DFUV icon

Dimensional US Marketwide Value ETF

757 hedge funds and large institutions have $10.9B invested in Dimensional US Marketwide Value ETF in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 227 increasing their positions, 251 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
Lido Advisors
501
Lido Advisors
California
$482K
SFG
502
Sovereign Financial Group
Connecticut
$479K
SA
503
Sanctuary Advisors
Indiana
$479K
SFS
504
Strategic Financial Services
New York
$479K
AWM
505
Angeles Wealth Management
California
$469K
AI
506
Accredited Investors
Minnesota
$466K
NPAN
507
Northeast Planning Associates NH
New Hampshire
$463K
EFG
508
Everest Financial Group
Minnesota
$460K
GI
509
Gradient Investments
Minnesota
$457K
ARA
510
Approach Retirement Advisors
Alabama
$456K
AFA
511
Avant Financial Advisors
Texas
$454K
PTC
512
Private Trust Company
Ohio
$449K
PCA
513
Prosperity Capital Advisors
Ohio
$446K
OCM
514
Orion Capital Management
California
$445K
AW
515
Aspirean Wealth
California
$444K
AC
516
Avestar Capital
New York
$444K
MGWA
517
Monument Group Wealth Advisors
Massachusetts
$442K
SAM
518
Summit Asset Management
Tennessee
$441K
IF
519
Ironwood Financial
Arizona
$440K
4WM
520
49 Wealth Management
Texas
$437K
LOPW
521
Live Oak Private Wealth
North Carolina
$434K
TVPW
522
Third View Private Wealth
Connecticut
$430K
GA
523
Goldstein Advisors
Wisconsin
$427K
GKWIM
524
Gerber Kawasaki Wealth & Investment Management
California
$423K
WCM
525
Warburton Capital Management
Oklahoma
$421K