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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

664 hedge funds and large institutions have $10.4B invested in Dimensional US Marketwide Value ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 223 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
–
Holders Change %
0%
% of All Funds
8.91%
Holding in Top 10
101
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.98%
% of All Funds
1.35%
New
41
Increased
223
Reduced
222
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.53B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.34B
3
AC
Apella Capital
Connecticut
$35.6M
4
AUB
Atlantic Union Bankshares
Virginia
$13.1M
5
TWA
TCI Wealth Advisors
Arizona
$116M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$565M
2
SC
Savant Capital
Illinois
$707M
3
WCP
Wick Capital Partners
Pennsylvania
$1.2M
4
PCIA
Prime Capital Investment Advisors
Kansas
$1.34M
5
RFP
Root Financial Partners
California
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
26
Evanson Asset Management
California
$56M +$563K +13,315 +1%
Raymond James Financial
27
Raymond James Financial
Florida
$55.9M +$49.8K +1,179 +0.1%
BHWM
28
Beaird Harris Wealth Management
Texas
$54.9M +$613K +14,494 +1%
FFM
29
Forum Financial Management
Illinois
$51M -$356K -8,412 -0.7%
RIM
30
RW Investment Management
Idaho
$50.5M -$161K -3,800 -0.3%
WCWM
31
Willow Creek Wealth Management
California
$45.9M -$460K -10,888 -1%
SC
32
Schoolcraft Capital
Colorado
$45.2M -$610K -14,427 -1%
TH
33
Team Hewins
California
$44.6M -$829K -19,599 -2%
RFP
34
Root Financial Partners
California
$40.3M -$17.2M -406,707 -30%
PWIA
35
Porter White Investment Advisors
Alabama
$40.3M -$175K -4,136 -0.4%
TFM
36
TFC Financial Management
Massachusetts
$39.8M -$51.7K -1,223 -0.1%
HIG
37
Heritage Investment Group
Florida
$39.6M -$439K -10,373 -1%
TFP
38
Triune Financial Partners
Kansas
$38.5M -$359K -8,502 -0.9%
WFAG
39
Wescott Financial Advisory Group
Pennsylvania
$35.8M -$122K -2,888 -0.3%
AC
40
Apella Capital
Connecticut
$35.6M +$14.8M +347,714 +72%
SWA
41
Sax Wealth Advisors
New Jersey
$35M -$1.07M -25,288 -3%
PCI
42
Planning Center Inc
Illinois
$33.7M +$1.1M +25,994 +3%
MWA
43
Monograph Wealth Advisors
California
$33.5M +$5.7M +134,900 +21%
KAM
44
KEB Asset Management
Illinois
$33.4M -$1.36M -32,205 -4%
DFS
45
Dixon Fnancial Services
California
$32.6M -$165K -3,897 -0.5%
THL
46
Tillman Hartley LLC
Colorado
$32.1M -$3.78M -89,492 -11%
EFA
47
Efficient Frontier Advisors
Connecticut
$32M -$1.94M -45,865 -6%
TFO
48
Timonier Family Office
North Carolina
$31.8M +$1.23M +29,047 +4%
DEM
49
Disciplined Equity Management
Florida
$31.6M +$2.75M +65,000 +10%
CPA
50
Cardiff Park Advisors
California
$31.6M +$33.6K +795 +0.1%
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