DFUV icon

Dimensional US Marketwide Value ETF

668 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 41 funds opening new positions, 225 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
102
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
476
Strategic Financial Services
New York
$418K
SW
477
SteelPeak Wealth
California
$408K
MGWA
478
Monument Group Wealth Advisors
Massachusetts
$408K
AI
479
Accredited Investors
Minnesota
$407K
NPAN
480
Northeast Planning Associates NH
New Hampshire
$404K
PCA
481
Prosperity Capital Advisors
Ohio
$401K
CIBC Private Wealth Group
482
CIBC Private Wealth Group
Georgia
$400K
GI
483
Gradient Investments
Minnesota
$399K
DWM
484
Destination Wealth Management
California
$397K
CAM
485
Cozad Asset Management
Illinois
$396K
AFA
486
Avant Financial Advisors
Texas
$396K
RA
487
RFG Advisory
Alabama
$393K
AFAS
488
Acorn Financial Advisory Services
Virginia
$391K
AC
489
Avestar Capital
New York
$387K
4WM
490
49 Wealth Management
Texas
$381K
SAM
491
Summit Asset Management
Tennessee
$381K
LOPW
492
Live Oak Private Wealth
North Carolina
$379K
RCM
493
RB Capital Management
Nevada
$375K
IF
494
Ironwood Financial
Arizona
$374K
GA
495
Goldstein Advisors
Wisconsin
$373K
Citadel Advisors
496
Citadel Advisors
Florida
$372K
BIM
497
Bridges Investment Management
Nebraska
$372K
AC
498
AlphaCore Capital
California
$370K
GKWIM
499
Gerber Kawasaki Wealth & Investment Management
California
$366K
MCM
500
M1 Capital Management
Michigan
$366K