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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

665 hedge funds and large institutions have $10.4B invested in Dimensional US Marketwide Value ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 224 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
–
Holders Change %
0%
% of All Funds
8.91%
Holding in Top 10
101
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.98%
% of All Funds
1.35%
New
41
Increased
224
Reduced
222
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$78.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54M
3
AC
Apella Capital
Connecticut
+$14.8M
4
AUB
Atlantic Union Bankshares
Virginia
+$13.1M
5
TWA
TCI Wealth Advisors
Arizona
+$11.3M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$63.8M
2
SC
Savant Capital
Illinois
-$24.4M
3
WCP
Wick Capital Partners
Pennsylvania
-$20.4M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$18.9M
5
RFP
Root Financial Partners
California
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFP
526
Elser Financial Planning
Indiana
$310K – – –
UB
527
UMB Bank
Missouri
$309K – – –
SEIA
528
Signature Estate & Investment Advisors
California
$306K +$1.02K +24 +0.3%
MW
529
MBL Wealth
North Carolina
$306K – – –
JIC
530
Joel Isaacson & Co
New York
$304K – – –
CCC
531
Compass Capital Corp
Massachusetts
$303K – – –
BF
532
BOK Financial
Oklahoma
$302K +$302K +7,138 New
CFGA
533
Cambridge Financial Group (Arizona)
Arizona
$297K +$254 +6 +0.1%
WWM
534
Whalen Wealth Management
Nevada
$294K +$1.35K +32 +0.5%
SFG
535
Sovereign Financial Group
Connecticut
$293K +$293K +6,925 New
ECM
536
Evergreen Capital Management
Washington
$288K – – –
ACM
537
Advisors Capital Management
New Jersey
$285K – – –
OA
538
Operose Advisors
Wisconsin
$285K – – –
MCA
539
Maryland Capital Advisors
Maryland
$284K – – –
PS
540
Principal Securities
Iowa
$283K +$215K +5,074 +312%
WW
541
Waterfront Wealth
Kansas
$281K – – –
GWM
542
GSB Wealth Management
Connecticut
$281K – – –
HPA
543
High Probability Advisors
New York
$281K – – –
ACM
544
Aurdan Capital Management
Pennsylvania
$281K – – –
GD
545
Grandfield & Dodd
New York
$278K -$26.4K -625 -9%
GSF
546
Grove Street Fiduciary
New Hampshire
$277K -$21.1K -498 -7%
MOS
547
MGO One Seven
Ohio
$275K +$55.1K +1,304 +25%
HI
548
Harbour Investments
Wisconsin
$274K +$54.9K +1,298 +25%
WTA
549
Washington Trust Advisors
Massachusetts
$273K – – –
LFG
550
Lockerman Financial Group
California
$272K – – –
20 21
22
23 24