We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

688 hedge funds and large institutions have $9.53B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 237 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

2% more funds holding

Funds holding: 674688 (+14)

7% less funds holding in top 10

Funds holding in top 10: 10295 (-7)

7% less capital invested

Capital invested by funds: $10.3B → $9.53B (-$758M)

11.68% less ownership

Funds ownership: 88.93%77.24% (-12%)

14% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 237

Holders
688
Holders Change
+14
Holders Change %
+2.08%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.86%
% of All Funds
1.25%
New
51
Increased
204
Reduced
237
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOC
576
Bull Oak Capital
California
$261K
AC
577
AlphaCore Capital
California
$261K -$126K -2,894 -33%
FB
578
First Bancorp
Maine
$261K
RA
579
Rise Advisors
New York
$261K +$1.13K +26 +0.4%
VPF
580
Vantage Point Financial
Illinois
$259K
LFA
581
Legacy Financial Advisors
Kentucky
$255K +$249K +5,716 New
NAM
582
NTV Asset Management
West Virginia
$255K
VA
583
Vident Advisory
Georgia
$255K
HH
584
HWG Holdings
Texas
$255K
Goldman Sachs
585
Goldman Sachs
New York
$254K +$248K +5,685 New
WDL
586
Well Done LLC
Michigan
$254K
LF
587
Lantz Financial
Illinois
$253K
WJA
588
Willis Johnson & Associates
Texas
$250K +$131 +3 +0.1%
AssetMark Inc
589
AssetMark Inc
California
$250K +$9.36K +215 +4%
RP
590
Rowlandmiller & Partners
Georgia
$247K
EFG
591
Everhart Financial Group
Ohio
$246K
MOS
592
MGO One Seven
Ohio
$243K -$46.8K -1,074 -17%
FMWA
593
Forvis Mazars Wealth Advisors
Missouri
$243K +$236K +5,427 New
RWM
594
Ritholtz Wealth Management
New York
$242K -$5.27K -121 -2%
NG
595
Norden Group
Utah
$240K +$1.04K +24 +0.4%
VF
596
Vawter Financial
Ohio
$239K +$233K +5,350 New
BB
597
Bell Bank
North Dakota
$237K
ODA
598
One Degree Advisors
California
$229K +$392 +9 +0.2%
IFG
599
Independent Financial Group
California
$226K +$10.5K +240 +5%
HSA
600
HBK Sorce Advisory
Pennsylvania
$225K