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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
LFG
101
Larson Financial Group
Missouri
$14.1M -$425K -10,579 -3%
UBS Group
102
UBS Group
Switzerland
$13.9M +$1.85M +46,059 +16%
PS
103
Pinney & Scofield
Massachusetts
$13.8M -$89K -2,215 -0.7%
SWM
104
Spire Wealth Management
Virginia
$13.5M +$39.7K +988 +0.3%
FSWA
105
Financial Synergies Wealth Advisors
Texas
$13.4M +$44.1K +1,098 +0.3%
NWM
106
Navigoe Wealth Management
California
$13.3M -$476K -11,844 -4%
ALWM
107
Andrews Lucia Wealth Management
California
$13.1M -$2.47M -61,430 -17%
AUB
108
Atlantic Union Bankshares
Virginia
$13.1M +$12.4M +309,390 New
CWS
109
Confluence Wealth Services
Pennsylvania
$12.9M +$1.46M +36,416 +14%
AFG
110
Altiora Financial Group
Ohio
$12.8M -$166K -4,134 -1%
DPI
111
Diversified Portfolios Inc
Michigan
$12.8M -$5.78K -144 -0%
SWM
112
Sterling Wealth Management
Illinois
$12.7M +$12M +299,255 New
EWA
113
EP Wealth Advisors
California
$12.2M +$1.74M +43,256 +18%
NDWM
114
New Dimensions Wealth Management
Texas
$11.9M +$58.2K +1,449 +0.5%
KAM
115
Kraft Asset Management
Tennessee
$11.9M -$525K -13,079 -4%
SIMC
116
Squire Investment Management Company
Utah
$11.9M -$368K -9,164 -3%
SWG
117
Summit Wealth Group
Vermont
$11.9M -$205K -5,102 -2%
AA
118
Addison Advisors
Vermont
$11.8M -$1.11M -27,553 -9%
GLLW
119
Graves Light Lenhart Wealth
Virginia
$11.5M +$639K +15,919 +6%
Morgan Stanley
120
Morgan Stanley
New York
$11.3M +$1.84M +45,750 +21%
BA
121
Bridgewater Advisors
New York
$11.1M +$7.35K +183 +0.1%
LFA
122
Lauterbach Financial Advisors
Texas
$11.1M -$31.8K -793 -0.3%
KAS
123
Kestra Advisory Services
Texas
$10.9M +$957K +23,837 +10%
Osaic Holdings
124
Osaic Holdings
Arizona
$10.8M +$1.98M +49,261 +24%
BW
125
BIP Wealth
Georgia
$10.8M +$434K +10,817 +4%

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.