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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

665 hedge funds and large institutions have $10.4B invested in Dimensional US Marketwide Value ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 224 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
–
Holders Change %
0%
% of All Funds
8.92%
Holding in Top 10
101
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.98%
% of All Funds
1.35%
New
41
Increased
224
Reduced
222
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$78.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54M
3
AC
Apella Capital
Connecticut
+$14.8M
4
AUB
Atlantic Union Bankshares
Virginia
+$13.1M
5
TWA
TCI Wealth Advisors
Arizona
+$11.3M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$63.8M
2
SC
Savant Capital
Illinois
-$24.4M
3
WCP
Wick Capital Partners
Pennsylvania
-$20.4M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$18.9M
5
RFP
Root Financial Partners
California
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
426
Rossby Financial
Florida
$582K +$634 +15 +0.1%
FWA
427
FSM Wealth Advisors
Ohio
$580K +$342 +8 +0.1%
PWM
428
Perigon Wealth Management
California
$575K +$18.2K +430 +3%
CB
429
Cadence Bank
Mississippi
$573K -$10.4K -245 -2%
CAMG
430
CWA Asset Management Group
Florida
$571K – – –
MFIM
431
Mesirow Financial Investment Management
Illinois
$567K +$567K +13,415 New
Franklin Resources
432
Franklin Resources
California
$562K +$2.62K +62 +0.5%
CFFP
433
Center for Financial Planning
Michigan
$559K – – –
QCM
434
QRG Capital Management
Illinois
$555K -$48.7K -1,152 -8%
CWM
435
Congress Wealth Management
Massachusetts
$543K +$18.5K +437 +4%
OC
436
Oakworth Capital
Alabama
$542K +$137K +3,240 +34%
VWA
437
VERITY Wealth Advisors
United States
$540K – – –
CAI
438
Capital Advisors Inc
Oklahoma
$534K – – –
TFA
439
TPG Financial Advisors
Oregon
$531K -$92.3K -2,182 -15%
MA
440
McGrath & Associates
North Carolina
$528K – – –
PTC
441
Private Trust Company
Ohio
$522K -$130K -3,079 -20%
Empower Advisory Group
442
Empower Advisory Group
Colorado
$514K – – –
AFA
443
American Financial Advisors
Georgia
$511K -$48.2K -1,139 -9%
BCM
444
Basso Capital Management
Connecticut
$499K -$211K -5,000 -30%
MAS
445
MPWM Advisory Solutions
Georgia
$493K -$1.02K -24 -0.2%
NFW
446
Noble Family Wealth
Florida
$490K +$490K +11,592 New
Renaissance Technologies
447
Renaissance Technologies
New York
$482K +$482K +11,400 New
HCM
448
Hollencrest Capital Management
California
$479K – – –
BMCM
449
Bryn Mawr Capital Management
Pennsylvania
$479K +$212K +5,014 +79%
NGA
450
Naples Global Advisors
Florida
$479K – – –
16 17
18
19 20