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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

660 hedge funds and large institutions have $10.3B invested in Dimensional US Marketwide Value ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 220 increasing their positions, 222 reducing their positions, and 25 closing their positions.

Holders
660
Holders Change
-4
Holders Change %
-0.6%
% of All Funds
8.86%
Holding in Top 10
100
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.96%
% of All Funds
1.34%
New
41
Increased
220
Reduced
222
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MPW
1
MASECO Private Wealth
$87.9M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.53B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.34B
4
PFG
4
Premier Financial Group
California
$25.4M
5
AC
5
Apella Capital
Connecticut
$35.6M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$565M
2
SC
2
Savant Capital
Illinois
$707M
3
WCP
3
Wick Capital Partners
Pennsylvania
$1.2M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$1.34M
5
RFP
5
Root Financial Partners
California
$40.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.53B 36,099,868 +1,867,251 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.34B 31,752,400 +1,277,162 +4%
SC
3
Savant Capital
Illinois
$707M 16,717,079 -577,814 -3%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$565M 13,365,832 -1,508,519 -10%
Corient Private Wealth
5
Corient Private Wealth
Florida
$429M 10,143,865 -386,481 -4%
Northern Trust
6
Northern Trust
Illinois
$257M 6,088,638 -47,518 -0.8%
PL
7
Plancorp LLC
Missouri
$254M 6,006,250 -322,148 -5%
IFA
8
Index Fund Advisors
California
$223M 5,267,199 -141,950 -3%
Creative Planning
9
Creative Planning
Kansas
$222M 5,251,545 -44,266 -0.8%
HighTower Advisors
10
HighTower Advisors
Illinois
$194M 4,588,718 -184,739 -4%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$192M 4,538,175 -116,420 -3%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$123M 2,840,265 +1,494 +0.1%
TWA
13
TCI Wealth Advisors
Arizona
$116M 2,741,948 +266,152 +11%
EWM
14
Empirical Wealth Management
Washington
$115M 2,730,157 -31,877 -1%
Cerity Partners
15
Cerity Partners
New York
$111M 2,630,826 +212,379 +9%
MWM
16
Modera Wealth Management
New Jersey
$96.1M 2,273,790 -35,878 -2%
MPW
17
MASECO Private Wealth
$87.9M 2,078,846 +2,078,846 New
TI
18
Truepoint Inc
Ohio
$85M 2,010,213 +177,031 +10%
TCOTS
19
Trust Company of the South
North Carolina
$75.5M 1,784,627 -13,773 -0.8%
JTWM
20
Jackson Thornton Wealth Management
Alabama
$73.5M 1,715,438 -5,275 -0.3%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$59.9M 1,416,740 -25,442 -2%
CL
22
Choreo LLC
Illinois
$59M 1,395,734 -197,034 -12%
BPA
23
Beacon Pointe Advisors
California
$58.1M 1,374,720 +9,214 +0.7%
LPL Financial
24
LPL Financial
California
$56.7M 1,340,471 +9,490 +0.7%
FG
25
Foster Group
Iowa
$56.4M 1,332,959 -4,804 -0.4%
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