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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

492 hedge funds and large institutions have $6.48B 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, 165 reducing their positions, and 18 closing their positions.

Holders
492
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.76%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.28%
New
26
Increased
161
Reduced
165
Closed
18
Calls
–
Puts
$285K
Net Calls
-$285K
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$527M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$557M
3
SC
3
Savant Capital
Illinois
$476M
4
AC
4
Apella Capital
Connecticut
$15.2M
5
RIM
5
RW Investment Management
Idaho
$30.1M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$387M
2
Northern Trust
2
Northern Trust
Illinois
$203M
3
SIS
3
Strategic Investment Solutions
Illinois
$3.1M
4
IFA
4
Index Fund Advisors
California
$242M
5
CFG
5
Citizens Financial Group
Rhode Island
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$557M 16,144,501 +5,290,010 +49%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$527M 15,266,607 +5,436,403 +55%
BSW
3
Buckingham Strategic Wealth
Missouri
$503M 14,570,781 +226,557 +2%
SC
4
Savant Capital
Illinois
$476M 13,790,629 +1,116,939 +9%
Corient Private Wealth
5
Corient Private Wealth
Florida
$387M 11,216,586 -259,372 -2%
IFA
6
Index Fund Advisors
California
$242M 7,003,838 -121,771 -2%
PL
7
Plancorp LLC
Missouri
$237M 6,861,416 -26,342 -0.4%
Northern Trust
8
Northern Trust
Illinois
$203M 5,871,887 -178,340 -3%
RCG
9
Resource Consulting Group
Florida
$158M 4,573,794 +108,159 +2%
Creative Planning
10
Creative Planning
Kansas
$150M 4,360,160 -31,835 -0.7%
MWM
11
Modera Wealth Management
New Jersey
$87.7M 2,541,395 -58,207 -2%
Cerity Partners
12
Cerity Partners
New York
$80.4M 2,331,367 +76,171 +3%
MRWM
13
ML&R Wealth Management
Texas
$74M 2,144,037 -17,651 -0.8%
TI
14
Truepoint Inc
Ohio
$70.4M 2,039,636 -43,685 -2%
TWA
15
TCI Wealth Advisors
Arizona
$70M 2,027,800 +67,175 +3%
CL
16
Choreo LLC
Illinois
$67.2M 1,948,077 -35,139 -2%
EWM
17
Empirical Wealth Management
Washington
$61.4M 1,779,443 -14,694 -0.8%
FPAS
18
Focus Partners Advisor Solutions
Missouri
$60.3M 1,748,394 +59,420 +4%
JTWM
19
Jackson Thornton Wealth Management
Alabama
$58M 1,681,108 +99,651 +6%
FG
20
Foster Group
Iowa
$52.5M 1,521,205 -31,302 -2%
FFM
21
Forum Financial Management
Illinois
$51.3M 1,488,131 -33,237 -2%
SP
22
Symmetry Partners
Connecticut
$49.4M 1,432,183 -41,264 -3%
PFO
23
Pathstone Family Office
New Jersey
$47.6M 1,379,120 -31,195 -2%
BHWM
24
Beaird Harris Wealth Management
Texas
$47.6M 1,378,699 -27,352 -2%
EAM
25
Evanson Asset Management
California
$45.1M 1,306,113 -19,438 -1%
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