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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

660 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 41 funds opening new positions, 220 increasing their positions, 222 reducing their positions, and 25 closing their positions.

Holders
660
Holders Change
-4
Holders Change %
-0.6%
% of All Funds
8.86%
Holding in Top 10
100
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.96%
% of All Funds
1.34%
New
41
Increased
220
Reduced
222
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MPW
1
MASECO Private Wealth
$87.9M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.53B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.34B
4
PFG
4
Premier Financial Group
California
$25.4M
5
AC
5
Apella Capital
Connecticut
$35.6M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$565M
2
SC
2
Savant Capital
Illinois
$707M
3
WCP
3
Wick Capital Partners
Pennsylvania
$1.2M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$1.34M
5
RFP
5
Root Financial Partners
California
$40.3M
Name Market Value Shares Shares
Change 		Shares
Change %
EAM
26
Evanson Asset Management
California
$56M 1,324,237 +13,315 +1%
Raymond James Financial
27
Raymond James Financial
Florida
$55.9M 1,321,744 +1,179 +0.1%
FFM
28
Forum Financial Management
Illinois
$51M 1,206,382 -8,412 -0.7%
RIM
29
RW Investment Management
Idaho
$50.5M 1,195,403 -3,800 -0.3%
WCWM
30
Willow Creek Wealth Management
California
$45.9M 1,085,073 -10,888 -1%
SC
31
Schoolcraft Capital
Colorado
$45.2M 1,069,772 -14,427 -1%
TH
32
Team Hewins
California
$44.6M 1,055,864 -19,599 -2%
RFP
33
Root Financial Partners
California
$40.3M 954,172 -406,707 -30%
PWIA
34
Porter White Investment Advisors
Alabama
$40.3M 954,169 -4,136 -0.4%
TFM
35
TFC Financial Management
Massachusetts
$39.8M 941,019 -1,223 -0.1%
HIG
36
Heritage Investment Group
Florida
$39.6M 936,355 -10,373 -1%
TFP
37
Triune Financial Partners
Kansas
$38.5M 909,915 -8,502 -0.9%
WFAG
38
Wescott Financial Advisory Group
Pennsylvania
$35.8M 846,904 -2,888 -0.3%
AC
39
Apella Capital
Connecticut
$35.6M 833,172 +347,714 +72%
SWA
40
Sax Wealth Advisors
New Jersey
$35M 827,304 -25,288 -3%
PCI
41
Planning Center Inc
Illinois
$33.7M 797,081 +25,994 +3%
MWA
42
Monograph Wealth Advisors
California
$33.5M 792,768 +134,900 +21%
KAM
43
KEB Asset Management
Illinois
$33.4M 789,310 -32,205 -4%
DFS
44
Dixon Fnancial Services
California
$32.6M 771,282 -3,897 -0.5%
THL
45
Tillman Hartley LLC
Colorado
$32.1M 759,096 -89,492 -11%
EFA
46
Efficient Frontier Advisors
Connecticut
$32M 757,534 -45,865 -6%
TFO
47
Timonier Family Office
North Carolina
$31.8M 753,224 +29,047 +4%
DEM
48
Disciplined Equity Management
Florida
$31.6M 746,866 +65,000 +10%
CPA
49
Cardiff Park Advisors
California
$31.6M 746,295 +795 +0.1%
WA
50
Wealth Architects
California
$30.9M 731,241 +18,320 +3%
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