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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 %
WIM
201
Warwick Investment Management
Texas
$1.64M +$1.64M +49,109 New
AFS
202
Annapolis Financial Services
Maryland
$1.64M +$21.5K +641 +1%
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$1.63M +$1.06M +31,681 +187%
TC
204
TAGStone Capital
North Carolina
$1.56M – – –
SSW
205
Stone Summit Wealth
Florida
$1.53M – – –
RPCA
206
Running Point Capital Advisors
California
$1.52M +$2.41K +72 +0.2%
RIP
207
RAM Investment Partners
Washington
$1.49M +$1.49M +44,634 New
APC
208
Asset Planning Corporation
Tennessee
$1.47M +$2.98K +89 +0.2%
EH
209
Equitable Holdings
New York
$1.47M +$285K +8,516 +24%
ACP
210
Aviance Capital Partners
Florida
$1.45M +$4.62K +138 +0.3%
MGIA
211
Moneta Group Investment Advisors
Missouri
$1.44M -$87.5K -2,463 -6%
Baird Financial Group
212
Baird Financial Group
Wisconsin
$1.43M +$1.43M +42,595 New
William Blair & Company
213
William Blair & Company
Illinois
$1.42M +$5.12K +153 +0.4%
TFO
214
Tarbox Family Office
California
$1.41M -$55.9K -1,669 -4%
GRP
215
Global Retirement Partners
California
$1.38M -$3.35K -100 -0.2%
BTWM
216
Baker Tilly Wealth Management
Wisconsin
$1.38M +$6.46K +193 +0.5%
CB
217
Commerce Bank
Missouri
$1.35M +$562K +16,779 +71%
SIC
218
SJS Investment Consulting
Ohio
$1.34M +$39.6K +1,183 +3%
FWCM
219
Ferguson Wellman Capital Management
Oregon
$1.33M – – –
IAN
220
Integrated Advisors Network
Texas
$1.25M -$91.3K -2,726 -7%
MWPCG
221
Measured Wealth Private Client Group
New Hampshire
$1.25M -$11K -330 -0.9%
FT
222
Fiduciary Trust
Massachusetts
$1.24M – – –
CI
223
Cordant Inc
Oregon
$1.23M +$119K +3,566 +11%
KCPG
224
Kavar Capital Partners Group
Kansas
$1.19M -$73.1K -2,182 -6%
EIA
225
Eldridge Investment Advisors
New Hampshire
$1.19M +$440K +13,144 +59%
7 8
9
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