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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

492 hedge funds and large institutions have $6.48B invested in Dimensional US Marketwide Value ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.76%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.28%
New
26
Increased
161
Reduced
165
Closed
18
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$527M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$557M
3
SC
Savant Capital
Illinois
$476M
4
RIM
RW Investment Management
Idaho
$30.1M
5
BSW
Buckingham Strategic Wealth
Missouri
$503M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$387M
2
Northern Trust
Northern Trust
Illinois
$203M
3
SIS
Strategic Investment Solutions
Illinois
$3.1M
4
IFA
Index Fund Advisors
California
$242M
5
CFG
Citizens Financial Group
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
151
FMB Wealth Management
California
$3.86M -$48.4K -1,404 -1%
JPMPWA
152
J.P. Morgan Private Wealth Advisors
California
$3.77M -$2.15M -62,324 -36%
PW
153
Peninsula Wealth
California
$3.76M +$61.7K +1,788 +2%
DAS
154
Dynamic Advisor Solutions
Arizona
$3.73M +$906K +26,266 +32%
Royal Bank of Canada
155
Royal Bank of Canada
Ontario, Canada
$3.66M -$170K -4,919 -4%
WF
156
WoodTrust Financial
Wisconsin
$3.61M – – –
VWA
157
Visionary Wealth Advisors
Illinois
$3.44M +$11.7K +340 +0.3%
SFS
158
Summit Financial Strategies
Ohio
$3.43M – – –
FF
159
Francis Financial
$3.43M -$1.9M -55,196 -36%
MML Investors Services
160
MML Investors Services
Massachusetts
$3.32M +$1.52M +43,990 +84%
DI
161
Disciplined Investments
Oklahoma
$3.26M -$507K -14,707 -13%
JC
162
Jentner Corp
Ohio
$3.26M -$2.52K -73 -0.1%
RRC
163
Relaxing Retirement Coach
Massachusetts
$3.19M +$918K +26,623 +41%
SIS
164
Strategic Investment Solutions
Illinois
$3.1M -$5.95M -179,587 -66%
TF
165
TIAA FSB
Florida
$3.05M +$660K +19,128 +28%
MHS
166
M Holdings Securities
Oregon
$2.9M -$1.3M -37,616 -31%
IAG
167
Investment Advisory Group
Massachusetts
$2.88M -$10.3K -298 -0.4%
Stifel Financial
168
Stifel Financial
Missouri
$2.86M +$1.02M +29,652 +56%
ZF
169
Zhang Financial
Michigan
$2.78M -$100K -2,895 -3%
Morgan Stanley
170
Morgan Stanley
New York
$2.73M +$390K +11,312 +17%
CIAS
171
CFS Investment Advisory Services
New Jersey
$2.51M +$163K +4,734 +7%
MGIA
172
Moneta Group Investment Advisors
Missouri
$2.48M +$686K +19,895 +38%
MWM
173
Melfa Wealth Management
Massachusetts
$2.47M -$124K -3,603 -5%
AP
174
Adero Partners
California
$2.46M -$41.5K -1,204 -2%
GJIA
175
Glass Jacobson Investment Advisors
Maryland
$2.46M +$2.46M +71,378 New
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