DFUV icon

Dimensional US Marketwide Value ETF

727 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 82 funds opening new positions, 211 increasing their positions, 234 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

6% more funds holding

Funds holding: 683727 (+44)

10% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 234

Holders
727
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
111
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RC
551
Roundview Capital
New Jersey
$355K
ACP
552
Aviance Capital Partners
Florida
$352K
IFWM
553
Institute for Wealth Management
Colorado
$349K
HCP
554
Holt Capital Partners
Texas
$348K
DFP
555
Donalies Financial Planning
District of Columbia
$344K
LCM
556
LVM Capital Management
Michigan
$344K
SSWM
557
Smith Salley Wealth Management
North Carolina
$342K
EFP
558
Elser Financial Planning
Indiana
$341K
FWTB
559
First Western Trust Bank
Colorado
$340K
UB
560
UMB Bank
Missouri
$335K
CT
561
Caldwell Trust
Florida
$330K
BF
562
BOK Financial
Oklahoma
$330K
WWM
563
Whalen Wealth Management
Nevada
$327K
WW
564
Waterfront Wealth
Kansas
$325K
PS
565
Principal Securities
Iowa
$324K
PWP
566
Ponta Wealth Partners
Florida
$324K
CA
567
Cortland Associates
Missouri
$320K
CFGA
568
Cambridge Financial Group (Arizona)
Arizona
$318K
ECM
569
Evergreen Capital Management
Washington
$317K
ACM
570
Advisors Capital Management
New Jersey
$314K
CPA
571
Capital Planning Advisors
California
$314K
MCA
572
Maryland Capital Advisors
Maryland
$313K
FJWM
573
Ferguson Johnson Wealth Management
Maryland
$311K
RWM
574
Ritholtz Wealth Management
New York
$310K
GWM
575
GSB Wealth Management
Connecticut
$310K