DFUV icon

Dimensional US Marketwide Value ETF

674 hedge funds and large institutions have $9.5B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 199 increasing their positions, 233 reducing their positions, and 22 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: $ → $

12.07% less ownership

Funds ownership: 89.09%77.02% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 233

Holders
674
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
AIS
76
American Investment Services
Massachusetts
$21.7M
Stifel Financial
77
Stifel Financial
Missouri
$21.2M
DPW
78
DiNuzzo Private Wealth
Pennsylvania
$20.9M
LFGO
79
Legacy Financial Group (Oklahoma)
Oklahoma
$20.7M
RCI
80
RS Crum Inc
California
$20.5M
KA
81
Kooman & Associates
Pennsylvania
$20.4M
SFA
82
Sequoia Financial Advisors
Ohio
$20.4M
CA
83
Clune & Associates
Illinois
$20.4M
BBNB
84
Baker Boyer National Bank
Washington
$20.2M
FFA
85
Farther Finance Advisors
California
$20M
DWM
86
Dopkins Wealth Management
New York
$19.2M
Financial Engines Advisors
87
Financial Engines Advisors
California
$18.6M
PMIM
88
Prudent Man Investment Management
Colorado
$18.5M
GFA
89
Grunden Financial Advisory
Texas
$17.7M
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$17.6M
JWS
91
Juncture Wealth Strategies
Arizona
$17.5M
DAS
92
Dynamic Advisor Solutions
Arizona
$16.9M
CA
93
Claris Advisors
Missouri
$16.7M
PWM
94
PBMares Wealth Management
Virginia
$16M
PFA
95
Pillar Financial Advisors
Kentucky
$15.7M
RWM
96
Ruedi Wealth Management
Illinois
$15.7M
UBS Group
97
UBS Group
Switzerland
$15.6M
OIA
98
OneDigital Investment Advisors
Kansas
$15.3M
MFWP
99
Mosaic Family Wealth Partners
Missouri
$15.2M
AAM
100
Austin Asset Management
Texas
$14.9M