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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

664 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, 223 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
–
Holders Change %
0%
% of All Funds
8.9%
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
223
Reduced
222
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.53B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.34B
3
AC
Apella Capital
Connecticut
$35.6M
4
AUB
Atlantic Union Bankshares
Virginia
$13.1M
5
TWA
TCI Wealth Advisors
Arizona
$116M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$565M
2
SC
Savant Capital
Illinois
$707M
3
WCP
Wick Capital Partners
Pennsylvania
$1.2M
4
PCIA
Prime Capital Investment Advisors
Kansas
$1.34M
5
RFP
Root Financial Partners
California
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
451
Lido Advisors
California
$478K +$101K +2,397 +27%
NP
452
NorthRock Partners
Minnesota
$477K – – –
WSFS
453
Wilmington Savings Fund Society
Delaware
$474K -$4.23K -100 -0.9%
BPWM
454
Badgley Phelps Wealth Managers
Washington
$474K – – –
EWA
455
Elevate Wealth Advisory
Georgia
$473K +$3.72K +88 +0.8%
VA
456
VestGen Advisors
Illinois
$470K +$203K +4,802 +76%
KF
457
Krilogy Financial
Missouri
$467K +$507 +12 +0.1%
QCIG
458
Quad-Cities Investment Group
Iowa
$466K +$1.44K +34 +0.3%
AG
459
Ascent Group
Virginia
$459K – – –
CHJWM
460
Carlton Hofferkamp & Jenks Wealth Management
Texas
$458K – – –
LCM
461
Liberty Capital Management
Michigan
$454K – – –
LWM
462
Liberty Wealth Management
California
$452K -$368K -8,715 -45%
FWM
463
Fortress Wealth Management
California
$452K +$719 +17 +0.2%
Ameriprise
464
Ameriprise
Minnesota
$449K +$846 +20 +0.2%
SCM
465
Steele Capital Management
Iowa
$447K – – –
NCM
466
NCM Capital Management
New Jersey
$442K – – –
VCM
467
Vivaldi Capital Management
Illinois
$442K +$676 +16 +0.2%
CFO
468
CVA Family Office
Colorado
$439K +$2.03K +48 +0.5%
CSI
469
Cross Staff Investments
New York
$439K – – –
CWMG
470
Compass Wealth Management (Georgia)
Georgia
$428K +$428K +10,116 New
WF
471
WoodTrust Financial
Wisconsin
$426K – – –
OC
472
Oppenheimer & Co
New York
$424K – – –
TCM
473
Towneley Capital Management
California
$422K +$1.99K +47 +0.5%
FWTB
474
First Western Trust Bank
Colorado
$421K -$18.1K -428 -4%
SFS
475
Strategic Financial Services
New York
$418K -$2.83K -67 -0.7%
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