We are live on ! Find out more
DFUV icon

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
LG
176
LAM Group
Oregon
$5.51M +$602 +15 +0%
BIG
177
Builder Investment Group
Georgia
$5.39M
AWP
178
Abacus Wealth Partners
California
$5.39M -$470K -11,694 -8%
VWA
179
Visionary Wealth Advisors
Illinois
$5.31M +$207K +5,158 +4%
GAM
180
GEM Asset Management
Michigan
$5.24M -$16.7K -416 -0.3%
VCA
181
Verdence Capital Advisors
Maryland
$5.11M
AC
182
Annandale Capital
Texas
$5M +$79.4K +1,976 +2%
HWM
183
Hemington Wealth Management
Virginia
$4.99M
EK
184
Evensky & Katz
Florida
$4.96M -$97.6K -2,431 -2%
TWP
185
Total Wealth Planning
Ohio
$4.92M -$160K -3,976 -3%
Cambridge Investment Research Advisors
186
Cambridge Investment Research Advisors
Iowa
$4.78M -$26.3K -656 -0.6%
IFS
187
Intelligent Financial Strategies
Minnesota
$4.68M -$106K -2,645 -2%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$4.58M -$245K -6,091 -5%
SWP
189
Stratos Wealth Partners
Ohio
$4.57M +$1.73K +43 +0%
YCG
190
Yeomans Consulting Group
Georgia
$4.55M +$160K +3,980 +4%
FWM
191
FMB Wealth Management
California
$4.52M +$49.2K +1,225 +1%
UCFA
192
United Capital Financial Advisors
Texas
$4.51M -$134K -3,335 -3%
SFP
193
SwitchPoint Financial Planning
Utah
$4.36M -$224K -5,590 -5%
TWA
194
Trace Wealth Advisors
California
$4.28M +$19.4K +484 +0.5%
VAG
195
Vannoy Advisory Group
Texas
$4.26M +$38.2K +950 +1%
Royal Bank of Canada
196
Royal Bank of Canada
Ontario, Canada
$4.24M -$75.1K -1,869 -2%
PA
197
PFG Advisors
Arizona
$4.23M +$262K +6,512 +7%
WAM
198
Weinberger Asset Management
California
$4.2M +$500K +12,457 +14%
IAG
199
Investment Advisory Group
Massachusetts
$4.15M
AAA
200
AG Asset Advisory
California
$4.15M +$106K +2,632 +3%

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.