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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

665 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, 224 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
–
Holders Change %
0%
% of All Funds
8.92%
Holding in Top 10
101
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.98%
% of All Funds
1.35%
New
41
Increased
224
Reduced
222
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$78.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54M
3
AC
Apella Capital
Connecticut
+$14.8M
4
AUB
Atlantic Union Bankshares
Virginia
+$13.1M
5
TWA
TCI Wealth Advisors
Arizona
+$11.3M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$63.8M
2
SC
Savant Capital
Illinois
-$24.4M
3
WCP
Wick Capital Partners
Pennsylvania
-$20.4M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$18.9M
5
RFP
Root Financial Partners
California
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFO
551
Fiduciary Family Office
Florida
$269K – – –
SWA
552
Sterling Wealth Advisors
Florida
$268K – – –
RWM
553
RKL Wealth Management
Pennsylvania
$266K – – –
OWM
554
Orgel Wealth Management
Wisconsin
$266K – – –
KCM
555
KM Capital Management
Texas
$265K +$1.23K +29 +0.5%
LW
556
Lauer Wealth
Indiana
$261K – – –
OP
557
ORG Partners
Indiana
$259K – – –
EP
558
Essential Planning
New Hampshire
$258K +$1.23K +29 +0.5%
DI
559
Disciplined Investors
Texas
$257K -$14.9K -353 -5%
CWP
560
Cyndeo Wealth Partners
Florida
$257K +$1.23K +29 +0.5%
ACI
561
Alpha Cubed Investments
California
$256K – – –
TCA
562
Transcend Capital Advisors
New Jersey
$252K – – –
SFG
563
Stonebridge Financial Group
Pennsylvania
$252K – – –
CA
564
CGN Advisors
Kansas
$251K – – –
IF
565
Intrua Financial
Texas
$251K – – –
SFG
566
SevenBridge Financial Group
Pennsylvania
$248K +$1.16K +27 +0.5%
BOC
567
Bull Oak Capital
California
$247K -$42 -1 -0%
OFP
568
OLIO Financial Planning
Virginia
$247K +$1.14K +27 +0.5%
FB
569
First Bancorp
Maine
$247K +$247K +5,844 New
RA
570
Rise Advisors
New York
$245K +$1.14K +27 +0.5%
VPF
571
Vantage Point Financial
Illinois
$245K – – –
NAM
572
NTV Asset Management
West Virginia
$241K – – –
VA
573
Vident Advisory
Georgia
$241K +$241K +5,707 New
HH
574
HWG Holdings
Texas
$241K – – –
WDL
575
Well Done LLC
Michigan
$240K – – –
21 22
23
24 25