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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

665 hedge funds and large institutions have $9.97B invested in Dimensional US Marketwide Value ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 231 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.03%
Holding in Top 10
102
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.56%
% of All Funds
1.39%
New
43
Increased
198
Reduced
231
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$113M
2
LI
LRI Investments
Florida
+$20.9M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$19.7M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$16.7M
5
MG
Mather Group
Illinois
+$12.5M

Top Sellers

1
CW
Curio Wealth
Maryland
-$6.05B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$140M
3
EFP
Elser Financial Planning
Indiana
-$40.3M
4
IFA
Index Fund Advisors
California
-$31M
5
SC
Savant Capital
Illinois
-$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
601
Grand Wealth Management
Michigan
$148K -$2.84K -69 -2%
AF
602
Advisornet Financial
Minnesota
$146K – – –
AssetMark Inc
603
AssetMark Inc
California
$136K +$92.9K +2,255 +216%
IWA
604
Icon Wealth Advisors
Texas
$135K -$5.89K -143 -4%
SIS
605
Sound Income Strategies
Florida
$133K – – –
PP
606
PrairieView Partners
Minnesota
$121K – – –
WTC
607
WhitTier Trust Company
Nevada
$119K +$119K +2,895 New
PCFFS
608
Pacific Center for Financial Services
California
$117K – – –
JHCP
609
Jackson Hole Capital Partners
Oklahoma
$113K +$453 +11 +0.4%
CSC
610
Caldwell Sutter Capital
California
$111K – – –
GWANC
611
Guardian Wealth Advisors (North Carolina)
North Carolina
$102K – – –
OCM
612
Orion Capital Management
California
$102K – – –
AP
613
Aspect Partners
Virginia
$92.5K – – –
TIM
614
Tortoise Investment Management
New York
$88.5K – – –
TCA
615
Trifecta Capital Advisors
Illinois
$87.7K – – –
ACA
616
American Capital Advisory
Idaho
$83.7K – – –
JFG
617
JDM Financial Group
Texas
$78.2K – – –
MCM
618
MV Capital Management
Maryland
$76.9K – – –
CWM
619
Compass Wealth Management
Connecticut
$71.5K +$71.5K +1,734 New
ADL
620
Asset Dedication LLC
California
$70.7K +$70.7K +1,715 New
AIP
621
Ameritas Investment Partners
Nebraska
$67.2K +$67.2K +1,630 New
Russell Investments Group
622
Russell Investments Group
United Kingdom
$66.8K -$3.71K -90 -5%
PS
623
Principal Securities
Iowa
$66.6K – – –
CMP
624
Coston McIsaac & Partners
Maine
$58K +$243 +6 +0.4%
TIM
625
Thompson Investment Management
Wisconsin
$57.8K – – –
23 24
25
26 27