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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
FIM
251
Freedom Investment Management
Connecticut
$2.17M -$15.7K -391 -0.8%
WIM
252
Warwick Investment Management
Texas
$2.17M +$9.6K +239 +0.5%
FF
253
Francis Financial
$2.16M -$14.6K -363 -0.7%
BCA
254
Bay Colony Advisors
Massachusetts
$2.1M +$431K +10,725 +27%
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$2.08M +$147K +3,667 +8%
VWA
256
Valued Wealth Advisors
Utah
$2.08M -$98.8K -2,459 -5%
SCM
257
Sollinda Capital Management
Florida
$2.06M +$398K +9,916 +26%
CI
258
Cordant Inc
Oregon
$1.98M +$412K +10,249 +28%
SSW
259
Stone Summit Wealth
Florida
$1.97M -$131K -3,268 -7%
2L
260
25 LLC
Missouri
$1.97M +$803 +20 +0%
AFO
261
Aurelius Family Office
New Hampshire
$1.95M -$136K -3,385 -7%
EH
262
Equitable Holdings
New York
$1.95M +$170K +4,239 +10%
GRP
263
Global Retirement Partners
California
$1.94M +$1.84M +45,889 New
William Blair & Company
264
William Blair & Company
Illinois
$1.92M +$67.8K +1,689 +4%
BTI
265
Blue Trust Inc
Georgia
$1.83M
Brown Advisory
266
Brown Advisory
Maryland
$1.81M -$208K -5,190 -11%
CAM
267
Cresset Asset Management
Illinois
$1.8M -$2.16M -53,825 -56%
CW
268
Curio Wealth
Maryland
$1.8M +$1.71M +42,486 +354,050%
TFO
269
Tarbox Family Office
California
$1.76M -$5.14K -128 -0.3%
WFA
270
Websterrogers Financial Advisors
South Carolina
$1.76M +$241 +6 +0%
IA
271
IFG Advisors
Missouri
$1.74M -$12.8K -319 -0.8%
RWM
272
Rialto Wealth Management
New York
$1.71M +$241 +6 +0%
SAM
273
Smartleaf Asset Management
Massachusetts
$1.68M +$516K +12,856 +48%
BWMG
274
Bannerman Wealth Management Group
Texas
$1.66M -$42.5K -1,057 -3%
NA
275
NewEdge Advisors
Louisiana
$1.65M -$95.9K -2,387 -6%

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.