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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
MWM
201
Marietta Wealth Management
Georgia
$859K +$905K +27,193 New
GC
202
Garde Capital
Washington
$840K +$885K +26,598 New
PA
203
Parallel Advisors
California
$828K +$872K +26,194 New
CWM
204
Curi Wealth Management
North Carolina
$828K +$872K +26,196 New
LIA
205
LBMC Investment Advisors
Tennessee
$820K +$863K +25,942 New
PNAA
206
Pictet North America Advisors
Switzerland
$816K +$859K +25,825 New
ZF
207
Zhang Financial
Michigan
$814K +$857K +25,765 New
FWP
208
FAS Wealth Partners
Kansas
$814K +$858K +25,768 New
AWS
209
Atria Wealth Solutions
New York
$813K +$856K +25,732 New
BC
210
Burleson & Co
California
$808K +$851K +25,578 New
BMCM
211
Bryn Mawr Capital Management
Pennsylvania
$800K +$842K +25,313 New
FC
212
Financial Council
Maryland
$777K +$818K +24,585 New
PFBT
213
Parkside Financial Bank & Trust
Missouri
$774K +$815K +24,489 New
MA
214
Mutual Advisors
Nebraska
$762K +$803K +24,118 New
IA
215
IFG Advisory
Georgia
$749K +$789K +23,710 New
CPSAC
216
Chas P. Smith & Associates (CPS)
Florida
$732K +$771K +23,162 New
OPS
217
Orion Portfolio Solutions
Nebraska
$729K +$768K +23,077 New
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$719K +$757K +22,748 New
CG
219
Colony Group
Massachusetts
$715K +$753K +22,637 New
RJA
220
Raymond James & Associates
Florida
$702K +$739K +22,203 New
BB
221
Busey Bank
Illinois
$682K +$719K +21,593 New
SWM
222
Seaside Wealth Management
California
$673K +$671K +20,147 New
W
223
WealthOne
New York
$671K +$706K +21,221 New
PCA
224
Personal Capital Advisors
California
$667K +$703K +21,111 New
AWM
225
AE Wealth Management
Kansas
$663K +$698K +20,986 New
7 8
9
10 11

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.