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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
8.9%
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
+$78.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54M
3
AC
Apella Capital
Connecticut
+$14.8M
4
AUB
Atlantic Union Bankshares
Virginia
+$13.1M
5
TWA
TCI Wealth Advisors
Arizona
+$11.3M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$63.8M
2
SC
Savant Capital
Illinois
-$24.4M
3
WCP
Wick Capital Partners
Pennsylvania
-$20.4M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$18.9M
5
RFP
Root Financial Partners
California
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
301
Baird Financial Group
Wisconsin
$1.25M +$39.1K +925 +3%
APC
302
Asset Planning Corporation
Tennessee
$1.23M -$192K -4,541 -13%
VFA
303
Valeo Financial Advisors
Indiana
$1.21M +$13.1K +311 +1%
BJL
304
Brighton Jones LLC
Washington
$1.2M +$32.1K +759 +3%
KRW
305
Kaufman Rossin Wealth
Florida
$1.2M -$57.6K -1,363 -5%
WCP
306
Wick Capital Partners
Pennsylvania
$1.2M -$20.4M -26,765 -94%
TIAM2
307
Tru Independence Asset Management 2
Oregon
$1.2M -$259K -6,126 -18%
IA
308
IFG Advisory
Georgia
$1.19M +$38.1K +900 +3%
Bank of Montreal
309
Bank of Montreal
Ontario, Canada
$1.18M -$23.4K -554 -2%
FWCM
310
Ferguson Wellman Capital Management
Oregon
$1.17M – – –
SIM
311
Stratos Investment Management
Ohio
$1.17M +$1.17M +27,722 New
MWPCG
312
Measured Wealth Private Client Group
New Hampshire
$1.16M -$64.5K -1,525 -5%
CFIA
313
Cantor Fitzgerald Investment Advisors
New York
$1.16M – – –
EIA
314
Eldridge Investment Advisors
New Hampshire
$1.16M -$66.5K -1,573 -5%
Susquehanna International Group
315
Susquehanna International Group
Pennsylvania
$1.15M +$643K +15,204 +126%
NEPWA
316
New England Private Wealth Advisors
Massachusetts
$1.13M +$4.81K +112 +0.4%
CIAS
317
Capital Investment Advisory Services
North Carolina
$1.13M +$245K +5,799 +28%
VFP
318
Verus Financial Partners
Virginia
$1.13M +$4.25K +99 +0.4%
MWML
319
M Wealth Management LLC
California
$1.13M – – –
GC
320
Garde Capital
Washington
$1.12M – – –
CAM
321
Clark Asset Management
New Hampshire
$1.12M +$347K +8,197 +45%
IAN
322
Integrated Advisors Network
Texas
$1.12M +$23.8K +562 +2%
PNAA
323
Pictet North America Advisors
Switzerland
$1.09M – – –
MA
324
Mutual Advisors
Nebraska
$1.09M -$54.3K -1,248 -5%
AA
325
Ancora Advisors
Ohio
$1.09M -$548K -12,957 -33%
11 12
13
14 15