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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

488 hedge funds and large institutions have $6.88B invested in Dimensional US Marketwide Value ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 167 increasing their positions, 164 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
7.78%
Holding in Top 10
81
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
21
Increased
167
Reduced
164
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
$235M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$122M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$602M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$603M
5
SC
Savant Capital
Illinois
$506M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
$0
2
LWM
LJI Wealth Management
Indiana
$771K
3
SFPM
Sensible Financial Planning & Management
Massachusetts
$0
4
PFO
Pathstone Family Office
New Jersey
$39.4M
5
KA
Kooman & Associates
Pennsylvania
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSWM
176
Cassady Schiller Wealth Management
Ohio
$2.33M – – –
NWM
177
Northwest Wealth Management
Iowa
$2.33M +$2.72K +80 +0.1%
LNWWM
178
Laird Norton Wetherby Wealth Management
California
$2.32M -$1.77K -52 -0.1%
WSTAM
179
Wilbanks Smith & Thomas Asset Management
Virginia
$2.31M -$25.3K -744 -1%
NHC
180
Nicholas Hoffman & Company
Georgia
$2.31M – – –
QFA
181
Quantum Financial Advisors
California
$2.29M +$288K +8,468 +14%
MGIA
182
Moneta Group Investment Advisors
Missouri
$2.29M -$156K -4,591 -6%
AWM
183
Angeles Wealth Management
California
$2.27M – – –
RFC
184
Regions Financial Corp
Alabama
$2.25M -$7.18K -211 -0.3%
GWM
185
Grand Wealth Management
Michigan
$2.24M -$62.9K -1,848 -3%
CWS
186
Cypress Wealth Services
California
$2.23M -$141K -4,131 -6%
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$2.15M +$542K +15,918 +34%
US Bancorp
188
US Bancorp
Minnesota
$2.11M -$10.7K -315 -0.5%
CPIG
189
Chicago Partners Investment Group
Illinois
$2.09M +$194K +5,953 +10%
PA
190
PFG Advisors
Arizona
$2.06M +$70.8K +2,082 +4%
WP
191
Westmount Partners
California
$2.05M – – –
Bank of New York Mellon
192
Bank of New York Mellon
New York
$2.03M -$150K -4,412 -7%
3LCM
193
3D/L Capital Management
Connecticut
$1.99M -$22K -648 -1%
Bank of America
194
Bank of America
North Carolina
$1.92M -$17.2K -507 -0.9%
PW
195
Peninsula Wealth
California
$1.91M -$1.64M -50,270 -46%
B
196
BetterWealth
California
$1.9M -$54.4K -1,598 -3%
AF
197
Advisornet Financial
Minnesota
$1.89M -$35.6K -1,046 -2%
CI
198
Cordant Inc
Oregon
$1.87M +$221K +6,510 +13%
WT
199
Washington Trust
Rhode Island
$1.86M – – –
Stifel Financial
200
Stifel Financial
Missouri
$1.82M -$1M -29,454 -35%
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