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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

665 hedge funds and large institutions have $9.97B invested in Dimensional US Marketwide Value ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 231 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.03%
Holding in Top 10
102
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.56%
% of All Funds
1.39%
New
43
Increased
198
Reduced
231
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$113M
2
LI
LRI Investments
Florida
+$20.9M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$19.7M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$16.7M
5
MG
Mather Group
Illinois
+$12.5M

Top Sellers

1
CW
Curio Wealth
Maryland
-$6.05B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$140M
3
EFP
Elser Financial Planning
Indiana
-$40.3M
4
IFA
Index Fund Advisors
California
-$31M
5
SC
Savant Capital
Illinois
-$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
551
Cyndeo Wealth Partners
Florida
$249K +$989 +24 +0.4%
PIA
552
Perennial Investment Advisors
California
$246K – – –
TCA
553
Transcend Capital Advisors
New Jersey
$246K – – –
SFG
554
Stonebridge Financial Group
Pennsylvania
$245K – – –
CA
555
CGN Advisors
Kansas
$245K +$245K +5,938 New
IF
556
Intrua Financial
Texas
$244K -$37.1K -900 -13%
LW
557
Lauer Wealth
Indiana
$242K -$197K -5,000 -45%
BOC
558
Bull Oak Capital
California
$241K – – –
OFP
559
OLIO Financial Planning
Virginia
$240K +$948 +23 +0.4%
AC
560
AlphaCore Capital
California
$239K +$239K +5,795 New
VPF
561
Vantage Point Financial
Illinois
$239K – – –
RA
562
Rise Advisors
New York
$238K +$948 +23 +0.4%
SFG
563
SevenBridge Financial Group
Pennsylvania
$237K +$948 +23 +0.4%
NAM
564
NTV Asset Management
West Virginia
$235K – – –
HH
565
HWG Holdings
Texas
$235K – – –
SF
566
Safeguard Financial
Wisconsin
$233K -$320K -7,756 -58%
WDL
567
Well Done LLC
Michigan
$233K – – –
EFG
568
Everhart Financial Group
Ohio
$230K +$230K +5,591 New
WJA
569
Willis Johnson & Associates
Texas
$230K +$2.02K +49 +0.9%
RP
570
Rowlandmiller & Partners
Georgia
$228K – – –
RWM
571
Ritholtz Wealth Management
New York
$228K +$228K +5,530 New
FOA
572
Five Oceans Advisors
California
$226K -$11.5K -278 -5%
AIM
573
Archer Investment Management
Texas
$223K -$161K -3,907 -42%
VF
574
Vawter Financial
Ohio
$220K – – –
NG
575
Norden Group
Utah
$219K +$865 +21 +0.4%
21 22
23
24 25