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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 %
MW
201
Marcum Wealth
Ohio
$1.03M +$977 +33 +0.1%
GA
202
Greenspring Advisors
Maryland
$997K – – –
CI
203
Cordant Inc
Oregon
$985K +$716K +24,173 +266%
SW
204
SVB Wealth
Massachusetts
$972K -$50.8K -1,715 -5%
CAMG
205
CWA Asset Management Group
Florida
$958K -$12.5K -421 -1%
Financial Engines Advisors
206
Financial Engines Advisors
California
$951K +$17.7K +597 +2%
SOAG
207
Silver Oak Advisory Group
Oregon
$942K +$77.9K +2,630 +9%
FWTB
208
First Western Trust Bank
Colorado
$930K -$144K -4,860 -13%
AAS
209
Avantax Advisory Services
Texas
$918K -$45.5K -1,538 -5%
PAG
210
Private Advisor Group
New Jersey
$915K +$571K +19,275 +166%
CG
211
Caprock Group
Idaho
$907K +$61.6K +2,080 +7%
MWM
212
Mission Wealth Management
California
$894K -$8.32K -281 -0.9%
FPCP
213
Fort Point Capital Partners
California
$883K – – –
MFG
214
Merit Financial Group
Georgia
$880K – – –
JIC
215
Johnson Investment Counsel
Ohio
$838K +$3.08K +104 +0.4%
TC
216
TownSquare Capital
Utah
$832K – – –
TI
217
tru Independence
Oregon
$827K +$352K +11,903 +74%
PFM
218
Phillips Financial Management
Indiana
$819K +$819K +27,653 New
CF
219
Cantor Fitzgerald
New York
$817K +$817K +27,599 New
MWM
220
Marietta Wealth Management
Georgia
$805K – – –
SWM
221
Seaside Wealth Management
California
$794K +$122K +3,643 +18%
GC
222
Garde Capital
Washington
$788K – – –
CWM
223
Curi Wealth Management
North Carolina
$778K +$2.1K +71 +0.3%
PA
224
Parallel Advisors
California
$777K +$1.07K +36 +0.1%
LIA
225
LBMC Investment Advisors
Tennessee
$771K +$2.49K +84 +0.3%
7 8
9
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