DFUV icon

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 %
UBS Group
101
UBS Group
Switzerland
$13.9M +$1.95M +46,059 +16%
PS
102
Pinney & Scofield
Massachusetts
$13.8M -$93.7K -2,215 -0.7%
SWM
103
Spire Wealth Management
Virginia
$13.5M +$41.8K +988 +0.3%
FSWA
104
Financial Synergies Wealth Advisors
Texas
$13.4M +$46.4K +1,098 +0.3%
NWM
105
Navigoe Wealth Management
California
$13.3M -$501K -11,844 -4%
ALWM
106
Andrews Lucia Wealth Management
California
$13.1M -$2.6M -61,430 -17%
AUB
107
Atlantic Union Bankshares
Virginia
$13.1M +$13.1M +309,390 New
CWS
108
Confluence Wealth Services
Pennsylvania
$12.9M +$1.54M +36,416 +14%
AFG
109
Altiora Financial Group
Ohio
$12.8M -$175K -4,134 -1%
DPI
110
Diversified Portfolios Inc
Michigan
$12.8M -$6.09K -144 -0%
SWM
111
Sterling Wealth Management
Illinois
$12.7M +$12.7M +299,255 New
EWA
112
EP Wealth Advisors
California
$12.2M +$1.83M +43,256 +18%
NDWM
113
New Dimensions Wealth Management
Texas
$11.9M +$61.8K +1,449 +0.5%
KAM
114
Kraft Asset Management
Tennessee
$11.9M -$553K -13,079 -4%
SIMC
115
Squire Investment Management Company
Utah
$11.9M -$387K -9,164 -3%
SWG
116
Summit Wealth Group
Vermont
$11.9M -$216K -5,102 -2%
AA
117
Addison Advisors
Vermont
$11.8M -$1.16M -27,553 -9%
GLLW
118
Graves Light Lenhart Wealth
Virginia
$11.5M +$673K +15,919 +6%
Morgan Stanley
119
Morgan Stanley
New York
$11.3M +$1.93M +45,750 +21%
BA
120
Bridgewater Advisors
New York
$11.1M +$7.92K +183 +0.1%
LFA
121
Lauterbach Financial Advisors
Texas
$11.1M -$33.5K -793 -0.3%
KAS
122
Kestra Advisory Services
Texas
$10.9M +$1.01M +23,837 +10%
BW
123
BIP Wealth
Georgia
$10.8M +$457K +10,817 +4%
AFG
124
Atomi Financial Group
New York
$10.3M -$1.98M -46,831 -16%
RFA
125
RTD Financial Advisors
Pennsylvania
$10.2M -$97.8K -2,313 -0.9%
3 4
5
6 7