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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 %
BFA
276
Beacon Financial Advisory
Ohio
$1.57M +$30.6K +724 +2%
KCPG
277
Kavar Capital Partners Group
Kansas
$1.56M +$465 +11 +0%
APP
278
Avantax Planning Partners
Iowa
$1.55M -$33.8K -799 -2%
SIC
279
Samalin Investment Counsel
New York
$1.55M +$91.7K +2,169 +6%
Comerica Bank
280
Comerica Bank
Texas
$1.54M – – –
JIC
281
Johnson Investment Counsel
Ohio
$1.51M -$4.31K -102 -0.3%
MFG
282
Merit Financial Group
Georgia
$1.5M +$162K +3,833 +12%
OSAM
283
O'Shaughnessy Asset Management
Connecticut
$1.49M +$681K +16,098 +84%
AAS
284
Avantax Advisory Services
Texas
$1.49M +$142K +3,350 +11%
FWP
285
FAS Wealth Partners
Kansas
$1.48M +$6.6K +156 +0.4%
SIC
286
SJS Investment Consulting
Ohio
$1.46M -$2.54K -60 -0.2%
CCM
287
Cloud Capital Management
Washington
$1.44M -$205K -4,849 -12%
PFBT
288
Parkside Financial Bank & Trust
Missouri
$1.44M -$45.8K -1,084 -3%
P
289
&Partners
Tennessee
$1.41M +$713K +16,868 +102%
QWM
290
Quadcap Wealth Management
Texas
$1.39M – – –
AC
291
Applied Capital
Arkansas
$1.36M +$803 +19 +0.1%
PAG
292
Private Advisor Group
New Jersey
$1.35M -$36K -852 -3%
RIP
293
RAM Investment Partners
Washington
$1.35M – – –
PCIA
294
Prime Capital Investment Advisors
Kansas
$1.34M -$18.9M -446,535 -93%
BB
295
Busey Bank
Illinois
$1.32M – – –
FNB
296
Farmers National Bank
Kentucky
$1.29M -$119K -2,820 -8%
VWM
297
Verus Wealth Management
Wisconsin
$1.28M – – –
BFA
298
Bragg Financial Advisors
North Carolina
$1.26M +$1.26M +29,836 New
FT
299
Fiduciary Trust
Massachusetts
$1.26M -$16.9K -400 -1%
AWM
300
Angeles Wealth Management
California
$1.25M -$197K -4,650 -14%
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12
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