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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
NOI
501
Newton One Investments
Delaware
$343K +$1.34K +32 +0.4%
PWS
502
Physician Wealth Solutions
Nevada
$342K – – –
WCM
503
Warburton Capital Management
Oklahoma
$340K +$1.39K +33 +0.4%
WT
504
Whittier Trust
California
$339K – – –
MHWM
505
Montz Harcus Wealth Management
Louisiana
$328K +$334K +7,947 New
OC
506
Optima Capital
Oregon
$326K – – –
TNBTD
507
Trustmark National Bank Trust Department
Mississippi
$317K – – –
IWS
508
Integrity Wealth Solutions
Colorado
$316K +$1.3K +31 +0.4%
PPW
509
Pasadena Private Wealth
California
$315K – – –
ACP
510
Aviance Capital Partners
Florida
$315K +$321K +7,638 New
IFWM
511
Institute for Wealth Management
Colorado
$309K – – –
HCP
512
Holt Capital Partners
Texas
$308K – – –
LF
513
Lantz Financial
Illinois
$305K – – –
KSWA
514
Kathleen S. Wright Associates
Pennsylvania
$303K – – –
EFP
515
Elser Financial Planning
Indiana
$302K -$41.1M -978,212 -99%
UB
516
UMB Bank
Missouri
$301K – – –
MW
517
MBL Wealth
North Carolina
$298K – – –
SEIA
518
Signature Estate & Investment Advisors
California
$297K +$1.22K +29 +0.4%
GD
519
Grandfield & Dodd
New York
$297K – – –
MGW
520
MB Generational Wealth
Washington
$296K – – –
JIC
521
Joel Isaacson & Co
New York
$296K – – –
MHFA
522
Mission Hills Financial Advisory
California
$295K – – –
CT
523
Caldwell Trust
Florida
$292K – – –
GSF
524
Grove Street Fiduciary
New Hampshire
$290K – – –
CFGA
525
Cambridge Financial Group (Arizona)
Arizona
$288K +$252 +6 +0.1%
19 20
21
22 23

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.