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Dimensional US Marketwide Value ETF
DFUV

479 hedge funds and large institutions have $5.92B invested in Dimensional US Marketwide Value ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 160 increasing their positions, 113 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

479% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 14

42% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 113

25% more capital invested

Capital invested by funds: $4.74B → $5.92B (+$1.18B)

20% more funds holding in top 10

Funds holding in top 10: 76 → 91 (+15)

13% more funds holding

Funds holding: 424 → 479 (+55)

5.4% more ownership

Funds ownership: 67.77% → 73.17% (+5.4%)

Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
7.7%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.46%
New
81
Increased
160
Reduced
113
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TWP
TFO Wealth Partners
Ohio
+$130M
2
Creative Planning
Creative Planning
Kansas
+$113M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$54.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$50M
5
SC
Savant Capital
Illinois
+$22.4M

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$69.6M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$55.6M
3
EWA
EP Wealth Advisors
California
-$8.51M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$5.85M
5
SDH
Sloy Dahl & Holst
Washington
-$4.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
WF
151
WoodTrust Financial
Wisconsin
$3.5M – – –
PW
152
Peninsula Wealth
California
$3.45M +$1.11M +33,262 +48%
CWG
153
Crown Wealth Group
North Carolina
$3.38M +$145K +4,352 +5%
JC
154
Jentner Corp
Ohio
$3.36M +$20K +602 +0.6%
SFS
155
Summit Financial Strategies
Ohio
$3.33M – – –
VWA
156
Visionary Wealth Advisors
Illinois
$3.19M +$3.17M +95,406 New
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$3.03M – – –
MML Investors Services
158
MML Investors Services
Massachusetts
$3.01M +$52.8K +1,589 +2%
KA
159
Kooman & Associates
Pennsylvania
$2.99M +$2.97M +89,242 New
AP
160
Adero Partners
California
$2.67M -$259K -7,805 -9%
KCM
161
KM Capital Management
Texas
$2.66M +$2.64M +79,545 New
RRC
162
Relaxing Retirement Coach
Massachusetts
$2.58M +$2.56M +77,126 New
MWM
163
Melfa Wealth Management
Massachusetts
$2.56M +$2.54M +76,332 New
ZF
164
Zhang Financial
Michigan
$2.52M +$1.66M +49,911 +198%
PFS
165
Prospera Financial Services
Texas
$2.48M – – –
CWS
166
Cypress Wealth Services
California
$2.43M -$31.4K -944 -1%
NWM
167
Northwest Wealth Management
Iowa
$2.42M -$45.3K -1,364 -2%
GJIA
168
Glass Jacobson Investment Advisors
Maryland
$2.42M +$2.4M +72,159 New
LNWWM
169
Laird Norton Wetherby Wealth Management
California
$2.35M – – –
TF
170
TIAA FSB
Florida
$2.32M -$20.4K -615 -0.9%
CSWM
171
Cassady Schiller Wealth Management
Ohio
$2.31M -$84.1K -2,530 -4%
GWM
172
Grand Wealth Management
Michigan
$2.3M -$47.9K -1,442 -2%
WSTAM
173
Wilbanks Smith & Thomas Asset Management
Virginia
$2.29M +$161K +4,837 +8%
NHC
174
Nicholas Hoffman & Company
Georgia
$2.28M – – –
RFC
175
Regions Financial Corp
Alabama
$2.23M +$111K +3,350 +5%
5 6
7
8 9

DFUV Hedge Fund Activity: Q4 2022 in Review

479 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2022, worth a combined $5.92B — up 25% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new DFUV positions and 14 closed out — a net gain of 67 holders — while 160 added to existing stakes and 113 trimmed.

The largest buyer was TFO Wealth Partners, adding an estimated $130M. The largest seller was Cerity Partners, cutting an estimated $69.6M.

  • 479 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2022, up from 424 in Q3 2022.
  • Funds reported $5.92B of Dimensional US Marketwide Value ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 81 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2022 and 14 closed out, a net change of +67 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q4 2022 was TFO Wealth Partners, an estimated $130M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q4 2022 was Cerity Partners, an estimated $69.6M sold.

Based on aggregated 13F filings for Q4 2022.