Dimensional US Marketwide VaDFUVETF
13F holders, Q2 2024 (June 30)589holders +25
42new positions
22sold out
3famous investors
$39.13avg. 13F price*
At the end of Q2 2024, 589 institutions reported holding Dimensional US Marketwide Va (DFUV) in their 13F filings, up 25 from Q1 2024. 42 opened new positions and 22 sold out. The largest holders were Mercer Global Advisors Inc. ($1.1B), Envestnet Asset Management Inc. ($1.1B) and Savant Capital, LLC ($720.7M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $23.8M |
| Exits | 22 | $6.7M |
All 13F filers, Q1 2024 → Q2 2024: 14,128,998 shares bought and 2,386,768 shares sold, net +11,742,230 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 589 holders
| Mercer Global Advisors Inc. | 3.00% | Add +12.3% | 28,965,684 | $1.1B |
| Envestnet Asset Management Inc. | 0.37% | Add +13.1% | 27,141,458 | $1.1B |
| Savant Capital, LLC | 7.22% | Add +10.7% | 18,352,876 | $720.7M |
| Buckingham Strategic Wealth, LLC | 5.86% | Reduce -0.6% | 14,427,184 | $566.6M |
| Corient Private Wealth LP | 0.75% | Reduce -0.2% | 10,948,873 | $430.0M |
| Plancorp, LLC | 11.19% | Reduce -1.2% | 6,572,566 | $258.1M |
| Index Fund Advisors, Inc. | 14.46% | Reduce -2.6% | 6,513,529 | $255.8M |
| Northern Trust Corp. | 0.04% | Add +1.9% | 6,093,011 | $239.3M |
| Creative Planning | 0.24% | Add +34.4% | 5,607,380 | $220.2M |
| HighTower Advisors, LLC | 0.30% | Add +1.2% | 5,007,757 | $196.6M |
| Focus Partners Advisor Solutions, LLC | 3.59% | Add +1.2% | 3,486,474 | $136.9M |
| Wealth Enhancement Advisory Services, LLC | 0.31% | Reduce -0.6% | 3,287,955 | $129.1M |
| Cerity Partners LLC | 0.26% | Reduce -1.4% | 2,436,010 | $95.7M |
| Modera Wealth Management, LLC | 1.40% | Reduce -0.8% | 2,421,830 | $95.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.65% | Add +4.9% | 2,239,968 | $88.0M |
| TCI Wealth Advisors, Inc. | 8.05% | Add +2.5% | 2,173,330 | $85.3M |
| Choreo, LLC | 1.25% | Add +1.5% | 1,899,438 | $74.3M |
| Trust Co of the South | 17.19% | Reduce -1.4% | 1,848,594 | $72.6M |
| Truepoint, Inc. | 2.06% | Reduce -5.0% | 1,837,467 | $72.2M |
| Jackson Thornton Wealth Management, LLC | 10.01% | Add +5.9% | 1,665,476 | $65.4M |
| Pathstone Holdings, LLC | 0.26% | Reduce -1.2% | 1,476,852 | $58.0M |
| Foster Group, Inc. | 2.26% | Reduce -1.2% | 1,465,480 | $57.5M |
| Beacon Pointe Advisors, LLC | 0.63% | Add +14.3% | 1,355,427 | $53.2M |
| RW Investment Management LLC | 7.13% | Add +3.2% | 1,342,565 | $52.7M |
| Evanson Asset Management, LLC | 3.84% | Add +1.3% | 1,327,386 | $52.1M |
| Beaird Harris Wealth Management, LLC | 4.87% | Reduce -1.5% | 1,318,462 | $51.8M |
| Forum Financial Management, LP | 0.90% | Reduce -10.0% | 1,260,867 | $49.5M |
| M Holdings Securities, Inc. | 6.02% | Add +965.8% | 1,181,783 | $46.4M |
| Symmetry Partners, LLC | 2.37% | Add +7.8% | 1,171,018 | $46.0M |
| LPL Financial LLC | 0.02% | Add +7.8% | 1,151,553 | $45.2M |
| Willow Creek Wealth Management Inc. | 4.91% | Reduce -2.1% | 1,100,290 | $43.2M |
| Team Hewins, LLC | 17.92% | Reduce -4.8% | 1,098,577 | $43.1M |
| Sachem Hill LLC | 9.17% | Add +6.6% | 1,087,905 | $42.7M |
| Heritage Investment Group, Inc. | 5.41% | Reduce -0.8% | 1,004,217 | $39.4M |
| TFC Financial Management, Inc. | 6.75% | Reduce -2.0% | 979,454 | $38.5M |
| Integrated Wealth Concepts LLC | 0.52% | Add +46.4% | 969,435 | $38.1M |
| Porter White Investment Advisors, Inc. | 20.24% | Add +0.0% | 961,527 | $37.8M |
| Elser Financial Planning, Inc | 6.25% | — | 952,203 | $37.4M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +1.7% | 945,001 | $37.1M |
| American Investment Services, Inc. | 6.31% | Reduce -1.7% | 907,819 | $35.7M |
| Wescott Financial Advisory Group, LLC | 4.10% | Reduce -1.1% | 897,936 | $35.3M |
| Triune Financial Partners, LLC | 11.72% | Add +2.9% | 871,123 | $34.2M |
| Sax Wealth Advisors, LLC | 3.14% | Reduce -0.9% | 839,215 | $33.0M |
| Root Financial Partners, LLC | 7.42% | Add +36.3% | 807,512 | $31.7M |
| Dixon Fnancial Services, Inc. | 17.39% | Reduce -0.8% | 789,936 | $31.0M |
| Efficient Frontier Advisors LLC | 21.76% | Reduce -0.8% | 786,207 | $30.9M |
| Planning Center, Inc. | 3.97% | Add +0.7% | 773,023 | $30.4M |
| Tillman Hartley LLC | 10.37% | Reduce -0.9% | 772,467 | $30.3M |
| Keb Asset Management, LLC | 10.17% | Add +0.3% | 770,882 | $30.3M |
| Cardiff Park Advisors, LLC | 2.85% | Add +0.2% | 752,330 | $29.5M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -2.4% | 736,664 | $28.9M |
| McLean Asset Management Corp | 9.19% | Add +0.1% | 721,390 | $28.4M |
| Wealth Architects, LLC | 3.42% | Reduce -2.0% | 712,752 | $28.0M |
| Aspiriant, LLC | 1.14% | Add +0.1% | 709,738 | $27.9M |
| Disciplined Equity Management, Inc. | 17.84% | Add +1.5% | 689,682 | $27.1M |
| Merriman Wealth Management, LLC | 1.17% | Reduce -0.9% | 679,518 | $26.7M |
| Heritage Wealth Management, Inc./Texas | 15.68% | Add +7.8% | 640,730 | $25.2M |
| Meritas Wealth Management, LLC | 17.34% | Reduce -2.9% | 626,043 | $24.6M |
| Moisand Fitzgerald Tamayo, LLC | 3.65% | Reduce -1.4% | 620,405 | $24.4M |
| FMFE Wealth Management, LLC | 21.95% | Add +1.1% | 601,606 | $23.6M |
| TFO Wealth Partners, LLC | 4.51% | Reduce -0.7% | 587,176 | $23.1M |
| WorthPointe, LLC | 10.49% | Reduce -0.5% | 585,851 | $23.0M |
| 1900 Wealth Management LLC | 2.10% | Reduce -2.5% | 570,412 | $22.4M |
| Monograph Wealth Advisors, LLC | 3.27% | Reduce -2.5% | 570,289 | $22.4M |
| Bayshore Asset Management, LLC | 10.77% | Reduce -0.2% | 545,533 | $21.4M |
| Earned Wealth Advisors, LLC | 7.84% | Reduce -0.8% | 525,603 | $20.6M |
| Cetera Investment Advisers | 0.05% | Add +2.7% | 506,150 | $19.9M |
| DiNuzzo Private Wealth, Inc. | 2.62% | Reduce -0.9% | 495,092 | $19.4M |
| Apella Capital, LLC | 0.86% | Add +14.4% | 494,313 | $19.3M |
| Baker Boyer National Bank | 6.69% | Reduce -5.3% | 487,772 | $19.2M |
| Mather Group, Llc. | 0.23% | Add +5.4% | 462,655 | $18.9M |
| Investmark Advisory Group LLC | 10.02% | Add +2.5% | 478,331 | $18.8M |
| Stifel Financial Corp. | 0.02% | Add +1.8% | 444,002 | $17.4M |
| Legacy Financial Group, Inc. | 6.53% | Add +0.4% | 439,226 | $17.2M |
| Juncture Wealth Strategies, LLC | 7.22% | Add +6.6% | 438,984 | $17.2M |
| Dopkins Wealth Management, LLC | 10.28% | Reduce -2.2% | 430,454 | $16.9M |
| Allworth Financial LP | 0.11% | Add +1.2% | 415,140 | $16.8M |
| Mariner, LLC | 0.03% | Add +3.5% | 423,023 | $16.6M |
| Hill Investment Group Partners, LLC | 2.23% | Add +2.8% | 409,213 | $16.6M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +156.9% | 411,479 | $16.2M |
| Kooman & Associates | 6.36% | Add +1.1% | 402,902 | $15.8M |
| Ruedi Wealth Management, Inc. | 6.17% | Reduce -6.0% | 399,231 | $15.7M |
| Grunden Financial Advisory, Inc. | 8.16% | Add +0.2% | 398,090 | $15.6M |
| RS Crum Inc. | 4.01% | Add +16.7% | 389,217 | $15.3M |
| Claris Advisors, LLC / Mo / | 7.80% | Reduce -1.5% | 385,354 | $15.1M |
| Andrews, Lucia Wealth Management LLC | 10.53% | No change | 368,318 | $15.1M |
| PBMares Wealth Management LLC | 3.69% | Add +0.5% | 382,470 | $15.0M |
| Austin Asset Management Co Inc | 3.18% | Reduce -2.6% | 380,680 | $14.9M |
| Larson Financial Group LLC | 0.97% | Reduce -3.1% | 361,504 | $14.2M |
| Dynamic Advisor Solutions LLC | 0.43% | Add +56.1% | 350,128 | $13.7M |
| Mosaic Family Wealth Partners, LLC | 2.18% | Add +3.8% | 344,556 | $13.5M |
| Kraft Asset Management, LLC | 10.52% | Reduce -5.3% | 318,624 | $12.5M |
| WPWealth LLP | 3.02% | Add +1.3% | 318,415 | $12.5M |
| Altiora Financial Group, LLC | 2.99% | Add +0.1% | 317,189 | $12.5M |
| Osaic Holdings, Inc. | 0.03% | Reduce -42.4% | 316,432 | $12.4M |
| Financial Synergies Wealth Advisors, Inc. | 1.64% | Add +0.4% | 310,879 | $12.2M |
| Sandy Spring Bank | 0.53% | Add +10.1% | 306,468 | $12.0M |
| Diversified Portfolios, Inc. | 1.58% | Reduce -0.0% | 305,727 | $12.0M |
| Sterling Wealth Management, Inc. | 5.60% | Add +0.6% | 300,669 | $11.8M |
| ShankerValleau Wealth Advisors, Inc. | 4.95% | Add +0.6% | 294,205 | $11.6M |
"% of holder's portfolio" is DFUV's weight in each manager's 13F, not the share of Dimensional US Marketwide Va the manager owns.