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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
CT
401
Colonial Trust
South Carolina
$715K
DWA
402
Delap Wealth Advisory
Oregon
$711K -$33.9K -843 -5%
DADC
403
D.A. Davidson & Co
Montana
$709K -$38.2K -950 -5%
LAMC
404
Longview Asset Management (California)
California
$697K +$241 +6 +0%
VCP
405
Vista Capital Partners
Oregon
$696K +$241 +6 +0%
SPIA
406
Steward Partners Investment Advisory
New York
$695K -$391K -9,732 -37%
GVAG
407
Great Valley Advisor Group
Delaware
$694K
EFH
408
Eaton Financial Holdings
Florida
$692K +$657K +16,361 New
VAMG
409
Voisard Asset Management Group
Michigan
$684K +$201 +5 +0%
WA
410
Waverly Advisors
Alabama
$681K +$2.65K +66 +0.4%
B
411
Bailard
California
$668K
PAS
412
Park Avenue Securities
New York
$665K -$4.74K -118 -0.7%
WFA
413
WestHill Financial Advisors
California
$665K
FYW
414
Future You Wealth
New York
$643K
USCWA
415
U.S. Capital Wealth Advisors
Texas
$643K +$9.44K +235 +2%
CIA
416
Capital Investment Advisors
Georgia
$627K
SA
417
Sanctuary Advisors
Indiana
$624K +$17.3K +431 +3%
LWL
418
Leo Wealth LLC
Texas
$620K +$2.73K +68 +0.5%
BAM
419
Belpointe Asset Management
Nevada
$617K
FCA
420
Fortis Capital Advisors
Kansas
$617K
G
421
GenTrust
Florida
$610K
OFG
422
Oxford Financial Group
Indiana
$606K
WN
423
Williams & Novak
California
$604K -$1K -25 -0.2%
DOA
424
D'Orazio & Associates
Virginia
$598K -$59.8K -1,488 -10%
AWM
425
AE Wealth Management
Kansas
$598K +$28.2K +701 +5%

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.