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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

664 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, 223 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
–
Holders Change %
0%
% of All Funds
8.9%
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
223
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 %
DWM
376
Drive Wealth Management
Utah
$792K -$23.1K -547 -3%
CFS
377
CRA Financial Services
New Jersey
$788K -$1.06K -25 -0.1%
BBHC
378
Brown Brothers Harriman & Co
New York
$787K – – –
PFA
379
Professional Financial Advisors
Nebraska
$780K +$3.64K +86 +0.5%
TI
380
tru Independence
Oregon
$776K +$1.9K +45 +0.2%
PMFA
381
Plante Moran Financial Advisors
Michigan
$773K – – –
EW
382
Evoke Wealth
California
$766K – – –
CFG
383
Cornerstone Financial Group
Nebraska
$765K +$3.55K +84 +0.5%
CWM
384
Cherrydale Wealth Management
New Jersey
$758K -$4.69K -111 -0.6%
PFA
385
Pure Financial Advisors
California
$757K +$1.18K +28 +0.2%
RTL
386
Red Tortoise LLC
Georgia
$755K – – –
RB
387
Renasant Bank
Mississippi
$751K -$10.5K -248 -1%
FWP
388
Falcon Wealth Planning
California
$737K -$9.68K -229 -1%
KFI
389
Key Financial Inc
Pennsylvania
$734K – – –
BFG
390
Berger Financial Group
Minnesota
$732K -$75.5K -1,785 -9%
SVWAG
391
Sound View Wealth Advisors Group
Georgia
$726K – – –
BWA
392
Babb Wealth Advisors
Arizona
$725K -$296 -7 -0%
SWGC
393
Summit Wealth Group (Colorado)
Colorado
$722K +$722K +17,065 New
CPA
394
Cathy Pareto & Associates
Florida
$721K -$193K -4,560 -21%
Betterment LLC
395
Betterment LLC
New York
$720K +$336K +7,944 +87%
DWM
396
Dakota Wealth Management
Florida
$719K – – –
NFP
397
Narus Financial Partners
Utah
$717K +$18.3K +432 +3%
RK
398
Rather & Kittrell
Tennessee
$716K – – –
CT
399
Colonial Trust
South Carolina
$715K – – –
DWA
400
Delap Wealth Advisory
Oregon
$711K -$35.6K -843 -5%
14 15
16
17 18