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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 %
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$1.88M -$79.9K -1,940 -4%
William Blair & Company
252
William Blair & Company
Illinois
$1.8M +$14.8K +359 +0.8%
BTI
253
Blue Trust Inc
Georgia
$1.79M – – –
CW
254
Curio Wealth
Maryland
$1.72M -$6.05B -42,116 -100%
TFO
255
Tarbox Family Office
California
$1.72M -$19.5K -472 -1%
EH
256
Equitable Holdings
New York
$1.72M -$21.5K -522 -1%
WFA
257
Websterrogers Financial Advisors
South Carolina
$1.71M -$22.5K -546 -1%
IA
258
IFG Advisors
Missouri
$1.71M – – –
NA
259
NewEdge Advisors
Louisiana
$1.71M -$170K -4,135 -9%
AP
260
Adero Partners
California
$1.7M -$92.1K -2,235 -5%
CRC
261
Curi RMB Capital
Illinois
$1.68M -$3.13K -76 -0.2%
RWM
262
Rialto Wealth Management
New York
$1.67M -$32.8K -796 -2%
BWMG
263
Bannerman Wealth Management Group
Texas
$1.66M -$32.1K -778 -2%
SCM
264
Sollinda Capital Management
Florida
$1.6M +$447K +10,858 +39%
CCM
265
Cloud Capital Management
Washington
$1.6M +$1.6M +38,809 New
AA
266
Ancora Advisors
Ohio
$1.6M -$320K -7,775 -17%
BCA
267
Bay Colony Advisors
Massachusetts
$1.6M +$68.7K +1,679 +4%
APP
268
Avantax Planning Partners
Iowa
$1.55M +$39.7K +964 +3%
KCPG
269
Kavar Capital Partners Group
Kansas
$1.52M +$2.27K +55 +0.1%
CI
270
Cordant Inc
Oregon
$1.51M -$73.2K -1,777 -5%
Comerica Bank
271
Comerica Bank
Texas
$1.5M – – –
BFA
272
Beacon Financial Advisory
Ohio
$1.5M -$143K -3,477 -9%
QCM
273
Quantinno Capital Management
New York
$1.48M -$18K -436 -1%
JIC
274
Johnson Investment Counsel
Ohio
$1.48M +$180K +4,376 +14%
MW
275
Marcum Wealth
Ohio
$1.46M +$5.11K +124 +0.4%
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