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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
WWM
526
Whalen Wealth Management
Nevada
$285K +$1.18K +28 +0.4%
ECM
527
Evergreen Capital Management
Washington
$281K – – –
LFP
528
Leeward Financial Partners
Washington
$280K – – –
ACM
529
Advisors Capital Management
New Jersey
$278K +$283K +6,748 New
OA
530
Operose Advisors
Wisconsin
$278K -$15K -357 -5%
MCA
531
Maryland Capital Advisors
Maryland
$277K – – –
WW
532
Waterfront Wealth
Kansas
$274K – – –
GWM
533
GSB Wealth Management
Connecticut
$274K -$6.09K -145 -2%
HPA
534
High Probability Advisors
New York
$274K – – –
ACM
535
Aurdan Capital Management
Pennsylvania
$274K – – –
M
536
MOTCO
Texas
$268K – – –
WTA
537
Washington Trust Advisors
Massachusetts
$267K – – –
LFG
538
Lockerman Financial Group
California
$265K – – –
CCC
539
Compass Capital Corp
Massachusetts
$265K -$269K -6,402 -47%
DI
540
Disciplined Investors
Texas
$265K -$4.62K -110 -2%
FFO
541
Fiduciary Family Office
Florida
$262K +$267K +6,366 New
BMCM
542
Bryn Mawr Capital Management
Pennsylvania
$260K – – –
DFG
543
Delta Financial Group
New Jersey
$260K – – –
VA
544
VestGen Advisors
Illinois
$260K +$265K +6,306 New
RWM
545
RKL Wealth Management
Pennsylvania
$259K – – –
OWM
546
Orgel Wealth Management
Wisconsin
$259K – – –
SWA
547
Sterling Wealth Advisors
Florida
$258K – – –
KCM
548
KM Capital Management
Texas
$257K -$67.3K -1,604 -20%
PD
549
Planning Directions
Pennsylvania
$255K +$260K +6,189 New
LIM
550
Leavell Investment Management
Alabama
$252K – – –
20 21
22
23 24

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.