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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
SFS
201
Summit Financial Strategies
Ohio
$4.08M -$763 -19 -0%
HWA
202
HMV Wealth Advisors
Louisiana
$3.89M +$732K +18,228 +25%
PAM
203
Pacific Asset Management
Washington
$3.89M -$220K -5,470 -6%
CIAS
204
CFS Investment Advisory Services
New Jersey
$3.83M -$201K -4,998 -5%
MML Investors Services
205
MML Investors Services
Massachusetts
$3.8M +$218K +5,435 +6%
Fidelity Investments
206
Fidelity Investments
Massachusetts
$3.79M +$308K +7,661 +9%
MGIA
207
Moneta Group Investment Advisors
Missouri
$3.7M +$402 +10 +0%
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$3.66M -$532K -13,249 -13%
PWM
209
Parkworth Wealth Management
California
$3.65M -$26K -648 -0.7%
TWM
210
Tumwater Wealth Management
Idaho
$3.58M
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$3.41M +$107K +2,654 +3%
WAN
212
Wealth Advisors Northwest
Oregon
$3.41M -$131K -3,252 -4%
BGWM
213
Bridge Generations Wealth Management
Florida
$3.35M -$762K -18,962 -19%
ACM
214
Aspen Capital Management
Idaho
$3.31M -$42.3K -1,053 -1%
TIAA Trust, National Association
215
TIAA Trust, National Association
North Carolina
$3.2M +$54.3K +1,352 +2%
WT
216
Washington Trust
Rhode Island
$3.18M
CA
217
Clearstead Advisors
Ohio
$3.14M -$292K -7,266 -9%
US Bancorp
218
US Bancorp
Minnesota
$3.14M -$5.34K -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 -$21.3K -530 -0.7%
ZF
221
Zhang Financial
Michigan
$2.95M -$26.7K -666 -0.9%
JC
222
Jentner Corp
Ohio
$2.93M -$336K -8,370 -11%
QCM
223
Quantinno Capital Management
New York
$2.93M +$1.34M +33,341 +93%
AWP
224
Axis Wealth Partners
Rhode Island
$2.93M +$89.5K +2,229 +3%
BP
225
BWM Planning
Texas
$2.86M

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.