Dimensional US Marketwide Value ETF
DFUV
674 hedge funds and large institutions have $10B invested in Dimensional US Marketwide Value ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 200 increasing their positions, 231 reducing their positions, and 24 closing their positions.
83% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 24
0% more funds holding
Funds holding: 672 → 674 (+2)
1.78% less ownership
Funds ownership: 90.45% → 88.68% (-1.8%)
6% less funds holding in top 10
Funds holding in top 10: 109 → 103 (-6)
13% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 231
26% less capital inflows, than outflows
Capital inflows: $313M | Capital outflows: $421M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$115M |
| 2 |
LRI Investments
Palm Beach Gardens,
Florida
|
+$21.3M |
| 3 |
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$20.1M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$17M |
| 5 |
Mather Group
Chicago,
Illinois
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$143M |
| 2 |
Savant Capital
Rockford,
Illinois
|
-$46M |
| 3 |
Elser Financial Planning
Indianapolis,
Indiana
|
-$41.1M |
| 4 |
Index Fund Advisors
Irvine,
California
|
-$31.5M |
| 5 |
Essential Planning
Portsmouth,
New Hampshire
|
-$16.2M |
DFUV Hedge Fund Activity: Q1 2025 in Review
674 of the 7,487 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Marketwide Value ETF (DFUV) for Q1 2025, worth a combined $10B — down 1.1% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new DFUV positions and 24 closed out — a net gain of 20 holders — while 200 added to existing stakes and 231 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $115M. The largest seller was Envestnet Asset Management, cutting an estimated $143M.
- 674 institutional investors held Dimensional US Marketwide Value ETF (DFUV) as of Q1 2025, up from 672 in Q4 2024.
- Funds reported $10B of Dimensional US Marketwide Value ETF stock for Q1 2025, down 1.1% quarter-over-quarter.
- 44 funds opened new Dimensional US Marketwide Value ETF positions in Q1 2025 and 24 closed out, a net change of +20 holders.
- The largest Dimensional US Marketwide Value ETF buyer in Q1 2025 was Mercer Global Advisors, an estimated $115M added.
- The largest Dimensional US Marketwide Value ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $143M sold.
Based on aggregated 13F filings for Q1 2025.