DFUV icon

Dimensional US Marketwide Value ETF

680 hedge funds and large institutions have $9.55B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 237 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

11.72% less ownership

Funds ownership: 89.09%77.37% (-12%)

16% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 237

Holders
680
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
101
Austin Asset Management
Texas
$14.9M
CWS
102
Confluence Wealth Services
Pennsylvania
$14.8M
NWM
103
Navigoe Wealth Management
California
$14.6M
LFG
104
Larson Financial Group
Missouri
$14.6M
PS
105
Pinney & Scofield
Massachusetts
$14.5M
FSWA
106
Financial Synergies Wealth Advisors
Texas
$14.4M
SWM
107
Spire Wealth Management
Virginia
$14.1M
JP Morgan Chase
108
JP Morgan Chase
New York
$14.1M
AUB
109
Atlantic Union Bankshares
Virginia
$13.9M
BTWM
110
Baker Tilly Wealth Management
Wisconsin
$13.9M
AQR Capital Management
111
AQR Capital Management
Connecticut
$13.9M
ALWM
112
Andrews Lucia Wealth Management
California
$13.6M
DPI
113
Diversified Portfolios Inc
Michigan
$13.4M
GLLW
114
Graves Light Lenhart Wealth
Virginia
$13.1M
AFG
115
Altiora Financial Group
Ohio
$13.1M
SWG
116
Summit Wealth Group
Vermont
$13.1M
SAI
117
Savvy Advisors Inc
New York
$13.1M
SWM
118
Sterling Wealth Management
Illinois
$13M
SIMC
119
Squire Investment Management Company
Utah
$12.8M
Osaic Holdings
120
Osaic Holdings
Arizona
$12.8M
NDWM
121
New Dimensions Wealth Management
Texas
$12.7M
Morgan Stanley
122
Morgan Stanley
New York
$12.5M
BW
123
BIP Wealth
Georgia
$12.5M
AA
124
Addison Advisors
Vermont
$12.1M
LFA
125
Lauterbach Financial Advisors
Texas
$11.7M