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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

664 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, 223 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
–
Holders Change %
0%
% of All Funds
8.91%
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
223
Reduced
222
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$565M
2
SC
Savant Capital
Illinois
$707M
3
WCP
Wick Capital Partners
Pennsylvania
$1.2M
4
PCIA
Prime Capital Investment Advisors
Kansas
$1.34M
5
RFP
Root Financial Partners
California
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJA
576
Willis Johnson & Associates
Texas
$237K +$1.18K +28 +0.5%
RP
577
Rowlandmiller & Partners
Georgia
$234K – – –
RWM
578
Ritholtz Wealth Management
New York
$234K – – –
EFG
579
Everhart Financial Group
Ohio
$233K -$3.21K -76 -1%
AHC
580
Anderson Hoagland & Co
Missouri
$229K +$229K +5,419 New
LIM
581
Leavell Investment Management
Alabama
$228K -$31K -734 -12%
AssetMark Inc
582
AssetMark Inc
California
$227K +$87.8K +2,076 +63%
NG
583
Norden Group
Utah
$226K +$1.06K +25 +0.5%
BB
584
Bell Bank
North Dakota
$224K – – –
PRS
585
Pinkerton Retirement Specialists
Idaho
$223K +$223K +5,265 New
HIP
586
HUB Investment Partners
Texas
$220K – – –
KFG
587
Kelly Financial Group
Connecticut
$216K +$216K +5,117 New
ODA
588
One Degree Advisors
California
$216K +$379 +9 +0.2%
HSA
589
HBK Sorce Advisory
Pennsylvania
$214K – – –
SWP
590
Strategic Wealth Partners
Ohio
$213K +$213K +5,048 New
WAOI
591
Wealth Advisors of Iowa
Iowa
$211K – – –
GFWA
592
Grey Fox Wealth Advisors
Delaware
$209K +$972 +23 +0.5%
MPAM
593
Murphy Pohlad Asset Management
Minnesota
$208K – – –
NW
594
NewEdge Wealth
Pennsylvania
$208K – – –
BA
595
Bellwether Advisors
Nebraska
$206K – – –
RFA
596
Reyes Financial Architecture
California
$205K – – –
SFM
597
Signet Financial Management
New Jersey
$202K +$202K +4,787 New
M
598
MOTCO
Texas
$202K -$74.1K -1,743 -27%
CIC
599
Carnegie Investment Counsel
Ohio
$201K +$201K +4,764 New
SC
600
SouthState Corp
Florida
$161K -$25.9K -612 -14%
22 23
24
25 26