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Dimensional US Marketwide Value ETF
DFUV

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: 670 → 674 (+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: 102 → 102 (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
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$75M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$51.3M
3
AC
Apella Capital
Connecticut
+$14M
4
AUB
Atlantic Union Bankshares
Virginia
+$12.4M
5
TWA
TCI Wealth Advisors
Arizona
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$91.4M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$60.6M
3
SC
Savant Capital
Illinois
-$22.8M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$17.9M
5
RFP
Root Financial Partners
California
-$16.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
626
Lowe Brockenbrough & Co
Virginia
$109K +$104K +2,583 New
FDCP
627
Foster Dykema Cabot & Partners
Massachusetts
$107K -$99.1K -2,467 -49%
HNB
628
Hilltop National Bank
Wyoming
$106K +$100K +2,497 New
GWANC
629
Guardian Wealth Advisors (North Carolina)
North Carolina
$105K – – –
AP
630
Aspect Partners
Virginia
$94.9K – – –
TCA
631
Trifecta Capital Advisors
Illinois
$89.9K – – –
KPP
632
Kings Path Partners
Texas
$89.5K +$81K +2,016 +1,996%
ACA
633
American Capital Advisory
Idaho
$85.9K – – –
AAS
634
Ameritas Advisory Services
Nebraska
$85.4K +$81.2K +2,021 New
JFG
635
JDM Financial Group
Texas
$80.2K – – –
MCM
636
MV Capital Management
Maryland
$78.9K – – –
ADL
637
Asset Dedication LLC
California
$72.8K +$321 +8 +0.5%
Qube Research & Technologies (QRT)
638
Qube Research & Technologies (QRT)
United Kingdom
$72.8K -$117K -2,912 -63%
AIP
639
Ameritas Investment Partners
Nebraska
$69.3K +$321 +8 +0.5%
CMP
640
Coston McIsaac & Partners
Maine
$60K +$241 +6 +0.4%
TIM
641
Thompson Investment Management
Wisconsin
$59.3K – – –
Bessemer Group
642
Bessemer Group
New Jersey
$57K – – –
ME
643
McIlrath & Eck
Washington
$54.3K – – –
CI
644
CX Institutional
Indiana
$54K – – –
EWM
645
Evermay Wealth Management
Virginia
$53.9K – – –
GWM
646
Geneos Wealth Management
Colorado
$52K -$753K -18,739 -94%
CFD
647
Creative Financial Designs
Indiana
$50.1K +$241 +6 +0.5%
AAP
648
Arax Advisory Partners
Colorado
$48.3K -$4.46K -111 -9%
PB
649
Pinnacle Bancorp
Nebraska
$44.9K – – –
FFO
650
Fortitude Family Office
Arizona
$44K +$10K +250 +32%
24 25
26
27 28

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.