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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 %
Bank of Montreal
301
Bank of Montreal
Ontario, Canada
$1.18M -$109K -2,651 -8%
CG
302
Caprock Group
Idaho
$1.17M -$15.3K -371 -1%
WCP
303
Wick Capital Partners
Pennsylvania
$1.17M +$224K +5,429 +24%
VFA
304
Valeo Financial Advisors
Indiana
$1.16M -$28.4K -690 -2%
FWCM
305
Ferguson Wellman Capital Management
Oregon
$1.14M – – –
BJL
306
Brighton Jones LLC
Washington
$1.14M -$11.3K -273 -1%
CFIA
307
Cantor Fitzgerald Investment Advisors
New York
$1.13M – – –
IA
308
IFG Advisory
Georgia
$1.13M -$4.82K -117 -0.4%
SAM
309
Smartleaf Asset Management
Massachusetts
$1.1M – – –
MWML
310
M Wealth Management LLC
California
$1.1M -$132K -3,210 -11%
GC
311
Garde Capital
Washington
$1.1M – – –
LIA
312
LBMC Investment Advisors
Tennessee
$1.09M +$1.85K +45 +0.2%
NEPWA
313
New England Private Wealth Advisors
Massachusetts
$1.08M +$3.96K +96 +0.4%
SPIA
314
Steward Partners Investment Advisory
New York
$1.08M +$20K +486 +2%
IAN
315
Integrated Advisors Network
Texas
$1.07M -$234K -5,682 -18%
PNAA
316
Pictet North America Advisors
Switzerland
$1.06M – – –
MA
317
Mutual Advisors
Nebraska
$1.03M +$1.41K +36 +0.1%
WAP
318
Wealthcare Advisory Partners
Pennsylvania
$1.03M +$10.3K +251 +1%
FC
319
Financial Council
Maryland
$1.01M – – –
VFP
320
Verus Financial Partners
Virginia
$1.01M -$7.87K -205 -0.8%
PA
321
Parallel Advisors
California
$993K -$1.98K -48 -0.2%
BTWM
322
Baker Tilly Wealth Management
Wisconsin
$977K – – –
AWM
323
Apollon Wealth Management
South Carolina
$971K -$124K -3,000 -11%
PFM
324
Phillips Financial Management
Indiana
$970K +$2.76K +67 +0.3%
B
325
BetterWealth
California
$965K -$1.03M -25,018 -52%
11 12
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