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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 %
BIG
176
Builder Investment Group
Georgia
$5.39M – – –
AWP
177
Abacus Wealth Partners
California
$5.39M -$494K -11,694 -8%
VWA
178
Visionary Wealth Advisors
Illinois
$5.31M +$218K +5,158 +4%
GAM
179
GEM Asset Management
Michigan
$5.24M -$17.8K -416 -0.3%
VCA
180
Verdence Capital Advisors
Maryland
$5.11M – – –
AC
181
Annandale Capital
Texas
$5M +$83.5K +1,976 +2%
HWM
182
Hemington Wealth Management
Virginia
$4.99M – – –
EK
183
Evensky & Katz
Florida
$4.96M -$103K -2,431 -2%
TWP
184
Total Wealth Planning
Ohio
$4.92M -$168K -3,976 -3%
Cambridge Investment Research Advisors
185
Cambridge Investment Research Advisors
Iowa
$4.78M -$27.7K -656 -0.6%
CAM
186
Cresset Asset Management
Illinois
$4.7M +$622K +14,702 +15%
IFS
187
Intelligent Financial Strategies
Minnesota
$4.68M -$112K -2,645 -2%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$4.58M -$258K -6,091 -5%
SWP
189
Stratos Wealth Partners
Ohio
$4.57M +$1.82K +43 +0%
YCG
190
Yeomans Consulting Group
Georgia
$4.55M +$170K +3,980 +4%
FWM
191
FMB Wealth Management
California
$4.52M +$51.8K +1,225 +1%
UCFA
192
United Capital Financial Advisors
Texas
$4.51M -$141K -3,335 -3%
SFP
193
SwitchPoint Financial Planning
Utah
$4.36M -$236K -5,590 -5%
TWA
194
Trace Wealth Advisors
California
$4.28M +$20.5K +484 +0.5%
VAG
195
Vannoy Advisory Group
Texas
$4.26M +$40.2K +950 +1%
Royal Bank of Canada
196
Royal Bank of Canada
Ontario, Canada
$4.24M -$79K -1,869 -2%
PA
197
PFG Advisors
Arizona
$4.23M +$275K +6,512 +7%
WAM
198
Weinberger Asset Management
California
$4.2M +$527K +12,457 +14%
IAG
199
Investment Advisory Group
Massachusetts
$4.15M – – –
AAA
200
AG Asset Advisory
California
$4.15M +$111K +2,632 +3%
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