We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

736 hedge funds and large institutions have $10.8B invested in Dimensional US Marketwide Value ETF in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 213 increasing their positions, 234 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 23

19% more funds holding in top 10

Funds holding in top 10: 95113 (+18)

14% more capital invested

Capital invested by funds: $9.53B → $10.8B (+$1.31B)

7.24% more ownership

Funds ownership: 77.24%84.48% (+7.2%)

7% more funds holding

Funds holding: 687736 (+49)

9% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 234

Holders
736
Holders Change
+49
Holders Change %
+7.13%
% of All Funds
8.96%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.38%
New
87
Increased
213
Reduced
234
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
701
Thompson Investment Management
Wisconsin
$65.4K
UBS AM
702
UBS AM
Illinois
$64.1K +$62.4K +1,376 New
RWS
703
Retirement Wealth Solutions
Wisconsin
$62.6K
Bessemer Group
704
Bessemer Group
New Jersey
$62K
ME
705
McIlrath & Eck
Washington
$59.9K
EWM
706
Evermay Wealth Management
Virginia
$59.4K
GWM
707
Geneos Wealth Management
Colorado
$57.4K
DJSG
708
D.J. St. Germain
Massachusetts
$56.5K
CFD
709
Creative Financial Designs
Indiana
$55.6K +$91 +2 +0.2%
AAP
710
Arax Advisory Partners
Colorado
$53.2K +$51.8K +1,142 New
PB
711
Pinnacle Bancorp
Nebraska
$49.4K
HWA
712
HHM Wealth Advisors
Tennessee
$47.5K
VWA
713
VSM Wealth Advisory
Maryland
$46.6K +$45.4K +1,000 New
IRC
714
Investors Research Corp
Georgia
$44.4K
SFC
715
SYM Financial Corp
Indiana
$41.7K
CSB
716
City State Bank
Iowa
$34.7K
UCB
717
United Community Bank
South Carolina
$30.2K
GG
718
Gleason Group
Kentucky
$29.1K -$7.08K -156 -20%
PAG
719
Paladin Advisory Group
Iowa
$28.9K
RIL
720
Rothschild Investment LLC
Illinois
$27.2K +$26.5K +584 New
AIC
721
Archer Investment Corporation
Indiana
$24.1K
AF
722
Alerus Financial
North Dakota
$22.6K
IWP
723
IAG Wealth Partners
Wisconsin
$21.2K
SWIM
724
Smallwood Wealth Investment Management
New Jersey
$20.9K
SC
725
Steph & Co
Wisconsin
$20.8K