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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 %
PS
101
Pinney & Scofield
Massachusetts
$13.8M 327,255 -2,215 -0.7%
SWM
102
Spire Wealth Management
Virginia
$13.5M 318,192 +988 +0.3%
FSWA
103
Financial Synergies Wealth Advisors
Texas
$13.4M 317,230 +1,098 +0.3%
NWM
104
Navigoe Wealth Management
California
$13.3M 314,338 -11,844 -4%
ALWM
105
Andrews Lucia Wealth Management
California
$13.1M 310,126 -61,430 -17%
AUB
106
Atlantic Union Bankshares
Virginia
$13.1M 309,390 +309,390 New
CWS
107
Confluence Wealth Services
Pennsylvania
$12.9M 306,141 +36,416 +14%
AFG
108
Altiora Financial Group
Ohio
$12.8M 303,439 -4,134 -1%
DPI
109
Diversified Portfolios Inc
Michigan
$12.8M 303,069 -144 -0%
SWM
110
Sterling Wealth Management
Illinois
$12.7M 299,255 +299,255 New
EWA
111
EP Wealth Advisors
California
$12.2M 288,112 +43,256 +18%
NDWM
112
New Dimensions Wealth Management
Texas
$11.9M 279,679 +1,449 +0.5%
KAM
113
Kraft Asset Management
Tennessee
$11.9M 281,152 -13,079 -4%
SIMC
114
Squire Investment Management Company
Utah
$11.9M 280,810 -9,164 -3%
SWG
115
Summit Wealth Group
Vermont
$11.9M 280,608 -5,102 -2%
AA
116
Addison Advisors
Vermont
$11.8M 278,489 -27,553 -9%
GLLW
117
Graves Light Lenhart Wealth
Virginia
$11.5M 272,236 +15,919 +6%
Morgan Stanley
118
Morgan Stanley
New York
$11.3M 266,555 +45,750 +21%
BA
119
Bridgewater Advisors
New York
$11.1M 257,484 +183 +0.1%
LFA
120
Lauterbach Financial Advisors
Texas
$11.1M 261,559 -793 -0.3%
KAS
121
Kestra Advisory Services
Texas
$10.9M 256,865 +23,837 +10%
BW
122
BIP Wealth
Georgia
$10.8M 255,987 +10,817 +4%
AFG
123
Atomi Financial Group
New York
$10.3M 244,044 -46,831 -16%
RFA
124
RTD Financial Advisors
Pennsylvania
$10.2M 241,535 -2,313 -0.9%
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$10.2M 241,144 -30,702 -11%
3 4
5
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