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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

665 hedge funds and large institutions have $9.97B invested in Dimensional US Marketwide Value ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 231 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.03%
Holding in Top 10
102
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.56%
% of All Funds
1.39%
New
43
Increased
198
Reduced
231
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$113M
2
LI
LRI Investments
Florida
+$20.9M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$19.7M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$16.7M
5
MG
Mather Group
Illinois
+$12.5M

Top Sellers

1
CW
Curio Wealth
Maryland
-$6.05B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$140M
3
EFP
Elser Financial Planning
Indiana
-$40.3M
4
IFA
Index Fund Advisors
California
-$31M
5
SC
Savant Capital
Illinois
-$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
226
Regions Financial Corp
Alabama
$2.69M -$16.7K -406 -0.6%
CCA
227
Clarity Capital Advisors
Florida
$2.68M -$166K -4,040 -6%
ATI
228
ARK & TLK Investments
Oklahoma
$2.66M +$101K +2,443 +4%
RSWM
229
Robertson Stephens Wealth Management
California
$2.65M +$165 +4 +0%
MWM
230
Melfa Wealth Management
Massachusetts
$2.62M -$10.6K -258 -0.4%
WWM
231
Woodside Wealth Management
Massachusetts
$2.6M +$2.6M +63,125 New
WP
232
Westmount Partners
California
$2.48M – – –
M
233
MATAURO
New York
$2.38M -$60K -1,455 -2%
FWM
234
Fonville Wealth Management
Virginia
$2.35M -$36.3K -881 -2%
FWMP
235
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.35M -$15.8K -383 -0.7%
CWS
236
Cypress Wealth Services
California
$2.26M -$186K -4,516 -8%
ACA
237
Aptus Capital Advisors
Alabama
$2.24M -$36.2K -878 -2%
CWA
238
Cascade Wealth Advisors
Washington
$2.2M -$471K -12,280 -18%
PAG
239
Poinciana Advisors Group
Florida
$2.15M -$103K -2,488 -5%
FIM
240
Freedom Investment Management
Connecticut
$2.14M +$1.94K +47 +0.1%
VWA
241
Valued Wealth Advisors
Utah
$2.13M +$241K +5,852 +13%
FF
242
Francis Financial
$2.12M -$12.5K -303 -0.6%
WIM
243
Warwick Investment Management
Texas
$2.1M +$8.41K +204 +0.4%
TC
244
TAGStone Capital
North Carolina
$2.09M +$28.4K +690 +1%
SSW
245
Stone Summit Wealth
Florida
$2.06M -$10.9K -265 -0.5%
CPIG
246
Chicago Partners Investment Group
Illinois
$2.04M +$6.07K +153 +0.3%
FC
247
Family CFO
California
$2.04M +$114K +2,776 +6%
AFO
248
Aurelius Family Office
New Hampshire
$2.04M -$107K -2,598 -5%
Brown Advisory
249
Brown Advisory
Maryland
$1.97M -$171K -4,155 -8%
2L
250
25 LLC
Missouri
$1.92M -$54.3K -1,318 -3%
8 9
10
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