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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

489 hedge funds and large institutions have $5.89B invested in Dimensional US Marketwide Value ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 164 increasing their positions, 158 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+10
Holders Change %
+2.09%
% of All Funds
7.83%
Holding in Top 10
84
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.69%
% of All Funds
1.34%
New
35
Increased
164
Reduced
158
Closed
14
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
-$285K

Top Buyers

1
SC
Savant Capital
Illinois
$424M
2
Cerity Partners
Cerity Partners
New York
$75.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$329M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$363M
5
PCIA
Prime Capital Investment Advisors
Kansas
$30.3M

Top Sellers

1
TWP
TFO Wealth Partners
Ohio
$21.6M
2
Creative Planning
Creative Planning
Kansas
$147M
3
PFO
Pathstone Family Office
New Jersey
$47.2M
4
MWM
Modera Wealth Management
New Jersey
$87M
5
TI
Truepoint Inc
Ohio
$69.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
201
Moneta Group Investment Advisors
Missouri
$1.74M +$384K +11,478 +28%
HSG
202
Helen Stephens Group
Texas
$1.73M – – –
EWA
203
EP Wealth Advisors
California
$1.71M +$1.71M +38,594 New
VFA
204
Valeo Financial Advisors
Indiana
$1.68M -$68.7K -2,051 -4%
KCM
205
KM Capital Management
Texas
$1.67M -$993K -29,668 -37%
WIM
206
Warwick Investment Management
Texas
$1.65M +$7.5K +224 +0.5%
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$1.64M -$83.1K -2,440 -5%
BCM
208
Basso Capital Management
Connecticut
$1.63M -$109K -3,268 -6%
CG
209
Caprock Group
Idaho
$1.62M +$541K +16,151 +50%
EH
210
Equitable Holdings
New York
$1.58M +$109K +3,262 +7%
TC
211
TAGStone Capital
North Carolina
$1.56M – – –
2L
212
25 LLC
Missouri
$1.55M +$1.55M +46,970 New
Fidelity Investments
213
Fidelity Investments
Massachusetts
$1.53M -$530K -15,825 -26%
CI
214
Cordant Inc
Oregon
$1.53M +$298K +8,892 +24%
SSW
215
Stone Summit Wealth
Florida
$1.53M – – –
RPCA
216
Running Point Capital Advisors
California
$1.51M -$7.43K -222 -0.5%
AFS
217
Annapolis Financial Services
Maryland
$1.51M -$129K -3,845 -8%
AC
218
Applied Capital
Arkansas
$1.5M -$198K -5,911 -12%
RIP
219
RAM Investment Partners
Washington
$1.49M -$1.67K -50 -0.1%
ACP
220
Aviance Capital Partners
Florida
$1.48M +$36.1K +1,078 +2%
PA
221
PFG Advisors
Arizona
$1.48M +$1.48M +44,226 New
APC
222
Asset Planning Corporation
Tennessee
$1.47M -$7.6K -227 -0.5%
Bank of America
223
Bank of America
North Carolina
$1.44M +$1.37M +40,848 +1,852%
William Blair & Company
224
William Blair & Company
Illinois
$1.43M +$5.73K +171 +0.4%
TFO
225
Tarbox Family Office
California
$1.41M – – –
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9
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