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Dimensional US Marketwide Value ETF

674 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 42 funds opening new positions, 228 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 25

3% more capital invested

Capital invested by funds: $9.96B → $10.3B (+$333M)

3% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 222

1% more funds holding

Funds holding: 670674 (+4)

0.32% more ownership

Funds ownership: 88.61%88.93% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 102102 (0)

Holders
674
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
8.87%
Holding in Top 10
102
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.34%
New
42
Increased
228
Reduced
222
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
226
Prospera Financial Services
Texas
$2.86M +$4.02K +100 +0.1%
DI
227
Disciplined Investments
Oklahoma
$2.84M +$33.5K +835 +1%
GJIA
228
Glass Jacobson Investment Advisors
Maryland
$2.81M -$8.35K -208 -0.3%
NHC
229
Nicholas Hoffman & Company
Georgia
$2.8M
ATI
230
ARK & TLK Investments
Oklahoma
$2.77M +$37.8K +942 +1%
RFC
231
Regions Financial Corp
Alabama
$2.76M
LNWWM
232
Laird Norton Wetherby Wealth Management
California
$2.76M +$2.62M +65,323 New
RSWM
233
Robertson Stephens Wealth Management
California
$2.73M +$14.6K +363 +0.6%
CCA
234
Clarity Capital Advisors
Florida
$2.69M -$56.8K -1,414 -2%
WWM
235
Woodside Wealth Management
Massachusetts
$2.67M -$1.97K -49 -0.1%
MWM
236
Melfa Wealth Management
Massachusetts
$2.67M -$23.9K -594 -0.9%
WP
237
Westmount Partners
California
$2.55M
QFA
238
Quantum Financial Advisors
California
$2.44M -$362K -9,006 -14%
CRC
239
Curi RMB Capital
Illinois
$2.41M +$659K +16,414 +40%
FWMP
240
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.41M +$683 +17 +0%
FWM
241
Fonville Wealth Management
Virginia
$2.36M -$50.2K -1,251 -2%
CWA
242
Cascade Wealth Advisors
Washington
$2.31M -$126K -3,133 -5%
ACA
243
Aptus Capital Advisors
Alabama
$2.3M +$643 +16 +0%
CWS
244
Cypress Wealth Services
California
$2.28M -$36.9K -918 -2%
FC
245
Family CFO
California
$2.25M +$150K +3,739 +8%
CPIG
246
Chicago Partners Investment Group
Illinois
$2.24M +$7.23K +180 +0.3%
M
247
MATAURO
New York
$2.23M -$194K -4,842 -8%
PAG
248
Poinciana Advisors Group
Florida
$2.2M -$4.66K -116 -0.2%
IC
249
IEQ Capital
California
$2.19M +$789K +19,652 +61%
TC
250
TAGStone Capital
North Carolina
$2.18M +$28.1K +700 +1%

DFUV Hedge Fund Activity: Q2 2025 in Review

674 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q2 2025, worth a combined $10.3B — up 3.3% from $9.96B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFUV positions and 25 closed out — a net gain of 17 holders — while 228 added to existing stakes and 222 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $75M. The largest seller was Corient Private Wealth, cutting an estimated $91.4M.

  • 674 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q2 2025, up from 670 in Q1 2025.
  • Funds reported $10.3B of Dimensional US Marketwide Value ETF stock for Q2 2025, up 3.3% quarter-over-quarter.
  • 42 funds opened new Dimensional US Marketwide Value ETF positions in Q2 2025 and 25 closed out, a net change of +17 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q2 2025 was Mercer Global Advisors, an estimated $75M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q2 2025 was Corient Private Wealth, an estimated $91.4M sold.

Based on aggregated 13F filings for Q2 2025.