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Dimensional US Marketwide Value ETF
DFUV

670 hedge funds and large institutions have $9.96B invested in Dimensional US Marketwide Value ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 200 increasing their positions, 231 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 23

0% more funds holding

Funds holding: 668 → 670 (+2)

1% less capital invested

Capital invested by funds: $10.1B → $9.96B (-$115M)

1.77% less ownership

Funds ownership: 90.38% → 88.61% (-1.8%)

6% less funds holding in top 10

Funds holding in top 10: 108 → 102 (-6)

13% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 231

Holders
670
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
8.98%
Holding in Top 10
102
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.56%
% of All Funds
1.37%
New
43
Increased
200
Reduced
231
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$115M
2
LI
LRI Investments
Florida
+$21.3M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$20.1M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$17M
5
MG
Mather Group
Illinois
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$143M
2
SC
Savant Capital
Illinois
-$46M
3
EFP
Elser Financial Planning
Indiana
-$41.1M
4
IFA
Index Fund Advisors
California
-$31.5M
5
EP
Essential Planning
New Hampshire
-$16.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
451
Liberty Capital Management
Michigan
$443K – – –
FWM
452
Fortress Wealth Management
California
$440K -$25K -595 -5%
Ameriprise
453
Ameriprise
Minnesota
$437K +$35.8K +852 +9%
SCM
454
Steele Capital Management
Iowa
$435K +$443K +10,564 New
PCA
455
Prosperity Capital Advisors
Ohio
$435K -$16.7K -399 -4%
GWM
456
GDS Wealth Management
Texas
$432K – – –
NCM
457
NCM Capital Management
New Jersey
$431K – – –
VCM
458
Vivaldi Capital Management
Illinois
$430K +$80.1K +1,909 +22%
BCM
459
Brookstone Capital Management
Illinois
$429K +$420 +10 +0.1%
CSI
460
Cross Staff Investments
New York
$428K – – –
FWTB
461
First Western Trust Bank
Colorado
$428K -$1.68K -40 -0.4%
CFO
462
CVA Family Office
Colorado
$426K +$1.72K +41 +0.4%
RWM
463
Rockwood Wealth Management
Pennsylvania
$421K +$93.9K +2,236 +28%
WF
464
WoodTrust Financial
Wisconsin
$415K – – –
OC
465
Oppenheimer & Co
New York
$413K – – –
SWA
466
Stratos Wealth Advisors
Ohio
$412K – – –
SFS
467
Strategic Financial Services
New York
$410K – – –
TCM
468
Towneley Capital Management
California
$409K +$1.64K +39 +0.4%
AFAS
469
Acorn Financial Advisory Services
Virginia
$408K +$84 +2 +0%
CHJWM
470
Carlton Hofferkamp & Jenks Wealth Management
Texas
$405K – – –
SW
471
SteelPeak Wealth
California
$398K – – –
MGWA
472
Monument Group Wealth Advisors
Massachusetts
$398K – – –
AI
473
Accredited Investors
Minnesota
$397K -$7.93K -189 -2%
OC
474
Oakworth Capital
Alabama
$395K +$133K +3,166 +49%
NPAN
475
Northeast Planning Associates NH
New Hampshire
$394K – – –
17 18
19
20 21

DFUV Hedge Fund Activity: Q1 2025 in Review

670 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q1 2025, worth a combined $9.96B — down 1.1% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new DFUV positions and 23 closed out — a net gain of 20 holders — while 200 added to existing stakes and 231 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $115M. The largest seller was Envestnet Asset Management, cutting an estimated $143M.

  • 670 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q1 2025, up from 668 in Q4 2024.
  • Funds reported $9.96B of Dimensional US Marketwide Value ETF stock for Q1 2025, down 1.1% quarter-over-quarter.
  • 43 funds opened new Dimensional US Marketwide Value ETF positions in Q1 2025 and 23 closed out, a net change of +20 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q1 2025 was Mercer Global Advisors, an estimated $115M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2025.