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Dimensional US Marketwide Value ETF
DFUV

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: 670 → 674 (+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: 102 → 102 (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
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$75M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$51.3M
3
AC
Apella Capital
Connecticut
+$14M
4
AUB
Atlantic Union Bankshares
Virginia
+$12.4M
5
TWA
TCI Wealth Advisors
Arizona
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$91.4M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$60.6M
3
SC
Savant Capital
Illinois
-$22.8M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$17.9M
5
RFP
Root Financial Partners
California
-$16.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
326
Ancora Advisors
Ohio
$1.09M -$520K -12,957 -33%
AWA
327
Arkadios Wealth Advisors
Georgia
$1.08M -$240K -5,964 -19%
LIA
328
LBMC Investment Advisors
Tennessee
$1.07M -$47.7K -1,188 -4%
WAP
329
Wealthcare Advisory Partners
Pennsylvania
$1.04M -$7.75K -193 -0.8%
FC
330
Financial Council
Maryland
$1.04M – – –
BlackRock
331
BlackRock
New York
$1.04M +$932K +23,215 +1,718%
BTWM
332
Baker Tilly Wealth Management
Wisconsin
$1M – – –
PA
333
Parallel Advisors
California
$1,000K -$18.2K -453 -2%
PFM
334
Phillips Financial Management
Indiana
$998K +$3.17K +79 +0.3%
AWM
335
Apollon Wealth Management
South Carolina
$996K – – –
B
336
BetterWealth
California
$990K – – –
FPCP
337
Fort Point Capital Partners
California
$989K – – –
SOAG
338
Silver Oak Advisory Group
Oregon
$989K – – –
M&T Bank
339
M&T Bank
New York
$981K – – –
MT
340
Midwest Trust
Kansas
$973K +$924K +23,015 New
DWT
341
Dorsey & Whitney Trust
South Dakota
$959K – – –
TIAAOA
342
Teachers Insurance & Annuity Association of America
New York
$959K – – –
CIM
343
Cambria Investment Management
California
$957K +$909K +22,635 New
EF
344
Empowered Funds
Pennsylvania
$957K +$909K +22,635 New
BWM
345
Benchmark Wealth Management
Connecticut
$953K +$224K +5,583 +33%
MSF
346
Mustard Seed Financial
Arkansas
$939K +$120 +3 +0%
AFGAS
347
Allegiance Financial Group Advisory Services
Virginia
$935K -$37K -922 -4%
KPWM
348
KDK Private Wealth Management
Texas
$909K – – –
MWC
349
MBM Wealth Consultants
Missouri
$904K – – –
BWP
350
Balboa Wealth Partners
Arizona
$897K – – –
12 13
14
15 16

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.