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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
AFG
126
Atomi Financial Group
New York
$10.3M -$1.88M -46,831 -16%
RFA
127
RTD Financial Advisors
Pennsylvania
$10.2M -$92.9K -2,313 -0.9%
JP Morgan Chase
128
JP Morgan Chase
New York
$10.2M -$1.23M -30,702 -11%
SW
129
Simplicity Wealth
New Jersey
$9.93M +$4.73M +117,882 +101%
VPWA
130
Vestia Personal Wealth Advisors
Indiana
$9.87M +$961K +23,917 +11%
JWM
131
JDH Wealth Management
California
$9.63M +$512K +12,756 +6%
MCM
132
MAI Capital Management
Ohio
$9.33M -$1.06M -26,272 -11%
Wells Fargo
133
Wells Fargo
California
$9.17M +$658K +16,377 +8%
CWMA
134
Capstone Wealth Management (Alabama)
Alabama
$8.9M +$429K +10,683 +5%
TFA
135
Tobias Financial Advisors
Florida
$8.89M -$60K -1,493 -0.7%
VCM
136
Versant Capital Management
Arizona
$8.82M +$1.99M +49,523 +31%
WANY
137
Wealthspire Advisors (New York)
New York
$8.72M -$196K -4,877 -2%
RLWM
138
RF&L Wealth Management
Massachusetts
$8.71M +$27.3K +680 +0.3%
BH
139
Burk Holdings
Oklahoma
$8.61M +$6.43K +160 +0.1%
VWA
140
VSM Wealth Advisory
Maryland
$8.6M +$8.12M +202,074 +20,207%
LFA
141
Level Financial Advisors
New York
$8.44M -$15.9K -397 -0.2%
MHS
142
M Holdings Securities
Oregon
$8.15M +$4.11M +102,373 +113%
WRPWM
143
Werba Rubin Papier Wealth Management
California
$7.93M -$716K -17,820 -9%
PCM
144
Peirce Capital Management
Texas
$7.89M +$49.3K +1,227 +0.7%
FH
145
Financial Harvest
Florida
$7.85M +$7.45M +185,603 New
SCA
146
Strathmore Capital Advisors
North Carolina
$7.61M +$7.13M +177,443 New
AQR Capital Management
147
AQR Capital Management
Connecticut
$7.5M +$3.02M +75,202 +74%
EWA
148
EverSource Wealth Advisors
Alabama
$7.34M +$1.92M +47,891 +38%
AWM
149
Ariadne Wealth Management
California
$7.28M -$1.46M -36,467 -18%
SFC
150
Sprinkle Financial Consultants
Colorado
$7.17M -$2.34M -58,383 -26%

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.