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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

395 hedge funds and large institutions have $4.48B invested in Dimensional US Marketwide Value ETF in 2022 Q2 according to their latest regulatory filings, with 392 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+392
Holders Change %
+13,066.67%
% of All Funds
6.68%
Holding in Top 10
71
Holding in Top 10 Change
+71
Holding in Top 10 Change %
%
% of All Funds
1.2%
New
392
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$447M
2
SC
2
Savant Capital
Illinois
$261M
3
BDF
3
Balasa Dinverno & Foltz
$242M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$233M
5
PL
5
Plancorp LLC
Missouri
$222M

Top Sellers

1
GC
1
Garde Capital
Washington
$840K
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
176
Brighton Jones LLC
Washington
$1.33M +$1.33M +42,054 New
BTWM
177
Baker Tilly Wealth Management
Wisconsin
$1.32M +$1.32M +41,680 New
William Blair & Company
178
William Blair & Company
Illinois
$1.28M +$1.28M +40,446 New
FWCM
179
Ferguson Wellman Capital Management
Oregon
$1.25M +$1.25M +39,580 New
CAN
180
Cetera Advisor Networks
California
$1.21M +$1.21M +38,165 New
IAN
181
Integrated Advisors Network
Texas
$1.2M +$1.2M +37,925 New
MWPCG
182
Measured Wealth Private Client Group
New Hampshire
$1.19M +$1.19M +37,721 New
KCPG
183
Kavar Capital Partners Group
Kansas
$1.19M +$1.19M +37,628 New
FT
184
Fiduciary Trust
Massachusetts
$1.19M +$1.19M +37,493 New
FWTB
185
First Western Trust Bank
Colorado
$1.15M +$1.15M +36,268 New
EH
186
Equitable Holdings
New York
$1.14M +$1.14M +36,182 New
MW
187
Marcum Wealth
Ohio
$1.1M +$1.1M +34,650 New
SW
188
SVB Wealth
Massachusetts
$1.09M +$1.09M +34,552 New
GA
189
Greenspring Advisors
Maryland
$1.06M +$1.06M +33,670 New
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$1.06M +$1.06M +33,504 New
CAMG
191
CWA Asset Management Group
Florida
$1.04M +$1.04M +32,781 New
AAS
192
Avantax Advisory Services
Texas
$1.03M +$1.03M +32,555 New
Financial Engines Advisors
193
Financial Engines Advisors
California
$996K +$996K +31,529 New
MWM
194
Mission Wealth Management
California
$963K +$963K +30,485 New
FPCP
195
Fort Point Capital Partners
California
$943K +$943K +29,831 New
MFG
196
Merit Financial Group
Georgia
$940K +$940K +29,736 New
SOAG
197
Silver Oak Advisory Group
Oregon
$922K +$922K +29,192 New
CG
198
Caprock Group
Idaho
$903K +$903K +28,561 New
JIC
199
Johnson Investment Counsel
Ohio
$891K +$891K +28,188 New
TC
200
TownSquare Capital
Utah
$887K +$887K +28,083 New
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