Dimensional US Marketwide VaDFUVETF
13F holders, Q2 2025 (June 30)674holders +4
29new positions
24sold out
3famous investors
$42.30avg. 13F price*
At the end of Q2 2025, 674 institutions reported holding Dimensional US Marketwide Va (DFUV) in their 13F filings, up 4 from Q1 2025. 29 opened new positions and 24 sold out. The largest holders were Mercer Global Advisors Inc. ($1.5B), Envestnet Asset Management Inc. ($1.3B) and Savant Capital, LLC ($688.8M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $31.6M |
| Exits | 24 | $6.8M |
All 13F filers, Q1 2025 → Q2 2025: 7,196,330 shares bought and 8,674,095 shares sold, net −1,477,765 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 674 holders
| Mercer Global Advisors Inc. | 3.43% | Add +5.5% | 36,099,868 | $1.5B |
| Envestnet Asset Management Inc. | 0.39% | Add +4.2% | 31,752,400 | $1.3B |
| Savant Capital, LLC | 4.95% | Reduce -3.4% | 16,292,388 | $688.8M |
| Focus Partners Wealth | 1.23% | Reduce -10.1% | 13,365,832 | $565.1M |
| Corient Private Wealth LP | 0.46% | Reduce -21.6% | 8,254,673 | $349.0M |
| Northern Trust Corp. | 0.04% | Reduce -0.8% | 6,088,638 | $257.4M |
| Plancorp, LLC | 8.80% | Reduce -5.1% | 6,006,250 | $253.9M |
| Index Fund Advisors, Inc. | 12.50% | Reduce -2.6% | 5,267,199 | $222.7M |
| Creative Planning | 0.19% | Reduce -0.8% | 5,251,545 | $222.0M |
| HighTower Advisors, LLC | 0.24% | Reduce -3.9% | 4,588,718 | $194.0M |
| Focus Partners Advisor Solutions, LLC | 2.56% | Reduce -2.5% | 4,538,175 | $191.9M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Add +0.1% | 2,840,265 | $122.7M |
| TCI Wealth Advisors, Inc. | 7.95% | Add +10.8% | 2,741,948 | $115.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.61% | Reduce -1.1% | 2,730,157 | $115.4M |
| Cerity Partners LLC | 0.20% | Add +8.8% | 2,630,826 | $111.2M |
| Modera Wealth Management, LLC | 1.19% | Reduce -1.6% | 2,273,790 | $96.1M |
| Maseco LLP | 3.34% | — | 2,078,846 | $87.9M |
| Truepoint, Inc. | 2.12% | Add +9.7% | 2,010,213 | $85.0M |
| Trust Co of the South | 13.40% | Reduce -0.8% | 1,784,627 | $75.5M |
| Jackson Thornton Wealth Management, LLC | 8.42% | Reduce -0.3% | 1,715,438 | $73.5M |
| Pathstone Holdings, LLC | 0.24% | Reduce -1.8% | 1,416,740 | $59.9M |
| Choreo, LLC | 0.82% | Reduce -12.4% | 1,395,734 | $59.0M |
| Beacon Pointe Advisors, LLC | 0.61% | Add +0.7% | 1,374,720 | $58.1M |
| LPL Financial LLC | 0.02% | Add +0.7% | 1,340,471 | $56.7M |
| Foster Group, Inc. | 1.93% | Reduce -0.4% | 1,332,959 | $56.4M |
| Evanson Asset Management, LLC | 3.48% | Add +1.0% | 1,324,237 | $56.0M |
| Raymond James Financial Inc. | 0.02% | Add +0.1% | 1,321,744 | $55.9M |
| Beaird Harris Wealth Management, LLC | 4.25% | Add +1.1% | 1,298,554 | $54.9M |
| Forum Financial Management, LP | 0.78% | Reduce -0.7% | 1,206,382 | $51.0M |
| RW Investment Management LLC | 5.63% | Reduce -0.3% | 1,195,403 | $50.5M |
| Willow Creek Wealth Management Inc. | 4.13% | Reduce -1.0% | 1,085,073 | $45.9M |
| Sachem Hill LLC | 9.23% | Reduce -1.3% | 1,069,772 | $45.2M |
| Team Hewins, LLC | 16.10% | Reduce -1.8% | 1,055,864 | $44.6M |
| Root Financial Partners, LLC | 3.90% | Reduce -29.9% | 954,172 | $40.3M |
| Porter White Investment Advisors, Inc. | 18.79% | Reduce -0.4% | 954,169 | $40.3M |
| TFC Financial Management, Inc. | 5.45% | Reduce -0.1% | 941,019 | $39.8M |
| Heritage Investment Group, Inc. | 6.82% | Reduce -1.1% | 936,355 | $39.6M |
| Triune Financial Partners, LLC | 10.59% | Reduce -0.9% | 909,915 | $38.5M |
| Wescott Financial Advisory Group, LLC | 3.43% | Reduce -0.3% | 846,904 | $35.8M |
| Apella Capital, LLC | 0.96% | Add +71.6% | 833,172 | $35.6M |
| Sax Wealth Advisors, LLC | 2.11% | Reduce -3.0% | 827,304 | $35.0M |
| Planning Center, Inc. | 3.73% | Add +3.4% | 797,081 | $33.7M |
| Monograph Wealth Advisors, LLC | 4.13% | Add +20.5% | 792,768 | $33.5M |
| Keb Asset Management, LLC | 8.31% | Reduce -3.9% | 789,310 | $33.4M |
| Dixon Fnancial Services, Inc. | 16.47% | Reduce -0.5% | 771,282 | $32.6M |
| Tillman Hartley LLC | 9.07% | Reduce -10.6% | 759,096 | $32.1M |
| Efficient Frontier Advisors LLC | 20.33% | Reduce -5.7% | 757,534 | $32.0M |
| Timonier Family Office, LTD. | 11.91% | Add +4.0% | 753,224 | $31.8M |
| Disciplined Equity Management, Inc. | 18.54% | Add +9.5% | 746,866 | $31.6M |
| Cardiff Park Advisors, LLC | 2.73% | Add +0.1% | 746,295 | $31.6M |
| Wealth Architects, LLC | 3.14% | Add +2.6% | 731,241 | $30.9M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -2.3% | 728,071 | $30.8M |
| Allworth Financial LP | 0.15% | Reduce -0.3% | 726,137 | $30.7M |
| Aspiriant, LLC | 0.97% | Add +2.6% | 720,613 | $30.5M |
| Mariner, LLC | 0.04% | Add +35.4% | 713,493 | $30.2M |
| Wealth Management Nebraska | 4.07% | Add +0.2% | 713,723 | $30.1M |
| Integrated Wealth Concepts LLC | 0.30% | Add +0.9% | 707,556 | $29.9M |
| Parkwoods Wealth Partners, LLC | 16.89% | Add +2.2% | 692,196 | $29.3M |
| McLean Asset Management Corp | 7.61% | Reduce -1.5% | 674,635 | $29.0M |
| Heritage Wealth Management, Inc./Texas | 14.15% | Reduce -7.5% | 673,361 | $28.5M |
| Symmetry Partners, LLC | 3.36% | Reduce -4.7% | 645,665 | $27.3M |
| Premier Financial Group | 7.05% | — | 589,956 | $25.4M |
| Mission Wealth Management, LP | 0.55% | Add +0.8% | 592,462 | $25.0M |
| Mather Group, Llc. | 0.27% | Reduce -5.1% | 590,903 | $25.0M |
| Meritas Wealth Management, LLC | 13.69% | Reduce -1.7% | 589,224 | $24.9M |
| ShankerValleau Wealth Advisors, Inc. | 7.09% | Add +0.9% | 587,758 | $24.9M |
| Moisand Fitzgerald Tamayo, LLC | 3.06% | Reduce -2.5% | 572,044 | $24.2M |
| LRI Investments, LLC | 1.97% | Add +3.7% | 549,843 | $23.2M |
| TFO Wealth Partners, LLC | 4.09% | Add +0.2% | 549,037 | $23.2M |
| Earned Wealth Advisors, LLC | 4.50% | Add +1.3% | 543,210 | $23.0M |
| WorthPointe, LLC | 9.52% | Add +0.3% | 535,481 | $22.6M |
| 1900 Wealth Management LLC | 1.69% | Reduce -2.5% | 529,134 | $22.4M |
| Bayshore Asset Management, LLC | 9.82% | Reduce -2.0% | 508,436 | $21.5M |
| American Investment Services, Inc. | 5.37% | Reduce -41.5% | 497,425 | $21.0M |
| WPWealth LLP | 3.69% | Add +41.7% | 484,180 | $20.5M |
| Benningfield Financial Advisors, LLC | 17.53% | Add +5.4% | 480,296 | $20.3M |
| Factor Wealth Management LTD | 5.48% | Add +4.9% | 473,382 | $20.0M |
| DiNuzzo Private Wealth, Inc. | 2.37% | Reduce -1.4% | 472,193 | $20.0M |
| Stifel Financial Corp. | 0.02% | Add +3.5% | 471,482 | $19.9M |
| Investmark Advisory Group LLC | 9.32% | Reduce -7.1% | 470,529 | $19.9M |
| Legacy Financial Group, Inc. | 5.68% | Add +1.1% | 454,608 | $19.2M |
| Baker Boyer National Bank | 6.62% | Reduce -2.8% | 454,213 | $19.2M |
| Dopkins Wealth Management, LLC | 8.60% | Add +0.6% | 453,430 | $19.2M |
| RS Crum Inc. | 4.52% | Add +6.5% | 446,275 | $18.9M |
| Kooman & Associates | 6.26% | Add +0.7% | 438,020 | $18.5M |
| Prudent Man Investment Management, Inc. | 10.25% | Reduce -0.2% | 451,218 | $18.5M |
| Farther Finance Advisors, LLC | 0.36% | Reduce -1.1% | 421,576 | $17.8M |
| Juncture Wealth Strategies, LLC | 6.33% | Reduce -12.1% | 421,448 | $17.8M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -34.7% | 414,802 | $17.5M |
| Claris Advisors, LLC / Mo / | 5.80% | Reduce -7.6% | 393,977 | $16.7M |
| Sequoia Financial Advisors, LLC | 0.11% | Reduce -3.9% | 388,473 | $16.4M |
| Grunden Financial Advisory, Inc. | 7.07% | Reduce -1.3% | 378,925 | $16.0M |
| Dynamic Advisor Solutions LLC | 0.49% | Add +0.5% | 376,082 | $15.9M |
| PBMares Wealth Management LLC | 2.82% | Add +1.2% | 364,462 | $15.4M |
| Cetera Investment Advisers | 0.03% | Reduce -3.1% | 362,103 | $15.3M |
| Pillar Financial Advisors, LLC | 10.33% | Reduce -0.1% | 353,768 | $15.0M |
| Ruedi Wealth Management, Inc. | 4.42% | Reduce -0.5% | 352,788 | $14.9M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -3.5% | 348,017 | $14.7M |
| Mosaic Family Wealth Partners, LLC | 1.84% | Reduce -1.1% | 342,052 | $14.5M |
| Austin Asset Management Co Inc | 2.90% | Add +0.1% | 338,390 | $14.3M |
"% of holder's portfolio" is DFUV's weight in each manager's 13F, not the share of Dimensional US Marketwide Va the manager owns.