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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
AWM
301
Angeles Wealth Management
California
$1.25M -$187K -4,650 -14%
Baird Financial Group
302
Baird Financial Group
Wisconsin
$1.25M +$37.1K +925 +3%
APC
303
Asset Planning Corporation
Tennessee
$1.23M -$182K -4,541 -13%
VFA
304
Valeo Financial Advisors
Indiana
$1.21M +$12.5K +311 +1%
BJL
305
Brighton Jones LLC
Washington
$1.2M +$30.5K +759 +3%
KRW
306
Kaufman Rossin Wealth
Florida
$1.2M -$54.7K -1,363 -5%
WCP
307
Wick Capital Partners
Pennsylvania
$1.2M -$1.07M -26,765 -94%
TIAM2
308
Tru Independence Asset Management 2
Oregon
$1.2M -$246K -6,126 -18%
IA
309
IFG Advisory
Georgia
$1.19M +$36.1K +900 +3%
Bank of Montreal
310
Bank of Montreal
Ontario, Canada
$1.18M -$22.2K -554 -2%
FWCM
311
Ferguson Wellman Capital Management
Oregon
$1.17M
SIM
312
Stratos Investment Management
Ohio
$1.17M +$1.11M +27,722 New
MWPCG
313
Measured Wealth Private Client Group
New Hampshire
$1.16M -$61.2K -1,525 -5%
CFIA
314
Cantor Fitzgerald Investment Advisors
New York
$1.16M
EIA
315
Eldridge Investment Advisors
New Hampshire
$1.16M -$63.2K -1,573 -5%
Susquehanna International Group
316
Susquehanna International Group
Pennsylvania
$1.15M +$611K +15,204 +126%
NEPWA
317
New England Private Wealth Advisors
Massachusetts
$1.13M +$4.5K +112 +0.4%
CIAS
318
Capital Investment Advisory Services
North Carolina
$1.13M +$233K +5,799 +28%
VFP
319
Verus Financial Partners
Virginia
$1.13M +$3.98K +99 +0.4%
MWML
320
M Wealth Management LLC
California
$1.13M
GC
321
Garde Capital
Washington
$1.12M
CAM
322
Clark Asset Management
New Hampshire
$1.12M +$329K +8,197 +45%
IAN
323
Integrated Advisors Network
Texas
$1.12M +$22.6K +562 +2%
PNAA
324
Pictet North America Advisors
Switzerland
$1.09M
MA
325
Mutual Advisors
Nebraska
$1.09M -$50.1K -1,248 -5%

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.