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Dimensional US Marketwide Value ETF

674 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 42 funds opening new positions, 228 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 25

3% more capital invested

Capital invested by funds: $9.96B → $10.3B (+$333M)

3% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 222

1% more funds holding

Funds holding: 670674 (+4)

0.32% more ownership

Funds ownership: 88.61%88.93% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 102102 (0)

Holders
674
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
8.87%
Holding in Top 10
102
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.34%
New
42
Increased
228
Reduced
222
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
76
Benningfield Financial Advisors
California
$20.3M +$989K +24,619 +5%
CA
77
Clune & Associates
Illinois
$20M +$889K +22,126 +5%
DPW
78
DiNuzzo Private Wealth
Pennsylvania
$20M -$279K -6,946 -1%
Stifel Financial
79
Stifel Financial
Missouri
$19.9M +$641K +15,949 +4%
IAG
80
Investmark Advisory Group
Connecticut
$19.9M -$1.44M -35,787 -7%
LFGO
81
Legacy Financial Group (Oklahoma)
Oklahoma
$19.2M +$202K +5,029 +1%
BBNB
82
Baker Boyer National Bank
Washington
$19.2M -$530K -13,209 -3%
DWM
83
Dopkins Wealth Management
New York
$19.2M +$114K +2,835 +0.6%
RCI
84
RS Crum Inc
California
$18.9M +$1.09M +27,098 +6%
KA
85
Kooman & Associates
Pennsylvania
$18.5M +$119K +2,956 +0.7%
PMIM
86
Prudent Man Investment Management
Colorado
$18.5M -$32.1K -800 -0.2%
FFA
87
Farther Finance Advisors
California
$17.8M -$194K -4,841 -1%
JWS
88
Juncture Wealth Strategies
Arizona
$17.8M -$2.32M -57,731 -12%
Financial Engines Advisors
89
Financial Engines Advisors
California
$17.5M -$8.86M -220,711 -35%
CA
90
Claris Advisors
Missouri
$16.7M -$1.3M -32,408 -8%
SFA
91
Sequoia Financial Advisors
Ohio
$16.4M -$640K -15,933 -4%
GFA
92
Grunden Financial Advisory
Texas
$16M -$198K -4,929 -1%
DAS
93
Dynamic Advisor Solutions
Arizona
$15.9M +$76.9K +1,914 +0.5%
PWM
94
PBMares Wealth Management
Virginia
$15.4M +$174K +4,343 +1%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$15.3M -$470K -11,715 -3%
PFA
96
Pillar Financial Advisors
Kentucky
$15M -$11.2K -279 -0.1%
RWM
97
Ruedi Wealth Management
Illinois
$14.9M -$75.6K -1,882 -0.5%
OIA
98
OneDigital Investment Advisors
Kansas
$14.7M -$504K -12,561 -3%
MFWP
99
Mosaic Family Wealth Partners
Missouri
$14.5M -$151K -3,756 -1%
AAM
100
Austin Asset Management
Texas
$14.3M +$9.04K +225 +0.1%

DFUV Hedge Fund Activity: Q2 2025 in Review

674 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q2 2025, worth a combined $10.3B — up 3.3% from $9.96B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFUV positions and 25 closed out — a net gain of 17 holders — while 228 added to existing stakes and 222 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $75M. The largest seller was Corient Private Wealth, cutting an estimated $91.4M.

  • 674 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q2 2025, up from 670 in Q1 2025.
  • Funds reported $10.3B of Dimensional US Marketwide Value ETF stock for Q2 2025, up 3.3% quarter-over-quarter.
  • 42 funds opened new Dimensional US Marketwide Value ETF positions in Q2 2025 and 25 closed out, a net change of +17 holders.
  • The largest Dimensional US Marketwide Value ETF buyer in Q2 2025 was Mercer Global Advisors, an estimated $75M added.
  • The largest Dimensional US Marketwide Value ETF seller in Q2 2025 was Corient Private Wealth, an estimated $91.4M sold.

Based on aggregated 13F filings for Q2 2025.