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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
BIM
501
Bridges Investment Management
Nebraska
$372K – – –
AC
502
AlphaCore Capital
California
$370K +$118K +2,947 +51%
GKWIM
503
Gerber Kawasaki Wealth & Investment Management
California
$366K +$1.61K +40 +0.5%
MCM
504
M1 Capital Management
Michigan
$366K – – –
CSIC
505
Clifford Swan Investment Counsel
California
$361K – – –
AG
506
AlTi Global
New York
$361K – – –
LFAS
507
Level Four Advisory Services
Texas
$360K +$1.04K +26 +0.3%
WCM
508
Warburton Capital Management
Oklahoma
$359K +$1.57K +39 +0.5%
GWM
509
GDS Wealth Management
Texas
$359K -$80.5K -2,004 -19%
LFP
510
Leeward Financial Partners
Washington
$356K +$65.3K +1,625 +24%
NOI
511
Newton One Investments
Delaware
$353K +$1.53K +38 +0.5%
PWS
512
Physician Wealth Solutions
Nevada
$351K – – –
WT
513
Whittier Trust
California
$348K – – –
BCM
514
Brookstone Capital Management
Illinois
$343K -$92K -2,292 -22%
RWM
515
Rockwood Wealth Management
Pennsylvania
$342K -$86.3K -2,148 -21%
MHWM
516
Montz Harcus Wealth Management
Louisiana
$338K +$1.53K +38 +0.5%
FOA
517
Five Oceans Advisors
California
$335K +$97.9K +2,437 +44%
OC
518
Optima Capital
Oregon
$335K – – –
OCM
519
Orion Capital Management
California
$332K +$216K +5,381 +218%
RI
520
Ridgewood Investments
New Jersey
$330K +$271K +6,746 +631%
TNBTD
521
Trustmark National Bank Trust Department
Mississippi
$326K – – –
IWS
522
Integrity Wealth Solutions
Colorado
$325K +$1.17K +29 +0.4%
PPW
523
Pasadena Private Wealth
California
$324K – – –
ACP
524
Aviance Capital Partners
Florida
$323K – – –
RC
525
Roundview Capital
New Jersey
$322K +$306K +7,626 New
19 20
21
22 23

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.