DFUV icon

Dimensional US Marketwide Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
451
Ameriprise
Minnesota
$437K +$35.1K +852 +9%
SCM
452
Steele Capital Management
Iowa
$435K +$435K +10,564 New
PCA
453
Prosperity Capital Advisors
Ohio
$435K -$16.4K -399 -4%
GWM
454
GDS Wealth Management
Texas
$432K
NCM
455
NCM Capital Management
New Jersey
$431K
VCM
456
Vivaldi Capital Management
Illinois
$430K +$78.7K +1,909 +22%
BCM
457
Brookstone Capital Management
Illinois
$429K +$412 +10 +0.1%
CSI
458
Cross Staff Investments
New York
$428K
FWTB
459
First Western Trust Bank
Colorado
$428K -$1.65K -40 -0.4%
CFO
460
CVA Family Office
Colorado
$426K +$1.69K +41 +0.4%
RWM
461
Rockwood Wealth Management
Pennsylvania
$421K +$92.1K +2,236 +28%
WF
462
WoodTrust Financial
Wisconsin
$415K
OC
463
Oppenheimer & Co
New York
$413K
SWA
464
Stratos Wealth Advisors
Ohio
$412K
SFS
465
Strategic Financial Services
New York
$410K
TCM
466
Towneley Capital Management
California
$409K +$1.61K +39 +0.4%
AFAS
467
Acorn Financial Advisory Services
Virginia
$408K +$82 +2 +0%
CHJWM
468
Carlton Hofferkamp & Jenks Wealth Management
Texas
$405K
SW
469
SteelPeak Wealth
California
$398K
MGWA
470
Monument Group Wealth Advisors
Massachusetts
$398K
AI
471
Accredited Investors
Minnesota
$397K -$7.79K -189 -2%
OC
472
Oakworth Capital
Alabama
$395K +$130K +3,166 +49%
NPAN
473
Northeast Planning Associates NH
New Hampshire
$394K
GI
474
Gradient Investments
Minnesota
$388K
CAM
475
Cozad Asset Management
Illinois
$386K -$47.8K -1,161 -11%