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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

424 hedge funds and large institutions have $4.74B invested in Dimensional US Marketwide Value ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+29
Holders Change %
+7.34%
% of All Funds
7.33%
Holding in Top 10
76
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.04%
% of All Funds
1.31%
New
57
Increased
150
Reduced
103
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCG
1
Resource Consulting Group
Florida
$131M
2
Cerity Partners
2
Cerity Partners
New York
$64.5M
3
MRWM
3
ML&R Wealth Management
Texas
$58.1M
4
WFA
4
Wipfli Financial Advisors
Wisconsin
$50.3M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$91.2M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$82.5M
2
SSC
2
Syverson Strege & Co
Iowa
$0
3
Jane Street
3
Jane Street
New York
$0
4
SG
4
Stonnington Group
California
$32.9M
5
SP
5
Symmetry Partners
Connecticut
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
151
Cypress Wealth Services
California
$2.26M +$5K +163 +0.2%
PFS
152
Prospera Financial Services
Texas
$2.19M +$34K +1,148 +2%
NWM
153
Northwest Wealth Management
Iowa
$2.18M +$158K +5,346 +8%
CSWM
154
Cassady Schiller Wealth Management
Ohio
$2.11M +$59 +2 +0%
LNWWM
155
Laird Norton Wetherby Wealth Management
California
$2.08M -$154K -5,192 -7%
GWM
156
Grand Wealth Management
Michigan
$2.08M – – –
TF
157
TIAA FSB
Florida
$2.07M -$29.5K -996 -1%
PW
158
Peninsula Wealth
California
$2.06M +$2.06M +69,663 New
NHC
159
Nicholas Hoffman & Company
Georgia
$2.01M – – –
AWM
160
Angeles Wealth Management
California
$1.97M – – –
IAG
161
Investment Advisory Group
Massachusetts
$1.94M +$24.2K +816 +1%
AF
162
Advisornet Financial
Minnesota
$1.9M +$1.9M +64,165 New
WSTAM
163
Wilbanks Smith & Thomas Asset Management
Virginia
$1.88M +$7.05K +238 +0.4%
RFC
164
Regions Financial Corp
Alabama
$1.87M +$1.87M +63,245 New
Fidelity Investments
165
Fidelity Investments
Massachusetts
$1.84M -$33.5K -1,130 -2%
WFA
166
Websterrogers Financial Advisors
South Carolina
$1.83M +$1.83M +61,779 New
Bank of New York Mellon
167
Bank of New York Mellon
New York
$1.8M -$3.91K -132 -0.2%
3LCM
168
3D/L Capital Management
Connecticut
$1.77M -$60.1K -2,030 -3%
QFA
169
Quantum Financial Advisors
California
$1.77M -$5.36K -181 -0.3%
Morgan Stanley
170
Morgan Stanley
New York
$1.66M +$3.26K +110 +0.2%
FNB
171
Farmers National Bank
Kentucky
$1.64M -$85.2K -2,876 -5%
VFA
172
Valeo Financial Advisors
Indiana
$1.63M – – –
WT
173
Washington Trust
Rhode Island
$1.62M +$1.62M +54,542 New
Brown Advisory
174
Brown Advisory
Maryland
$1.6M -$9.53K -322 -0.6%
CPIG
175
Chicago Partners Investment Group
Illinois
$1.57M +$34.7K +1,027 +2%
5 6
7
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