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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

479 hedge funds and large institutions have $5.92B invested in Dimensional US Marketwide Value ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 160 increasing their positions, 113 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
7.73%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.47%
New
81
Increased
160
Reduced
113
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$198M
2
TWP
TFO Wealth Partners
Ohio
$111M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$262M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$307M
5
SC
Savant Capital
Illinois
$311M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$79.1M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$47.2M
3
EWA
EP Wealth Advisors
California
$0
4
CIAS
CFS Investment Advisory Services
New Jersey
$1.72M
5
SDH
Sloy Dahl & Holst
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Angeles Wealth Management
California
$2.22M – – –
CPIG
177
Chicago Partners Investment Group
Illinois
$2.21M +$550K +15,403 +33%
IAG
178
Investment Advisory Group
Massachusetts
$2.2M +$9.98K +298 +0.5%
B
179
BetterWealth
California
$2.19M -$559K -16,696 -20%
US Bancorp
180
US Bancorp
Minnesota
$2.18M +$622K +18,564 +40%
Stifel Financial
181
Stifel Financial
Missouri
$2.17M +$520K +15,530 +31%
Morgan Stanley
182
Morgan Stanley
New York
$2.11M +$229K +6,839 +12%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$2.06M -$17.2K -513 -0.8%
WFA
184
Websterrogers Financial Advisors
South Carolina
$2.05M -$14K -417 -0.7%
Bank of New York Mellon
185
Bank of New York Mellon
New York
$2.03M – – –
WP
186
Westmount Partners
California
$2.02M +$2.02M +60,240 New
QFA
187
Quantum Financial Advisors
California
$2M -$368 -11 -0%
3LCM
188
3D/L Capital Management
Connecticut
$1.88M -$127K -3,806 -6%
AF
189
Advisornet Financial
Minnesota
$1.84M -$308K -9,189 -14%
WT
190
Washington Trust
Rhode Island
$1.83M – – –
FNB
191
Farmers National Bank
Kentucky
$1.81M -$45.7K -1,364 -2%
CAN
192
Cetera Advisor Networks
California
$1.8M +$64.4K +1,924 +4%
Brown Advisory
193
Brown Advisory
Maryland
$1.75M -$57.1K -1,704 -3%
VFA
194
Valeo Financial Advisors
Indiana
$1.75M -$89.6K -2,677 -5%
BCM
195
Basso Capital Management
Connecticut
$1.74M +$1.74M +51,878 New
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$1.74M -$3.08K -92 -0.2%
HSG
197
Helen Stephens Group
Texas
$1.73M – – –
CIAS
198
CFS Investment Advisory Services
New Jersey
$1.72M -$5.9M -176,168 -77%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$1.7M -$17.1K -510 -1%
AC
200
Applied Capital
Arkansas
$1.7M -$1.06M -31,547 -38%
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