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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 %
PFBT
276
Parkside Financial Bank & Trust
Missouri
$1.45M +$95.3K +2,313 +7%
FWP
277
FAS Wealth Partners
Kansas
$1.43M +$253K +6,148 +21%
SIC
278
SJS Investment Consulting
Ohio
$1.42M – – –
SIC
279
Samalin Investment Counsel
New York
$1.42M +$254K +6,152 +22%
TIAM2
280
Tru Independence Asset Management 2
Oregon
$1.42M -$102K -2,470 -7%
AWM
281
Angeles Wealth Management
California
$1.41M -$710K -17,225 -33%
APC
282
Asset Planning Corporation
Tennessee
$1.39M -$32.3K -784 -2%
FNB
283
Farmers National Bank
Kentucky
$1.37M -$5.52K -134 -0.4%
QWM
284
Quadcap Wealth Management
Texas
$1.36M – – –
PAG
285
Private Advisor Group
New Jersey
$1.35M -$52.4K -1,272 -4%
IC
286
IEQ Capital
California
$1.33M +$151K +3,670 +13%
AC
287
Applied Capital
Arkansas
$1.32M -$16.8K -407 -1%
RIP
288
RAM Investment Partners
Washington
$1.31M -$26.8K -650 -2%
AAS
289
Avantax Advisory Services
Texas
$1.31M +$15K +365 +1%
MFG
290
Merit Financial Group
Georgia
$1.3M -$948 -23 -0.1%
GA
291
Greenspring Advisors
Maryland
$1.3M – – –
AWA
292
Arkadios Wealth Advisors
Georgia
$1.3M -$7.4M -179,547 -85%
BB
293
Busey Bank
Illinois
$1.28M – – –
VWM
294
Verus Wealth Management
Wisconsin
$1.24M – – –
FT
295
Fiduciary Trust
Massachusetts
$1.24M -$20.4K -494 -2%
KRW
296
Kaufman Rossin Wealth
Florida
$1.22M +$6.18K +150 +0.5%
LWM
297
LJI Wealth Management
Indiana
$1.2M +$453 +11 +0%
MWPCG
298
Measured Wealth Private Client Group
New Hampshire
$1.2M -$16.7K -405 -1%
EIA
299
Eldridge Investment Advisors
New Hampshire
$1.19M +$4.29K +104 +0.4%
Baird Financial Group
300
Baird Financial Group
Wisconsin
$1.18M -$63.2K -1,533 -5%
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