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
FCI
676
Financial Counselors Inc
Kansas
-$802K -19,454 Closed
TC
677
TownSquare Capital
Utah
-$609K -14,788 Closed
CWM
678
Castle Wealth Management
Florida
-$506K -12,273 Closed
SWA
679
Stratos Wealth Advisors
Ohio
-$412K -10,000 Closed
PA
680
Procyon Advisors
Connecticut
-$365K -8,864 Closed
Fisher Asset Management
681
Fisher Asset Management
Washington
-$356K -8,644 Closed
MHFA
682
Mission Hills Financial Advisory
California
-$295K -7,149 Closed
PD
683
Planning Directions
Pennsylvania
-$255K -6,189 Closed
WCM
684
Wealthcare Capital Management
Virginia
-$249K -6,053 Closed
PIA
685
Perennial Investment Advisors
California
-$246K -5,965 Closed
AIM
686
Archer Investment Management
Texas
-$223K -5,405 Closed
VF
687
Vawter Financial
Ohio
-$220K -5,350 Closed
WS
688
Wedbush Securities
California
-$208K -5,058 Closed
T
689
Tableaux
Massachusetts
-$208K -5,046 Closed
CCFM
690
Clear Creek Financial Management
Washington
-$206K -4,998 Closed
Goldman Sachs
691
Goldman Sachs
New York
-$202K -4,901 Closed
CA
692
Continuum Advisory
Idaho
-$183K -4,441 Closed
CCM
693
Coldstream Capital Management
Washington
-$165K -3,993 Closed
CWM
694
Compass Wealth Management
Connecticut
-$71.5K -1,734 Closed
DAM
695
Delta Asset Management
Tennessee
-$57K -1,383 Closed
CWC
696
Carolinas Wealth Consulting
North Carolina
-$51.7K -1,254 Closed
LWMI
697
Legacy Wealth Management (Idaho)
Idaho
-$6.92K -168 Closed
SIM
698
Studio Investment Management
Illinois
-$5.73K -139 Closed
AF
699
Abound Financial
California
-$4.53K -110 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.