DFUV icon

Dimensional US Marketwide Value ETF

682 hedge funds and large institutions have $9.55B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 201 increasing their positions, 237 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

11.71% less ownership

Funds ownership: 89.07%77.36% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 237

Holders
682
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
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
NP
426
NorthRock Partners
Minnesota
$619K
MWA
427
Midland Wealth Advisors
Illinois
$619K
RF
428
Rossby Financial
Florida
$616K
FSC
429
Full Sail Capital
Oklahoma
$612K
WTA
430
Washington Trust Advisors
Massachusetts
$609K
FWA
431
FSM Wealth Advisors
Ohio
$608K
LWL
432
Leo Wealth LLC
Texas
$605K
CAMG
433
CWA Asset Management Group
Florida
$603K
WN
434
Williams & Novak
California
$603K
MFIM
435
Mesirow Financial Investment Management
Illinois
$602K
Franklin Resources
436
Franklin Resources
California
$596K
CFA
437
Cahill Financial Advisors
Minnesota
$596K
CFFP
438
Center for Financial Planning
Michigan
$591K
VWA
439
VERITY Wealth Advisors
United States
$571K
OC
440
Oakworth Capital
Alabama
$568K
CAI
441
Capital Advisors Inc
Oklahoma
$564K
TFA
442
TPG Financial Advisors
Oregon
$562K
MA
443
McGrath & Associates
North Carolina
$558K
Lido Advisors
444
Lido Advisors
California
$557K
Empower Advisory Group
445
Empower Advisory Group
Colorado
$543K
AFA
446
American Financial Advisors
Georgia
$541K
BCM
447
Basso Capital Management
Connecticut
$527K
SW
448
SVB Wealth
Massachusetts
$525K
CIBC Private Wealth Group
449
CIBC Private Wealth Group
Georgia
$510K
HCM
450
Hollencrest Capital Management
California
$507K