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 %
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 +$2.02K +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 +$124 +3 +0%
CIA
408
Capital Investment Advisors
Georgia
$611K
TC
409
TownSquare Capital
Utah
$609K +$865 +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 +$2.39K +58 +0.4%
G
414
GenTrust
Florida
$594K
OFG
415
Oxford Financial Group
Indiana
$591K
WN
416
Williams & Novak
California
$589K -$31.2K -759 -5%
QCM
417
QRG Capital Management
Illinois
$588K -$321K -7,782 -35%
MWA
418
Midland Wealth Advisors
Illinois
$579K -$8.2K -199 -1%
CFO
419
Collective Family Office
Pennsylvania
$571K
CB
420
Cadence Bank
Mississippi
$569K -$2.06K -50 -0.4%
SPA
421
Shore Point Advisors
New Jersey
$566K +$13K +315 +2%
FWA
422
FSM Wealth Advisors
Ohio
$560K +$288 +7 +0.1%
CAMG
423
CWA Asset Management Group
Florida
$556K
AWM
424
AE Wealth Management
Kansas
$554K +$153K +3,712 +38%
CTC
425
Central Trust Company
Missouri
$550K -$22.3K -540 -4%