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Dimensional US Marketwide Value ETF

674 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 42 funds opening new positions, 228 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 25

3% more capital invested

Capital invested by funds: $9.96B → $10.3B (+$333M)

3% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 222

1% more funds holding

Funds holding: 670674 (+4)

0.32% more ownership

Funds ownership: 88.61%88.93% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 102102 (0)

Holders
674
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
8.87%
Holding in Top 10
102
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.34%
New
42
Increased
228
Reduced
222
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
Wealth Architects
California
$30.9M +$736K +18,320 +3%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$30.8M -$679K -16,914 -2%
AF
53
Allworth Financial
California
$30.7M -$82K -2,043 -0.3%
AL
54
Aspiriant LLC
California
$30.5M +$728K +18,118 +3%
Mariner
55
Mariner
Kansas
$30.2M +$7.49M +186,514 +35%
WMN
56
Wealth Management Nebraska
Nebraska
$30.1M +$69.2K +1,724 +0.2%
IWC
57
Integrated Wealth Concepts
Massachusetts
$29.9M +$252K +6,272 +0.9%
PWP
58
Parkwoods Wealth Partners
New York
$29.3M +$595K +14,808 +2%
MAM
59
McLean Asset Management
Virginia
$29M -$421K -10,474 -2%
HWMT
60
Heritage Wealth Management (Texas)
Texas
$28.5M -$2.2M -54,784 -8%
SP
61
Symmetry Partners
Connecticut
$27.3M -$1.27M -31,743 -5%
PFG
62
Premier Financial Group
California
$25.4M +$23.7M +589,956 New
MWM
63
Mission Wealth Management
California
$25M +$201K +5,001 +0.9%
MG
64
Mather Group
Illinois
$25M -$1.29M -32,034 -5%
MWM
65
Meritas Wealth Management
California
$24.9M -$408K -10,154 -2%
SWA
66
ShankerValleau Wealth Advisors
Illinois
$24.9M +$216K +5,367 +0.9%
MFT
67
Moisand Fitzgerald Tamayo
Florida
$24.2M -$591K -14,721 -3%
LI
68
LRI Investments
Florida
$23.2M +$792K +19,733 +4%
TWP
69
TFO Wealth Partners
Ohio
$23.2M +$34.6K +862 +0.2%
CPA
70
Capital Performance Advisors
California
$23M +$271K +6,739 +1%
W
71
WorthPointe
California
$22.6M +$56.2K +1,400 +0.3%
1WM
72
1900 Wealth Management
Texas
$22.4M -$539K -13,428 -2%
BAM
73
Bayshore Asset Management
Florida
$21.5M -$428K -10,653 -2%
AIS
74
American Investment Services
Massachusetts
$21M -$14.2M -353,259 -42%
W
75
WPWealth
Texas
$20.5M +$5.72M +142,511 +42%

DFUV Hedge Fund Activity: Q2 2025 in Review

674 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q2 2025, worth a combined $10.3B — up 3.3% from $9.96B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFUV positions and 25 closed out — a net gain of 17 holders — while 228 added to existing stakes and 222 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $75M. The largest seller was Corient Private Wealth, cutting an estimated $91.4M.

  • 674 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q2 2025, up from 670 in Q1 2025.
  • Funds reported $10.3B of Dimensional US Marketwide Value ETF stock for Q2 2025, up 3.3% quarter-over-quarter.
  • 42 funds opened new Dimensional US Marketwide Value ETF positions in Q2 2025 and 25 closed out, a net change of +17 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q2 2025 was Mercer Global Advisors, an estimated $75M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q2 2025 was Corient Private Wealth, an estimated $91.4M sold.

Based on aggregated 13F filings for Q2 2025.