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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 %
SW
476
SteelPeak Wealth
California
$408K – – –
MGWA
477
Monument Group Wealth Advisors
Massachusetts
$408K +$42 +1 +0%
AI
478
Accredited Investors
Minnesota
$407K -$550 -13 -0.1%
NPAN
479
Northeast Planning Associates NH
New Hampshire
$404K – – –
PCA
480
Prosperity Capital Advisors
Ohio
$401K -$45.7K -1,081 -10%
CIBC Private Wealth Group
481
CIBC Private Wealth Group
Georgia
$400K – – –
GI
482
Gradient Investments
Minnesota
$399K – – –
DWM
483
Destination Wealth Management
California
$397K +$397K +9,388 New
CAM
484
Cozad Asset Management
Illinois
$396K – – –
AFA
485
Avant Financial Advisors
Texas
$396K – – –
RA
486
RFG Advisory
Alabama
$393K +$1.69K +40 +0.4%
AFAS
487
Acorn Financial Advisory Services
Virginia
$391K -$27.1K -642 -6%
AC
488
Avestar Capital
New York
$387K – – –
4WM
489
49 Wealth Management
Texas
$381K – – –
SAM
490
Summit Asset Management
Tennessee
$381K +$1.78K +42 +0.5%
LOPW
491
Live Oak Private Wealth
North Carolina
$379K – – –
RCM
492
RB Capital Management
Nevada
$375K +$21.9K +517 +6%
IF
493
Ironwood Financial
Arizona
$374K – – –
GA
494
Goldstein Advisors
Wisconsin
$373K – – –
Citadel Advisors
495
Citadel Advisors
Florida
$372K +$254 +6 +0.1%
BIM
496
Bridges Investment Management
Nebraska
$372K – – –
AC
497
AlphaCore Capital
California
$370K +$125K +2,947 +51%
GKWIM
498
Gerber Kawasaki Wealth & Investment Management
California
$366K +$1.69K +40 +0.5%
MCM
499
M1 Capital Management
Michigan
$366K – – –
CSIC
500
Clifford Swan Investment Counsel
California
$361K – – –
18 19
20
21 22