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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

665 hedge funds and large institutions have $10.4B invested in Dimensional US Marketwide Value ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 224 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
–
Holders Change %
0%
% of All Funds
8.92%
Holding in Top 10
101
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.98%
% of All Funds
1.35%
New
41
Increased
224
Reduced
222
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$78.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54M
3
AC
Apella Capital
Connecticut
+$14.8M
4
AUB
Atlantic Union Bankshares
Virginia
+$13.1M
5
TWA
TCI Wealth Advisors
Arizona
+$11.3M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$63.8M
2
SC
Savant Capital
Illinois
-$24.4M
3
WCP
Wick Capital Partners
Pennsylvania
-$20.4M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$18.9M
5
RFP
Root Financial Partners
California
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWA
351
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$896K +$2.33K +55 +0.3%
OWA
352
Oak Wealth Advisors
Illinois
$896K – – –
DWM
353
David Wealth Management
Virginia
$889K -$13.8K -327 -2%
MWM
354
Marietta Wealth Management
Georgia
$887K -$38.1K -900 -4%
XPN
355
XY Planning Network
Montana
$870K +$401K +9,476 +85%
KCM
356
Kathmere Capital Management
Pennsylvania
$870K +$240K +5,686 +38%
CPSAC
357
Chas P. Smith & Associates (CPS)
Florida
$870K – – –
AWA
358
Arbor Wealth Advisors
Michigan
$869K – – –
ACM
359
Absolute Capital Management
Pennsylvania
$868K -$78.9K -1,867 -8%
IWM
360
IHT Wealth Management
Illinois
$867K +$3.04K +72 +0.4%
BCI
361
Brinker Capital Investments
Pennsylvania
$866K +$33.9K +801 +4%
SW
362
SVB Wealth
Massachusetts
$861K +$465 +11 +0.1%
AIS
363
Accredited Investor Services
Minnesota
$861K -$8.46K -200 -1%
KeyBank National Association
364
KeyBank National Association
Ohio
$860K – – –
AC
365
AWM Capital
Arizona
$846K -$35.2K -832 -4%
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$842K -$39.3K -930 -4%
CTC
367
Central Trust Company
Missouri
$838K +$274K +6,491 +49%
RCAG
368
Rehmann Capital Advisory Group
Michigan
$833K -$19.7K -465 -2%
Janney Montgomery Scott
369
Janney Montgomery Scott
Pennsylvania
$813K +$36.2K +856 +5%
RPCA
370
Running Point Capital Advisors
California
$811K -$1.06K -25 -0.1%
AWS
371
Atria Wealth Solutions
New York
$807K +$13.7K +323 +2%
ANB
372
Amarillo National Bank
Texas
$807K – – –
IA
373
IFP Advisors
Florida
$805K +$645K +15,245 +403%
S
374
SignatureFD
Georgia
$803K -$14K -330 -2%
CB
375
Commerce Bank
Missouri
$796K -$125K -2,956 -14%
13 14
15
16 17