DFUV icon

Dimensional US Marketwide Value ETF

680 hedge funds and large institutions have $9.55B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 237 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

11.72% less ownership

Funds ownership: 89.09%77.37% (-12%)

16% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 237

Holders
680
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
301
Capital Investment Advisory Services
North Carolina
$1.28M
APC
302
Asset Planning Corporation
Tennessee
$1.27M
WCP
303
Wick Capital Partners
Pennsylvania
$1.27M
BJL
304
Brighton Jones LLC
Washington
$1.24M
IA
305
IFG Advisory
Georgia
$1.24M
FWCM
306
Ferguson Wellman Capital Management
Oregon
$1.24M
EIA
307
Eldridge Investment Advisors
New Hampshire
$1.23M
CFIA
308
Cantor Fitzgerald Investment Advisors
New York
$1.23M
TIAM2
309
Tru Independence Asset Management 2
Oregon
$1.22M
MWPCG
310
Measured Wealth Private Client Group
New Hampshire
$1.22M
MWML
311
M Wealth Management LLC
California
$1.19M
GC
312
Garde Capital
Washington
$1.19M
NEPWA
313
New England Private Wealth Advisors
Massachusetts
$1.18M
CAM
314
Clark Asset Management
New Hampshire
$1.18M
IAN
315
Integrated Advisors Network
Texas
$1.18M
VFP
316
Verus Financial Partners
Virginia
$1.18M
LIA
317
LBMC Investment Advisors
Tennessee
$1.17M
BWMG
318
Bannerman Wealth Management Group
Texas
$1.17M
SIC
319
SJS Investment Consulting
Ohio
$1.17M
AWM
320
Angeles Wealth Management
California
$1.16M
BlackRock
321
BlackRock
New York
$1.16M
PNAA
322
Pictet North America Advisors
Switzerland
$1.15M
KRW
323
Kaufman Rossin Wealth
Florida
$1.15M
VT
324
Vise Technologies
New York
$1.13M
MA
325
Mutual Advisors
Nebraska
$1.1M