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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

488 hedge funds and large institutions have $6.88B invested in Dimensional US Marketwide Value ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 167 increasing their positions, 164 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
7.78%
Holding in Top 10
81
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
21
Increased
167
Reduced
164
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
$235M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$122M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$602M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$603M
5
SC
Savant Capital
Illinois
$506M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
$0
2
LWM
LJI Wealth Management
Indiana
$771K
3
SFPM
Sensible Financial Planning & Management
Massachusetts
$0
4
PFO
Pathstone Family Office
New Jersey
$39.4M
5
KA
Kooman & Associates
Pennsylvania
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
151
Royal Bank of Canada
Ontario, Canada
$3.93M +$326K +9,582 +9%
CAN
152
Cetera Advisor Networks
California
$3.84M +$1.94M +56,889 +102%
SWP
153
Stratos Wealth Partners
Ohio
$3.81M -$80.3K -2,360 -2%
FWM
154
FMB Wealth Management
California
$3.81M +$9.46K +278 +0.2%
AFG
155
Altiora Financial Group
Ohio
$3.64M -$1.15M -33,899 -24%
WF
156
WoodTrust Financial
Wisconsin
$3.57M +$12.8K +375 +0.4%
JPMorgan Chase & Co
157
JPMorgan Chase & Co
New York
$3.46M +$1.37M +40,268 +65%
CIAS
158
CFS Investment Advisory Services
New Jersey
$3.44M +$964K +28,330 +39%
VWA
159
Visionary Wealth Advisors
Illinois
$3.43M +$33.6K +987 +1%
SFS
160
Summit Financial Strategies
Ohio
$3.38M – – –
MML Investors Services
161
MML Investors Services
Massachusetts
$3.36M +$84.7K +2,489 +3%
IAG
162
Investment Advisory Group
Massachusetts
$3.27M +$432K +12,690 +15%
JC
163
Jentner Corp
Ohio
$3.14M -$66.9K -1,966 -2%
TIAA Trust, National Association
164
TIAA Trust, National Association
North Carolina
$2.98M +$2.98M +87,721 New
Morgan Stanley
165
Morgan Stanley
New York
$2.95M +$259K +7,603 +10%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$2.84M +$450K +13,219 +19%
FF
167
Francis Financial
$2.75M -$629K -18,500 -19%
JPMPWA
168
J.P. Morgan Private Wealth Advisors
California
$2.69M -$1.02M -30,063 -28%
DI
169
Disciplined Investments
Oklahoma
$2.52M -$697K -20,486 -22%
RSWM
170
Robertson Stephens Wealth Management
California
$2.42M +$1.75M +51,505 +261%
GJIA
171
Glass Jacobson Investment Advisors
Maryland
$2.41M -$16.2K -477 -0.7%
MWM
172
Melfa Wealth Management
Massachusetts
$2.41M -$28.3K -832 -1%
PFS
173
Prospera Financial Services
Texas
$2.4M +$14.1K +415 +0.6%
AP
174
Adero Partners
California
$2.34M -$89.2K -2,621 -4%
ZF
175
Zhang Financial
Michigan
$2.33M -$401K -11,774 -15%
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