DFUV icon

Dimensional US Marketwide Value ETF

721 hedge funds and large institutions have $10.3B invested in Dimensional US Marketwide Value ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 211 increasing their positions, 233 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.27% more ownership

Funds ownership: 77.36%80.63% (+3.3%)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
110
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Allworth Financial
California
$33.4M
WA
52
Wealth Architects
California
$33.1M
WMN
53
Wealth Management Nebraska
Nebraska
$33M
RYA
54
Richard Young Associates
Georgia
$32.8M
CPA
55
Cardiff Park Advisors
California
$31.7M
HWMT
56
Heritage Wealth Management (Texas)
Texas
$31.5M
Mariner
57
Mariner
Kansas
$31.2M
RFP
58
Root Financial Partners
California
$30.9M
MHS
59
M Holdings Securities
Oregon
$30.7M
IWC
60
Integrated Wealth Concepts
Massachusetts
$30.7M
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$30.4M
MAM
62
McLean Asset Management
Virginia
$30.3M
VFP
63
Verus Financial Partners
Virginia
$29.1M
TAWM
64
Three Arch Wealth Management
California
$28.1M
PFG
65
Premier Financial Group
California
$27.4M
SP
66
Symmetry Partners
Connecticut
$27.3M
SWA
67
ShankerValleau Wealth Advisors
Illinois
$27.1M
W
68
WPWealth
Texas
$27M
W
69
WorthPointe
California
$26.3M
MWM
70
Meritas Wealth Management
California
$26.3M
MFT
71
Moisand Fitzgerald Tamayo
Florida
$25.9M
TWP
72
TFO Wealth Partners
Ohio
$25.9M
LI
73
LRI Investments
Florida
$25.5M
CA
74
Clune & Associates
Illinois
$25.2M
PHWA
75
Petersen Hastings Wealth Advisors
Washington
$24.1M