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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
RA
576
Rise Advisors
New York
$245K +$1.08K +27 +0.5%
VPF
577
Vantage Point Financial
Illinois
$245K
NAM
578
NTV Asset Management
West Virginia
$241K
VA
579
Vident Advisory
Georgia
$241K +$229K +5,707 New
HH
580
HWG Holdings
Texas
$241K
WDL
581
Well Done LLC
Michigan
$240K
LF
582
Lantz Financial
Illinois
$239K -$70.3K -1,750 -24%
WJA
583
Willis Johnson & Associates
Texas
$237K +$1.12K +28 +0.5%
RP
584
Rowlandmiller & Partners
Georgia
$234K
RWM
585
Ritholtz Wealth Management
New York
$234K
EFG
586
Everhart Financial Group
Ohio
$233K -$3.05K -76 -1%
AHC
587
Anderson Hoagland & Co
Missouri
$229K +$218K +5,419 New
LIM
588
Leavell Investment Management
Alabama
$228K -$29.5K -734 -12%
AssetMark Inc
589
AssetMark Inc
California
$227K +$83.4K +2,076 +63%
NG
590
Norden Group
Utah
$226K +$1K +25 +0.5%
BB
591
Bell Bank
North Dakota
$224K
PRS
592
Pinkerton Retirement Specialists
Idaho
$223K +$211K +5,265 New
HIP
593
HUB Investment Partners
Texas
$220K
KFG
594
Kelly Financial Group
Connecticut
$216K +$206K +5,117 New
ODA
595
One Degree Advisors
California
$216K +$361 +9 +0.2%
HSA
596
HBK Sorce Advisory
Pennsylvania
$214K
SWP
597
Strategic Wealth Partners
Ohio
$213K +$203K +5,048 New
WAOI
598
Wealth Advisors of Iowa
Iowa
$211K
GFWA
599
Grey Fox Wealth Advisors
Delaware
$209K +$924 +23 +0.5%
MPAM
600
Murphy Pohlad Asset Management
Minnesota
$208K

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.