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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

660 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 41 funds opening new positions, 220 increasing their positions, 222 reducing their positions, and 25 closing their positions.

Holders
660
Holders Change
-4
Holders Change %
-0.6%
% of All Funds
8.86%
Holding in Top 10
100
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.96%
% of All Funds
1.34%
New
41
Increased
220
Reduced
222
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MPW
1
MASECO Private Wealth
$87.9M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.53B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.34B
4
PFG
4
Premier Financial Group
California
$25.4M
5
AC
5
Apella Capital
Connecticut
$35.6M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$565M
2
SC
2
Savant Capital
Illinois
$707M
3
WCP
3
Wick Capital Partners
Pennsylvania
$1.2M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$1.34M
5
RFP
5
Root Financial Partners
California
$40.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$30.8M 728,071 -16,914 -2%
AF
52
Allworth Financial
California
$30.7M 726,137 -2,043 -0.3%
AL
53
Aspiriant LLC
California
$30.5M 720,613 +18,118 +3%
Mariner
54
Mariner
Kansas
$30.2M 713,493 +186,514 +35%
WMN
55
Wealth Management Nebraska
Nebraska
$30.1M 713,723 +1,724 +0.2%
IWC
56
Integrated Wealth Concepts
Massachusetts
$29.9M 707,556 +6,272 +0.9%
PWP
57
Parkwoods Wealth Partners
New York
$29.3M 692,196 +14,808 +2%
MAM
58
McLean Asset Management
Virginia
$29M 674,635 -10,474 -2%
HWMT
59
Heritage Wealth Management (Texas)
Texas
$28.5M 673,361 -54,784 -8%
SP
60
Symmetry Partners
Connecticut
$27.3M 645,665 -31,743 -5%
PFG
61
Premier Financial Group
California
$25.4M 589,956 +589,956 New
MWM
62
Mission Wealth Management
California
$25M 592,462 +5,001 +0.9%
MG
63
Mather Group
Illinois
$25M 590,903 -32,034 -5%
MWM
64
Meritas Wealth Management
California
$24.9M 589,224 -10,154 -2%
SWA
65
ShankerValleau Wealth Advisors
Illinois
$24.9M 587,758 +5,367 +0.9%
MFT
66
Moisand Fitzgerald Tamayo
Florida
$24.2M 572,044 -14,721 -3%
LI
67
LRI Investments
Florida
$23.2M 549,843 +19,733 +4%
TWP
68
TFO Wealth Partners
Ohio
$23.2M 549,037 +862 +0.2%
CPA
69
Capital Performance Advisors
California
$23M 543,210 +6,739 +1%
W
70
WorthPointe
California
$22.6M 535,481 +1,400 +0.3%
1WM
71
1900 Wealth Management
Texas
$22.4M 529,134 -13,428 -2%
BAM
72
Bayshore Asset Management
Florida
$21.5M 508,436 -10,653 -2%
AIS
73
American Investment Services
Massachusetts
$21M 497,425 -353,259 -42%
W
74
WPWealth
Texas
$20.5M 484,180 +142,511 +42%
BFA
75
Benningfield Financial Advisors
California
$20.3M 480,296 +24,619 +5%
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3
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