DFUV icon

Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

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 392 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

Holders
395
Holders Change
+392
Holders Change %
+13,066.67%
% of All Funds
6.68%
Holding in Top 10
71
Holding in Top 10 Change
+71
Holding in Top 10 Change %
%
% of All Funds
1.2%
New
392
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$447M
2
SC
2
Savant Capital
Illinois
$261M
3
BDF
3
Balasa Dinverno & Foltz
$242M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$233M
5
PL
5
Plancorp LLC
Missouri
$222M

Top Sellers

1
GC
1
Garde Capital
Washington
$840K
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$447M 14,157,334 +14,157,334 New
SC
2
Savant Capital
Illinois
$261M 8,253,900 +8,253,900 New
BDF
3
Balasa Dinverno & Foltz
$242M 7,658,446 +7,658,446 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$233M 7,369,931 +7,369,931 New
PL
5
Plancorp LLC
Missouri
$222M 7,015,921 +7,015,921 New
IFA
6
Index Fund Advisors
California
$221M 6,988,535 +6,988,535 New
Northern Trust
7
Northern Trust
Illinois
$187M 5,908,514 +5,908,514 New
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$181M 5,723,101 +5,723,101 New
MWM
9
Modera Wealth Management
New Jersey
$95.2M 3,011,657 +3,011,657 New
EP
10
Equius Partners
California
$94.6M 2,992,221 +2,992,221 New
Creative Planning
11
Creative Planning
Kansas
$79.6M 2,518,817 +2,518,817 New
TI
12
Truepoint Inc
Ohio
$68.6M 2,172,071 +2,172,071 New
CL
13
Choreo LLC
Illinois
$65.3M 2,065,628 +2,065,628 New
TWA
14
TCI Wealth Advisors
Arizona
$59.4M 1,881,030 +1,881,030 New
EWM
15
Empirical Wealth Management
Washington
$55.4M 1,752,621 +1,752,621 New
RFA
16
Radnor Financial Advisors
Pennsylvania
$54.3M 1,717,098 +1,717,098 New
SP
17
Symmetry Partners
Connecticut
$50.7M 1,604,857 +1,604,857 New
FG
18
Foster Group
Iowa
$50.6M 1,600,506 +1,600,506 New
FPAS
19
Focus Partners Advisor Solutions
Missouri
$48.2M 1,524,188 +1,524,188 New
JTWM
20
Jackson Thornton Wealth Management
Alabama
$47.7M 1,509,659 +1,509,659 New
BHWM
21
Beaird Harris Wealth Management
Texas
$46.2M 1,460,816 +1,460,816 New
PFO
22
Pathstone Family Office
New Jersey
$44.6M 1,411,389 +1,411,389 New
FFM
23
Forum Financial Management
Illinois
$42.8M 1,354,451 +1,354,451 New
EAM
24
Evanson Asset Management
California
$39.5M 1,249,119 +1,249,119 New
WCWM
25
Willow Creek Wealth Management
California
$38.6M 1,221,579 +1,221,579 New
1
2 3 4 5