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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

663 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, 222 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
8.9%
Holding in Top 10
101
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.98%
% of All Funds
1.36%
New
41
Increased
222
Reduced
222
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.53B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.34B
3
AC
3
Apella Capital
Connecticut
$35.6M
4
AUB
4
Atlantic Union Bankshares
Virginia
$13.1M
5
TWA
5
TCI Wealth Advisors
Arizona
$116M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$565M
2
SC
2
Savant Capital
Illinois
$707M
3
WCP
3
Wick Capital Partners
Pennsylvania
$1.2M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$1.34M
5
RFP
5
Root Financial Partners
California
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
551
Sterling Wealth Advisors
Florida
$268K – – –
RWM
552
RKL Wealth Management
Pennsylvania
$266K – – –
OWM
553
Orgel Wealth Management
Wisconsin
$266K – – –
KCM
554
KM Capital Management
Texas
$265K +$1.23K +29 +0.5%
LW
555
Lauer Wealth
Indiana
$261K – – –
OP
556
ORG Partners
Indiana
$259K – – –
EP
557
Essential Planning
New Hampshire
$258K +$1.23K +29 +0.5%
DI
558
Disciplined Investors
Texas
$257K -$14.9K -353 -5%
CWP
559
Cyndeo Wealth Partners
Florida
$257K +$1.23K +29 +0.5%
ACI
560
Alpha Cubed Investments
California
$256K – – –
TCA
561
Transcend Capital Advisors
New Jersey
$252K – – –
SFG
562
Stonebridge Financial Group
Pennsylvania
$252K – – –
CA
563
CGN Advisors
Kansas
$251K – – –
IF
564
Intrua Financial
Texas
$251K – – –
BOC
565
Bull Oak Capital
California
$247K -$42 -1 -0%
OFP
566
OLIO Financial Planning
Virginia
$247K +$1.14K +27 +0.5%
FB
567
First Bancorp
Maine
$247K +$247K +5,844 New
RA
568
Rise Advisors
New York
$245K +$1.14K +27 +0.5%
VPF
569
Vantage Point Financial
Illinois
$245K – – –
NAM
570
NTV Asset Management
West Virginia
$241K – – –
VA
571
Vident Advisory
Georgia
$241K +$241K +5,707 New
HH
572
HWG Holdings
Texas
$241K – – –
WDL
573
Well Done LLC
Michigan
$240K – – –
LF
574
Lantz Financial
Illinois
$239K -$74K -1,750 -24%
WJA
575
Willis Johnson & Associates
Texas
$237K +$1.18K +28 +0.5%
21 22
23
24 25