We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

674 hedge funds and large institutions have $10.3B invested in Dimensional US Marketwide Value ETF in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 228 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 25

3% more capital invested

Capital invested by funds: $9.96B → $10.3B (+$333M)

3% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 222

1% more funds holding

Funds holding: 670674 (+4)

0.32% more ownership

Funds ownership: 88.61%88.93% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 102102 (0)

Holders
674
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
8.87%
Holding in Top 10
102
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.34%
New
42
Increased
228
Reduced
222
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GD
551
Grandfield & Dodd
New York
$278K -$25.1K -625 -9%
GSF
552
Grove Street Fiduciary
New Hampshire
$277K -$20K -498 -7%
MOS
553
MGO One Seven
Ohio
$275K +$52.4K +1,304 +25%
HI
554
Harbour Investments
Wisconsin
$274K +$52.1K +1,298 +25%
WTA
555
Washington Trust Advisors
Massachusetts
$273K
LFG
556
Lockerman Financial Group
California
$272K
FFO
557
Fiduciary Family Office
Florida
$269K
SWA
558
Sterling Wealth Advisors
Florida
$268K
RWM
559
RKL Wealth Management
Pennsylvania
$266K
OWM
560
Orgel Wealth Management
Wisconsin
$266K
KCM
561
KM Capital Management
Texas
$265K +$1.17K +29 +0.5%
LW
562
Lauer Wealth
Indiana
$261K
OP
563
ORG Partners
Indiana
$259K
EP
564
Essential Planning
New Hampshire
$258K +$1.17K +29 +0.5%
DI
565
Disciplined Investors
Texas
$257K -$14.2K -353 -5%
CWP
566
Cyndeo Wealth Partners
Florida
$257K +$1.17K +29 +0.5%
ACI
567
Alpha Cubed Investments
California
$256K
TCA
568
Transcend Capital Advisors
New Jersey
$252K
SFGP
569
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$252K
CA
570
CGN Advisors
Kansas
$251K
IF
571
Intrua Financial
Texas
$251K
SFG
572
SevenBridge Financial Group
Pennsylvania
$248K +$1.08K +27 +0.5%
BOC
573
Bull Oak Capital
California
$247K -$40 -1 -0%
OFP
574
OLIO Financial Planning
Virginia
$247K +$1.08K +27 +0.5%
FB
575
First Bancorp
Maine
$247K +$235K +5,844 New

DFUV Hedge Fund Activity: Q2 2025 in Review

674 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q2 2025, worth a combined $10.3B — up 3.3% from $9.96B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFUV positions and 25 closed out — a net gain of 17 holders — while 228 added to existing stakes and 222 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $75M. The largest seller was Corient Private Wealth, cutting an estimated $91.4M.

  • 674 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q2 2025, up from 670 in Q1 2025.
  • Funds reported $10.3B of Dimensional US Marketwide Value ETF stock for Q2 2025, up 3.3% quarter-over-quarter.
  • 42 funds opened new Dimensional US Marketwide Value ETF positions in Q2 2025 and 25 closed out, a net change of +17 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q2 2025 was Mercer Global Advisors, an estimated $75M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q2 2025 was Corient Private Wealth, an estimated $91.4M sold.

Based on aggregated 13F filings for Q2 2025.