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Dimensional US Marketwide Value ETF
DFUV

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 395 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

61.48% more ownership

Funds ownership: 0% → 61.48% (+61%)

Holders
395
Holders Change
+395
Holders Change %
–
% of All Funds
6.65%
Holding in Top 10
71
Holding in Top 10 Change
+71
Holding in Top 10 Change %
% of All Funds
1.2%
New
395
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
+$471M
2
SC
Savant Capital
Illinois
+$275M
3
BDF
Balasa Dinverno & Foltz
+$255M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$245M
5
PL
Plancorp LLC
Missouri
+$233M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
151
Investment Advisory Group
Massachusetts
$2.04M +$2.15M +64,652 New
QFA
152
Quantum Financial Advisors
California
$2.03M +$2M +59,998 New
WSTAM
153
Wilbanks Smith & Thomas Asset Management
Virginia
$2M +$2.11M +63,282 New
Fidelity Investments
154
Fidelity Investments
Massachusetts
$2M +$2.1M +63,236 New
3LCM
155
3D/L Capital Management
Connecticut
$1.96M +$2.06M +61,872 New
Bank of New York Mellon
156
Bank of New York Mellon
New York
$1.92M +$2.03M +60,886 New
FNB
157
Farmers National Bank
Kentucky
$1.84M +$1.94M +58,313 New
Morgan Stanley
158
Morgan Stanley
New York
$1.77M +$1.86M +56,033 New
VFA
159
Valeo Financial Advisors
Indiana
$1.74M +$1.83M +54,958 New
Brown Advisory
160
Brown Advisory
Maryland
$1.72M +$1.81M +54,325 New
HSG
161
Helen Stephens Group
Texas
$1.64M +$1.72M +51,766 New
Stifel Financial
162
Stifel Financial
Missouri
$1.57M +$1.65M +49,607 New
WIM
163
Warwick Investment Management
Texas
$1.54M +$1.62M +48,653 New
AFS
164
Annapolis Financial Services
Maryland
$1.53M +$1.61M +48,289 New
CPIG
165
Chicago Partners Investment Group
Illinois
$1.52M +$1.51M +45,515 New
Royal Bank of Canada
166
Royal Bank of Canada
Ontario, Canada
$1.52M +$1.6M +48,022 New
AWA
167
Arete Wealth Advisors
Illinois
$1.48M +$1.55M +46,686 New
US Bancorp
168
US Bancorp
Minnesota
$1.47M +$1.55M +46,622 New
TC
169
TAGStone Capital
North Carolina
$1.47M +$1.55M +46,515 New
SSW
170
Stone Summit Wealth
Florida
$1.44M +$1.52M +45,703 New
RPCA
171
Running Point Capital Advisors
California
$1.43M +$1.51M +45,252 New
MGIA
172
Moneta Group Investment Advisors
Missouri
$1.43M +$1.51M +45,222 New
APC
173
Asset Planning Corporation
Tennessee
$1.39M +$1.46M +43,833 New
TFO
174
Tarbox Family Office
California
$1.38M +$1.45M +43,691 New
GRP
175
Global Retirement Partners
California
$1.35M +$1.42M +42,698 New
5 6
7
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DFUV Hedge Fund Activity: Q2 2022 in Review

395 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q2 2022, worth a combined $4.48B.

Buyers outnumbered sellers: 395 funds opened new DFUV positions and 0 closed out — a net gain of 395 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $471M.

  • 395 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q2 2022, up from 0 in Q1 2022.
  • Funds reported $4.48B of Dimensional US Marketwide Value ETF stock for Q2 2022.
  • 395 funds opened new Dimensional US Marketwide Value ETF positions in Q2 2022 and 0 closed out, a net change of +395 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q2 2022 was Buckingham Strategic Wealth, an estimated $471M added.

Based on aggregated 13F filings for Q2 2022.