Dimensional US Marketwide Value ETF
DFUV
480 hedge funds and large institutions have $5.88B invested in Dimensional US Marketwide Value ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 14 closing their positions.
546% more capital inflows, than outflows
Capital inflows: $1.17B | Capital outflows: $181M
479% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 14
45% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 112
19% more funds holding in top 10
Funds holding in top 10: 77 → 92 (+15)
13% more funds holding
Funds holding: 425 → 480 (+55)
5.5% more ownership
Funds ownership: 67.16% → 72.65% (+5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFO Wealth Partners
Maumee,
Ohio
|
+$130M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$113M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$54.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$50M |
| 5 |
Savant Capital
Rockford,
Illinois
|
+$22.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$69.6M |
| 2 |
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$55.6M |
| 3 |
EP Wealth Advisors
Torrance,
California
|
-$8.51M |
| 4 |
Sloy Dahl & Holst
Vancouver,
Washington
|
-$4.48M |
| 5 |
Kestra Advisory Services
Austin,
Texas
|
-$2.7M |
DFUV Hedge Fund Activity: Q4 2022 in Review
480 of the 6,242 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q4 2022, worth a combined $5.88B — up 25% from $4.71B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new DFUV positions and 14 closed out — a net gain of 67 holders — while 162 added to existing stakes and 112 trimmed.
The largest buyer was TFO Wealth Partners, adding an estimated $130M. The largest seller was Cerity Partners, cutting an estimated $69.6M.
- 480 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q4 2022, up from 425 in Q3 2022.
- Funds reported $5.88B of Dimensional US Marketwide Value ETF stock for Q4 2022, up 25% quarter-over-quarter.
- 81 funds opened new Dimensional US Marketwide Value ETF positions in Q4 2022 and 14 closed out, a net change of +67 holders.
- The largest Dimensional US Marketwide Value ETF buyer in Q4 2022 was TFO Wealth Partners, an estimated $130M added.
- The largest Dimensional US Marketwide Value ETF seller in Q4 2022 was Cerity Partners, an estimated $69.6M sold.
Based on aggregated 13F filings for Q4 2022.