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Dimensional US Marketwide Value ETF
DFUV

Overview Fund Activity

664 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, 197 increasing their positions, 231 reducing their positions, and 23 closing their positions.

Holders
664
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.02%
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
197
Reduced
231
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.41B
2
LI
2
LRI Investments
Florida
$21.8M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$19.7M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$613M
5
MG
5
Mather Group
Illinois
$25.7M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$1.72M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.26B
3
EFP
3
Elser Financial Planning
Indiana
$302K
4
IFA
4
Index Fund Advisors
California
$223M
5
SC
5
Savant Capital
Illinois
$713M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.41B 34,232,617 +2,743,429 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.26B 30,475,238 -3,402,217 -10%
SC
3
Savant Capital
Illinois
$713M 17,294,893 -662,050 -4%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$613M 14,874,351 +404,506 +3%
Corient Private Wealth
5
Corient Private Wealth
Florida
$434M 10,530,346 -214,591 -2%
PL
6
Plancorp LLC
Missouri
$261M 6,328,398 -45,299 -0.7%
Northern Trust
7
Northern Trust
Illinois
$253M 6,136,156 +169,418 +3%
IFA
8
Index Fund Advisors
California
$223M 5,409,149 -751,237 -12%
Creative Planning
9
Creative Planning
Kansas
$218M 5,295,811 -94,330 -2%
HighTower Advisors
10
HighTower Advisors
Illinois
$197M 4,773,457 -120,540 -2%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$192M 4,654,595 +98,320 +2%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$117M 2,838,771 -51,354 -2%
EWM
13
Empirical Wealth Management
Washington
$114M 2,762,034 +126,746 +5%
TWA
14
TCI Wealth Advisors
Arizona
$102M 2,475,796 +188,031 +8%
Cerity Partners
15
Cerity Partners
New York
$99.7M 2,418,447 -67,923 -3%
MWM
16
Modera Wealth Management
New Jersey
$95.2M 2,309,668 -53,052 -2%
TI
17
Truepoint Inc
Ohio
$75.5M 1,833,182 +21,433 +1%
TCOTS
18
Trust Company of the South
North Carolina
$74.1M 1,798,400 -21,788 -1%
CL
19
Choreo LLC
Illinois
$65.6M 1,592,768 -289,385 -15%
JTWM
20
Jackson Thornton Wealth Management
Alabama
$65.6M 1,720,713 -444 -0%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$59.4M 1,442,182 -187 -0%
BPA
22
Beacon Pointe Advisors
California
$56.3M 1,365,506 +25,043 +2%
RFP
23
Root Financial Partners
California
$56.1M 1,360,879 -158,054 -10%
FG
24
Foster Group
Iowa
$55.1M 1,337,763 -9,707 -0.7%
LPL Financial
25
LPL Financial
California
$54.8M 1,330,981 +148,426 +13%
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