Dimensional US Marketwide VaDFUVETF
13F holders, Q1 2024 (March 31)564holders
2famous investors
$40.89avg. 13F price*
At the end of Q1 2024, 564 institutions reported holding Dimensional US Marketwide Va (DFUV) in their 13F filings. The largest holders were Mercer Global Advisors Inc. ($1.1B), Envestnet Asset Management Inc. ($982.0M) and Savant Capital, LLC ($678.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional US Marketwide Va
- CUSIP
- 25434V724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $16.8M |
| Exits | 14 | $19.5M |
Ownership 564 holders
| Mercer Global Advisors Inc. | 3.00% | Add +28.0% | 25,793,306 | $1.1B |
| Envestnet Asset Management Inc. | 0.37% | Add +22.4% | 24,008,758 | $982.0M |
| Savant Capital, LLC | 7.78% | Add +1.9% | 16,583,503 | $678.3M |
| Buckingham Strategic Wealth, LLC | 6.26% | Add +1.0% | 14,506,375 | $593.3M |
| Corient Private Wealth LP | 0.80% | Reduce -0.9% | 10,966,838 | $448.5M |
| Index Fund Advisors, Inc. | 15.11% | Reduce -1.5% | 6,690,245 | $273.6M |
| Plancorp, LLC | 11.81% | Reduce -1.9% | 6,651,940 | $272.1M |
| Northern Trust Corp. | 0.04% | Add +2.6% | 5,981,099 | $244.6M |
| HighTower Advisors, LLC | 0.33% | Add +1017.0% | 4,950,363 | $202.5M |
| Creative Planning | 0.19% | Reduce -1.9% | 4,173,439 | $170.7M |
| Focus Partners Advisor Solutions, LLC | 4.07% | Add +115.8% | 3,446,126 | $140.9M |
| Wealth Enhancement Advisory Services, LLC | 0.35% | Reduce -5.3% | 3,306,152 | $135.2M |
| Cerity Partners LLC | 0.27% | Add +1.6% | 2,471,525 | $101.1M |
| Modera Wealth Management, LLC | 1.52% | Reduce -0.5% | 2,440,025 | $99.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.71% | Add +3.4% | 2,135,636 | $87.3M |
| ML & R Wealth Management LLC | 19.94% | Reduce -5.3% | 2,121,390 | $86.8M |
| TCI Wealth Advisors, Inc. | 8.55% | Add +1.9% | 2,120,588 | $86.7M |
| Truepoint, Inc. | 2.25% | Reduce -4.0% | 1,935,135 | $79.1M |
| Trust Co of the South | 17.71% | Reduce -3.2% | 1,874,459 | $76.7M |
| Choreo, LLC | 1.96% | Add +1.4% | 1,870,636 | $76.5M |
| Jackson Thornton Wealth Management, LLC | 10.90% | Reduce -0.6% | 1,572,178 | $64.3M |
| Pathstone Holdings, LLC | 0.29% | Reduce -0.9% | 1,495,316 | $61.2M |
| Foster Group, Inc. | 3.01% | Reduce -1.5% | 1,483,831 | $60.7M |
| Forum Financial Management, LP | 0.98% | Reduce -2.8% | 1,401,536 | $57.3M |
| Beaird Harris Wealth Management, LLC | 5.34% | Reduce -0.6% | 1,338,540 | $54.7M |
| Evanson Asset Management, LLC | 3.99% | Add +0.1% | 1,310,254 | $53.6M |
| RW Investment Management LLC | 7.41% | Add +3.2% | 1,301,283 | $53.2M |
| Beacon Pointe Advisors, LLC | 0.54% | Add +210.9% | 1,186,006 | $48.5M |
| Team Hewins, LLC | 19.00% | Reduce -1.0% | 1,153,940 | $47.2M |
| Willow Creek Wealth Management Inc. | 5.37% | Reduce -1.6% | 1,123,516 | $46.0M |
| Symmetry Partners, LLC | 3.48% | Reduce -17.6% | 1,086,644 | $44.4M |
| LPL Financial LLC | 0.02% | Reduce -6.5% | 1,068,518 | $43.7M |
| Sachem Hill LLC | 9.79% | Reduce -2.6% | 1,020,146 | $41.7M |
| Heritage Investment Group, Inc. | 5.62% | Reduce -0.9% | 1,012,759 | $41.4M |
| TFC Financial Management, Inc. | 7.27% | Reduce -3.7% | 999,904 | $40.9M |
| Porter White Investment Advisors, Inc. | 20.90% | Add +2.8% | 961,474 | $39.3M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +6.8% | 928,871 | $38.0M |
| American Investment Services, Inc. | 6.69% | Reduce -1.2% | 923,211 | $37.8M |
| Wescott Financial Advisory Group, LLC | 4.62% | Reduce -6.8% | 908,241 | $37.1M |
| Sax Wealth Advisors, LLC | 4.05% | Add +9.0% | 846,892 | $34.6M |
| Triune Financial Partners, LLC | 12.01% | Add +0.2% | 846,293 | $34.6M |
| Dixon Fnancial Services, Inc. | 18.04% | Reduce -0.9% | 796,371 | $32.6M |
| Efficient Frontier Advisors LLC | 25.67% | Add +1.8% | 792,463 | $32.4M |
| Tillman Hartley LLC | 10.98% | Reduce -0.8% | 779,632 | $31.9M |
| Keb Asset Management, LLC | 10.73% | Reduce -0.1% | 768,445 | $31.4M |
| Planning Center, Inc. | 6.83% | Reduce -4.2% | 767,437 | $31.4M |
| Commonwealth Equity Services, LLC | 0.05% | Add +3.0% | 754,839 | $30.9M |
| Cardiff Park Advisors, LLC | 2.93% | Reduce -0.5% | 750,819 | $30.7M |
| Wealth Architects, LLC | 3.92% | Reduce -1.1% | 727,532 | $29.8M |
| McLean Asset Management Corp | 10.00% | Reduce -2.8% | 721,056 | $29.2M |
| Aspiriant, LLC | 1.20% | Reduce -0.3% | 709,099 | $29.0M |
| Merriman Wealth Management, LLC | 1.25% | Reduce -3.0% | 685,841 | $28.1M |
| Disciplined Equity Management, Inc. | 18.46% | Add +4.5% | 679,318 | $27.8M |
| Integrated Wealth Concepts LLC | 0.39% | Add +0.7% | 662,215 | $27.1M |
| Meritas Wealth Management, LLC | 18.35% | Reduce -1.2% | 644,452 | $26.4M |
| Moisand Fitzgerald Tamayo, LLC | 3.93% | Reduce -2.5% | 628,903 | $25.7M |
| FMFE Wealth Management, LLC | 22.32% | Add +0.0% | 594,979 | $24.3M |
| Heritage Wealth Management, Inc./Texas | 15.79% | Add +3.3% | 594,391 | $24.3M |
| Root Financial Partners, LLC | 7.19% | Add +29.4% | 592,404 | $24.2M |
| TFO Wealth Partners, LLC | 4.69% | Reduce -5.7% | 591,420 | $24.2M |
| WorthPointe, LLC | 12.13% | Reduce -0.2% | 588,952 | $24.1M |
| 1900 Wealth Management LLC | 2.18% | Reduce -0.9% | 584,755 | $23.9M |
| Monograph Wealth Advisors, LLC | 3.51% | Reduce -4.7% | 584,621 | $23.9M |
| Osaic Holdings, Inc. | 0.05% | Add +8.0% | 548,844 | $22.4M |
| Bayshore Asset Management, LLC | 10.96% | Reduce -1.6% | 546,666 | $22.4M |
| Earned Wealth Advisors, LLC | 8.28% | Reduce -0.4% | 529,868 | $21.7M |
| Baker Boyer National Bank | 7.26% | Reduce -1.0% | 515,287 | $21.1M |
| DiNuzzo Private Wealth, Inc. | 2.76% | Reduce -0.3% | 499,584 | $20.4M |
| Cetera Investment Advisers | 0.05% | Add +69.7% | 492,648 | $20.1M |
| Investmark Advisory Group LLC | 10.47% | Add +1.8% | 466,706 | $19.1M |
| Dopkins Wealth Management, LLC | 10.84% | Add +5.7% | 440,125 | $18.0M |
| Legacy Financial Group, Inc. | 7.04% | Add +0.1% | 437,382 | $17.9M |
| Stifel Financial Corp. | 0.02% | Add +0.7% | 436,020 | $17.8M |
| Apella Capital, LLC | 0.88% | Reduce -0.9% | 432,018 | $17.5M |
| Ruedi Wealth Management, Inc. | 7.30% | Reduce -1.3% | 424,484 | $17.4M |
| Juncture Wealth Strategies, LLC | 7.25% | Add +37.9% | 411,784 | $16.8M |
| Allworth Financial LP | 0.12% | Add +1.2% | 410,227 | $16.8M |
| Mariner, LLC | 0.03% | Add +7.4% | 408,593 | $16.7M |
| Mather Group, Llc. | 0.26% | Reduce -0.8% | 438,969 | $16.3M |
| Kooman & Associates | 6.79% | Add +1.1% | 398,325 | $16.3M |
| Hill Investment Group Partners, LLC | 2.30% | Reduce -2.5% | 398,104 | $16.3M |
| Grunden Financial Advisory, Inc. | 8.64% | Reduce -1.5% | 397,412 | $16.3M |
| Claris Advisors, LLC / Mo / | 8.07% | Reduce -0.0% | 391,243 | $16.0M |
| Austin Asset Management Co Inc | 3.51% | Reduce -3.0% | 390,850 | $16.0M |
| PBMares Wealth Management LLC | 4.05% | Reduce -0.1% | 380,589 | $15.6M |
| Larson Financial Group LLC | 1.18% | Reduce -3.3% | 373,138 | $15.3M |
| Werba Rubin Papier Wealth Management | 4.41% | Reduce -0.7% | 371,633 | $15.2M |
| Andrews, Lucia Wealth Management LLC | 10.73% | Add +0.6% | 368,318 | $15.1M |
| Kraft Asset Management, LLC | 11.08% | Reduce -2.0% | 336,500 | $13.8M |
| RS Crum Inc. | 3.72% | Add +60.5% | 333,535 | $13.6M |
| Mosaic Family Wealth Partners, LLC | 2.24% | Reduce -5.5% | 332,053 | $13.6M |
| Altiora Financial Group, LLC | 3.52% | Add +1.6% | 316,969 | $13.0M |
| WPWealth LLP | 3.32% | Reduce -6.3% | 314,321 | $12.9M |
| Financial Synergies Wealth Advisors, Inc. | 1.66% | Reduce -13.1% | 309,522 | $12.7M |
| Diversified Portfolios, Inc. | 1.76% | Reduce -0.8% | 305,829 | $12.5M |
| Sterling Wealth Management, Inc. | 6.08% | Add +1.8% | 298,843 | $12.2M |
| Sequoia Financial Advisors, LLC | 0.15% | Reduce -1.4% | 294,115 | $12.0M |
| ShankerValleau Wealth Advisors, Inc. | 5.50% | Reduce -2.9% | 292,430 | $12.0M |
| Kestra Advisory Services, LLC | 0.08% | Add +4.9% | 291,796 | $11.9M |
| RTD Financial Advisors, Inc. | 1.59% | Reduce -2.2% | 289,432 | $11.8M |
"% of holder's portfolio" is DFUV's weight in each manager's 13F, not the share of Dimensional US Marketwide Va the manager owns.