Dimensional US Marketwide Value ETF
DFUV
490 hedge funds and large institutions have $5.92B invested in Dimensional US Marketwide Value ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 165 increasing their positions, 158 reducing their positions, and 14 closing their positions.
150% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 14
67% more capital inflows, than outflows
Capital inflows: $505M | Capital outflows: $302M
2% more funds holding
Funds holding: 480 → 490 (+10)
4% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 158
0.26% less ownership
Funds ownership: 72.65% → 72.39% (-0.26%)
8% less funds holding in top 10
Funds holding in top 10: 92 → 85 (-7)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $285K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Savant Capital
Rockford,
Illinois
|
+$110M |
| 2 |
Cerity Partners
New York
|
+$74.4M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$68.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$58M |
| 5 |
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFO Wealth Partners
Maumee,
Ohio
|
-$135M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$51.6M |
| 3 |
Modera Wealth Management
Westwood,
New Jersey
|
-$24.7M |
| 4 |
Truepoint Inc
Cincinnati,
Ohio
|
-$17.3M |
| 5 |
WPWealth
Fort Worth,
Texas
|
-$3.85M |
DFUV Hedge Fund Activity: Q1 2023 in Review
490 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q1 2023, worth a combined $5.92B — up 0.76% from $5.88B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new DFUV positions and 14 closed out — a net gain of 21 holders — while 165 added to existing stakes and 158 trimmed.
The largest buyer was Savant Capital, adding an estimated $110M. The largest seller was TFO Wealth Partners, cutting an estimated $135M.
- 490 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q1 2023, up from 480 in Q4 2022.
- Funds reported $5.92B of Dimensional US Marketwide Value ETF stock for Q1 2023, up 0.76% quarter-over-quarter.
- 35 funds opened new Dimensional US Marketwide Value ETF positions in Q1 2023 and 14 closed out, a net change of +21 holders.
- The largest Dimensional US Marketwide Value ETF buyer in Q1 2023 was Savant Capital, an estimated $110M added.
- The largest Dimensional US Marketwide Value ETF seller in Q1 2023 was TFO Wealth Partners, an estimated $135M sold.
Based on aggregated 13F filings for Q1 2023.