Dimensional US Marketwide VaDFUVETF
13F holders, Q4 2024 (December 31)668holders +64
18new positions
16sold out
1famous investor
$40.93avg. 13F price*
At the end of Q4 2024, 668 institutions reported holding Dimensional US Marketwide Va (DFUV) in their 13F filings, up 64 from Q3 2024. 18 opened new positions and 16 sold out. The largest holders were Envestnet Asset Management Inc. ($1.4B), Mercer Global Advisors Inc. ($1.3B) and Savant Capital, LLC ($734.8M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $20.6M |
| Exits | 16 | $3.9M |
All 13F filers, Q3 2024 → Q4 2024: 7,286,165 shares bought and 6,705,908 shares sold, net +580,257 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 668 holders
| Envestnet Asset Management Inc. | 0.45% | Add +2.8% | 33,877,455 | $1.4B |
| Mercer Global Advisors Inc. | 3.14% | Reduce -10.8% | 31,489,188 | $1.3B |
| Savant Capital, LLC | 5.78% | Reduce -3.0% | 17,956,943 | $734.8M |
| Focus Partners Wealth | 1.54% | Add +0.6% | 14,469,845 | $592.1M |
| Corient Private Wealth LP | 0.73% | Reduce -1.3% | 10,744,937 | $439.7M |
| Plancorp, LLC | 10.71% | Reduce -1.7% | 6,373,697 | $260.8M |
| Index Fund Advisors, Inc. | 13.63% | Reduce -2.6% | 6,160,386 | $252.1M |
| Northern Trust Corp. | 0.03% | Add +0.5% | 5,966,738 | $244.2M |
| Creative Planning | 0.21% | Reduce -1.5% | 5,390,141 | $220.6M |
| HighTower Advisors, LLC | 0.27% | Reduce -0.4% | 4,893,997 | $200.3M |
| Focus Partners Advisor Solutions, LLC | 3.15% | Add +31.4% | 4,556,275 | $186.4M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Reduce -0.7% | 2,890,125 | $118.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.93% | Add +6.5% | 2,635,288 | $107.8M |
| Cerity Partners LLC | 0.22% | Reduce -0.9% | 2,486,370 | $101.7M |
| Modera Wealth Management, LLC | 1.17% | Reduce -1.1% | 2,362,720 | $96.7M |
| TCI Wealth Advisors, Inc. | 7.82% | Add +2.0% | 2,287,765 | $93.6M |
| Choreo, LLC | 1.11% | Reduce -1.1% | 1,882,153 | $77.0M |
| Trust Co of the South | 15.17% | Reduce -0.9% | 1,820,188 | $74.5M |
| Truepoint, Inc. | 1.98% | Reduce -0.6% | 1,811,749 | $74.1M |
| Jackson Thornton Wealth Management, LLC | 8.90% | Reduce -0.1% | 1,721,157 | $70.4M |
| Root Financial Partners, LLC | 7.71% | Add +31.9% | 1,518,933 | $62.2M |
| Pathstone Holdings, LLC | 0.26% | Reduce -1.4% | 1,442,369 | $59.0M |
| Foster Group, Inc. | 2.10% | Reduce -5.8% | 1,347,470 | $55.1M |
| Beacon Pointe Advisors, LLC | 0.61% | Add +0.8% | 1,340,463 | $54.9M |
| Evanson Asset Management, LLC | 3.75% | Add +0.1% | 1,336,680 | $54.7M |
| Forum Financial Management, LP | 0.90% | Add +8.6% | 1,327,469 | $54.3M |
| Beaird Harris Wealth Management, LLC | 4.58% | Reduce -1.2% | 1,295,939 | $53.0M |
| RW Investment Management LLC | 6.24% | Reduce -7.8% | 1,251,476 | $51.2M |
| Raymond James Financial Inc. | 0.02% | — | 1,224,049 | $50.1M |
| LPL Financial LLC | 0.02% | Reduce -1.7% | 1,182,555 | $48.4M |
| Sachem Hill LLC | 9.35% | Add +0.6% | 1,094,856 | $44.8M |
| Willow Creek Wealth Management Inc. | 4.54% | Add +0.6% | 1,087,836 | $44.5M |
| Team Hewins, LLC | 17.40% | Reduce -1.3% | 1,087,191 | $44.5M |
| Elser Financial Planning, Inc | 2.41% | Add +13350.8% | 985,539 | $40.3M |
| Heritage Investment Group, Inc. | 7.42% | Reduce -1.8% | 971,046 | $39.7M |
| Porter White Investment Advisors, Inc. | 20.05% | Reduce -0.2% | 965,883 | $39.5M |
| TFC Financial Management, Inc. | 6.19% | Reduce -1.1% | 957,036 | $39.2M |
| Triune Financial Partners, LLC | 11.86% | Add +2.0% | 921,028 | $37.7M |
| American Investment Services, Inc. | 6.41% | Reduce -1.1% | 885,422 | $36.2M |
| Tillman Hartley LLC | 10.33% | Add +0.0% | 878,796 | $36.0M |
| Sax Wealth Advisors, LLC | 2.76% | Add +2.9% | 861,247 | $35.2M |
| Wescott Financial Advisory Group, LLC | 3.62% | Reduce -4.9% | 854,511 | $35.0M |
| Keb Asset Management, LLC | 9.48% | Add +2.2% | 804,535 | $32.9M |
| Efficient Frontier Advisors LLC | 21.74% | Add +1.0% | 803,298 | $32.9M |
| Dixon Fnancial Services, Inc. | 17.30% | Reduce -0.9% | 778,747 | $31.9M |
| Allworth Financial LP | 0.17% | Add +65.2% | 741,670 | $31.8M |
| Planning Center, Inc. | 4.02% | Reduce -1.2% | 774,476 | $31.7M |
| Cardiff Park Advisors, LLC | 2.93% | Reduce -0.2% | 751,596 | $30.8M |
| Wealth Management Nebraska | 4.90% | — | 735,514 | $30.1M |
| Symmetry Partners, LLC | 4.20% | Add +17.9% | 721,944 | $29.5M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -0.3% | 716,748 | $29.3M |
| Heritage Wealth Management, Inc./Texas | 17.23% | Add +8.5% | 715,493 | $29.3M |
| McLean Asset Management Corp | 8.66% | Reduce -1.3% | 704,520 | $28.8M |
| Integrated Wealth Concepts LLC | 0.33% | Reduce -28.8% | 697,844 | $28.6M |
| Aspiriant, LLC | 1.03% | Reduce -0.3% | 695,892 | $28.5M |
| Wealth Architects, LLC | 3.18% | Reduce -1.8% | 689,328 | $28.2M |
| Disciplined Equity Management, Inc. | 17.88% | Reduce -2.0% | 674,328 | $27.6M |
| Timonier Family Office, LTD. | 13.87% | — | 660,608 | $27.0M |
| Monograph Wealth Advisors, LLC | 3.55% | Add +1.2% | 656,603 | $26.9M |
| Parkwoods Wealth Partners, LLC | 21.30% | Add +3.4% | 654,413 | $26.8M |
| Merriman Wealth Management, LLC | 1.10% | Reduce -3.2% | 646,928 | $26.5M |
| Financial Engines Advisors L.L.C. | 0.06% | Add +59.8% | 645,704 | $26.4M |
| Meritas Wealth Management, LLC | 15.04% | Reduce -3.1% | 611,107 | $25.0M |
| Moisand Fitzgerald Tamayo, LLC | 3.46% | Reduce -1.8% | 598,442 | $24.5M |
| WorthPointe, LLC | 9.86% | Reduce -0.9% | 579,742 | $23.7M |
| Mission Wealth Management, LP | 0.55% | Add +1034.0% | 566,094 | $23.2M |
| TFO Wealth Partners, LLC | 10.75% | Reduce -1.5% | 553,487 | $22.6M |
| 1900 Wealth Management LLC | 1.89% | Reduce -2.6% | 551,544 | $22.6M |
| ShankerValleau Wealth Advisors, Inc. | 7.18% | Reduce -1.5% | 546,220 | $22.4M |
| Earned Wealth Advisors, LLC | 6.99% | Add +0.3% | 533,846 | $21.8M |
| Cetera Investment Advisers | 0.04% | Add +22.1% | 523,458 | $21.4M |
| Bayshore Asset Management, LLC | 9.70% | Reduce -1.5% | 516,143 | $21.1M |
| Investmark Advisory Group LLC | 10.05% | Add +2.3% | 501,024 | $20.5M |
| Apella Capital, LLC | 0.76% | Reduce -0.7% | 486,509 | $19.9M |
| DiNuzzo Private Wealth, Inc. | 2.50% | Reduce -1.6% | 481,754 | $19.7M |
| Juncture Wealth Strategies, LLC | 7.31% | Add +5.5% | 479,411 | $19.6M |
| Baker Boyer National Bank | 6.54% | Reduce -3.3% | 462,449 | $18.9M |
| Benningfield Financial Advisors, LLC | 18.12% | — | 452,645 | $18.5M |
| Prudent Man Investment Management, Inc. | 10.25% | — | 452,624 | $18.5M |
| Stifel Financial Corp. | 0.02% | Add +0.7% | 448,356 | $18.3M |
| Dopkins Wealth Management, LLC | 9.31% | Add +58.9% | 446,558 | $18.3M |
| Legacy Financial Group, Inc. | 5.87% | Add +1.4% | 445,818 | $18.2M |
| Mariner, LLC | 0.03% | Add +4.9% | 440,435 | $18.0M |
| Farther Finance Advisors, LLC | 0.65% | Add +2.7% | 436,886 | $17.9M |
| Kooman & Associates | 6.42% | Add +3.5% | 433,823 | $17.8M |
| Factor Wealth Management LTD | 5.75% | — | 422,995 | $17.3M |
| RS Crum Inc. | 4.25% | Add +1.1% | 420,996 | $17.2M |
| Essential Planning, LLC. | 0.11% | Add +6403.4% | 391,833 | $16.6M |
| Grunden Financial Advisory, Inc. | 7.91% | Reduce -0.8% | 400,445 | $16.4M |
| Claris Advisors, LLC / Mo / | 6.04% | Add +0.2% | 392,696 | $16.1M |
| PBMares Wealth Management LLC | 3.20% | Reduce -0.6% | 382,038 | $15.6M |
| Andrews, Lucia Wealth Management LLC | 10.31% | Reduce -0.8% | 370,341 | $15.4M |
| OneDigital Investment Advisors LLC | 0.18% | Add +0.9% | 376,270 | $15.4M |
| Dynamic Advisor Solutions LLC | 0.66% | Add +2.3% | 370,345 | $15.2M |
| Sequoia Financial Advisors, LLC | 0.15% | Add +26.6% | 368,908 | $15.1M |
| Austin Asset Management Co Inc | 3.10% | Reduce -3.5% | 363,934 | $14.9M |
| Ruedi Wealth Management, Inc. | 4.67% | Reduce -2.8% | 361,376 | $14.8M |
| Pillar Financial Advisors, LLC | 11.11% | — | 354,714 | $14.5M |
| Larson Financial Group LLC | 0.74% | Reduce -1.4% | 349,002 | $14.3M |
| Mosaic Family Wealth Partners, LLC | 2.03% | Reduce -1.2% | 344,334 | $14.1M |
"% of holder's portfolio" is DFUV's weight in each manager's 13F, not the share of Dimensional US Marketwide Va the manager owns.