DFUV icon

Dimensional US Marketwide Value ETF

721 hedge funds and large institutions have $10.3B invested in Dimensional US Marketwide Value ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 211 increasing their positions, 233 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.27% more ownership

Funds ownership: 77.36%80.63% (+3.3%)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
110
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
401
Caprock Group
Idaho
$817K
FWP
402
Falcon Wealth Planning
California
$812K
DADC
403
D.A. Davidson & Co
Montana
$810K
SWGC
404
Summit Wealth Group (Colorado)
Colorado
$809K
KFI
405
Key Financial Inc
Pennsylvania
$808K
BFG
406
Berger Financial Group
Minnesota
$807K
SVWAG
407
Sound View Wealth Advisors Group
Georgia
$800K
NFP
408
Narus Financial Partners
Utah
$791K
CPA
409
Cathy Pareto & Associates
Florida
$789K
RK
410
Rather & Kittrell
Tennessee
$789K
PPP
411
Prism Planning Partners
Illinois
$786K
DWA
412
Delap Wealth Advisory
Oregon
$784K
CT
413
Colonial Trust
South Carolina
$781K
EFH
414
Eaton Financial Holdings
Florida
$768K
VCP
415
Vista Capital Partners
Oregon
$768K
GVAG
416
Great Valley Advisor Group
Delaware
$766K
SPIA
417
Steward Partners Investment Advisory
New York
$766K
PA
418
Powerhouse Assets
Massachusetts
$754K
VAMG
419
Voisard Asset Management Group
Michigan
$754K
Betterment LLC
420
Betterment LLC
New York
$750K
KF
421
Krilogy Financial
Missouri
$739K
BWA
422
Babb Wealth Advisors
Arizona
$734K
PAS
423
Park Avenue Securities
New York
$733K
WFA
424
WestHill Financial Advisors
California
$733K
CIA
425
Capital Investment Advisors
Georgia
$731K