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Dimensional US Marketwide Value ETF
DFUV

670 hedge funds and large institutions have $9.96B invested in Dimensional US Marketwide Value ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 200 increasing their positions, 231 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 23

0% more funds holding

Funds holding: 668 → 670 (+2)

1% less capital invested

Capital invested by funds: $10.1B → $9.96B (-$115M)

1.77% less ownership

Funds ownership: 90.38% → 88.61% (-1.8%)

6% less funds holding in top 10

Funds holding in top 10: 108 → 102 (-6)

13% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 231

Holders
670
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
8.98%
Holding in Top 10
102
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.56%
% of All Funds
1.37%
New
43
Increased
200
Reduced
231
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$115M
2
LI
LRI Investments
Florida
+$21.3M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$20.1M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$17M
5
MG
Mather Group
Illinois
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$143M
2
SC
Savant Capital
Illinois
-$46M
3
EFP
Elser Financial Planning
Indiana
-$41.1M
4
IFA
Index Fund Advisors
California
-$31.5M
5
EP
Essential Planning
New Hampshire
-$16.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
401
WestHill Financial Advisors
California
$648K – – –
DOA
402
D'Orazio & Associates
Virginia
$644K – – –
PTC
403
Private Trust Company
Ohio
$636K – – –
MPW
404
Monterey Private Wealth
California
$633K +$2.06K +49 +0.3%
FYW
405
Future You Wealth
New York
$627K – – –
USCWA
406
U.S. Capital Wealth Advisors
Texas
$617K – – –
KCM
407
Kathmere Capital Management
Pennsylvania
$614K +$126 +3 +0%
CIA
408
Capital Investment Advisors
Georgia
$611K – – –
TC
409
TownSquare Capital
Utah
$609K +$882 +21 +0.1%
TFA
410
TPG Financial Advisors
Oregon
$608K – – –
BAM
411
Belpointe Asset Management
Nevada
$601K – – –
FCA
412
Fortis Capital Advisors
Kansas
$601K – – –
LWL
413
Leo Wealth LLC
Texas
$601K +$2.44K +58 +0.4%
G
414
GenTrust
Florida
$594K – – –
SA
415
Sanctuary Advisors
Indiana
$591K – – –
OFG
416
Oxford Financial Group
Indiana
$591K – – –
WN
417
Williams & Novak
California
$589K -$31.9K -759 -5%
QCM
418
QRG Capital Management
Illinois
$588K -$327K -7,782 -35%
MWA
419
Midland Wealth Advisors
Illinois
$579K -$8.35K -199 -1%
CFO
420
Collective Family Office
Pennsylvania
$571K – – –
CB
421
Cadence Bank
Mississippi
$569K -$2.1K -50 -0.4%
SPA
422
Shore Point Advisors
New Jersey
$566K +$13.2K +315 +2%
FWA
423
FSM Wealth Advisors
Ohio
$560K +$294 +7 +0.1%
CAMG
424
CWA Asset Management Group
Florida
$556K – – –
AWM
425
AE Wealth Management
Kansas
$554K +$156K +3,712 +38%
15 16
17
18 19

DFUV Hedge Fund Activity: Q1 2025 in Review

670 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q1 2025, worth a combined $9.96B — down 1.1% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new DFUV positions and 23 closed out — a net gain of 20 holders — while 200 added to existing stakes and 231 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $115M. The largest seller was Envestnet Asset Management, cutting an estimated $143M.

  • 670 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q1 2025, up from 668 in Q4 2024.
  • Funds reported $9.96B of Dimensional US Marketwide Value ETF stock for Q1 2025, down 1.1% quarter-over-quarter.
  • 43 funds opened new Dimensional US Marketwide Value ETF positions in Q1 2025 and 23 closed out, a net change of +20 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q1 2025 was Mercer Global Advisors, an estimated $115M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2025.