Dimensional US Marketwide VaDFUVETF
13F holders, Q3 2024 (September 30)604holders +15
33new positions
20sold out
2famous investors
$41.65avg. 13F price*
At the end of Q3 2024, 604 institutions reported holding Dimensional US Marketwide Va (DFUV) in their 13F filings, up 15 from Q2 2024. 33 opened new positions and 20 sold out. The largest holders were Mercer Global Advisors Inc. ($1.5B), Envestnet Asset Management Inc. ($1.4B) and Savant Capital, LLC ($771.9M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $9.8M |
| Exits | 20 | $8.1M |
All 13F filers, Q2 2024 → Q3 2024: 30,221,346 shares bought and 5,296,432 shares sold, net +24,924,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 604 holders
| Mercer Global Advisors Inc. | 3.43% | Add +21.8% | 35,285,610 | $1.5B |
| Envestnet Asset Management Inc. | 0.44% | Add +21.5% | 32,965,845 | $1.4B |
| Savant Capital, LLC | 6.41% | Add +0.9% | 18,514,362 | $771.9M |
| Focus Partners Wealth | 1.92% | Add +60071.2% | 14,388,727 | $599.9M |
| Corient Private Wealth LP | 0.72% | Reduce -0.6% | 10,881,716 | $453.7M |
| Plancorp, LLC | 11.03% | Reduce -1.4% | 6,484,092 | $270.3M |
| Index Fund Advisors, Inc. | 13.98% | Reduce -2.9% | 6,328,129 | $263.8M |
| Northern Trust Corp. | 0.04% | Reduce -2.5% | 5,940,240 | $247.6M |
| Creative Planning | 0.23% | Reduce -2.4% | 5,471,095 | $228.1M |
| HighTower Advisors, LLC | 0.30% | Reduce -1.9% | 4,912,648 | $204.8M |
| Focus Partners Advisor Solutions, LLC | 3.04% | Reduce -0.5% | 3,468,171 | $144.6M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -11.5% | 2,910,296 | $121.3M |
| Cerity Partners LLC | 0.23% | Add +3.0% | 2,510,125 | $104.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.91% | Add +10.5% | 2,474,894 | $103.2M |
| Modera Wealth Management, LLC | 1.27% | Reduce -1.3% | 2,390,093 | $99.6M |
| TCI Wealth Advisors, Inc. | 7.88% | Add +3.2% | 2,243,112 | $93.5M |
| Choreo, LLC | 1.16% | Add +0.2% | 1,903,191 | $79.0M |
| Trust Co of the South | 16.21% | Reduce -0.7% | 1,836,455 | $76.6M |
| Truepoint, Inc. | 2.04% | Reduce -0.8% | 1,823,412 | $76.0M |
| Jackson Thornton Wealth Management, LLC | 9.49% | Add +3.4% | 1,722,588 | $71.8M |
| Pathstone Holdings, LLC | 0.27% | Reduce -0.9% | 1,463,212 | $61.0M |
| Foster Group, Inc. | 2.22% | Reduce -2.4% | 1,430,016 | $59.6M |
| RW Investment Management LLC | 7.04% | Add +1.1% | 1,357,995 | $56.6M |
| Evanson Asset Management, LLC | 3.93% | Add +0.6% | 1,335,218 | $55.7M |
| Beacon Pointe Advisors, LLC | 0.64% | Reduce -1.9% | 1,329,156 | $55.4M |
| Beaird Harris Wealth Management, LLC | 4.78% | Reduce -0.5% | 1,311,972 | $54.7M |
| Forum Financial Management, LP | 0.85% | Reduce -3.1% | 1,222,203 | $51.0M |
| LPL Financial LLC | 0.02% | Add +4.5% | 1,202,803 | $50.1M |
| Root Financial Partners, LLC | 7.68% | Add +42.6% | 1,151,367 | $48.0M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +17.5% | 1,110,093 | $46.3M |
| Team Hewins, LLC | 17.57% | Add +0.3% | 1,102,003 | $45.9M |
| Sachem Hill LLC | 9.22% | Add +0.1% | 1,088,701 | $45.4M |
| Willow Creek Wealth Management Inc. | 4.74% | Reduce -1.8% | 1,081,089 | $45.1M |
| Heritage Investment Group, Inc. | 7.84% | Reduce -1.5% | 988,838 | $41.2M |
| Integrated Wealth Concepts LLC | 0.50% | Add +1.1% | 980,262 | $40.9M |
| Porter White Investment Advisors, Inc. | 20.22% | Add +0.7% | 967,789 | $40.3M |
| TFC Financial Management, Inc. | 6.38% | Reduce -1.2% | 967,703 | $40.3M |
| Triune Financial Partners, LLC | 11.82% | Add +3.7% | 902,984 | $37.6M |
| Wescott Financial Advisory Group, LLC | 4.03% | Add +0.0% | 898,235 | $37.4M |
| American Investment Services, Inc. | 6.23% | Reduce -1.4% | 895,101 | $37.3M |
| Tillman Hartley LLC | 10.87% | Add +13.8% | 878,739 | $36.6M |
| Sax Wealth Advisors, LLC | 3.11% | Reduce -0.3% | 836,677 | $34.9M |
| Efficient Frontier Advisors LLC | 21.46% | Add +1.1% | 795,285 | $33.2M |
| Keb Asset Management, LLC | 9.88% | Add +2.1% | 787,264 | $32.8M |
| Dixon Fnancial Services, Inc. | 17.39% | Reduce -0.5% | 785,731 | $32.8M |
| Planning Center, Inc. | 4.03% | Add +1.4% | 784,184 | $32.7M |
| Cardiff Park Advisors, LLC | 2.84% | Add +0.1% | 753,371 | $31.4M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -2.5% | 718,608 | $30.0M |
| McLean Asset Management Corp | 9.01% | Reduce -1.0% | 713,891 | $29.9M |
| Wealth Architects, LLC | 3.31% | Reduce -1.5% | 701,948 | $29.3M |
| Aspiriant, LLC | 1.11% | Reduce -1.6% | 698,286 | $29.1M |
| Disciplined Equity Management, Inc. | 18.11% | Reduce -0.2% | 688,142 | $28.7M |
| Merriman Wealth Management, LLC | 1.13% | Reduce -1.7% | 668,011 | $27.8M |
| Heritage Wealth Management, Inc./Texas | 15.93% | Add +2.9% | 659,304 | $27.5M |
| Monograph Wealth Advisors, LLC | 3.52% | Add +13.8% | 648,793 | $27.0M |
| Parkwoods Wealth Partners, LLC | 21.71% | — | 633,122 | $26.4M |
| Meritas Wealth Management, LLC | 16.27% | Add +0.7% | 630,676 | $26.3M |
| Symmetry Partners, LLC | 6.05% | Reduce -47.7% | 612,574 | $25.5M |
| Moisand Fitzgerald Tamayo, LLC | 3.49% | Reduce -1.8% | 609,201 | $25.4M |
| WorthPointe, LLC | 10.27% | Reduce -0.1% | 585,093 | $24.4M |
| 1900 Wealth Management LLC | 2.02% | Reduce -0.8% | 566,056 | $23.6M |
| TFO Wealth Partners, LLC | 4.40% | Reduce -4.3% | 562,026 | $23.4M |
| ShankerValleau Wealth Advisors, Inc. | 7.87% | Add +88.4% | 554,360 | $23.1M |
| Earned Wealth Advisors, LLC | 6.75% | Add +1.3% | 532,313 | $22.2M |
| Bayshore Asset Management, LLC | 9.80% | Reduce -4.0% | 523,953 | $21.8M |
| Investmark Advisory Group LLC | 9.91% | Add +2.4% | 489,753 | $20.4M |
| DiNuzzo Private Wealth, Inc. | 2.52% | Reduce -1.1% | 489,511 | $20.4M |
| Apella Capital, LLC | 0.84% | Reduce -0.9% | 489,937 | $20.3M |
| Baker Boyer National Bank | 6.69% | Reduce -2.0% | 478,219 | $19.9M |
| Juncture Wealth Strategies, LLC | 7.34% | Add +3.6% | 454,641 | $19.0M |
| Allworth Financial LP | 0.11% | Add +8.1% | 448,914 | $18.7M |
| Stifel Financial Corp. | 0.02% | Add +0.3% | 445,118 | $18.6M |
| Legacy Financial Group, Inc. | 6.18% | Add +0.1% | 439,587 | $18.2M |
| Cetera Investment Advisers | 0.04% | Reduce -15.3% | 428,690 | $17.9M |
| Farther Finance Advisors, LLC | 0.67% | Add +140.8% | 425,551 | $17.7M |
| Mariner, LLC | 0.03% | Reduce -0.8% | 419,836 | $17.5M |
| Kooman & Associates | 6.45% | Add +4.0% | 419,033 | $17.5M |
| RS Crum Inc. | 4.07% | Add +7.0% | 416,363 | $17.4M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -1.8% | 404,005 | $16.8M |
| Grunden Financial Advisory, Inc. | 8.26% | Add +1.4% | 403,664 | $16.8M |
| Claris Advisors, LLC / Mo / | 7.08% | Add +1.7% | 391,864 | $16.3M |
| PBMares Wealth Management LLC | 3.35% | Add +0.5% | 384,238 | $16.0M |
| Hill Investment Group Partners, LLC | 2.23% | Add +0.0% | 409,337 | $16.0M |
| Austin Asset Management Co Inc | 3.20% | Reduce -1.0% | 376,925 | $15.7M |
| OneDigital Investment Advisors LLC | 0.18% | Add +109.6% | 372,843 | $15.5M |
| Ruedi Wealth Management, Inc. | 5.32% | Reduce -6.8% | 371,893 | $15.5M |
| Dynamic Advisor Solutions LLC | 0.45% | Add +3.4% | 362,173 | $15.1M |
| Larson Financial Group LLC | 0.84% | Reduce -2.1% | 354,000 | $14.8M |
| Andrews, Lucia Wealth Management LLC | 10.39% | Add +1.4% | 373,474 | $14.7M |
| Mosaic Family Wealth Partners, LLC | 2.16% | Add +1.2% | 348,628 | $14.5M |
| Mather Group, Llc. | 0.18% | Reduce -26.1% | 341,887 | $14.3M |
| Sandy Spring Bank | 0.56% | Add +7.4% | 329,225 | $13.7M |
| Kraft Asset Management, LLC | 10.48% | Add +0.7% | 320,971 | $13.4M |
| Altiora Financial Group, LLC | 2.92% | Add +0.0% | 317,250 | $13.2M |
| Financial Synergies Wealth Advisors, Inc. | 1.63% | Add +1.1% | 314,172 | $13.1M |
| WPWealth LLP | 2.71% | Reduce -1.6% | 313,336 | $13.1M |
| Diversified Portfolios, Inc. | 1.32% | Reduce -0.4% | 304,492 | $12.7M |
| Sterling Wealth Management, Inc. | 4.63% | Reduce -1.0% | 297,709 | $12.4M |
| Sequoia Financial Advisors, LLC | 0.13% | Reduce -0.9% | 291,342 | $12.1M |
| Addison Advisors LLC | 3.34% | Add +16.4% | 288,403 | $12.0M |
"% of holder's portfolio" is DFUV's weight in each manager's 13F, not the share of Dimensional US Marketwide Va the manager owns.