Dimensional US Marketwide Value ETF
DFUV
489 hedge funds and large institutions have $6.89B invested in Dimensional US Marketwide Value ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 168 increasing their positions, 163 reducing their positions, and 21 closing their positions.
410% more capital inflows, than outflows
Capital inflows: $640M | Capital outflows: $125M
5.08% more ownership
Funds ownership: 75.18% → 80.27% (+5.1%)
3% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 163
0% more funds holding in top 10
Funds holding in top 10: 82 → 82 (0)
0% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 21
1% less funds holding
Funds holding: 493 → 489 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Strategic Investment Solutions
Orland Park,
Illinois
|
+$232M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$125M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$85.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$55.6M |
| 5 |
Savant Capital
Rockford,
Illinois
|
+$37.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$30.7M |
| 2 |
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
-$8.53M |
| 3 |
Pathstone Family Office
Englewood,
New Jersey
|
-$7.69M |
| 4 |
KA
Kooman & Associates
Altoona,
Pennsylvania
|
-$5.36M |
| 5 |
Cerity Partners
New York
|
-$4.72M |
DFUV Hedge Fund Activity: Q3 2023 in Review
489 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q3 2023, worth a combined $6.89B — up 6.2% from $6.49B a quarter earlier.
Fund positioning in DFUV was balanced in Q3 2023: 21 funds opened new positions, 21 closed out, 168 added to existing stakes and 163 trimmed.
The largest buyer was Strategic Investment Solutions, adding an estimated $232M. The largest seller was Prime Capital Investment Advisors, exiting entirely with an estimated $30.7M sold.
- 489 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q3 2023, down from 493 in Q2 2023.
- Funds reported $6.89B of Dimensional US Marketwide Value ETF stock for Q3 2023, up 6.2% quarter-over-quarter.
- 21 funds opened new Dimensional US Marketwide Value ETF positions in Q3 2023 and 21 closed out, a net change of 0 holders.
- The largest Dimensional US Marketwide Value ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $232M added.
- The largest Dimensional US Marketwide Value ETF seller in Q3 2023 was Prime Capital Investment Advisors, an estimated $30.7M sold.
Based on aggregated 13F filings for Q3 2023.