We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

688 hedge funds and large institutions have $9.53B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 237 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

2% more funds holding

Funds holding: 674688 (+14)

7% less funds holding in top 10

Funds holding in top 10: 10295 (-7)

7% less capital invested

Capital invested by funds: $10.3B → $9.53B (-$758M)

11.68% less ownership

Funds ownership: 88.93%77.24% (-12%)

14% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 237

Holders
688
Holders Change
+14
Holders Change %
+2.08%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.86%
% of All Funds
1.25%
New
51
Increased
204
Reduced
237
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
676
Alerus Financial
North Dakota
$21.7K
IWP
677
IAG Wealth Partners
Wisconsin
$20.4K
SWIM
678
Smallwood Wealth Investment Management
New Jersey
$20K
SC
679
Steph & Co
Wisconsin
$19.9K
GWS
680
Glassman Wealth Services
Virginia
$17.3K +$16.9K +388 New
TC
681
Truvestments Capital
Florida
$16.6K -$11K -253 -41%
SRCM
682
Signature Resources Capital Management
California
$16.4K
FGAM
683
Financial Gravity Asset Management
Texas
$15.6K +$15.2K +350 New
FFO
684
Fortitude Family Office
Arizona
$11.9K -$33.7K -774 -74%
HIA
685
Harbor Investment Advisory
Maryland
$9.07K
KA
686
Kozak & Associates
Colorado
$8.78K +$8.62K +198 New
TFGT
687
TS Financial Group (TSFG)
Illinois
$4K
MNA
688
Manning & Napier Advisors
New York
$1.03K +$1K +23 New
VWA
689
VSM Wealth Advisory
Maryland
-$8.6M -203,074 Closed
FPCP
690
Fort Point Capital Partners
California
-$989K -23,400 Closed
CPSAC
691
Chas P. Smith & Associates (CPS)
Florida
-$870K -20,574 Closed
ACM
692
Absolute Capital Management
Pennsylvania
-$868K -20,532 Closed
SWGC
693
Summit Wealth Group (Colorado)
Colorado
-$722K -17,065 Closed
NFW
694
Noble Family Wealth
Florida
-$490K -11,592 Closed
Renaissance Technologies
695
Renaissance Technologies
New York
-$482K -11,400 Closed
DWM
696
Destination Wealth Management
California
-$397K -9,388 Closed
KCM
697
KM Capital Management
Texas
-$265K -6,277 Closed
TCA
698
Transcend Capital Advisors
New Jersey
-$252K -5,963 Closed
AHC
699
Anderson Hoagland & Co
Missouri
-$229K -5,419 Closed
PRS
700
Pinkerton Retirement Specialists
Idaho
-$223K -5,265 Closed