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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

479 hedge funds and large institutions have $5.92B invested in Dimensional US Marketwide Value ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 160 increasing their positions, 113 reducing their positions, and 14 closing their positions.

Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
7.73%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.47%
New
81
Increased
160
Reduced
113
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$384M
2
Creative Planning
2
Creative Planning
Kansas
$198M
3
TWP
3
TFO Wealth Partners
Ohio
$111M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$262M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$307M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$79.1M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$47.2M
3
EWA
3
EP Wealth Advisors
California
$0
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$1.72M
5
SDH
5
Sloy Dahl & Holst
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$480M 14,344,224 +203,686 +1%
Corient Private Wealth
2
Corient Private Wealth
Florida
$384M 11,482,637 +11,482,637 New
SC
3
Savant Capital
Illinois
$311M 9,452,905 +673,732 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$307M 9,161,250 +1,504,275 +20%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$262M 7,821,443 +1,650,788 +27%
IFA
6
Index Fund Advisors
California
$242M 7,237,320 +8,087 +0.1%
PL
7
Plancorp LLC
Missouri
$232M 6,939,038 -22,202 -0.3%
Northern Trust
8
Northern Trust
Illinois
$201M 6,011,249 +156,830 +3%
Creative Planning
9
Creative Planning
Kansas
$198M 5,900,502 +3,397,208 +136%
RCG
10
Resource Consulting Group
Florida
$150M 4,466,744 +50,291 +1%
TWP
11
TFO Wealth Partners
Ohio
$111M 4,581,189 +3,912,942 +586%
MWM
12
Modera Wealth Management
New Jersey
$111M 3,321,410 +534,759 +19%
EP
13
Equius Partners
California
$99.4M 2,969,692 -58,899 -2%
PFO
14
Pathstone Family Office
New Jersey
$95.3M 2,847,242 +32,084 +1%
TI
15
Truepoint Inc
Ohio
$86.7M 2,590,031 +123,712 +5%
Cerity Partners
16
Cerity Partners
New York
$79.1M 82,223 -2,095,634 -96%
CL
17
Choreo LLC
Illinois
$70M 2,091,838 +24,659 +1%
MRWM
18
ML&R Wealth Management
Texas
$68.7M 2,053,302 +91,588 +5%
TWA
19
TCI Wealth Advisors
Arizona
$64.9M 1,939,051 +46,833 +2%
EWM
20
Empirical Wealth Management
Washington
$58.5M 1,746,071 +5,429 +0.3%
JTWM
21
Jackson Thornton Wealth Management
Alabama
$53.4M 1,593,586 -5,006 -0.3%
FG
22
Foster Group
Iowa
$52.2M 1,560,559 -25,686 -2%
FFM
23
Forum Financial Management
Illinois
$51.2M 1,530,271 +157,355 +11%
SP
24
Symmetry Partners
Connecticut
$50.4M 1,505,583 -38,622 -3%
BHWM
25
Beaird Harris Wealth Management
Texas
$47.5M 1,417,517 -32,842 -2%
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