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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
LWM
276
LJI Wealth Management
Indiana
$1.61M +$354K +8,806 +30%
BFA
277
Beacon Financial Advisory
Ohio
$1.57M +$29.1K +724 +2%
KCPG
278
Kavar Capital Partners Group
Kansas
$1.56M +$442 +11 +0%
APP
279
Avantax Planning Partners
Iowa
$1.55M -$32.1K -799 -2%
SIC
280
Samalin Investment Counsel
New York
$1.55M +$87.1K +2,169 +6%
Comerica Bank
281
Comerica Bank
Texas
$1.54M
JIC
282
Johnson Investment Counsel
Ohio
$1.51M -$4.1K -102 -0.3%
MFG
283
Merit Financial Group
Georgia
$1.5M +$154K +3,833 +12%
OSAM
284
O'Shaughnessy Asset Management
Connecticut
$1.49M +$647K +16,098 +84%
AAS
285
Avantax Advisory Services
Texas
$1.49M +$135K +3,350 +11%
FWP
286
FAS Wealth Partners
Kansas
$1.48M +$6.26K +156 +0.4%
SIC
287
SJS Investment Consulting
Ohio
$1.46M -$2.41K -60 -0.2%
CCM
288
Cloud Capital Management
Washington
$1.44M -$195K -4,849 -12%
PFBT
289
Parkside Financial Bank & Trust
Missouri
$1.44M -$43.5K -1,084 -3%
P
290
&Partners
Tennessee
$1.41M +$677K +16,868 +102%
QWM
291
Quadcap Wealth Management
Texas
$1.39M
AC
292
Applied Capital
Arkansas
$1.36M +$763 +19 +0.1%
PAG
293
Private Advisor Group
New Jersey
$1.35M -$34.2K -852 -3%
RIP
294
RAM Investment Partners
Washington
$1.35M
PCIA
295
Prime Capital Investment Advisors
Kansas
$1.34M -$17.9M -446,535 -93%
BB
296
Busey Bank
Illinois
$1.32M
FNB
297
Farmers National Bank
Kentucky
$1.29M -$113K -2,820 -8%
VWM
298
Verus Wealth Management
Wisconsin
$1.28M
BFA
299
Bragg Financial Advisors
North Carolina
$1.26M +$1.2M +29,836 New
FT
300
Fiduciary Trust
Massachusetts
$1.26M -$16.1K -400 -1%

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.