DFUV icon

Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

665 hedge funds and large institutions have $9.97B invested in Dimensional US Marketwide Value ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 231 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.03%
Holding in Top 10
102
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.56%
% of All Funds
1.39%
New
43
Increased
198
Reduced
231
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$113M
2
LI
LRI Investments
Florida
+$20.9M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$19.7M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$16.7M
5
MG
Mather Group
Illinois
+$12.5M

Top Sellers

1
CW
Curio Wealth
Maryland
-$6.05B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$140M
3
EFP
Elser Financial Planning
Indiana
-$40.3M
4
IFA
Index Fund Advisors
California
-$31M
5
SC
Savant Capital
Illinois
-$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
501
Whittier Trust
California
$339K – – –
MHWM
502
Montz Harcus Wealth Management
Louisiana
$328K +$328K +7,947 New
OC
503
Optima Capital
Oregon
$326K – – –
TNBTD
504
Trustmark National Bank Trust Department
Mississippi
$317K – – –
IWS
505
Integrity Wealth Solutions
Colorado
$316K +$1.28K +31 +0.4%
PPW
506
Pasadena Private Wealth
California
$315K – – –
ACP
507
Aviance Capital Partners
Florida
$315K +$315K +7,638 New
IFWM
508
Institute for Wealth Management
Colorado
$309K – – –
HCP
509
Holt Capital Partners
Texas
$308K – – –
LF
510
Lantz Financial
Illinois
$305K – – –
KSWA
511
Kathleen S. Wright Associates
Pennsylvania
$303K – – –
EFP
512
Elser Financial Planning
Indiana
$302K -$40.3M -978,212 -99%
UB
513
UMB Bank
Missouri
$301K – – –
MW
514
MBL Wealth
North Carolina
$298K – – –
SEIA
515
Signature Estate & Investment Advisors
California
$297K +$1.2K +29 +0.4%
GD
516
Grandfield & Dodd
New York
$297K – – –
MGW
517
MB Generational Wealth
Washington
$296K – – –
JIC
518
Joel Isaacson & Co
New York
$296K – – –
MHFA
519
Mission Hills Financial Advisory
California
$295K – – –
GSF
520
Grove Street Fiduciary
New Hampshire
$290K – – –
CFGA
521
Cambridge Financial Group (Arizona)
Arizona
$288K +$246 +6 +0.1%
WWM
522
Whalen Wealth Management
Nevada
$285K +$1.15K +28 +0.4%
ECM
523
Evergreen Capital Management
Washington
$281K – – –
LFP
524
Leeward Financial Partners
Washington
$280K – – –
ACM
525
Advisors Capital Management
New Jersey
$278K +$278K +6,748 New
19 20
21
22 23