We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF
DFUV

736 hedge funds and large institutions have $10.8B invested in Dimensional US Marketwide Value ETF in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 213 increasing their positions, 234 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 23

19% more funds holding in top 10

Funds holding in top 10: 95 → 113 (+18)

14% more capital invested

Capital invested by funds: $9.53B → $10.8B (+$1.31B)

7.24% more ownership

Funds ownership: 77.24% → 84.48% (+7.2%)

7% more funds holding

Funds holding: 687 → 736 (+49)

9% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 234

Holders
736
Holders Change
+49
Holders Change %
+7.13%
% of All Funds
8.96%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.38%
New
87
Increased
213
Reduced
234
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$604M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$78.4M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$38.9M
4
SAM
Smartleaf Asset Management
Massachusetts
+$35.7M
5
MHS
M Holdings Securities
Oregon
+$29M

Top Sellers

1
MWM
McMill Wealth Management
Nebraska
-$16.4M
2
RFP
Root Financial Partners
California
-$15.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.8M
4
SC
Savant Capital
Illinois
-$9.87M
5
BTWM
Baker Tilly Wealth Management
Wisconsin
-$6.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
751
Goldman Sachs
New York
– -$254K -5,685 Closed
HIGP
752
Hill Investment Group Partners
Missouri
– -$211K -4,713 Closed
JWM
753
JPL Wealth Management
Colorado
– -$164K -3,662 Closed
AAS
754
Ameritas Advisory Services
Nebraska
– -$155K -3,464 Closed
IWA
755
Icon Wealth Advisors
Texas
– -$146K -3,275 Closed
CSC
756
Caldwell Sutter Capital
California
– -$121K -2,700 Closed
TIM
757
Tortoise Investment Management
New York
– -$24.1K -540 Closed
FFO
758
Fortitude Family Office
Arizona
– -$11.9K -266 Closed
KA
759
Kozak & Associates
Colorado
– -$8.78K -198 Closed
27 28 29 30
31