Dimensional US Marketwide Value ETF
DFUV
425 hedge funds and large institutions have $4.71B invested in Dimensional US Marketwide Value ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 149 increasing their positions, 105 reducing their positions, and 22 closing their positions.
1,076% more capital inflows, than outflows
Capital inflows: $617M | Capital outflows: $52.5M
159% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 22
42% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 105
7% more funds holding
Funds holding: 396 → 425 (+29)
7% more funds holding in top 10
Funds holding in top 10: 72 → 77 (+5)
5.6% more ownership
Funds ownership: 61.56% → 67.16% (+5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Resource Consulting Group
Orlando,
Florida
|
+$144M |
| 2 |
Cerity Partners
New York
|
+$70.8M |
| 3 |
ML&R Wealth Management
Austin,
Texas
|
+$63.8M |
| 4 |
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
+$55.3M |
| 5 |
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$50.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Modera Wealth Management
Westwood,
New Jersey
|
-$7.32M |
| 2 |
Syverson Strege & Co
West Des Moines,
Iowa
|
-$6.17M |
| 3 |
Jane Street
New York
|
-$3.48M |
| 4 |
Stonnington Group
Pasadena,
California
|
-$3.11M |
| 5 |
Symmetry Partners
Glastonbury,
Connecticut
|
-$1.97M |
DFUV Hedge Fund Activity: Q3 2022 in Review
425 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q3 2022, worth a combined $4.71B — up 4.8% from $4.49B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new DFUV positions and 22 closed out — a net gain of 35 holders — while 149 added to existing stakes and 105 trimmed.
The largest buyer was Resource Consulting Group, opening a new position worth an estimated $144M. The largest seller was Modera Wealth Management, cutting an estimated $7.32M.
- 425 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q3 2022, up from 396 in Q2 2022.
- Funds reported $4.71B of Dimensional US Marketwide Value ETF stock for Q3 2022, up 4.8% quarter-over-quarter.
- 57 funds opened new Dimensional US Marketwide Value ETF positions in Q3 2022 and 22 closed out, a net change of +35 holders.
- The largest Dimensional US Marketwide Value ETF buyer in Q3 2022 was Resource Consulting Group, an estimated $144M added.
- The largest Dimensional US Marketwide Value ETF seller in Q3 2022 was Modera Wealth Management, an estimated $7.32M sold.
Based on aggregated 13F filings for Q3 2022.