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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
EAM
26
Evanson Asset Management
California
$56M +$535K +13,315 +1%
Raymond James Financial
27
Raymond James Financial
Florida
$55.9M +$47.3K +1,179 +0.1%
BHWM
28
Beaird Harris Wealth Management
Texas
$54.9M +$582K +14,494 +1%
FFM
29
Forum Financial Management
Illinois
$51M -$338K -8,412 -0.7%
RIM
30
RW Investment Management
Idaho
$50.5M -$153K -3,800 -0.3%
WCWM
31
Willow Creek Wealth Management
California
$45.9M -$437K -10,888 -1%
SC
32
Schoolcraft Capital
Colorado
$45.2M -$579K -14,427 -1%
TH
33
Team Hewins
California
$44.6M -$787K -19,599 -2%
RFP
34
Root Financial Partners
California
$40.3M -$16.3M -406,707 -30%
PWIA
35
Porter White Investment Advisors
Alabama
$40.3M -$166K -4,136 -0.4%
TFM
36
TFC Financial Management
Massachusetts
$39.8M -$49.1K -1,223 -0.1%
HIG
37
Heritage Investment Group
Florida
$39.6M -$417K -10,373 -1%
TFP
38
Triune Financial Partners
Kansas
$38.5M -$341K -8,502 -0.9%
WFAG
39
Wescott Financial Advisory Group
Pennsylvania
$35.8M -$116K -2,888 -0.3%
AC
40
Apella Capital
Connecticut
$35.6M +$14M +347,714 +72%
SWA
41
Sax Wealth Advisors
New Jersey
$35M -$1.02M -25,288 -3%
PCI
42
Planning Center Inc
Illinois
$33.7M +$1.04M +25,994 +3%
MWA
43
Monograph Wealth Advisors
California
$33.5M +$5.42M +134,900 +21%
KAM
44
KEB Asset Management
Illinois
$33.4M -$1.29M -32,205 -4%
DFS
45
Dixon Fnancial Services
California
$32.6M -$157K -3,897 -0.5%
THL
46
Tillman Hartley LLC
Colorado
$32.1M -$3.59M -89,492 -11%
EFA
47
Efficient Frontier Advisors
Connecticut
$32M -$1.84M -45,865 -6%
TFO
48
Timonier Family Office
North Carolina
$31.8M +$1.17M +29,047 +4%
DEM
49
Disciplined Equity Management
Florida
$31.6M +$2.61M +65,000 +10%
CPA
50
Cardiff Park Advisors
California
$31.6M +$31.9K +795 +0.1%
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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.