisors
California
$4.59M +$16.5K +486 +0.4%
HWM
141
Hemington Wealth Management
Virginia
$4.32M -$1.1M -32,228 -20%
GAM
142
GEM Asset Management
Michigan
$4.3M +$2.52K +74 +0.1%
EWA
143
EverSource Wealth Advisors
Alabama
$4.3M -$15.8K -463 -0.4%
BIG
144
Builder Investment Group
Georgia
$4.25M – – –
EK
145
Evensky & Katz
Florida
$4.25M -$151K -4,434 -3%
IFS
146
Intelligent Financial Strategies
Minnesota
$4.25M -$23.8K -699 -0.6%
CWM
147
CarsonAllaria Wealth Management
Illinois
$4.23M +$9.42K +277 +0.2%
MHS
148
M Holdings Securities
Oregon
$4.17M +$1.31M +38,501 +46%
VCA
149
Verdence Capital Advisors
Maryland
$4.11M – – –
Wells Fargo
150
Wells Fargo
California
$4.1M -$10.5K -310 -0.3%
4 5
6
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