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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
S
376
SignatureFD
Georgia
$803K -$13.3K -330 -2%
CB
377
Commerce Bank
Missouri
$796K -$119K -2,956 -14%
DWM
378
Drive Wealth Management
Utah
$792K -$22K -547 -3%
CFS
379
CRA Financial Services
New Jersey
$788K -$1K -25 -0.1%
BBHC
380
Brown Brothers Harriman & Co
New York
$787K
PFA
381
Professional Financial Advisors
Nebraska
$780K +$3.45K +86 +0.5%
TI
382
tru Independence
Oregon
$776K +$1.81K +45 +0.2%
PMFA
383
Plante Moran Financial Advisors
Michigan
$773K
EW
384
Evoke Wealth
California
$766K
CFG
385
Cornerstone Financial Group
Nebraska
$765K +$3.37K +84 +0.5%
CWM
386
Cherrydale Wealth Management
New Jersey
$758K -$4.46K -111 -0.6%
PFA
387
Pure Financial Advisors
California
$757K +$1.12K +28 +0.2%
RTL
388
Red Tortoise LLC
Georgia
$755K
RB
389
Renasant Bank
Mississippi
$751K -$9.96K -248 -1%
FWP
390
Falcon Wealth Planning
California
$737K -$9.2K -229 -1%
KFI
391
Key Financial Inc
Pennsylvania
$734K
BFG
392
Berger Financial Group
Minnesota
$732K -$71.7K -1,785 -9%
SVWAG
393
Sound View Wealth Advisors Group
Georgia
$726K
BWA
394
Babb Wealth Advisors
Arizona
$725K -$281 -7 -0%
SWGC
395
Summit Wealth Group (Colorado)
Colorado
$722K +$685K +17,065 New
CPA
396
Cathy Pareto & Associates
Florida
$721K -$183K -4,560 -21%
Betterment LLC
397
Betterment LLC
New York
$720K +$319K +7,944 +87%
DWM
398
Dakota Wealth Management
Florida
$719K
NFP
399
Narus Financial Partners
Utah
$717K +$17.3K +432 +3%
RK
400
Rather & Kittrell
Tennessee
$716K

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.