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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

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
Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
7.73%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.47%
New
81
Increased
160
Reduced
113
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$198M
2
TWP
TFO Wealth Partners
Ohio
$111M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$262M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$307M
5
SC
Savant Capital
Illinois
$311M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$79.1M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$47.2M
3
EWA
EP Wealth Advisors
California
$0
4
CIAS
CFS Investment Advisory Services
New Jersey
$1.72M
5
SDH
Sloy Dahl & Holst
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
151
WoodTrust Financial
Wisconsin
$3.51M – – –
PW
152
Peninsula Wealth
California
$3.45M +$1.11M +33,262 +48%
CWG
153
Crown Wealth Group
North Carolina
$3.38M +$146K +4,352 +5%
JC
154
Jentner Corp
Ohio
$3.36M +$20.2K +602 +0.6%
SFS
155
Summit Financial Strategies
Ohio
$3.33M – – –
VWA
156
Visionary Wealth Advisors
Illinois
$3.19M +$3.19M +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 +$53.2K +1,589 +2%
KA
159
Kooman & Associates
Pennsylvania
$2.99M +$2.99M +89,242 New
AP
160
Adero Partners
California
$2.67M -$261K -7,805 -9%
KCM
161
KM Capital Management
Texas
$2.66M +$2.66M +79,545 New
RRC
162
Relaxing Retirement Coach
Massachusetts
$2.58M +$2.58M +77,126 New
MWM
163
Melfa Wealth Management
Massachusetts
$2.56M +$2.56M +76,332 New
ZF
164
Zhang Financial
Michigan
$2.52M +$1.67M +49,911 +198%
PFS
165
Prospera Financial Services
Texas
$2.48M – – –
CWS
166
Cypress Wealth Services
California
$2.43M -$31.6K -944 -1%
NWM
167
Northwest Wealth Management
Iowa
$2.42M -$45.7K -1,364 -2%
GJIA
168
Glass Jacobson Investment Advisors
Maryland
$2.42M +$2.42M +72,159 New
LNWWM
169
Laird Norton Wetherby Wealth Management
California
$2.35M – – –
TF
170
TIAA FSB
Florida
$2.32M -$20.6K -615 -0.9%
CSWM
171
Cassady Schiller Wealth Management
Ohio
$2.31M -$84.7K -2,530 -4%
GWM
172
Grand Wealth Management
Michigan
$2.3M -$48.3K -1,442 -2%
WSTAM
173
Wilbanks Smith & Thomas Asset Management
Virginia
$2.29M +$162K +4,837 +8%
NHC
174
Nicholas Hoffman & Company
Georgia
$2.28M – – –
RFC
175
Regions Financial Corp
Alabama
$2.23M +$112K +3,350 +5%
5 6
7
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