We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

688 hedge funds and large institutions have $9.53B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 237 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

2% more funds holding

Funds holding: 674688 (+14)

7% less funds holding in top 10

Funds holding in top 10: 10295 (-7)

7% less capital invested

Capital invested by funds: $10.3B → $9.53B (-$758M)

11.68% less ownership

Funds ownership: 88.93%77.24% (-12%)

14% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 237

Holders
688
Holders Change
+14
Holders Change %
+2.08%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.86%
% of All Funds
1.25%
New
51
Increased
204
Reduced
237
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
326
Financial Council
Maryland
$1.1M
AWA
327
Arkadios Wealth Advisors
Georgia
$1.09M -$43.9K -1,009 -4%
WAP
328
Wealthcare Advisory Partners
Pennsylvania
$1.09M -$12.1K -278 -1%
AA
329
Ancora Advisors
Ohio
$1.06M -$86.1K -1,977 -8%
PFM
330
Phillips Financial Management
Indiana
$1.06M +$3.27K +75 +0.3%
PA
331
Parallel Advisors
California
$1.06M -$44 -1 -0%
AWM
332
Apollon Wealth Management
South Carolina
$1.04M -$14.1K -324 -1%
M&T Bank
333
M&T Bank
New York
$1.04M
MT
334
Midwest Trust
Kansas
$1.03M -$697 -16 -0.1%
CIM
335
Cambria Investment Management
California
$1.03M +$14.9K +342 +2%
EF
336
Empowered Funds
Pennsylvania
$1.03M +$14.9K +342 +2%
SOAG
337
Silver Oak Advisory Group
Oregon
$1.02M -$22.8K -524 -2%
DWT
338
Dorsey & Whitney Trust
South Dakota
$1.01M
TIAAOA
339
Teachers Insurance & Annuity Association of America
New York
$1.01M
MSF
340
Mustard Seed Financial
Arkansas
$1M +$9.84K +226 +1%
BCI
341
Brinker Capital Investments
Pennsylvania
$1M +$82.9K +1,903 +9%
AFGAS
342
Allegiance Financial Group Advisory Services
Virginia
$989K +$1.13K +26 +0.1%
PI
343
Parkside Investments
Illinois
$984K +$959K +22,018 New
KPWM
344
KDK Private Wealth Management
Texas
$960K
RPCA
345
Running Point Capital Advisors
California
$957K +$97.6K +2,242 +12%
MWC
346
MBM Wealth Consultants
Missouri
$955K
SIM
347
Stratos Investment Management
Ohio
$955K -$276K -6,348 -23%
CCWA
348
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$949K +$2.27K +52 +0.2%
SWM
349
Seaside Wealth Management
California
$949K +$1.44K +33 +0.2%
BWP
350
Balboa Wealth Partners
Arizona
$948K