Dimensional US Marketwide VaDFUVETF
13F holders, Q2 2026 (June 30)803holders +34
59new positions
24sold out
2famous investors
$55.00avg. 13F price*
At the end of Q2 2026, 803 institutions reported holding Dimensional US Marketwide Va (DFUV) in their 13F filings, up 34 from Q1 2026. 59 opened new positions and 24 sold out. The largest holders were Mercer Global Advisors Inc. ($2.4B), Savant Capital, LLC ($839.1M) and Focus Partners Wealth ($782.1M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional US Marketwide Va
- CUSIP
- 25434V724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $61.4M |
| Exits | 24 | $10.0M |
All 13F filers, Q1 2026 → Q2 2026: 5,245,837 shares bought and 12,950,439 shares sold, net −7,704,602 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 803 holders
| Mercer Global Advisors Inc. | 2.95% | Add +2.4% | 43,369,886 | $2.4B |
| Savant Capital, LLC | 2.46% | Reduce -1.0% | 15,249,311 | $839.1M |
| Focus Partners Wealth | 0.80% | Reduce -3.3% | 14,217,663 | $782.1M |
| Index Fund Advisors, Inc. | 12.64% | Add +0.8% | 5,787,541 | $318.4M |
| Focus Partners Advisor Solutions, LLC | 2.33% | Add +1.0% | 4,999,844 | $275.0M |
| Northern Trust Corp. | 0.03% | Reduce -11.8% | 4,892,951 | $269.2M |
| Creative Planning | 0.16% | Reduce -1.8% | 4,865,323 | $267.6M |
| HighTower Advisors, LLC | 0.23% | Reduce -0.8% | 4,432,562 | $243.8M |
| TCI Wealth Advisors, Inc. | 9.63% | Add +16.8% | 4,044,731 | $222.5M |
| Corient Private Wealth LP | 0.29% | Reduce -61.0% | 3,801,714 | $209.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.70% | Add +5.0% | 3,355,094 | $184.6M |
| Plancorp, LLC | 4.35% | Reduce -41.7% | 3,242,114 | $178.4M |
| Cerity Partners LLC | 0.18% | Add +4.4% | 2,644,308 | $145.5M |
| Modera Wealth Management, LLC | 1.35% | Add +5.1% | 2,291,735 | $126.1M |
| Maseco LLP | 3.09% | Reduce -1.1% | 1,999,281 | $110.0M |
| Truepoint, Inc. | 2.18% | Reduce -2.1% | 1,902,222 | $104.6M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Add +2.6% | 1,853,369 | $102.0M |
| Trust Co of the South | 13.34% | Reduce -0.3% | 1,722,466 | $94.8M |
| Jackson Thornton Wealth Management, LLC | 7.26% | Reduce -0.3% | 1,669,238 | $91.8M |
| Raymond James Financial Inc. | 0.02% | Add +2.5% | 1,408,163 | $77.5M |
| Beacon Pointe Advisors, LLC | 0.34% | Reduce -2.3% | 1,342,005 | $73.8M |
| LPL Financial LLC | 0.02% | Reduce -1.8% | 1,341,644 | $73.8M |
| Evanson Financial, LLC | 3.55% | — | 1,317,420 | $72.5M |
| Choreo, LLC | 0.77% | Add +0.3% | 1,283,006 | $70.6M |
| Foster Group, Inc. | 1.85% | Reduce -0.8% | 1,263,263 | $69.5M |
| Beaird Harris Wealth Management, LLC | 4.11% | Reduce -2.6% | 1,193,244 | $65.6M |
| Forum Financial Management, LP | 0.82% | Reduce -1.2% | 1,159,212 | $63.8M |
| Pathstone Holdings, LLC | 0.18% | Reduce -2.3% | 1,133,788 | $62.4M |
| Apella Capital, LLC | 0.83% | Reduce -0.5% | 1,070,075 | $58.8M |
| Parkwoods Wealth Partners, LLC | 9.40% | Add +3.7% | 1,063,093 | $58.5M |
| Sachem Hill LLC | 10.24% | Reduce -1.3% | 1,047,542 | $57.6M |
| Monograph Wealth Advisors, LLC | 4.62% | Add +0.8% | 1,022,464 | $56.2M |
| Triune Financial Partners, LLC | 11.28% | Add +2.7% | 981,939 | $54.0M |
| Team Hewins, LLC | 14.32% | Reduce -1.3% | 951,799 | $52.4M |
| Factor Wealth Management LTD | 7.89% | Add +32.0% | 948,209 | $52.2M |
| TFC Financial Management, Inc. | 5.52% | Reduce -0.4% | 905,753 | $49.8M |
| Keb Asset Management, LLC | 8.02% | Add +6.0% | 900,330 | $49.5M |
| Porter White Investment Advisors, Inc. | 18.78% | Reduce -9.3% | 886,806 | $48.8M |
| Elser Financial Planning, Inc | 2.11% | Reduce -1.0% | 882,671 | $48.6M |
| Smartleaf Asset Management LLC | 1.52% | No change | 847,220 | $46.7M |
| Disciplined Equity Management, Inc. | 20.44% | Add +3.7% | 838,894 | $46.1M |
| Heritage Investment Group, Inc. | 6.18% | Reduce -1.0% | 836,665 | $46.0M |
| Verus Financial Partners, Inc. | 3.92% | Add +10.9% | 833,515 | $45.9M |
| Guardian Wealth Management, LLC | 12.71% | Reduce -2.3% | 824,333 | $45.3M |
| Earned Wealth Advisors, LLC | 2.81% | Reduce -1.0% | 792,213 | $43.6M |
| Integrated Wealth Concepts LLC | 0.28% | Add +1.5% | 770,681 | $42.4M |
| Timonier Family Office, LTD. | 11.96% | — | 769,971 | $42.4M |
| Wescott Financial Advisory Group, LLC | 3.21% | Reduce -2.3% | 754,353 | $41.5M |
| Dixon Fnancial Services, Inc. | 16.62% | Reduce -0.6% | 745,784 | $41.0M |
| Sax Wealth Advisors, LLC | 1.60% | Add +0.3% | 814,035 | $39.4M |
| Mission Wealth Management, LP | 0.49% | Add +0.3% | 715,500 | $39.4M |
| Richard Young Associates, Ltd. | 25.90% | Reduce -0.2% | 708,429 | $39.0M |
| Aspiriant, LLC | 0.96% | Reduce -0.1% | 707,126 | $38.9M |
| Allworth Financial LP | 0.17% | Reduce -36.2% | 704,814 | $38.8M |
| Tillman Hartley LLC | 8.68% | Reduce -1.3% | 702,050 | $38.6M |
| Planning Center, Inc. | 3.63% | Reduce -1.7% | 699,135 | $38.5M |
| Wealth Management Nebraska | 3.43% | Reduce -1.2% | 698,114 | $38.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -8.9% | 681,475 | $37.5M |
| Wealth Architects, LLC | 2.95% | Reduce -3.0% | 679,197 | $37.4M |
| Mariner, LLC | 0.04% | Reduce -7.4% | 675,012 | $37.1M |
| Heritage Wealth Management, Inc./Texas | 14.14% | Reduce -3.0% | 667,599 | $36.7M |
| Cardiff Park Advisors, LLC | 2.70% | Reduce -1.4% | 632,077 | $34.8M |
| McLean Asset Management Corp | 4.41% | Reduce -2.4% | 600,061 | $33.4M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -3.6% | 602,675 | $33.2M |
| Three Arch Wealth Management LLC | 5.05% | Reduce -0.4% | 598,703 | $32.9M |
| Farther Finance Advisors, LLC | 0.25% | Add +3.8% | 582,567 | $32.0M |
| RW Investment Management LLC | 2.78% | Reduce -2.0% | 575,717 | $31.7M |
| Premier Financial Group | 6.27% | Reduce -1.4% | 566,861 | $31.2M |
| AQR Capital Management | 0.01% | Add +26.4% | 563,266 | $31.0M |
| M Holdings Securities, Inc. | 4.20% | Reduce -27.6% | 557,561 | $30.7M |
| Meritas Wealth Management, LLC | 11.93% | Reduce -0.6% | 555,354 | $30.6M |
| TFO Wealth Partners, LLC | 3.31% | Reduce -1.1% | 553,055 | $30.4M |
| WPWealth LLP | 4.47% | Reduce -8.8% | 547,549 | $30.1M |
| ShankerValleau Wealth Advisors, Inc. | 7.88% | Reduce -5.5% | 544,043 | $29.9M |
| LRI Investments, LLC | 2.39% | Reduce -0.3% | 542,430 | $29.8M |
| Moisand Fitzgerald Tamayo, LLC | 2.87% | Reduce -1.7% | 535,101 | $29.4M |
| Symmetry Partners, LLC | 1.45% | Reduce -5.3% | 517,258 | $28.5M |
| Fischer Investment Strategies, LLC | 13.49% | Add +20.2% | 513,880 | $28.3M |
| Bayshore Asset Management, LLC | 9.95% | Reduce -2.3% | 506,330 | $27.9M |
| WorthPointe, LLC | 6.99% | Reduce -2.9% | 505,062 | $27.8M |
| Benningfield Financial Advisors, LLC | 20.55% | Reduce -0.5% | 504,434 | $27.7M |
| Petersen Hastings Wealth Advisors Inc. | 2.32% | Reduce -1.4% | 503,156 | $27.7M |
| 1900 Wealth Management LLC | 1.52% | Reduce -2.2% | 497,233 | $27.4M |
| Stifel Financial Corp. | 0.02% | Add +1.2% | 484,264 | $26.6M |
| Mather Group, Llc. | 0.23% | Reduce -0.7% | 474,836 | $26.1M |
| American Investment Services, Inc. | 5.52% | Reduce -1.2% | 474,682 | $26.1M |
| RS Crum Inc. | 4.86% | Add +0.3% | 471,472 | $25.9M |
| Cetera Investment Advisers | 0.02% | Add +2.5% | 468,539 | $25.8M |
| UBS Group AG | 0.00% | Add +11.6% | 458,690 | $25.2M |
| DiNuzzo Private Wealth, Inc. | 2.46% | Reduce -0.6% | 452,669 | $24.9M |
| Legacy Financial Group, Inc. | 5.80% | Reduce -3.4% | 452,004 | $24.9M |
| Baker Boyer National Bank | 6.58% | Reduce -1.5% | 435,463 | $24.0M |
| Sequoia Financial Advisors, LLC | 0.12% | Reduce -3.4% | 420,699 | $23.1M |
| Quantinno Capital Management LP | 0.03% | Add +20.7% | 409,344 | $22.5M |
| Graves Light Lenhart Wealth, Inc. | 2.07% | Add +13.9% | 402,895 | $22.2M |
| Dopkins Wealth Management, LLC | 8.02% | Reduce -1.1% | 401,368 | $22.1M |
| Prudent Man Investment Management, Inc. | 7.49% | Reduce -1.7% | 471,441 | $22.0M |
| Confluence Wealth Services, Inc. | 0.61% | Add +4.5% | 387,967 | $21.3M |
| Claris Advisors, LLC / Mo / | 5.52% | Reduce -2.4% | 384,556 | $21.2M |
| Two Sigma Investments, LP | 0.02% | New | 383,500 | $21.1M |
"% of holder's portfolio" is DFUV's weight in each manager's 13F, not the share of Dimensional US Marketwide Va the manager owns.