DFUV icon

Dimensional US Marketwide Value ETF

680 hedge funds and large institutions have $9.55B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 237 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

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

11.72% less ownership

Funds ownership: 89.09%77.37% (-12%)

16% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 237

Holders
680
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
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
BFA
76
Benningfield Financial Advisors
California
$22.5M
AIS
77
American Investment Services
Massachusetts
$21.7M
Stifel Financial
78
Stifel Financial
Missouri
$21.2M
DPW
79
DiNuzzo Private Wealth
Pennsylvania
$20.9M
LFGO
80
Legacy Financial Group (Oklahoma)
Oklahoma
$20.7M
RCI
81
RS Crum Inc
California
$20.5M
KA
82
Kooman & Associates
Pennsylvania
$20.4M
SFA
83
Sequoia Financial Advisors
Ohio
$20.4M
CA
84
Clune & Associates
Illinois
$20.4M
BBNB
85
Baker Boyer National Bank
Washington
$20.2M
FFA
86
Farther Finance Advisors
California
$20M
DWM
87
Dopkins Wealth Management
New York
$19.2M
Financial Engines Advisors
88
Financial Engines Advisors
California
$18.6M
PMIM
89
Prudent Man Investment Management
Colorado
$18.5M
GFA
90
Grunden Financial Advisory
Texas
$17.7M
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$17.6M
JWS
92
Juncture Wealth Strategies
Arizona
$17.5M
DAS
93
Dynamic Advisor Solutions
Arizona
$16.9M
CA
94
Claris Advisors
Missouri
$16.7M
PWM
95
PBMares Wealth Management
Virginia
$16M
PFA
96
Pillar Financial Advisors
Kentucky
$15.7M
RWM
97
Ruedi Wealth Management
Illinois
$15.7M
UBS Group
98
UBS Group
Switzerland
$15.6M
OIA
99
OneDigital Investment Advisors
Kansas
$15.3M
MFWP
100
Mosaic Family Wealth Partners
Missouri
$15.2M