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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

664 hedge funds and large institutions have $9.97B invested in Dimensional US Marketwide Value ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 197 increasing their positions, 231 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.02%
Holding in Top 10
102
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.56%
% of All Funds
1.39%
New
43
Increased
197
Reduced
231
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.41B
2
LI
2
LRI Investments
Florida
$21.8M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$19.7M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$613M
5
MG
5
Mather Group
Illinois
$25.7M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$1.72M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.26B
3
EFP
3
Elser Financial Planning
Indiana
$302K
4
IFA
4
Index Fund Advisors
California
$223M
5
SC
5
Savant Capital
Illinois
$713M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
101
Austin Asset Management
Texas
$13.9M -$1.06M -25,769 -7%
PS
102
Pinney & Scofield
Massachusetts
$13.6M -$211K -5,129 -2%
NWM
103
Navigoe Wealth Management
California
$13.4M +$172K +4,181 +1%
SWM
104
Spire Wealth Management
Virginia
$13.1M +$391K +9,496 +3%
FSWA
105
Financial Synergies Wealth Advisors
Texas
$13M +$44.1K +1,070 +0.3%
SSB
106
Sandy Spring Bank
Maryland
$12.7M -$876K -21,245 -6%
AFG
107
Altiora Financial Group
Ohio
$12.7M +$228K +5,521 +2%
AA
108
Addison Advisors
Vermont
$12.6M +$362K +8,776 +3%
DPI
109
Diversified Portfolios Inc
Michigan
$12.5M -$52.7K -1,279 -0.4%
KAM
110
Kraft Asset Management
Tennessee
$12.1M -$724K -17,559 -6%
AFG
111
Atomi Financial Group
New York
$12M +$12M +290,875 New
SIMC
112
Squire Investment Management Company
Utah
$11.9M +$260K +6,299 +2%
SWG
113
Summit Wealth Group
Vermont
$11.8M +$891K +21,624 +8%
UBS Group
114
UBS Group
Switzerland
$11.6M +$974K +23,645 +9%
NDWM
115
New Dimensions Wealth Management
Texas
$11.5M +$11.5M +278,230 New
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
$11.2M +$1.54M +37,296 +16%
LFA
117
Lauterbach Financial Advisors
Texas
$10.8M -$15.1K -366 -0.1%
GLLW
118
Graves Light Lenhart Wealth
Virginia
$10.6M +$581K +14,110 +6%
CWS
119
Confluence Wealth Services
Pennsylvania
$10.4M +$1.23M +31,819 +13%
MCM
120
MAI Capital Management
Ohio
$10.2M +$32.6K +791 +0.3%
BA
121
Bridgewater Advisors
New York
$10.1M +$14.3K +363 +0.1%
BW
122
BIP Wealth
Georgia
$10.1M +$476K +11,559 +5%
EWA
123
EP Wealth Advisors
California
$10.1M -$431K -10,449 -4%
RFA
124
RTD Financial Advisors
Pennsylvania
$10M -$1.26M -30,618 -11%
KAS
125
Kestra Advisory Services
Texas
$9.6M -$2.39M -57,961 -20%
3 4
5
6 7