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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 %
SFS
201
Summit Financial Strategies
Ohio
$4.08M -$803 -19 -0%
HWA
202
HMV Wealth Advisors
Louisiana
$3.89M +$771K +18,228 +25%
PAM
203
Pacific Asset Management
Washington
$3.89M -$231K -5,470 -6%
CIAS
204
CFS Investment Advisory Services
New Jersey
$3.83M -$211K -4,998 -5%
MML Investors Services
205
MML Investors Services
Massachusetts
$3.8M +$230K +5,435 +6%
Fidelity Investments
206
Fidelity Investments
Massachusetts
$3.79M +$324K +7,661 +9%
MGIA
207
Moneta Group Investment Advisors
Missouri
$3.7M +$423 +10 +0%
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$3.66M -$560K -13,249 -13%
PWM
209
Parkworth Wealth Management
California
$3.65M -$27.4K -648 -0.7%
TWM
210
Tumwater Wealth Management
Idaho
$3.58M – – –
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$3.41M +$112K +2,654 +3%
WAN
212
Wealth Advisors Northwest
Oregon
$3.41M -$137K -3,252 -4%
BGWM
213
Bridge Generations Wealth Management
Florida
$3.35M -$802K -18,962 -19%
ACM
214
Aspen Capital Management
Idaho
$3.31M -$44.5K -1,053 -1%
TIAA Trust, National Association
215
TIAA Trust, National Association
North Carolina
$3.2M +$57.2K +1,352 +2%
WT
216
Washington Trust
Rhode Island
$3.18M – – –
CA
217
Clearstead Advisors
Ohio
$3.14M -$307K -7,266 -9%
US Bancorp
218
US Bancorp
Minnesota
$3.14M -$5.62K -133 -0.2%
MWG
219
Martin Worley Group
Utah
$3.06M – – –
Bank of New York Mellon
220
Bank of New York Mellon
New York
$3.05M -$22.4K -530 -0.7%
ZF
221
Zhang Financial
Michigan
$2.95M -$28.2K -666 -0.9%
JC
222
Jentner Corp
Ohio
$2.93M -$354K -8,370 -11%
QCM
223
Quantinno Capital Management
New York
$2.93M +$1.41M +33,341 +93%
AWP
224
Axis Wealth Partners
Rhode Island
$2.93M +$94.2K +2,229 +3%
BP
225
BWM Planning
Texas
$2.86M – – –
7 8
9
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