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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 %
FIM
251
Freedom Investment Management
Connecticut
$2.17M -$16.5K -391 -0.8%
WIM
252
Warwick Investment Management
Texas
$2.17M +$10.1K +239 +0.5%
FF
253
Francis Financial
$2.16M -$15.3K -363 -0.7%
BCA
254
Bay Colony Advisors
Massachusetts
$2.1M +$453K +10,725 +27%
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$2.08M +$155K +3,667 +8%
VWA
256
Valued Wealth Advisors
Utah
$2.08M -$104K -2,459 -5%
SCM
257
Sollinda Capital Management
Florida
$2.06M +$419K +9,916 +26%
CI
258
Cordant Inc
Oregon
$1.98M +$433K +10,249 +28%
SSW
259
Stone Summit Wealth
Florida
$1.97M -$138K -3,268 -7%
2L
260
25 LLC
Missouri
$1.97M +$846 +20 +0%
AFO
261
Aurelius Family Office
New Hampshire
$1.95M -$143K -3,385 -7%
EH
262
Equitable Holdings
New York
$1.95M +$179K +4,239 +10%
GRP
263
Global Retirement Partners
California
$1.94M +$1.94M +45,889 New
William Blair & Company
264
William Blair & Company
Illinois
$1.92M +$71.4K +1,689 +4%
BTI
265
Blue Trust Inc
Georgia
$1.83M – – –
Brown Advisory
266
Brown Advisory
Maryland
$1.81M -$219K -5,190 -11%
CW
267
Curio Wealth
Maryland
$1.8M +$1.8M +42,486 +354,050%
TFO
268
Tarbox Family Office
California
$1.76M -$5.41K -128 -0.3%
WFA
269
Websterrogers Financial Advisors
South Carolina
$1.76M +$254 +6 +0%
IA
270
IFG Advisors
Missouri
$1.74M -$13.5K -319 -0.8%
RWM
271
Rialto Wealth Management
New York
$1.71M +$254 +6 +0%
SAM
272
Smartleaf Asset Management
Massachusetts
$1.68M +$542K +12,856 +48%
BWMG
273
Bannerman Wealth Management Group
Texas
$1.66M -$44.7K -1,057 -3%
NA
274
NewEdge Advisors
Louisiana
$1.65M -$101K -2,387 -6%
LWM
275
LJI Wealth Management
Indiana
$1.61M +$372K +8,806 +30%
9 10
11
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