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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 %
AG
501
AlTi Global
New York
$361K – – –
LFAS
502
Level Four Advisory Services
Texas
$360K +$1.1K +26 +0.3%
WCM
503
Warburton Capital Management
Oklahoma
$359K +$1.69K +39 +0.5%
GWM
504
GDS Wealth Management
Texas
$359K -$84.7K -2,004 -19%
LFP
505
Leeward Financial Partners
Washington
$356K +$68.7K +1,625 +24%
NOI
506
Newton One Investments
Delaware
$353K +$1.61K +38 +0.5%
PWS
507
Physician Wealth Solutions
Nevada
$351K – – –
WT
508
Whittier Trust
California
$348K – – –
BCM
509
Brookstone Capital Management
Illinois
$343K -$96.9K -2,292 -22%
RWM
510
Rockwood Wealth Management
Pennsylvania
$342K -$90.8K -2,148 -21%
MHWM
511
Montz Harcus Wealth Management
Louisiana
$338K +$1.61K +38 +0.5%
FOA
512
Five Oceans Advisors
California
$335K +$103K +2,437 +44%
OC
513
Optima Capital
Oregon
$335K – – –
OCM
514
Orion Capital Management
California
$332K +$228K +5,381 +218%
RI
515
Ridgewood Investments
New Jersey
$330K +$285K +6,746 +631%
TNBTD
516
Trustmark National Bank Trust Department
Mississippi
$326K – – –
IWS
517
Integrity Wealth Solutions
Colorado
$325K +$1.23K +29 +0.4%
PPW
518
Pasadena Private Wealth
California
$324K – – –
ACP
519
Aviance Capital Partners
Florida
$323K – – –
RC
520
Roundview Capital
New Jersey
$322K +$322K +7,626 New
IFWM
521
Institute for Wealth Management
Colorado
$317K – – –
HCP
522
Holt Capital Partners
Texas
$316K – – –
ASN
523
Advisory Services Network
Georgia
$312K -$82.9K -1,950 -21%
KSWA
524
Kathleen S. Wright Associates
Pennsylvania
$311K – – –
SSWM
525
Smith Salley Wealth Management
North Carolina
$311K +$311K +7,344 New
19 20
21
22 23