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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

492 hedge funds and large institutions have $6.48B invested in Dimensional US Marketwide Value ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.76%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.28%
New
26
Increased
161
Reduced
165
Closed
18
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$527M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$557M
3
SC
Savant Capital
Illinois
$476M
4
RIM
RW Investment Management
Idaho
$30.1M
5
BSW
Buckingham Strategic Wealth
Missouri
$503M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$387M
2
Northern Trust
Northern Trust
Illinois
$203M
3
SIS
Strategic Investment Solutions
Illinois
$3.1M
4
IFA
Index Fund Advisors
California
$242M
5
CFG
Citizens Financial Group
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
201
Brown Advisory
Maryland
$1.8M – – –
VFA
202
Valeo Financial Advisors
Indiana
$1.8M +$70.8K +2,051 +4%
ACA
203
Aptus Capital Advisors
Alabama
$1.78M -$13.8K -400 -0.8%
FNB
204
Farmers National Bank
Kentucky
$1.74M -$82.6K -2,394 -5%
WIM
205
Warwick Investment Management
Texas
$1.71M +$8.63K +250 +0.5%
EH
206
Equitable Holdings
New York
$1.69M +$58.4K +1,694 +4%
BCM
207
Basso Capital Management
Connecticut
$1.68M – – –
CI
208
Cordant Inc
Oregon
$1.67M +$93.3K +2,703 +6%
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$1.67M -$1.42K -41 -0.1%
2L
210
25 LLC
Missouri
$1.66M +$4.96K +141 +0.3%
BTI
211
Blue Trust Inc
Georgia
$1.65M +$1.53M +45,730 +1,244%
SSW
212
Stone Summit Wealth
Florida
$1.63M +$54.5K +1,581 +3%
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$1.63M -$189K -5,483 -10%
TC
214
TAGStone Capital
North Carolina
$1.6M -$4.62K -134 -0.3%
RPCA
215
Running Point Capital Advisors
California
$1.56M +$3.11K +90 +0.2%
ACP
216
Aviance Capital Partners
Florida
$1.56M +$32.3K +935 +2%
AFS
217
Annapolis Financial Services
Maryland
$1.56M – – –
APC
218
Asset Planning Corporation
Tennessee
$1.51M +$2.83K +82 +0.2%
RIP
219
RAM Investment Partners
Washington
$1.48M -$58.1K -1,683 -4%
TFO
220
Tarbox Family Office
California
$1.45M +$380 +11 +0%
GRP
221
Global Retirement Partners
California
$1.44M +$276 +8 +0%
William Blair & Company
222
William Blair & Company
Illinois
$1.43M -$40.6K -1,176 -3%
LW
223
Lauer Wealth
Indiana
$1.43M – – –
BTWM
224
Baker Tilly Wealth Management
Wisconsin
$1.4M -$22.2K -644 -2%
FWCM
225
Ferguson Wellman Capital Management
Oregon
$1.36M -$6.56K -190 -0.5%
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