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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

660 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 41 funds opening new positions, 220 increasing their positions, 222 reducing their positions, and 25 closing their positions.

Holders
660
Holders Change
-4
Holders Change %
-0.6%
% of All Funds
8.86%
Holding in Top 10
100
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.96%
% of All Funds
1.34%
New
41
Increased
220
Reduced
222
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MPW
1
MASECO Private Wealth
$87.9M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.53B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.34B
4
PFG
4
Premier Financial Group
California
$25.4M
5
AC
5
Apella Capital
Connecticut
$35.6M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$565M
2
SC
2
Savant Capital
Illinois
$707M
3
WCP
3
Wick Capital Partners
Pennsylvania
$1.2M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$1.34M
5
RFP
5
Root Financial Partners
California
$40.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
76
Clune & Associates
Illinois
$20M 473,382 +22,126 +5%
DPW
77
DiNuzzo Private Wealth
Pennsylvania
$20M 472,193 -6,946 -1%
Stifel Financial
78
Stifel Financial
Missouri
$19.9M 471,482 +15,949 +4%
IAG
79
Investmark Advisory Group
Connecticut
$19.9M 470,529 -35,787 -7%
LFGO
80
Legacy Financial Group (Oklahoma)
Oklahoma
$19.2M 454,608 +5,029 +1%
BBNB
81
Baker Boyer National Bank
Washington
$19.2M 454,213 -13,209 -3%
DWM
82
Dopkins Wealth Management
New York
$19.2M 453,430 +2,835 +0.6%
KA
83
Kooman & Associates
Pennsylvania
$18.5M 438,020 +2,956 +0.7%
PMIM
84
Prudent Man Investment Management
Colorado
$18.5M 451,218 -800 -0.2%
FFA
85
Farther Finance Advisors
California
$17.8M 421,576 -4,841 -1%
JWS
86
Juncture Wealth Strategies
Arizona
$17.8M 421,448 -57,731 -12%
Financial Engines Advisors
87
Financial Engines Advisors
California
$17.5M 414,802 -220,711 -35%
CA
88
Claris Advisors
Missouri
$16.7M 393,977 -32,408 -8%
SFA
89
Sequoia Financial Advisors
Ohio
$16.4M 388,473 -15,933 -4%
GFA
90
Grunden Financial Advisory
Texas
$16M 378,925 -4,929 -1%
DAS
91
Dynamic Advisor Solutions
Arizona
$15.9M 376,082 +1,914 +0.5%
PWM
92
PBMares Wealth Management
Virginia
$15.4M 364,462 +4,343 +1%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$15.3M 362,103 -11,715 -3%
PFA
94
Pillar Financial Advisors
Kentucky
$15M 353,768 -279 -0.1%
RWM
95
Ruedi Wealth Management
Illinois
$14.9M 352,788 -1,882 -0.5%
OIA
96
OneDigital Investment Advisors
Kansas
$14.7M 348,017 -12,561 -3%
MFWP
97
Mosaic Family Wealth Partners
Missouri
$14.5M 342,052 -3,756 -1%
AAM
98
Austin Asset Management
Texas
$14.3M 338,390 +225 +0.1%
LFG
99
Larson Financial Group
Missouri
$14.1M 333,026 -10,579 -3%
UBS Group
100
UBS Group
Switzerland
$13.9M 328,204 +46,059 +16%
2 3
4
5 6