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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
OC
476
Oppenheimer & Co
New York
$424K – – –
TCM
477
Towneley Capital Management
California
$422K +$1.89K +47 +0.5%
FWTB
478
First Western Trust Bank
Colorado
$421K -$17.2K -428 -4%
SFS
479
Strategic Financial Services
New York
$418K -$2.69K -67 -0.7%
SW
480
SteelPeak Wealth
California
$408K – – –
MGWA
481
Monument Group Wealth Advisors
Massachusetts
$408K +$40 +1 +0%
AI
482
Accredited Investors
Minnesota
$407K -$522 -13 -0.1%
NPAN
483
Northeast Planning Associates NH
New Hampshire
$404K – – –
PCA
484
Prosperity Capital Advisors
Ohio
$401K -$43.4K -1,081 -10%
CIBC Private Wealth Group
485
CIBC Private Wealth Group
Georgia
$400K – – –
GI
486
Gradient Investments
Minnesota
$399K – – –
DWM
487
Destination Wealth Management
California
$397K +$377K +9,388 New
CAM
488
Cozad Asset Management
Illinois
$396K – – –
AFA
489
Avant Financial Advisors
Texas
$396K – – –
RA
490
RFG Advisory
Alabama
$393K +$1.61K +40 +0.4%
AFAS
491
Acorn Financial Advisory Services
Virginia
$391K -$25.8K -642 -6%
MKW
492
Mullaney, Keating & Wright
Connecticut
$389K – – –
AC
493
Avestar Capital
New York
$387K – – –
4WM
494
49 Wealth Management
Texas
$381K – – –
SAM
495
Summit Asset Management
Tennessee
$381K +$1.69K +42 +0.5%
LOPW
496
Live Oak Private Wealth
North Carolina
$379K – – –
RCM
497
RB Capital Management
Nevada
$375K +$20.8K +517 +6%
IF
498
Ironwood Financial
Arizona
$374K – – –
GA
499
Goldstein Advisors
Wisconsin
$373K – – –
Citadel Advisors
500
Citadel Advisors
Florida
$372K +$241 +6 +0.1%
18 19
20
21 22

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.