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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
IFWM
526
Institute for Wealth Management
Colorado
$317K – – –
HCP
527
Holt Capital Partners
Texas
$316K – – –
ASN
528
Advisory Services Network
Georgia
$312K -$78.3K -1,950 -21%
KSWA
529
Kathleen S. Wright Associates
Pennsylvania
$311K – – –
SSWM
530
Smith Salley Wealth Management
North Carolina
$311K +$295K +7,344 New
EFP
531
Elser Financial Planning
Indiana
$310K – – –
UB
532
UMB Bank
Missouri
$309K – – –
SEIA
533
Signature Estate & Investment Advisors
California
$306K +$964 +24 +0.3%
MW
534
MBL Wealth
North Carolina
$306K – – –
JIC
535
Joel Isaacson & Co
New York
$304K – – –
CCC
536
Compass Capital Corp
Massachusetts
$303K – – –
BF
537
BOK Financial
Oklahoma
$302K +$287K +7,138 New
CT
538
Caldwell Trust
Florida
$300K – – –
CFGA
539
Cambridge Financial Group (Arizona)
Arizona
$297K +$241 +6 +0.1%
WWM
540
Whalen Wealth Management
Nevada
$294K +$1.28K +32 +0.5%
SFG
541
Sovereign Financial Group
Connecticut
$293K +$278K +6,925 New
ECM
542
Evergreen Capital Management
Washington
$288K – – –
ACM
543
Advisors Capital Management
New Jersey
$285K – – –
OA
544
Operose Advisors
Wisconsin
$285K – – –
MCA
545
Maryland Capital Advisors
Maryland
$284K – – –
PS
546
Principal Securities
Iowa
$283K +$204K +5,074 +312%
WW
547
Waterfront Wealth
Kansas
$281K – – –
GWM
548
GSB Wealth Management
Connecticut
$281K – – –
HPA
549
High Probability Advisors
New York
$281K – – –
ACM
550
Aurdan Capital Management
Pennsylvania
$281K – – –
20 21
22
23 24

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.