DFUV icon

Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

664 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, 197 increasing their positions, 231 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.02%
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
197
Reduced
231
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.41B
2
LI
2
LRI Investments
Florida
$21.8M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$19.7M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$613M
5
MG
5
Mather Group
Illinois
$25.7M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$1.72M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.26B
3
EFP
3
Elser Financial Planning
Indiana
$302K
4
IFA
4
Index Fund Advisors
California
$223M
5
SC
5
Savant Capital
Illinois
$713M
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
26
Raymond James Financial
Florida
$54.4M +$3.98M +96,516 +8%
EAM
27
Evanson Asset Management
California
$54M -$1.06M -25,758 -2%
BHWM
28
Beaird Harris Wealth Management
Texas
$52.9M -$490K -11,879 -0.9%
FFM
29
Forum Financial Management
Illinois
$50.1M -$4.64M -112,675 -8%
RIM
30
RW Investment Management
Idaho
$49.4M -$2.15M -52,273 -4%
WCWM
31
Willow Creek Wealth Management
California
$45.2M +$335K +8,125 +0.7%
SC
32
Schoolcraft Capital
Colorado
$44.7M -$439K -10,657 -1%
TH
33
Team Hewins
California
$44.3M -$483K -11,728 -1%
PWIA
34
Porter White Investment Advisors
Alabama
$39.5M -$312K -7,578 -0.8%
HIG
35
Heritage Investment Group
Florida
$39M -$1M -24,318 -3%
TFM
36
TFC Financial Management
Massachusetts
$38.8M -$610K -14,794 -2%
TFP
37
Triune Financial Partners
Kansas
$37.8M -$108K -2,611 -0.3%
SWA
38
Sax Wealth Advisors
New Jersey
$35.1M -$357K -8,655 -1%
AIS
39
American Investment Services
Massachusetts
$35.1M -$1.43M -34,738 -4%
WFAG
40
Wescott Financial Advisory Group
Pennsylvania
$35M -$194K -4,719 -0.6%
THL
41
Tillman Hartley LLC
Colorado
$35M -$1.24M -30,208 -3%
KAM
42
KEB Asset Management
Illinois
$33.9M +$700K +16,980 +2%
EFA
43
Efficient Frontier Advisors
Connecticut
$33.1M +$4.16K +101 +0%
DFS
44
Dixon Fnancial Services
California
$31.9M -$147K -3,568 -0.5%
PCI
45
Planning Center Inc
Illinois
$31.8M -$140K -3,389 -0.4%
CPA
46
Cardiff Park Advisors
California
$30.7M -$251K -6,096 -0.8%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$30.7M +$1.16M +28,237 +4%
HWMT
48
Heritage Wealth Management (Texas)
Texas
$30M +$521K +12,652 +2%
TFO
49
Timonier Family Office
North Carolina
$29.8M +$2.62M +63,569 +10%
WA
50
Wealth Architects
California
$29.4M +$972K +23,593 +3%
1
2
3 4 5