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Dimensional US Marketwide Value ETF
DFUV

757 hedge funds and large institutions have $10.9B invested in Dimensional US Marketwide Value ETF in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 227 increasing their positions, 251 reducing their positions, and 15 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3.23% less ownership

Funds ownership: 84.48% → 81.24% (-3.2%)

4% less funds holding in top 10

Funds holding in top 10: 113 → 108 (-5)

Holders
757
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$121M
2
+$43.4M
3
+$19M
4
AC
Apella Capital
Connecticut
+$16.5M
5
FPAS
Focus Partners Advisor Solutions
Missouri
+$15.4M

Top Sellers

1
-$498M
2
-$43.9M
3
-$18.6M
4
Northern Trust
Northern Trust
Illinois
-$16.7M
5
MWM
McMill Wealth Management
Nebraska
-$16.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
26
Beaird Harris Wealth Management
Texas
$59.4M
FFM
27
Forum Financial Management
Illinois
$56.9M
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$56.2M
AC
29
Apella Capital
Connecticut
$54.7M
AF
30
Allworth Financial
California
$53.5M
SC
31
Schoolcraft Capital
Colorado
$51.4M
PWP
32
Parkwoods Wealth Partners
New York
$49.7M
MWA
33
Monograph Wealth Advisors
California
$49.2M
PWIA
34
Porter White Investment Advisors
Alabama
$47.4M
TH
35
Team Hewins
California
$46.7M
TFP
36
Triune Financial Partners
Kansas
$46.3M
TFM
37
TFC Financial Management
Massachusetts
$44.1M
EFP
38
Elser Financial Planning
Indiana
$43.1M
KAM
39
KEB Asset Management
Illinois
$41.1M
HIG
40
Heritage Investment Group
Florida
$41M
GWMT
41
Guardian Wealth Management (Tennessee)
Tennessee
$40.9M
SAM
42
Smartleaf Asset Management
Massachusetts
$40.3M
DEM
43
Disciplined Equity Management
Florida
$39.2M
CPA
44
Capital Performance Advisors
California
$38.8M
MHS
45
M Holdings Securities
Oregon
$38.7M
VFP
46
Verus Financial Partners
Virginia
$37.9M
SWA
47
Sax Wealth Advisors
New Jersey
$37.8M
WFAG
48
Wescott Financial Advisory Group
Pennsylvania
$37.4M
IWC
49
Integrated Wealth Concepts
Massachusetts
$36.8M
DFS
50
Dixon Fnancial Services
California
$36.4M
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