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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

488 hedge funds and large institutions have $6.88B invested in Dimensional US Marketwide Value ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 167 increasing their positions, 164 reducing their positions, and 21 closing their positions.

Holders
488
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
7.78%
Holding in Top 10
81
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.29%
New
21
Increased
167
Reduced
164
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$235M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$122M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$602M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$603M
5
SC
5
Savant Capital
Illinois
$506M

Top Sellers

1
PCIA
1
Prime Capital Investment Advisors
Kansas
$0
2
LWM
2
LJI Wealth Management
Indiana
$771K
3
SFPM
3
Sensible Financial Planning & Management
Massachusetts
$0
4
PFO
4
Pathstone Family Office
New Jersey
$39.4M
5
KA
5
Kooman & Associates
Pennsylvania
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$603M 17,730,845 +1,586,344 +10%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$602M 17,698,347 +2,431,740 +16%
SC
3
Savant Capital
Illinois
$506M 14,860,286 +1,069,657 +8%
BSW
4
Buckingham Strategic Wealth
Missouri
$495M 14,545,140 -25,641 -0.2%
Corient Private Wealth
5
Corient Private Wealth
Florida
$379M 11,142,839 -73,747 -0.7%
IFA
6
Index Fund Advisors
California
$236M 6,930,000 -73,838 -1%
SIS
7
Strategic Investment Solutions
Illinois
$235M 6,711,583 +6,617,974 +7,070%
PL
8
Plancorp LLC
Missouri
$232M 6,811,511 -49,905 -0.7%
Northern Trust
9
Northern Trust
Illinois
$196M 5,757,543 -114,344 -2%
RCG
10
Resource Consulting Group
Florida
$156M 4,598,312 +24,518 +0.5%
Creative Planning
11
Creative Planning
Kansas
$147M 4,323,368 -36,792 -0.8%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$122M 3,593,431 +3,572,568 +17,124%
MWM
13
Modera Wealth Management
New Jersey
$85M 2,497,990 -43,405 -2%
Cerity Partners
14
Cerity Partners
New York
$74.7M 2,196,504 -134,863 -6%
MRWM
15
ML&R Wealth Management
Texas
$74.3M 2,183,057 +39,020 +2%
FPAS
16
Focus Partners Advisor Solutions
Missouri
$72.9M 2,142,924 +394,530 +23%
TWA
17
TCI Wealth Advisors
Arizona
$70.1M 2,059,578 +31,778 +2%
TI
18
Truepoint Inc
Ohio
$68.6M 2,016,516 -23,120 -1%
CL
19
Choreo LLC
Illinois
$64.3M 1,889,029 -59,048 -3%
EWM
20
Empirical Wealth Management
Washington
$63.7M 1,872,618 +93,175 +5%
JTWM
21
Jackson Thornton Wealth Management
Alabama
$56.2M 1,651,814 -29,294 -2%
FG
22
Foster Group
Iowa
$51.2M 1,505,776 -15,429 -1%
FFM
23
Forum Financial Management
Illinois
$50M 1,469,901 -18,230 -1%
SP
24
Symmetry Partners
Connecticut
$46.8M 1,374,183 -58,000 -4%
BHWM
25
Beaird Harris Wealth Management
Texas
$45.7M 1,342,944 -35,755 -3%
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