Dimensional US Marketwide VaDFUVETF
13F holders, Q1 2025 (March 31)670holders +2
36new positions
22sold out
3famous investors
$41.16avg. 13F price*
At the end of Q1 2025, 670 institutions reported holding Dimensional US Marketwide Va (DFUV) in their 13F filings, up 2 from Q4 2024. 36 opened new positions and 22 sold out. The largest holders were Mercer Global Advisors Inc. ($1.4B), Envestnet Asset Management Inc. ($1.3B) and Savant Capital, LLC ($694.9M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $39.9M |
| Exits | 22 | $25.0M |
All 13F filers, Q4 2024 → Q1 2025: 6,952,114 shares bought and 10,049,813 shares sold, net −3,097,699 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 670 holders
| Mercer Global Advisors Inc. | 3.24% | Add +8.7% | 34,232,617 | $1.4B |
| Envestnet Asset Management Inc. | 0.40% | Reduce -10.0% | 30,475,238 | $1.3B |
| Savant Capital, LLC | 5.88% | Reduce -6.1% | 16,861,316 | $694.9M |
| Focus Partners Wealth | 1.54% | Add +2.8% | 14,874,351 | $613.0M |
| Corient Private Wealth LP | 0.71% | Reduce -2.0% | 10,530,346 | $434.0M |
| Plancorp, LLC | 10.34% | Reduce -0.7% | 6,328,398 | $260.8M |
| Northern Trust Corp. | 0.04% | Add +2.8% | 6,136,156 | $252.9M |
| Index Fund Advisors, Inc. | 13.79% | Reduce -12.2% | 5,409,149 | $222.9M |
| Creative Planning | 0.21% | Reduce -1.8% | 5,295,811 | $218.2M |
| HighTower Advisors, LLC | 0.27% | Reduce -2.5% | 4,773,457 | $196.7M |
| Focus Partners Advisor Solutions, LLC | 2.92% | Add +2.2% | 4,654,595 | $191.8M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Reduce -1.8% | 2,838,771 | $117.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.94% | Add +4.8% | 2,762,034 | $113.8M |
| TCI Wealth Advisors, Inc. | 8.17% | Add +8.2% | 2,475,796 | $102.0M |
| Cerity Partners LLC | 0.20% | Reduce -2.7% | 2,418,447 | $99.7M |
| Modera Wealth Management, LLC | 1.29% | Reduce -2.3% | 2,309,668 | $95.2M |
| Truepoint, Inc. | 2.05% | Add +1.2% | 1,833,182 | $75.5M |
| Trust Co of the South | 15.48% | Reduce -1.2% | 1,798,400 | $74.1M |
| Choreo, LLC | 1.02% | Reduce -15.4% | 1,592,768 | $65.6M |
| Jackson Thornton Wealth Management, LLC | 8.71% | Reduce -0.0% | 1,720,713 | $65.6M |
| Pathstone Holdings, LLC | 0.26% | Reduce -0.0% | 1,442,182 | $59.4M |
| Beacon Pointe Advisors, LLC | 0.63% | Add +1.9% | 1,365,506 | $56.3M |
| Root Financial Partners, LLC | 5.98% | Reduce -10.4% | 1,360,879 | $56.1M |
| Foster Group, Inc. | 2.06% | Reduce -0.7% | 1,337,763 | $55.1M |
| LPL Financial LLC | 0.02% | Add +12.6% | 1,330,981 | $54.8M |
| Raymond James Financial Inc. | 0.02% | Add +7.9% | 1,320,565 | $54.4M |
| Evanson Asset Management, LLC | 3.83% | Reduce -1.9% | 1,310,922 | $54.0M |
| Beaird Harris Wealth Management, LLC | 4.50% | Reduce -0.9% | 1,284,060 | $52.9M |
| Forum Financial Management, LP | 0.83% | Reduce -8.5% | 1,214,794 | $50.1M |
| RW Investment Management LLC | 6.07% | Reduce -4.2% | 1,199,203 | $49.4M |
| Willow Creek Wealth Management Inc. | 4.40% | Add +0.8% | 1,095,961 | $45.2M |
| Sachem Hill LLC | 8.78% | Reduce -1.0% | 1,084,199 | $44.7M |
| Team Hewins, LLC | 17.22% | Reduce -1.1% | 1,075,463 | $44.3M |
| Porter White Investment Advisors, Inc. | 19.52% | Reduce -0.8% | 958,305 | $39.5M |
| Heritage Investment Group, Inc. | 7.33% | Reduce -2.5% | 946,728 | $39.0M |
| TFC Financial Management, Inc. | 5.94% | Reduce -1.6% | 942,242 | $38.8M |
| Triune Financial Partners, LLC | 12.02% | Reduce -0.3% | 918,417 | $37.8M |
| Sax Wealth Advisors, LLC | 2.52% | Reduce -1.0% | 852,592 | $35.1M |
| American Investment Services, Inc. | 6.17% | Reduce -3.9% | 850,684 | $35.1M |
| Wescott Financial Advisory Group, LLC | 3.63% | Reduce -0.6% | 849,792 | $35.0M |
| Tillman Hartley LLC | 10.17% | Reduce -3.4% | 848,588 | $35.0M |
| Keb Asset Management, LLC | 9.63% | Add +2.1% | 821,515 | $33.9M |
| Efficient Frontier Advisors LLC | 21.54% | Add +0.0% | 803,399 | $33.1M |
| Dixon Fnancial Services, Inc. | 17.27% | Reduce -0.5% | 775,179 | $31.9M |
| Planning Center, Inc. | 3.76% | Reduce -0.4% | 771,087 | $31.8M |
| Cardiff Park Advisors, LLC | 2.97% | Reduce -0.8% | 745,500 | $30.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +3.9% | 744,985 | $30.7M |
| Heritage Wealth Management, Inc./Texas | 17.38% | Add +1.8% | 728,145 | $30.0M |
| Timonier Family Office, LTD. | 13.20% | Add +9.6% | 724,177 | $29.8M |
| Wealth Architects, LLC | 3.24% | Add +3.4% | 712,921 | $29.4M |
| Wealth Management Nebraska | 4.46% | Reduce -3.2% | 711,999 | $29.3M |
| Aspiriant, LLC | 1.00% | Add +0.9% | 702,495 | $28.9M |
| Integrated Wealth Concepts LLC | 0.34% | Add +0.5% | 701,284 | $28.9M |
| Allworth Financial LP | 0.16% | Reduce -1.8% | 728,180 | $28.6M |
| Disciplined Equity Management, Inc. | 19.55% | Add +1.1% | 681,866 | $28.1M |
| Symmetry Partners, LLC | 3.88% | Reduce -6.2% | 677,408 | $27.9M |
| Parkwoods Wealth Partners, LLC | 18.86% | Add +3.5% | 677,388 | $27.9M |
| Monograph Wealth Advisors, LLC | 3.69% | Add +0.2% | 657,868 | $27.1M |
| Financial Engines Advisors L.L.C. | 0.06% | Reduce -1.6% | 635,513 | $26.2M |
| Mather Group, Llc. | 0.30% | Add +94.3% | 622,937 | $25.7M |
| McLean Asset Management Corp | 8.20% | Reduce -2.8% | 685,109 | $24.8M |
| Meritas Wealth Management, LLC | 14.49% | Reduce -1.9% | 599,378 | $24.7M |
| Mission Wealth Management, LP | 0.61% | Add +3.8% | 587,461 | $24.2M |
| Moisand Fitzgerald Tamayo, LLC | 3.35% | Reduce -1.9% | 586,765 | $24.2M |
| ShankerValleau Wealth Advisors, Inc. | 7.79% | Add +6.6% | 582,391 | $24.0M |
| TFO Wealth Partners, LLC | 4.48% | Reduce -1.0% | 548,175 | $22.6M |
| 1900 Wealth Management LLC | 1.86% | Reduce -1.6% | 542,562 | $22.4M |
| Earned Wealth Advisors, LLC | 4.85% | Add +0.5% | 536,471 | $22.1M |
| WorthPointe, LLC | 10.04% | Reduce -7.9% | 534,081 | $22.0M |
| LRI Investments, LLC | 2.11% | Add +2268.5% | 530,110 | $21.8M |
| Mariner, LLC | 0.04% | Add +19.6% | 526,979 | $21.7M |
| Bayshore Asset Management, LLC | 10.66% | Add +0.6% | 519,089 | $21.4M |
| Investmark Advisory Group LLC | 10.31% | Add +1.1% | 506,316 | $20.9M |
| Juncture Wealth Strategies, LLC | 7.67% | Reduce -0.1% | 479,179 | $19.7M |
| DiNuzzo Private Wealth, Inc. | 2.49% | Reduce -0.5% | 479,139 | $19.7M |
| Prime Capital Investment Advisors, LLC | 0.23% | New | 478,335 | $19.7M |
| Baker Boyer National Bank | 7.11% | Add +1.1% | 467,422 | $19.3M |
| Apella Capital, LLC | 0.65% | Reduce -0.2% | 485,458 | $18.9M |
| Benningfield Financial Advisors, LLC | 18.04% | Add +0.7% | 455,677 | $18.8M |
| Stifel Financial Corp. | 0.02% | Add +1.6% | 455,533 | $18.8M |
| Factor Wealth Management LTD | 5.71% | Add +6.7% | 451,256 | $18.6M |
| Dopkins Wealth Management, LLC | 9.44% | Add +0.9% | 450,595 | $18.6M |
| Legacy Financial Group, Inc. | 5.95% | Add +0.8% | 449,579 | $18.5M |
| Prudent Man Investment Management, Inc. | 10.25% | Reduce -0.1% | 452,018 | $18.5M |
| Kooman & Associates | 6.58% | Add +0.3% | 435,064 | $17.9M |
| Claris Advisors, LLC / Mo / | 6.55% | Add +8.6% | 426,385 | $17.6M |
| Farther Finance Advisors, LLC | 0.45% | Reduce -2.4% | 426,417 | $17.6M |
| RS Crum Inc. | 4.65% | Reduce -0.4% | 419,177 | $17.3M |
| Sequoia Financial Advisors, LLC | 0.13% | Add +9.6% | 404,406 | $16.7M |
| Grunden Financial Advisory, Inc. | 7.68% | Reduce -4.1% | 383,854 | $15.8M |
| Dynamic Advisor Solutions LLC | 0.51% | Add +1.0% | 374,168 | $15.4M |
| Cetera Investment Advisers | 0.03% | Reduce -28.6% | 373,818 | $15.4M |
| Andrews, Lucia Wealth Management LLC | 10.21% | Add +0.3% | 371,556 | $15.2M |
| OneDigital Investment Advisors LLC | 0.18% | Reduce -4.2% | 360,578 | $14.9M |
| PBMares Wealth Management LLC | 2.97% | Reduce -5.7% | 360,119 | $14.8M |
| Ruedi Wealth Management, Inc. | 4.57% | Reduce -1.9% | 354,670 | $14.6M |
| Pillar Financial Advisors, LLC | 10.87% | Reduce -0.2% | 354,047 | $14.6M |
| Mosaic Family Wealth Partners, LLC | 2.03% | Add +0.4% | 345,808 | $14.3M |
| Larson Financial Group LLC | 0.67% | Reduce -1.6% | 343,605 | $14.2M |
| WPWealth LLP | 2.78% | Add +6.5% | 341,669 | $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.