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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
BSW
1
Buckingham Strategic Wealth
Missouri
$447M +$471M +14,157,334 New
SC
2
Savant Capital
Illinois
$261M +$275M +8,253,900 New
BDF
3
Balasa Dinverno & Foltz
$242M +$255M +7,658,446 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$233M +$245M +7,369,931 New
PL
5
Plancorp LLC
Missouri
$222M +$233M +7,015,921 New
IFA
6
Index Fund Advisors
California
$221M +$233M +6,988,535 New
Northern Trust
7
Northern Trust
Illinois
$187M +$197M +5,908,514 New
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$181M +$190M +5,723,101 New
MWM
9
Modera Wealth Management
New Jersey
$95.2M +$100M +3,011,657 New
EP
10
Equius Partners
California
$94.6M +$99.6M +2,992,221 New
Creative Planning
11
Creative Planning
Kansas
$79.6M +$83.8M +2,518,817 New
TI
12
Truepoint Inc
Ohio
$68.6M +$72.3M +2,172,071 New
CL
13
Choreo LLC
Illinois
$65.3M +$68.7M +2,065,628 New
TWA
14
TCI Wealth Advisors
Arizona
$59.4M +$62.6M +1,881,030 New
EWM
15
Empirical Wealth Management
Washington
$55.4M +$58.3M +1,752,621 New
RFA
16
Radnor Financial Advisors
Pennsylvania
$54.3M +$57.1M +1,717,098 New
SP
17
Symmetry Partners
Connecticut
$50.7M +$53.4M +1,604,857 New
FG
18
Foster Group
Iowa
$50.6M +$53.3M +1,600,506 New
FPAS
19
Focus Partners Advisor Solutions
Missouri
$48.2M +$50.7M +1,524,188 New
JTWM
20
Jackson Thornton Wealth Management
Alabama
$47.7M +$50.2M +1,509,659 New
BHWM
21
Beaird Harris Wealth Management
Texas
$46.2M +$48.6M +1,460,816 New
PFO
22
Pathstone Family Office
New Jersey
$44.6M +$47M +1,411,389 New
FFM
23
Forum Financial Management
Illinois
$42.8M +$45.1M +1,354,451 New
EAM
24
Evanson Asset Management
California
$39.5M +$41.6M +1,249,119 New
WCWM
25
Willow Creek Wealth Management
California
$38.6M +$40.7M +1,221,579 New
1
2 3 4 5

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.