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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

664 hedge funds and large institutions have $10.4B invested in Dimensional US Marketwide Value ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 223 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
–
Holders Change %
0%
% of All Funds
8.91%
Holding in Top 10
101
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.98%
% of All Funds
1.35%
New
41
Increased
223
Reduced
222
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.53B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.34B
3
AC
Apella Capital
Connecticut
$35.6M
4
AUB
Atlantic Union Bankshares
Virginia
$13.1M
5
TWA
TCI Wealth Advisors
Arizona
$116M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$565M
2
SC
Savant Capital
Illinois
$707M
3
WCP
Wick Capital Partners
Pennsylvania
$1.2M
4
PCIA
Prime Capital Investment Advisors
Kansas
$1.34M
5
RFP
Root Financial Partners
California
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
76
Benningfield Financial Advisors
California
$20.3M +$1.04M +24,619 +5%
CA
77
Clune & Associates
Illinois
$20M +$935K +22,126 +5%
DPW
78
DiNuzzo Private Wealth
Pennsylvania
$20M -$294K -6,946 -1%
Stifel Financial
79
Stifel Financial
Missouri
$19.9M +$674K +15,949 +4%
IAG
80
Investmark Advisory Group
Connecticut
$19.9M -$1.51M -35,787 -7%
LFGO
81
Legacy Financial Group (Oklahoma)
Oklahoma
$19.2M +$213K +5,029 +1%
BBNB
82
Baker Boyer National Bank
Washington
$19.2M -$558K -13,209 -3%
DWM
83
Dopkins Wealth Management
New York
$19.2M +$120K +2,835 +0.6%
KA
84
Kooman & Associates
Pennsylvania
$18.5M +$125K +2,956 +0.7%
PMIM
85
Prudent Man Investment Management
Colorado
$18.5M -$32.7K -800 -0.2%
FFA
86
Farther Finance Advisors
California
$17.8M -$205K -4,841 -1%
JWS
87
Juncture Wealth Strategies
Arizona
$17.8M -$2.44M -57,731 -12%
Financial Engines Advisors
88
Financial Engines Advisors
California
$17.5M -$9.33M -220,711 -35%
CA
89
Claris Advisors
Missouri
$16.7M -$1.37M -32,408 -8%
SFA
90
Sequoia Financial Advisors
Ohio
$16.4M -$674K -15,933 -4%
GFA
91
Grunden Financial Advisory
Texas
$16M -$208K -4,929 -1%
DAS
92
Dynamic Advisor Solutions
Arizona
$15.9M +$80.9K +1,914 +0.5%
PWM
93
PBMares Wealth Management
Virginia
$15.4M +$184K +4,343 +1%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$15.3M -$495K -11,715 -3%
PFA
95
Pillar Financial Advisors
Kentucky
$15M -$11.8K -279 -0.1%
RWM
96
Ruedi Wealth Management
Illinois
$14.9M -$79.6K -1,882 -0.5%
OIA
97
OneDigital Investment Advisors
Kansas
$14.7M -$531K -12,561 -3%
MFWP
98
Mosaic Family Wealth Partners
Missouri
$14.5M -$159K -3,756 -1%
AAM
99
Austin Asset Management
Texas
$14.3M +$9.51K +225 +0.1%
LFG
100
Larson Financial Group
Missouri
$14.1M -$447K -10,579 -3%
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4
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