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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

424 hedge funds and large institutions have $4.74B invested in Dimensional US Marketwide Value ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+29
Holders Change %
+7.34%
% of All Funds
7.33%
Holding in Top 10
76
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.04%
% of All Funds
1.31%
New
57
Increased
150
Reduced
103
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCG
1
Resource Consulting Group
Florida
$131M
2
Cerity Partners
2
Cerity Partners
New York
$64.5M
3
MRWM
3
ML&R Wealth Management
Texas
$58.1M
4
WFA
4
Wipfli Financial Advisors
Wisconsin
$50.3M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$91.2M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$82.5M
2
SSC
2
Syverson Strege & Co
Iowa
$0
3
Jane Street
3
Jane Street
New York
$0
4
SG
4
Stonnington Group
California
$32.9M
5
SP
5
Symmetry Partners
Connecticut
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$1.54M -$410K -13,880 -21%
CAN
177
Cetera Advisor Networks
California
$1.54M +$408K +13,761 +36%
HSG
178
Helen Stephens Group
Texas
$1.53M – – –
Stifel Financial
179
Stifel Financial
Missouri
$1.46M -$5.8K -196 -0.4%
AFS
180
Annapolis Financial Services
Maryland
$1.43M – – –
GRP
181
Global Retirement Partners
California
$1.39M -$41.2K -1,231 -3%
TFO
182
Tarbox Family Office
California
$1.38M – – –
US Bancorp
183
US Bancorp
Minnesota
$1.38M – – –
TC
184
TAGStone Capital
North Carolina
$1.38M – – –
SSW
185
Stone Summit Wealth
Florida
$1.35M – – –
RPCA
186
Running Point Capital Advisors
California
$1.34M +$2.81K +95 +0.2%
APC
187
Asset Planning Corporation
Tennessee
$1.3M +$3.52K +119 +0.3%
ACP
188
Aviance Capital Partners
Florida
$1.28M +$1.28M +43,058 New
MGIA
189
Moneta Group Investment Advisors
Missouri
$1.27M -$68K -2,297 -5%
William Blair & Company
190
William Blair & Company
Illinois
$1.26M +$57K +1,926 +5%
BTWM
191
Baker Tilly Wealth Management
Wisconsin
$1.22M -$15.8K -535 -1%
TRCT
192
Tower Research Capital (TRC)
New York
$1.21M +$1.21M +40,690 New
IAN
193
Integrated Advisors Network
Texas
$1.19M +$66K +2,230 +6%
FWCM
194
Ferguson Wellman Capital Management
Oregon
$1.17M – – –
SIC
195
SJS Investment Consulting
Ohio
$1.15M +$1.15M +38,913 New
KCPG
196
Kavar Capital Partners Group
Kansas
$1.12M +$5.95K +201 +0.5%
MWPCG
197
Measured Wealth Private Client Group
New Hampshire
$1.12M – – –
IA
198
IFG Advisory
Georgia
$1.11M +$407K +13,772 +58%
FT
199
Fiduciary Trust
Massachusetts
$1.09M -$17.7K -598 -2%
EH
200
Equitable Holdings
New York
$1.05M -$19.6K -662 -2%
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