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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

664 hedge funds and large institutions have $10.4B invested in Dimensional US Marketwide Value ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 223 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
–
Holders Change %
0%
% of All Funds
8.91%
Holding in Top 10
101
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.98%
% of All Funds
1.35%
New
41
Increased
223
Reduced
222
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.53B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.34B
3
AC
Apella Capital
Connecticut
$35.6M
4
AUB
Atlantic Union Bankshares
Virginia
$13.1M
5
TWA
TCI Wealth Advisors
Arizona
$116M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$565M
2
SC
Savant Capital
Illinois
$707M
3
WCP
Wick Capital Partners
Pennsylvania
$1.2M
4
PCIA
Prime Capital Investment Advisors
Kansas
$1.34M
5
RFP
Root Financial Partners
California
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
51
Wealth Architects
California
$30.9M +$775K +18,320 +3%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$30.8M -$715K -16,914 -2%
AF
53
Allworth Financial
California
$30.7M -$86.4K -2,043 -0.3%
AL
54
Aspiriant LLC
California
$30.5M +$766K +18,118 +3%
Mariner
55
Mariner
Kansas
$30.2M +$7.89M +186,514 +35%
WMN
56
Wealth Management Nebraska
Nebraska
$30.1M +$72.7K +1,724 +0.2%
IWC
57
Integrated Wealth Concepts
Massachusetts
$29.9M +$265K +6,272 +0.9%
PWP
58
Parkwoods Wealth Partners
New York
$29.3M +$626K +14,808 +2%
MAM
59
McLean Asset Management
Virginia
$29M -$450K -10,474 -2%
HWMT
60
Heritage Wealth Management (Texas)
Texas
$28.5M -$2.32M -54,784 -8%
SP
61
Symmetry Partners
Connecticut
$27.3M -$1.34M -31,743 -5%
PFG
62
Premier Financial Group
California
$25.4M +$25.4M +589,956 New
MWM
63
Mission Wealth Management
California
$25M +$211K +5,001 +0.9%
MG
64
Mather Group
Illinois
$25M -$1.35M -32,034 -5%
MWM
65
Meritas Wealth Management
California
$24.9M -$429K -10,154 -2%
SWA
66
ShankerValleau Wealth Advisors
Illinois
$24.9M +$227K +5,367 +0.9%
MFT
67
Moisand Fitzgerald Tamayo
Florida
$24.2M -$622K -14,721 -3%
LI
68
LRI Investments
Florida
$23.2M +$834K +19,733 +4%
TWP
69
TFO Wealth Partners
Ohio
$23.2M +$36.4K +862 +0.2%
CPA
70
Capital Performance Advisors
California
$23M +$285K +6,739 +1%
W
71
WorthPointe
California
$22.6M +$59.2K +1,400 +0.3%
1WM
72
1900 Wealth Management
Texas
$22.4M -$568K -13,428 -2%
BAM
73
Bayshore Asset Management
Florida
$21.5M -$450K -10,653 -2%
AIS
74
American Investment Services
Massachusetts
$21M -$14.9M -353,259 -42%
W
75
WPWealth
Texas
$20.5M +$6.03M +142,511 +42%
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