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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
SWM
351
Seaside Wealth Management
California
$897K -$61.4K -1,528 -7%
CCWA
352
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$896K +$2.21K +55 +0.3%
OWA
353
Oak Wealth Advisors
Illinois
$896K
DWM
354
David Wealth Management
Virginia
$889K -$13.1K -327 -2%
MWM
355
Marietta Wealth Management
Georgia
$887K -$36.1K -900 -4%
XPN
356
XY Planning Network
Montana
$870K +$381K +9,476 +85%
KCM
357
Kathmere Capital Management
Pennsylvania
$870K +$228K +5,686 +38%
CPSAC
358
Chas P. Smith & Associates (CPS)
Florida
$870K
AWA
359
Arbor Wealth Advisors
Michigan
$869K
ACM
360
Absolute Capital Management
Pennsylvania
$868K -$75K -1,867 -8%
IWM
361
IHT Wealth Management
Illinois
$867K +$2.89K +72 +0.4%
BCI
362
Brinker Capital Investments
Pennsylvania
$866K +$32.2K +801 +4%
PFPT
363
Pinnacle Financial Partners (Tennessee)
Tennessee
$862K
SW
364
SVB Wealth
Massachusetts
$861K +$442 +11 +0.1%
AIS
365
Accredited Investor Services
Minnesota
$861K -$8.03K -200 -1%
KeyBank National Association
366
KeyBank National Association
Ohio
$860K
AC
367
AWM Capital
Arizona
$846K -$33.4K -832 -4%
Fifth Third Bancorp
368
Fifth Third Bancorp
Ohio
$842K -$37.3K -930 -4%
CTC
369
Central Trust Company
Missouri
$838K +$261K +6,491 +49%
RCAG
370
Rehmann Capital Advisory Group
Michigan
$833K -$18.7K -465 -2%
Janney Montgomery Scott
371
Janney Montgomery Scott
Pennsylvania
$813K +$34.4K +856 +5%
RPCA
372
Running Point Capital Advisors
California
$811K -$1K -25 -0.1%
AWS
373
Atria Wealth Solutions
New York
$807K +$13K +323 +2%
ANB
374
Amarillo National Bank
Texas
$807K
IA
375
IFP Advisors
Florida
$805K +$612K +15,245 +403%

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.