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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

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
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$113M
2
LI
LRI Investments
Florida
+$20.9M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$19.7M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$16.7M
5
MG
Mather Group
Illinois
+$12.5M

Top Sellers

1
CW
Curio Wealth
Maryland
-$6.05B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$140M
3
EFP
Elser Financial Planning
Indiana
-$40.3M
4
IFA
Index Fund Advisors
California
-$31M
5
SC
Savant Capital
Illinois
-$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
426
Franklin Resources
California
$545K +$2.18K +53 +0.4%
AFA
427
American Financial Advisors
Georgia
$545K +$1.07K +26 +0.2%
CFFP
428
Center for Financial Planning
Michigan
$545K – – –
PWM
429
Perigon Wealth Management
California
$543K -$870K -21,103 -62%
RF
430
Rossby Financial
Florida
$538K +$71K +1,813 +15%
VWA
431
VERITY Wealth Advisors
United States
$526K – – –
CAI
432
Capital Advisors Inc
Oklahoma
$520K +$194K +4,709 +59%
CWM
433
Congress Wealth Management
Massachusetts
$516K +$516K +12,417 New
MA
434
McGrath & Associates
North Carolina
$514K – – –
CWM
435
Castle Wealth Management
Florida
$506K – – –
Empower Advisory Group
436
Empower Advisory Group
Colorado
$501K -$31.2K -757 -6%
Susquehanna International Group
437
Susquehanna International Group
Pennsylvania
$499K -$285K -6,910 -36%
MAS
438
MPWM Advisory Solutions
Georgia
$481K -$1.2K -29 -0.2%
HCM
439
Hollencrest Capital Management
California
$467K – – –
NGA
440
Naples Global Advisors
Florida
$466K – – –
WSFS
441
Wilmington Savings Fund Society
Delaware
$466K – – –
NP
442
NorthRock Partners
Minnesota
$465K – – –
BPWM
443
Badgley Phelps Wealth Managers
Washington
$462K – – –
XPN
444
XY Planning Network
Montana
$458K – – –
EWA
445
Elevate Wealth Advisory
Georgia
$457K +$1.07K +26 +0.2%
KF
446
Krilogy Financial
Missouri
$455K +$412 +10 +0.1%
QCIG
447
Quad-Cities Investment Group
Iowa
$453K -$18.2K -441 -4%
AG
448
Ascent Group
Virginia
$447K – – –
LCM
449
Liberty Capital Management
Michigan
$443K – – –
FWM
450
Fortress Wealth Management
California
$440K -$24.5K -595 -5%
16 17
18
19 20