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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

664 hedge funds and large institutions have $9.97B invested in Dimensional US Marketwide Value ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 197 increasing their positions, 231 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.02%
Holding in Top 10
102
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.56%
% of All Funds
1.39%
New
43
Increased
197
Reduced
231
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.41B
2
LI
2
LRI Investments
Florida
$21.8M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$19.7M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$613M
5
MG
5
Mather Group
Illinois
$25.7M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$1.72M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.26B
3
EFP
3
Elser Financial Planning
Indiana
$302K
4
IFA
4
Index Fund Advisors
California
$223M
5
SC
5
Savant Capital
Illinois
$713M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMN
51
Wealth Management Nebraska
Nebraska
$29.3M -$969K -23,515 -3%
AL
52
Aspiriant LLC
California
$28.9M +$272K +6,603 +0.9%
IWC
53
Integrated Wealth Concepts
Massachusetts
$28.9M +$142K +3,440 +0.5%
AF
54
Allworth Financial
California
$28.6M -$530K -13,490 -2%
DEM
55
Disciplined Equity Management
Florida
$28.1M +$311K +7,538 +1%
SP
56
Symmetry Partners
Connecticut
$27.9M -$1.84M -44,536 -6%
PWP
57
Parkwoods Wealth Partners
New York
$27.9M +$947K +22,975 +4%
MWA
58
Monograph Wealth Advisors
California
$27.1M +$52.1K +1,265 +0.2%
Financial Engines Advisors
59
Financial Engines Advisors
California
$26.2M -$420K -10,191 -2%
MG
60
Mather Group
Illinois
$25.7M +$12.5M +302,339 +94%
MAM
61
McLean Asset Management
Virginia
$24.8M -$704K -19,411 -3%
MWM
62
Meritas Wealth Management
California
$24.7M -$483K -11,729 -2%
MWM
63
Mission Wealth Management
California
$24.2M +$881K +21,367 +4%
MFT
64
Moisand Fitzgerald Tamayo
Florida
$24.2M -$481K -11,677 -2%
SWA
65
ShankerValleau Wealth Advisors
Illinois
$24M +$1.49M +36,171 +7%
TWP
66
TFO Wealth Partners
Ohio
$22.6M -$219K -5,312 -1%
1WM
67
1900 Wealth Management
Texas
$22.4M -$370K -8,982 -2%
CPA
68
Capital Performance Advisors
California
$22.1M +$108K +2,625 +0.5%
W
69
WorthPointe
California
$22M -$1.88M -45,661 -8%
LI
70
LRI Investments
Florida
$21.8M +$20.9M +507,728 +2,268%
Mariner
71
Mariner
Kansas
$21.7M +$3.57M +86,544 +20%
BAM
72
Bayshore Asset Management
Florida
$21.4M +$121K +2,946 +0.6%
IAG
73
Investmark Advisory Group
Connecticut
$20.9M +$218K +5,292 +1%
JWS
74
Juncture Wealth Strategies
Arizona
$19.7M -$9.56K -232 -0%
DPW
75
DiNuzzo Private Wealth
Pennsylvania
$19.7M -$108K -2,615 -0.5%
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3
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