Dimensional US Marketwide Value ETF
DFUV
493 hedge funds and large institutions have $6.49B invested in Dimensional US Marketwide Value ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 166 reducing their positions, and 18 closing their positions.
401% more capital inflows, than outflows
Capital inflows: $502M | Capital outflows: $100M
44% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 18
2.79% more ownership
Funds ownership: 72.39% → 75.18% (+2.8%)
1% more funds holding
Funds holding: 490 → 493 (+3)
3% less repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 166
4% less funds holding in top 10
Funds holding in top 10: 85 → 82 (-3)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $285K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$182M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$177M |
| 3 |
Savant Capital
Rockford,
Illinois
|
+$37.3M |
| 4 |
RW Investment Management
Eagle,
Idaho
|
+$11.9M |
| 5 |
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$7.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$8.67M |
| 2 |
Strategic Investment Solutions
Orland Park,
Illinois
|
-$6M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$5.96M |
| 4 |
Index Fund Advisors
Irvine,
California
|
-$4.07M |
| 5 |
Citizens Financial Group
Providence,
Rhode Island
|
-$3.89M |
DFUV Hedge Fund Activity: Q2 2023 in Review
493 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q2 2023, worth a combined $6.49B — up 9.6% from $5.92B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new DFUV positions and 18 closed out — a net gain of 8 holders — while 161 added to existing stakes and 166 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $182M. The largest seller was Corient Private Wealth, cutting an estimated $8.67M.
- 493 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q2 2023, up from 490 in Q1 2023.
- Funds reported $6.49B of Dimensional US Marketwide Value ETF stock for Q2 2023, up 9.6% quarter-over-quarter.
- 26 funds opened new Dimensional US Marketwide Value ETF positions in Q2 2023 and 18 closed out, a net change of +8 holders.
- The largest Dimensional US Marketwide Value ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $182M added.
- The largest Dimensional US Marketwide Value ETF seller in Q2 2023 was Corient Private Wealth, an estimated $8.67M sold.
Based on aggregated 13F filings for Q2 2023.