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Dimensional US Marketwide Value ETF
DFUV

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 395 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

61.48% more ownership

Funds ownership: 0% → 61.48% (+61%)

Holders
395
Holders Change
+395
Holders Change %
–
% of All Funds
6.65%
Holding in Top 10
71
Holding in Top 10 Change
+71
Holding in Top 10 Change %
% of All Funds
1.2%
New
395
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
+$471M
2
SC
Savant Capital
Illinois
+$275M
3
BDF
Balasa Dinverno & Foltz
+$255M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$245M
5
PL
Plancorp LLC
Missouri
+$233M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
176
Brighton Jones LLC
Washington
$1.33M +$1.4M +42,054 New
BTWM
177
Baker Tilly Wealth Management
Wisconsin
$1.32M +$1.39M +41,680 New
William Blair & Company
178
William Blair & Company
Illinois
$1.28M +$1.35M +40,446 New
FWCM
179
Ferguson Wellman Capital Management
Oregon
$1.25M +$1.32M +39,580 New
CAN
180
Cetera Advisor Networks
California
$1.21M +$1.27M +38,165 New
IAN
181
Integrated Advisors Network
Texas
$1.2M +$1.26M +37,925 New
MWPCG
182
Measured Wealth Private Client Group
New Hampshire
$1.19M +$1.26M +37,721 New
KCPG
183
Kavar Capital Partners Group
Kansas
$1.19M +$1.25M +37,628 New
FT
184
Fiduciary Trust
Massachusetts
$1.19M +$1.25M +37,493 New
FWTB
185
First Western Trust Bank
Colorado
$1.15M +$1.21M +36,268 New
EH
186
Equitable Holdings
New York
$1.14M +$1.2M +36,182 New
MW
187
Marcum Wealth
Ohio
$1.09M +$1.15M +34,650 New
SW
188
SVB Wealth
Massachusetts
$1.09M +$1.15M +34,552 New
GA
189
Greenspring Advisors
Maryland
$1.06M +$1.12M +33,670 New
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$1.06M +$1.12M +33,504 New
CAMG
191
CWA Asset Management Group
Florida
$1.04M +$1.09M +32,781 New
AAS
192
Avantax Advisory Services
Texas
$1.03M +$1.08M +32,555 New
Financial Engines Advisors
193
Financial Engines Advisors
California
$996K +$1.05M +31,529 New
MWM
194
Mission Wealth Management
California
$963K +$1.01M +30,485 New
FPCP
195
Fort Point Capital Partners
California
$943K +$993K +29,831 New
MFG
196
Merit Financial Group
Georgia
$940K +$990K +29,736 New
SOAG
197
Silver Oak Advisory Group
Oregon
$922K +$972K +29,192 New
CG
198
Caprock Group
Idaho
$903K +$951K +28,561 New
JIC
199
Johnson Investment Counsel
Ohio
$891K +$938K +28,188 New
TC
200
TownSquare Capital
Utah
$887K +$935K +28,083 New
6 7
8
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DFUV Hedge Fund Activity: Q2 2022 in Review

395 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q2 2022, worth a combined $4.48B.

Buyers outnumbered sellers: 395 funds opened new DFUV positions and 0 closed out — a net gain of 395 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $471M.

  • 395 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q2 2022, up from 0 in Q1 2022.
  • Funds reported $4.48B of Dimensional US Marketwide Value ETF stock for Q2 2022.
  • 395 funds opened new Dimensional US Marketwide Value ETF positions in Q2 2022 and 0 closed out, a net change of +395 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q2 2022 was Buckingham Strategic Wealth, an estimated $471M added.

Based on aggregated 13F filings for Q2 2022.