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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

665 hedge funds and large institutions have $9.97B invested in Dimensional US Marketwide Value ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 231 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.03%
Holding in Top 10
102
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.56%
% of All Funds
1.39%
New
43
Increased
198
Reduced
231
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$113M
2
LI
LRI Investments
Florida
+$20.9M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$19.7M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$16.7M
5
MG
Mather Group
Illinois
+$12.5M

Top Sellers

1
CW
Curio Wealth
Maryland
-$6.05B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$140M
3
EFP
Elser Financial Planning
Indiana
-$40.3M
4
IFA
Index Fund Advisors
California
-$31M
5
SC
Savant Capital
Illinois
-$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
176
Hemington Wealth Management
Virginia
$4.86M -$144K -3,494 -3%
SW
177
Simplicity Wealth
New Jersey
$4.82M +$4.59M +111,448 +2,002%
AC
178
Annandale Capital
Texas
$4.79M -$98.6K -2,392 -2%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$4.71M +$478K +11,599 +11%
Cambridge Investment Research Advisors
180
Cambridge Investment Research Advisors
Iowa
$4.69M -$176K -4,277 -4%
IFS
181
Intelligent Financial Strategies
Minnesota
$4.67M -$68K -1,650 -1%
UCFA
182
United Capital Financial Advisors
Texas
$4.53M -$47.6K -1,154 -1%
SFP
183
SwitchPoint Financial Planning
Utah
$4.48M +$8.28K +201 +0.2%
SWP
184
Stratos Wealth Partners
Ohio
$4.45M -$54.8K -1,329 -1%
FWM
185
FMB Wealth Management
California
$4.36M – – –
YCG
186
Yeomans Consulting Group
Georgia
$4.22M +$129K +3,121 +3%
AQR Capital Management
187
AQR Capital Management
Connecticut
$4.21M +$1.42M +34,441 +51%
Royal Bank of Canada
188
Royal Bank of Canada
Ontario, Canada
$4.21M +$76.8K +1,863 +2%
TWA
189
Trace Wealth Advisors
California
$4.15M +$69.3K +1,682 +2%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$4.11M +$77.9K +1,890 +2%
VAG
191
Vannoy Advisory Group
Texas
$4.11M +$11.7K +283 +0.3%
BGWM
192
Bridge Generations Wealth Management
Florida
$4.05M -$9.93K -241 -0.2%
IAG
193
Investment Advisory Group
Massachusetts
$4.05M – – –
PAM
194
Pacific Asset Management
Washington
$4.02M -$8.45K -205 -0.2%
SFS
195
Summit Financial Strategies
Ohio
$3.98M -$55.6K -1,350 -1%
CAM
196
Cresset Asset Management
Illinois
$3.97M -$166K -4,038 -4%
AAA
197
AG Asset Advisory
California
$3.94M +$213K +5,159 +6%
CIAS
198
CFS Investment Advisory Services
New Jersey
$3.93M -$258K -6,251 -6%
PA
199
PFG Advisors
Arizona
$3.86M +$265K +6,440 +7%
MHS
200
M Holdings Securities
Oregon
$3.74M -$211K -5,112 -5%
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