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Dimensional US Marketwide Value ETF
DFUV

489 hedge funds and large institutions have $5.89B invested in Dimensional US Marketwide Value ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 164 increasing their positions, 158 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

2% more funds holding

Funds holding: 479 → 489 (+10)

4% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 158

0% less capital invested

Capital invested by funds: $5.92B → $5.89B (-$25.6M)

0.85% less ownership

Funds ownership: 73.17% → 72.32% (-0.85%)

8% less funds holding in top 10

Funds holding in top 10: 91 → 84 (-7)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $285K

Holders
489
Holders Change
+10
Holders Change %
+2.09%
% of All Funds
7.79%
Holding in Top 10
84
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.69%
% of All Funds
1.34%
New
35
Increased
164
Reduced
158
Closed
14
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
-$285K

Top Buyers

1
SC
Savant Capital
Illinois
+$110M
2
Cerity Partners
Cerity Partners
New York
+$74.4M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$68.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$58M
5
PCIA
Prime Capital Investment Advisors
Kansas
+$31M

Top Sellers

1
TWP
TFO Wealth Partners
Ohio
-$135M
2
Creative Planning
Creative Planning
Kansas
-$51.6M
3
PFO
Pathstone Family Office
New Jersey
-$49.2M
4
MWM
Modera Wealth Management
New Jersey
-$24.7M
5
TI
Truepoint Inc
Ohio
-$17.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
1
Buckingham Strategic Wealth
Missouri
$480M – – –
SC
2
Savant Capital
Illinois
$424M +$110M +3,220,785 +34%
Corient Private Wealth
3
Corient Private Wealth
Florida
$384M -$229K -6,679 -0.1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$363M +$58M +1,693,241 +18%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$329M +$68.8M +2,008,761 +26%
IFA
6
Index Fund Advisors
California
$239M -$3.82M -111,711 -2%
PL
7
Plancorp LLC
Missouri
$231M -$1.76M -51,280 -0.7%
Northern Trust
8
Northern Trust
Illinois
$203M +$1.33M +38,978 +0.6%
RCG
9
Resource Consulting Group
Florida
$150M -$38K -1,109 -0%
Creative Planning
10
Creative Planning
Kansas
$147M -$51.6M -1,508,507 -26%
MWM
11
Modera Wealth Management
New Jersey
$87M -$24.7M -721,808 -22%
Cerity Partners
12
Cerity Partners
New York
$75.5M +$74.4M +2,172,973 +2,643%
MRWM
13
ML&R Wealth Management
Texas
$72.4M +$3.71M +108,386 +5%
TI
14
Truepoint Inc
Ohio
$69.7M -$17.3M -506,710 -20%
CL
15
Choreo LLC
Illinois
$66.4M -$3.72M -108,622 -5%
TWA
16
TCI Wealth Advisors
Arizona
$65.6M +$739K +21,574 +1%
EWM
17
Empirical Wealth Management
Washington
$60.1M +$1.65M +48,066 +3%
FPAS
18
Focus Partners Advisor Solutions
Missouri
$56.5M +$9.6M +280,434 +20%
JTWM
19
Jackson Thornton Wealth Management
Alabama
$52.9M -$415K -12,129 -0.8%
FG
20
Foster Group
Iowa
$52M -$276K -8,052 -0.5%
FFM
21
Forum Financial Management
Illinois
$50.9M -$305K -8,903 -0.6%
SP
22
Symmetry Partners
Connecticut
$48.9M -$1.1M -32,136 -2%
PFO
23
Pathstone Family Office
New Jersey
$47.2M -$49.2M -1,436,927 -50%
BHWM
24
Beaird Harris Wealth Management
Texas
$47.1M -$393K -11,466 -0.8%
EAM
25
Evanson Asset Management
California
$44.4M +$194K +5,672 +0.4%
1
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DFUV Hedge Fund Activity: Q1 2023 in Review

489 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q1 2023, worth a combined $5.89B — down 0.43% from $5.92B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DFUV positions and 14 closed out — a net gain of 21 holders — while 164 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.

  • 489 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q1 2023, up from 479 in Q4 2022.
  • Funds reported $5.89B of Dimensional US Marketwide Value ETF stock for Q1 2023, down 0.43% 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.