We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

738 hedge funds and large institutions have $10.8B invested in Dimensional US Marketwide Value ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 213 increasing their positions, 235 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 23

19% more funds holding in top 10

Funds holding in top 10: 95113 (+18)

14% more capital invested

Capital invested by funds: $9.53B → $10.8B (+$1.31B)

7% more funds holding

Funds holding: 687738 (+51)

7.25% more ownership

Funds ownership: 77.24%84.48% (+7.2%)

9% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 235

Holders
738
Holders Change
+51
Holders Change %
+7.42%
% of All Funds
8.98%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.37%
New
88
Increased
213
Reduced
235
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
526
RB Capital Management
Nevada
$410K +$45 +1 +0%
PCA
527
Prosperity Capital Advisors
Ohio
$402K -$34.9K -769 -8%
LFAS
528
Level Four Advisory Services
Texas
$398K +$862 +19 +0.2%
AG
529
AlTi Global
New York
$397K
WT
530
Whittier Trust
California
$397K
CAM
531
Cozad Asset Management
Illinois
$397K -$35.4K -780 -8%
GWM
532
GDS Wealth Management
Texas
$395K
NOI
533
Newton One Investments
Delaware
$392K +$1.27K +28 +0.3%
EWP
534
E-Wealth Partners
Minnesota
$392K +$381K +8,406 New
AWM
535
Angeles Wealth Management
California
$389K -$799K -17,625 -68%
WCM
536
Warburton Capital Management
Oklahoma
$389K +$1.31K +29 +0.3%
PWS
537
Physician Wealth Solutions
Nevada
$387K
VVP
538
Venture Visionary Partners
Ohio
$385K +$375K +8,259 New
SEIA
539
Signature Estate & Investment Advisors
California
$384K +$862 +19 +0.2%
MCM
540
M1 Capital Management
Michigan
$383K -$19.9K -439 -5%
BCM
541
Brookstone Capital Management
Illinois
$383K +$408 +9 +0.1%
FOA
542
Five Oceans Advisors
California
$380K +$10.6K +233 +3%
TRCT
543
Tower Research Capital (TRC)
New York
$376K -$86K -1,895 -19%
MHWM
544
Montz Harcus Wealth Management
Louisiana
$375K +$1.27K +28 +0.3%
RWM
545
Rockwood Wealth Management
Pennsylvania
$373K -$2.9K -64 -0.8%
OC
546
Optima Capital
Oregon
$369K
CIBC Private Wealth Group
547
CIBC Private Wealth Group
Georgia
$364K -$163K -3,593 -31%
IA
548
Integrity Alliance
Iowa
$362K +$353K +7,780 New
CCC
549
Compass Capital Corp
Massachusetts
$361K
IWS
550
Integrity Wealth Solutions
Colorado
$360K