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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
AWMM
151
Aegis Wealth Management (Maryland)
Maryland
$7.16M
SIS
152
Strategic Investment Solutions
Illinois
$7.09M -$1.82M -45,429 -21%
TCM
153
TruNorth Capital Management
Michigan
$6.92M -$9.72K -242 -0.1%
EWA
154
Exencial Wealth Advisors
Oklahoma
$6.83M -$436K -10,855 -6%
SA
155
Seneschal Advisors
Washington
$6.83M +$50.8K +1,265 +0.8%
Bank of America
156
Bank of America
North Carolina
$6.7M +$1.57M +39,060 +33%
WA
157
Wealthstream Advisors
New York
$6.64M -$3.57K -89 -0.1%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$6.63M +$12K +299 +0.2%
Envestnet Portfolio Solutions
159
Envestnet Portfolio Solutions
Illinois
$6.53M -$18K -447 -0.3%
JWA
160
JFS Wealth Advisors
Pennsylvania
$6.4M -$315K -7,847 -5%
KWA
161
Kondo Wealth Advisors
California
$6.4M +$53.9K +1,342 +0.9%
CWM
162
CarsonAllaria Wealth Management
Illinois
$6.38M -$6.14K -153 -0.1%
CTWM
163
Cherry Tree Wealth Management
Minnesota
$6.32M -$3.37K -84 -0.1%
EFG
164
Embree Financial Group
Illinois
$6.23M -$1.61M -40,082 -21%
Jones Financial Companies
165
Jones Financial Companies
Missouri
$6.18M +$657K +16,348 +13%
SC
166
Shearwater Capital
Colorado
$6.11M
WAM
167
WNY Asset Management
New York
$6M -$174K -4,321 -3%
NWM
168
Northwest Wealth Management
Iowa
$5.85M +$160K +3,995 +3%
EFP
169
EnRich Financial Partners
Wisconsin
$5.77M -$108K -2,689 -2%
Truist Financial
170
Truist Financial
North Carolina
$5.69M +$40.5K +1,008 +0.8%
FNBSF
171
First National Bank Sioux Falls
South Dakota
$5.68M
GCA
172
Gradient Capital Advisors
California
$5.65M +$171K +4,267 +3%
BFPW
173
BOK Financial Private Wealth
Colorado
$5.6M -$1.21K -30 -0%
CCM
174
Colorado Capital Management
Colorado
$5.6M -$1.05M -26,211 -17%
LFS
175
Lutz Financial Services
Nebraska
$5.53M -$80.4K -2,003 -2%

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.