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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

492 hedge funds and large institutions have $6.48B invested in Dimensional US Marketwide Value ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.76%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.28%
New
26
Increased
161
Reduced
165
Closed
18
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$527M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$557M
3
SC
Savant Capital
Illinois
$476M
4
RIM
RW Investment Management
Idaho
$30.1M
5
BSW
Buckingham Strategic Wealth
Missouri
$503M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$387M
2
Northern Trust
Northern Trust
Illinois
$203M
3
SIS
Strategic Investment Solutions
Illinois
$3.1M
4
IFA
Index Fund Advisors
California
$242M
5
CFG
Citizens Financial Group
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
176
Cypress Wealth Services
California
$2.44M -$31.4K -900 -1%
PFS
177
Prospera Financial Services
Texas
$2.42M – – –
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$2.42M +$453K +13,118 +23%
WSTAM
179
Wilbanks Smith & Thomas Asset Management
Virginia
$2.37M +$7.87K +228 +0.3%
CSWM
180
Cassady Schiller Wealth Management
Ohio
$2.36M -$96.3K -2,790 -4%
NWM
181
Northwest Wealth Management
Iowa
$2.36M -$66.3K -1,921 -3%
LNWWM
182
Laird Norton Wetherby Wealth Management
California
$2.36M – – –
NHC
183
Nicholas Hoffman & Company
Georgia
$2.35M – – –
GWM
184
Grand Wealth Management
Michigan
$2.34M -$13.5K -390 -0.6%
AWM
185
Angeles Wealth Management
California
$2.3M – – –
RFC
186
Regions Financial Corp
Alabama
$2.29M -$5.18K -150 -0.2%
Bank of New York Mellon
187
Bank of New York Mellon
New York
$2.21M -$95.6K -2,771 -4%
US Bancorp
188
US Bancorp
Minnesota
$2.15M -$2.47M -71,533 -53%
JPMorgan Chase & Co
189
JPMorgan Chase & Co
New York
$2.12M +$2.08M +60,387 +5,256%
CPIG
190
Chicago Partners Investment Group
Illinois
$2.08M -$141K -3,956 -6%
WP
191
Westmount Partners
California
$2.08M – – –
3LCM
192
3D/L Capital Management
Connecticut
$2.04M -$28K -811 -1%
QFA
193
Quantum Financial Advisors
California
$2.03M -$24K -697 -1%
PA
194
PFG Advisors
Arizona
$2.02M +$490K +14,200 +32%
B
195
BetterWealth
California
$1.98M -$59.6K -1,727 -3%
Bank of America
196
Bank of America
North Carolina
$1.97M +$482K +13,974 +32%
AF
197
Advisornet Financial
Minnesota
$1.95M -$63.9K -1,853 -3%
CAN
198
Cetera Advisor Networks
California
$1.93M +$31.3K +907 +2%
WT
199
Washington Trust
Rhode Island
$1.88M – – –
WFA
200
Websterrogers Financial Advisors
South Carolina
$1.87M -$232K -6,711 -11%
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8
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