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Dimensional US Marketwide Value ETF
DFUV

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: 670 → 674 (+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: 102 → 102 (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
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$75M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$51.3M
3
AC
Apella Capital
Connecticut
+$14M
4
AUB
Atlantic Union Bankshares
Virginia
+$12.4M
5
TWA
TCI Wealth Advisors
Arizona
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$91.4M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$60.6M
3
SC
Savant Capital
Illinois
-$22.8M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$17.9M
5
RFP
Root Financial Partners
California
-$16.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
451
Renaissance Technologies
New York
$482K +$458K +11,400 New
HCM
452
Hollencrest Capital Management
California
$479K – – –
BMCM
453
Bryn Mawr Capital Management
Pennsylvania
$479K +$201K +5,014 +79%
NGA
454
Naples Global Advisors
Florida
$479K – – –
Lido Advisors
455
Lido Advisors
California
$478K +$96.3K +2,397 +27%
NP
456
NorthRock Partners
Minnesota
$477K – – –
WSFS
457
Wilmington Savings Fund Society
Delaware
$474K -$4.02K -100 -0.9%
BPWM
458
Badgley Phelps Wealth Managers
Washington
$474K – – –
EWA
459
Elevate Wealth Advisory
Georgia
$473K +$3.53K +88 +0.8%
VA
460
VestGen Advisors
Illinois
$470K +$193K +4,802 +76%
KF
461
Krilogy Financial
Missouri
$467K +$482 +12 +0.1%
QCIG
462
Quad-Cities Investment Group
Iowa
$466K +$1.36K +34 +0.3%
AG
463
Ascent Group
Virginia
$459K – – –
CHJWM
464
Carlton Hofferkamp & Jenks Wealth Management
Texas
$458K – – –
LCM
465
Liberty Capital Management
Michigan
$454K – – –
LWM
466
Liberty Wealth Management
California
$452K -$350K -8,715 -45%
FWM
467
Fortress Wealth Management
California
$452K +$683 +17 +0.2%
Ameriprise
468
Ameriprise
Minnesota
$449K +$803 +20 +0.2%
SCM
469
Steele Capital Management
Iowa
$447K – – –
NCM
470
NCM Capital Management
New Jersey
$442K – – –
VCM
471
Vivaldi Capital Management
Illinois
$442K +$643 +16 +0.2%
CFO
472
CVA Family Office
Colorado
$439K +$1.93K +48 +0.5%
CSI
473
Cross Staff Investments
New York
$439K – – –
CWMG
474
Compass Wealth Management (Georgia)
Georgia
$428K +$406K +10,116 New
WF
475
WoodTrust Financial
Wisconsin
$426K – – –
17 18
19
20 21

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.