DFUV icon

Dimensional US Marketwide Value ETF

665 hedge funds and large institutions have $9.97B invested in Dimensional US Marketwide Value ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 231 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.03%
Holding in Top 10
102
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.56%
% of All Funds
1.39%
New
43
Increased
198
Reduced
231
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
376
Cherrydale Wealth Management
New Jersey
$744K +$1.9K +46 +0.3%
RB
377
Renasant Bank
Mississippi
$742K -$126K -3,048 -14%
CFG
378
Cornerstone Financial Group
Nebraska
$742K +$2.97K +72 +0.4%
PFA
379
Pure Financial Advisors
California
$737K +$989 +24 +0.1%
RTL
380
Red Tortoise LLC
Georgia
$736K
DADC
381
D.A. Davidson & Co
Montana
$730K
DWA
382
Delap Wealth Advisory
Oregon
$728K
FWP
383
Falcon Wealth Planning
California
$728K
KFI
384
Key Financial Inc
Pennsylvania
$715K
SVWAG
385
Sound View Wealth Advisors Group
Georgia
$708K
BWA
386
Babb Wealth Advisors
Arizona
$707K -$1.73K -42 -0.2%
DWM
387
Dakota Wealth Management
Florida
$701K
BWM
388
Benchmark Wealth Management
Connecticut
$698K +$698K +16,947 New
RK
389
Rather & Kittrell
Tennessee
$697K
CT
390
Colonial Trust
South Carolina
$697K +$297K +7,217 +74%
BCM
391
Basso Capital Management
Connecticut
$692K -$898K -21,800 -56%
NFP
392
Narus Financial Partners
Utah
$682K -$12.3K -299 -2%
LAMC
393
Longview Asset Management (California)
California
$679K -$14.7K -357 -2%
VCP
394
Vista Capital Partners
Oregon
$678K
P
395
&Partners
Tennessee
$678K +$47.4K +1,160 +8%
GVAG
396
Great Valley Advisor Group
Delaware
$676K
VAMG
397
Voisard Asset Management Group
Michigan
$667K -$4.33K -105 -0.6%
WA
398
Waverly Advisors
Alabama
$661K +$2.31K +56 +0.4%
PAS
399
Park Avenue Securities
New York
$653K -$1.03K -25 -0.2%
B
400
Bailard
California
$652K