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Dimensional US Marketwide Value ETF
DFUV

670 hedge funds and large institutions have $9.96B invested in Dimensional US Marketwide Value ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 200 increasing their positions, 231 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 23

0% more funds holding

Funds holding: 668 → 670 (+2)

1% less capital invested

Capital invested by funds: $10.1B → $9.96B (-$115M)

1.77% less ownership

Funds ownership: 90.38% → 88.61% (-1.8%)

6% less funds holding in top 10

Funds holding in top 10: 108 → 102 (-6)

13% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 231

Holders
670
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
8.98%
Holding in Top 10
102
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.56%
% of All Funds
1.37%
New
43
Increased
200
Reduced
231
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$115M
2
LI
LRI Investments
Florida
+$21.3M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$20.1M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$17M
5
MG
Mather Group
Illinois
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$143M
2
SC
Savant Capital
Illinois
-$46M
3
EFP
Elser Financial Planning
Indiana
-$41.1M
4
IFA
Index Fund Advisors
California
-$31.5M
5
EP
Essential Planning
New Hampshire
-$16.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
476
Gradient Investments
Minnesota
$388K – – –
CAM
477
Cozad Asset Management
Illinois
$386K -$48.7K -1,161 -11%
AFA
478
Avant Financial Advisors
Texas
$386K – – –
ASN
479
Advisory Services Network
Georgia
$382K -$32.2K -767 -8%
RA
480
RFG Advisory
Alabama
$381K +$16.2K +386 +4%
MKW
481
Mullaney, Keating & Wright
Connecticut
$380K – – –
AC
482
Avestar Capital
New York
$378K – – –
Betterment LLC
483
Betterment LLC
New York
$375K +$15.5K +369 +4%
IF
484
Ironwood Financial
Arizona
$374K -$8.39K -200 -2%
4WM
485
49 Wealth Management
Texas
$371K +$1.51K +36 +0.4%
LOPW
486
Live Oak Private Wealth
North Carolina
$369K – – –
SAM
487
Summit Asset Management
Tennessee
$369K +$1.51K +36 +0.4%
Lido Advisors
488
Lido Advisors
California
$367K – – –
PA
489
Procyon Advisors
Connecticut
$365K – – –
GA
490
Goldstein Advisors
Wisconsin
$363K – – –
BIM
491
Bridges Investment Management
Nebraska
$362K – – –
Citadel Advisors
492
Citadel Advisors
Florida
$362K +$369K +8,791 New
MCM
493
M1 Capital Management
Michigan
$357K – – –
Fisher Asset Management
494
Fisher Asset Management
Washington
$356K +$363K +8,644 New
GKWIM
495
Gerber Kawasaki Wealth & Investment Management
California
$355K +$1.47K +35 +0.4%
CSIC
496
Clifford Swan Investment Counsel
California
$352K – – –
AG
497
AlTi Global
New York
$352K -$15.5K -370 -4%
LFAS
498
Level Four Advisory Services
Texas
$349K -$39.1K -932 -10%
RCM
499
RB Capital Management
Nevada
$345K +$42 +1 +0%
CIBC Private Wealth Group
500
CIBC Private Wealth Group
Georgia
$343K -$40.7K -970 -9%
18 19
20
21 22

DFUV Hedge Fund Activity: Q1 2025 in Review

670 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q1 2025, worth a combined $9.96B — down 1.1% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new DFUV positions and 23 closed out — a net gain of 20 holders — while 200 added to existing stakes and 231 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $115M. The largest seller was Envestnet Asset Management, cutting an estimated $143M.

  • 670 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q1 2025, up from 668 in Q4 2024.
  • Funds reported $9.96B of Dimensional US Marketwide Value ETF stock for Q1 2025, down 1.1% quarter-over-quarter.
  • 43 funds opened new Dimensional US Marketwide Value ETF positions in Q1 2025 and 23 closed out, a net change of +20 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q1 2025 was Mercer Global Advisors, an estimated $115M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2025.