DFUV icon

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 %
PA
651
Pineridge Advisors
Missouri
$20.6K +$82 +2 +0.4%
IWP
652
IAG Wealth Partners
Wisconsin
$18.8K – – –
SWIM
653
Smallwood Wealth Investment Management
New Jersey
$18.5K +$18.5K +448 New
SC
654
Steph & Co
Wisconsin
$18.4K – – –
FGAM
655
Financial Gravity Asset Management
Texas
$17.1K +$17.1K +414 New
SRCM
656
Signature Resources Capital Management
California
$15.1K – – –
BFS
657
Bare Financial Services
Pennsylvania
$8.57K – – –
HIA
658
Harbor Investment Advisory
Maryland
$8.37K – – –
T
659
Transce3nd
Texas
$7.62K – – –
LWMI
660
Legacy Wealth Management (Idaho)
Idaho
$6.92K – – –
SIM
661
Studio Investment Management
Illinois
$5.73K -$4.82K -117 -46%
AF
662
Abound Financial
California
$4.53K +$4.53K +110 New
KPP
663
Kings Path Partners
Texas
$4.16K – – –
TFGT
664
TS Financial Group (TSFG)
Illinois
$3K – – –
IHWM
665
Iron Horse Wealth Management
Iowa
$2.02K +$2.02K +49 New
HIGP
666
Hill Investment Group Partners
Missouri
– -$13.8M -336,529 Closed
FH
667
Financial Harvest
Florida
– -$8.06M -196,863 Closed
EA
668
Efficient Advisors
Ohio
– -$412K -10,064 Closed
WPC
669
Wedmont Private Capital
Pennsylvania
– -$391K -9,614 Closed
GS
670
GTS Securities
New York
– -$370K -9,052 Closed
Jane Street
671
Jane Street
New York
– -$315K -7,688 Closed
FMWA
672
Forvis Mazars Wealth Advisors
Missouri
– -$272K -6,649 Closed
SPWG
673
Syntegra Private Wealth Group
Missouri
– -$257K -6,274 Closed
KPWS
674
Kestra Private Wealth Services
Texas
– -$230K -5,617 Closed
AAS
675
Ameritas Advisory Services
Nebraska
– -$225K -5,496 Closed
24 25 26
27
28