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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

395 hedge funds and large institutions have $4.48B invested in Dimensional US Marketwide Value ETF in 2022 Q2 according to their latest regulatory filings, with 392 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+392
Holders Change %
+13,066.67%
% of All Funds
6.68%
Holding in Top 10
71
Holding in Top 10 Change
+71
Holding in Top 10 Change %
%
% of All Funds
1.2%
New
392
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
$447M
2
SC
Savant Capital
Illinois
$261M
3
BDF
Balasa Dinverno & Foltz
$242M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$233M
5
PL
Plancorp LLC
Missouri
$222M

Top Sellers

1
GC
Garde Capital
Washington
$840K
Name Holding Trade Value Shares
Change 		Shares
Change %
IAG
151
Investment Advisory Group
Massachusetts
$2.04M +$2.04M +64,652 New
QFA
152
Quantum Financial Advisors
California
$2.03M +$2.03M +59,998 New
WSTAM
153
Wilbanks Smith & Thomas Asset Management
Virginia
$2M +$2M +63,282 New
Fidelity Investments
154
Fidelity Investments
Massachusetts
$2M +$2M +63,236 New
3LCM
155
3D/L Capital Management
Connecticut
$1.96M +$1.96M +61,872 New
Bank of New York Mellon
156
Bank of New York Mellon
New York
$1.92M +$1.92M +60,886 New
FNB
157
Farmers National Bank
Kentucky
$1.84M +$1.84M +58,313 New
Morgan Stanley
158
Morgan Stanley
New York
$1.77M +$1.77M +56,033 New
VFA
159
Valeo Financial Advisors
Indiana
$1.74M +$1.74M +54,958 New
Brown Advisory
160
Brown Advisory
Maryland
$1.72M +$1.72M +54,325 New
HSG
161
Helen Stephens Group
Texas
$1.64M +$1.64M +51,766 New
Stifel Financial
162
Stifel Financial
Missouri
$1.57M +$1.57M +49,607 New
WIM
163
Warwick Investment Management
Texas
$1.54M +$1.54M +48,653 New
AFS
164
Annapolis Financial Services
Maryland
$1.53M +$1.53M +48,289 New
CPIG
165
Chicago Partners Investment Group
Illinois
$1.52M +$1.52M +45,515 New
Royal Bank of Canada
166
Royal Bank of Canada
Ontario, Canada
$1.52M +$1.52M +48,022 New
AWA
167
Arete Wealth Advisors
Illinois
$1.48M +$1.48M +46,686 New
US Bancorp
168
US Bancorp
Minnesota
$1.47M +$1.47M +46,622 New
TC
169
TAGStone Capital
North Carolina
$1.47M +$1.47M +46,515 New
SSW
170
Stone Summit Wealth
Florida
$1.44M +$1.44M +45,703 New
RPCA
171
Running Point Capital Advisors
California
$1.43M +$1.43M +45,252 New
MGIA
172
Moneta Group Investment Advisors
Missouri
$1.43M +$1.43M +45,222 New
APC
173
Asset Planning Corporation
Tennessee
$1.39M +$1.39M +43,833 New
TFO
174
Tarbox Family Office
California
$1.38M +$1.38M +43,691 New
GRP
175
Global Retirement Partners
California
$1.35M +$1.35M +42,698 New
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