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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
NW
601
NewEdge Wealth
Pennsylvania
$208K
BA
602
Bellwether Advisors
Nebraska
$206K
RFA
603
Reyes Financial Architecture
California
$205K
IFG
604
Independent Financial Group
California
$204K +$194K +4,825 New
SFM
605
Signet Financial Management
New Jersey
$202K +$192K +4,787 New
M
606
MOTCO
Texas
$202K -$70K -1,743 -27%
CIC
607
Carnegie Investment Counsel
Ohio
$201K +$191K +4,764 New
SC
608
SouthState Corp
Florida
$161K -$24.6K -612 -14%
BAM
609
Bellevue Asset Management
Washington
$158K +$150K +3,743 New
DFA
610
DHJJ Financial Advisors
Illinois
$157K
SN
611
Sittner & Nelson
Oregon
$156K -$32.6K -813 -18%
HR
612
Howe & Rusling
New York
$155K
GWM
613
Grand Wealth Management
Michigan
$151K
AF
614
Advisornet Financial
Minnesota
$150K +$562 +14 +0.4%
Russell Investments Group
615
Russell Investments Group
United Kingdom
$149K +$76.3K +1,900 +117%
HFS
616
Hantz Financial Services
Michigan
$142K +$135K +3,354 New
BIG
617
Brooklyn Investment Group
New York
$142K +$135K +3,354 New
MWA
618
Medallion Wealth Advisors
Connecticut
$140K +$2.21K +55 +2%
IWA
619
Icon Wealth Advisors
Texas
$138K
SIS
620
Sound Income Strategies
Florida
$136K
WTC
621
WhitTier Trust Company
Nevada
$122K
PP
622
PrairieView Partners
Minnesota
$122K -$1.69K -42 -1%
PCFFS
623
Pacific Center for Financial Services
California
$120K
JHCP
624
Jackson Hole Capital Partners
Oklahoma
$117K +$522 +13 +0.5%
CSC
625
Caldwell Sutter Capital
California
$114K

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.