We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF
DFUV

670 hedge funds and large institutions have $9.96B invested in Dimensional US Marketwide Value ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 200 increasing their positions, 231 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 23

0% more funds holding

Funds holding: 668 → 670 (+2)

1% less capital invested

Capital invested by funds: $10.1B → $9.96B (-$115M)

1.77% less ownership

Funds ownership: 90.38% → 88.61% (-1.8%)

6% less funds holding in top 10

Funds holding in top 10: 108 → 102 (-6)

13% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 231

Holders
670
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
8.98%
Holding in Top 10
102
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.56%
% of All Funds
1.37%
New
43
Increased
200
Reduced
231
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$115M
2
LI
LRI Investments
Florida
+$21.3M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$20.1M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$17M
5
MG
Mather Group
Illinois
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$143M
2
SC
Savant Capital
Illinois
-$46M
3
EFP
Elser Financial Planning
Indiana
-$41.1M
4
IFA
Index Fund Advisors
California
-$31.5M
5
EP
Essential Planning
New Hampshire
-$16.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
601
Coldstream Capital Management
Washington
$165K +$168K +3,993 New
IA
602
IFP Advisors
Florida
$156K +$3.74K +89 +2%
DFA
603
DHJJ Financial Advisors
Illinois
$153K – – –
HR
604
Howe & Rusling
New York
$152K – – –
GWM
605
Grand Wealth Management
Michigan
$148K -$2.9K -69 -2%
AF
606
Advisornet Financial
Minnesota
$146K – – –
AssetMark Inc
607
AssetMark Inc
California
$136K +$94.7K +2,255 +216%
IWA
608
Icon Wealth Advisors
Texas
$135K -$6K -143 -4%
SIS
609
Sound Income Strategies
Florida
$133K – – –
MWA
610
Medallion Wealth Advisors
Connecticut
$132K +$2.81K +67 +2%
PP
611
PrairieView Partners
Minnesota
$121K – – –
WTC
612
WhitTier Trust Company
Nevada
$119K +$122K +2,895 New
PCFFS
613
Pacific Center for Financial Services
California
$117K – – –
JHCP
614
Jackson Hole Capital Partners
Oklahoma
$113K +$462 +11 +0.4%
CSC
615
Caldwell Sutter Capital
California
$111K – – –
GWANC
616
Guardian Wealth Advisors (North Carolina)
North Carolina
$102K – – –
OCM
617
Orion Capital Management
California
$102K – – –
AP
618
Aspect Partners
Virginia
$92.5K – – –
TIM
619
Tortoise Investment Management
New York
$88.5K – – –
TCA
620
Trifecta Capital Advisors
Illinois
$87.7K – – –
ACA
621
American Capital Advisory
Idaho
$83.7K – – –
JFG
622
JDM Financial Group
Texas
$78.2K – – –
MCM
623
MV Capital Management
Maryland
$76.9K – – –
CWM
624
Compass Wealth Management
Connecticut
$71.5K +$72.8K +1,734 New
ADL
625
Asset Dedication LLC
California
$70.7K +$72K +1,715 New
23 24
25
26 27

DFUV Hedge Fund Activity: Q1 2025 in Review

670 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q1 2025, worth a combined $9.96B — down 1.1% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new DFUV positions and 23 closed out — a net gain of 20 holders — while 200 added to existing stakes and 231 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $115M. The largest seller was Envestnet Asset Management, cutting an estimated $143M.

  • 670 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q1 2025, up from 668 in Q4 2024.
  • Funds reported $9.96B of Dimensional US Marketwide Value ETF stock for Q1 2025, down 1.1% quarter-over-quarter.
  • 43 funds opened new Dimensional US Marketwide Value ETF positions in Q1 2025 and 23 closed out, a net change of +20 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q1 2025 was Mercer Global Advisors, an estimated $115M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2025.