DFUV icon

Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

664 hedge funds and large institutions have $10.4B invested in Dimensional US Marketwide Value ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 223 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
–
Holders Change %
0%
% of All Funds
8.91%
Holding in Top 10
101
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.98%
% of All Funds
1.35%
New
41
Increased
223
Reduced
222
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.53B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.34B
3
AC
Apella Capital
Connecticut
$35.6M
4
AUB
Atlantic Union Bankshares
Virginia
$13.1M
5
TWA
TCI Wealth Advisors
Arizona
$116M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$565M
2
SC
Savant Capital
Illinois
$707M
3
WCP
Wick Capital Partners
Pennsylvania
$1.2M
4
PCIA
Prime Capital Investment Advisors
Kansas
$1.34M
5
RFP
Root Financial Partners
California
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
226
Prospera Financial Services
Texas
$2.86M +$4.23K +100 +0.1%
DI
227
Disciplined Investments
Oklahoma
$2.84M +$35.3K +835 +1%
GJIA
228
Glass Jacobson Investment Advisors
Maryland
$2.81M -$8.79K -208 -0.3%
NHC
229
Nicholas Hoffman & Company
Georgia
$2.8M – – –
ATI
230
ARK & TLK Investments
Oklahoma
$2.77M +$39.8K +942 +1%
RFC
231
Regions Financial Corp
Alabama
$2.76M – – –
LNWWM
232
Laird Norton Wetherby Wealth Management
California
$2.76M +$2.76M +65,323 New
RSWM
233
Robertson Stephens Wealth Management
California
$2.73M +$15.3K +363 +0.6%
CCA
234
Clarity Capital Advisors
Florida
$2.69M -$59.8K -1,414 -2%
WWM
235
Woodside Wealth Management
Massachusetts
$2.67M -$2.07K -49 -0.1%
MWM
236
Melfa Wealth Management
Massachusetts
$2.67M -$25.1K -594 -0.9%
WP
237
Westmount Partners
California
$2.55M – – –
QFA
238
Quantum Financial Advisors
California
$2.44M -$381K -9,006 -14%
CRC
239
Curi RMB Capital
Illinois
$2.41M +$694K +16,414 +40%
FWMP
240
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.41M +$719 +17 +0%
FWM
241
Fonville Wealth Management
Virginia
$2.36M -$52.9K -1,251 -2%
CWA
242
Cascade Wealth Advisors
Washington
$2.31M -$133K -3,133 -5%
ACA
243
Aptus Capital Advisors
Alabama
$2.3M +$676 +16 +0%
CWS
244
Cypress Wealth Services
California
$2.28M -$38.8K -918 -2%
FC
245
Family CFO
California
$2.25M +$158K +3,739 +8%
CPIG
246
Chicago Partners Investment Group
Illinois
$2.24M +$7.83K +180 +0.3%
M
247
MATAURO
New York
$2.23M -$205K -4,842 -8%
PAG
248
Poinciana Advisors Group
Florida
$2.2M -$4.9K -116 -0.2%
IC
249
IEQ Capital
California
$2.19M +$831K +19,652 +61%
TC
250
TAGStone Capital
North Carolina
$2.18M +$29.8K +700 +1%
8 9
10
11 12