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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
SPA
426
Shore Point Advisors
New Jersey
$593K +$11.6K +289 +2%
MWA
427
Midland Wealth Advisors
Illinois
$591K -$3.17K -79 -0.6%
CFO
428
Collective Family Office
Pennsylvania
$586K
RF
429
Rossby Financial
Florida
$582K +$602 +15 +0.1%
FWA
430
FSM Wealth Advisors
Ohio
$580K +$321 +8 +0.1%
PWM
431
Perigon Wealth Management
California
$575K +$17.3K +430 +3%
CB
432
Cadence Bank
Mississippi
$573K -$9.84K -245 -2%
CAMG
433
CWA Asset Management Group
Florida
$571K
MFIM
434
Mesirow Financial Investment Management
Illinois
$567K +$539K +13,415 New
Franklin Resources
435
Franklin Resources
California
$562K +$2.49K +62 +0.5%
CFFP
436
Center for Financial Planning
Michigan
$559K
QCM
437
QRG Capital Management
Illinois
$555K -$46.3K -1,152 -8%
RF
438
Robinswood Financial
Washington
$554K +$120 +3 +0%
CWM
439
Congress Wealth Management
Massachusetts
$543K +$17.6K +437 +4%
OC
440
Oakworth Capital
Alabama
$542K +$130K +3,240 +34%
VWA
441
VERITY Wealth Advisors
United States
$540K
CAI
442
Capital Advisors Inc
Oklahoma
$534K
TFA
443
TPG Financial Advisors
Oregon
$531K -$87.6K -2,182 -15%
MA
444
McGrath & Associates
North Carolina
$528K
PTC
445
Private Trust Company
Ohio
$522K -$124K -3,079 -20%
Empower Advisory Group
446
Empower Advisory Group
Colorado
$514K
AFA
447
American Financial Advisors
Georgia
$511K -$45.7K -1,139 -9%
BCM
448
Basso Capital Management
Connecticut
$499K -$201K -5,000 -30%
MAS
449
MPWM Advisory Solutions
Georgia
$493K -$964 -24 -0.2%
NFW
450
Noble Family Wealth
Florida
$490K +$466K +11,592 New

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.