We are live on ! Find out more
DFUV icon

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
IRC
651
Investors Research Corp
Georgia
$40.3K
GG
652
Gleason Group
Kentucky
$39.5K -$5.7K -142 -13%
SFC
653
SYM Financial Corp
Indiana
$37.8K
FMP
654
Financial Management Professionals
Texas
$35.5K +$120 +3 +0.4%
CSB
655
City State Bank
Iowa
$31.5K
UCB
656
United Community Bank
South Carolina
$27.4K
TC
657
Truvestments Capital
Florida
$26.4K +$120 +3 +0.5%
PAG
658
Paladin Advisory Group
Iowa
$26.3K
SAM
659
S.A. Mason
Michigan
$25.5K
TIM
660
Tortoise Investment Management
New York
$22.8K -$64.6K -1,608 -75%
AIC
661
Archer Investment Corporation
Indiana
$21.9K
PA
662
Pineridge Advisors
Missouri
$21.2K +$120 +3 +0.6%
AF
663
Alerus Financial
North Dakota
$20.5K +$19.5K +485 New
IWP
664
IAG Wealth Partners
Wisconsin
$19.3K
SWIM
665
Smallwood Wealth Investment Management
New Jersey
$18.9K
SC
666
Steph & Co
Wisconsin
$18.9K
SRCM
667
Signature Resources Capital Management
California
$15.5K
FGC
668
Financial Gravity Companies
Texas
$14.8K +$14.1K +350 New
TCM
669
Traub Capital Management
Massachusetts
$12.3K +$11.6K +290 New
BFS
670
Bare Financial Services
Pennsylvania
$8.79K
HIA
671
Harbor Investment Advisory
Maryland
$8.58K
T
672
Transce3nd
Texas
$7.82K
TFGT
673
TS Financial Group (TSFG)
Illinois
$3K
IHWM
674
Iron Horse Wealth Management
Iowa
$2.07K
PWAM
675
Private Wealth Asset Management
Iowa
-$928K -22,521 Closed

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.