Dimensional US Marketwide VaDFUVETF
13F holders, Q3 2025 (September 30)689holders +15
44new positions
22sold out
2famous investors
$44.68avg. 13F price*
At the end of Q3 2025, 689 institutions reported holding Dimensional US Marketwide Va (DFUV) in their 13F filings, up 15 from Q2 2025. 44 opened new positions and 22 sold out. The largest holders were Mercer Global Advisors Inc. ($1.7B), Savant Capital, LLC ($714.8M) and Focus Partners Wealth ($656.3M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $63.1M |
| Exits | 22 | $15.1M |
All 13F filers, Q2 2025 → Q3 2025: 7,946,863 shares bought and 37,478,542 shares sold, net −29,531,679 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 689 holders
| Mercer Global Advisors Inc. | 2.84% | Add +5.6% | 38,135,706 | $1.7B |
| Savant Capital, LLC | 4.34% | Reduce -1.8% | 15,995,409 | $714.8M |
| Focus Partners Wealth | 1.06% | Add +9.8% | 14,681,894 | $656.3M |
| Corient Private Wealth LP | 0.46% | Reduce -20.2% | 6,585,782 | $293.8M |
| Northern Trust Corp. | 0.03% | Reduce -2.2% | 5,957,271 | $266.2M |
| Plancorp, LLC | 8.18% | Reduce -2.8% | 5,836,699 | $260.8M |
| Index Fund Advisors, Inc. | 12.63% | Add +10.6% | 5,827,280 | $260.4M |
| Creative Planning | 0.18% | Reduce -2.4% | 5,128,384 | $229.2M |
| HighTower Advisors, LLC | 0.23% | Reduce -0.7% | 4,557,544 | $203.7M |
| Focus Partners Advisor Solutions, LLC | 1.92% | Reduce -16.7% | 3,778,650 | $169.0M |
| TCI Wealth Advisors, Inc. | 8.11% | Add +10.9% | 3,041,107 | $135.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.59% | Add +5.5% | 2,881,660 | $128.8M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Reduce -2.0% | 2,784,461 | $124.9M |
| Cerity Partners LLC | 0.18% | Reduce -4.4% | 2,513,989 | $112.4M |
| Modera Wealth Management, LLC | 1.16% | Reduce -1.4% | 2,241,492 | $100.2M |
| Maseco LLP | 4.41% | Reduce -2.0% | 2,036,965 | $91.1M |
| Truepoint, Inc. | 2.06% | Reduce -1.4% | 1,983,157 | $88.6M |
| Trust Co of the South | 13.14% | Reduce -0.7% | 1,771,785 | $79.2M |
| Jackson Thornton Wealth Management, LLC | 7.71% | Reduce -1.6% | 1,688,611 | $76.0M |
| Raymond James Financial Inc. | 0.02% | Add +5.3% | 1,392,063 | $62.2M |
| LPL Financial LLC | 0.02% | Reduce -0.3% | 1,336,043 | $59.7M |
| Evanson Asset Management, LLC | 3.32% | Reduce -0.5% | 1,317,812 | $58.9M |
| Choreo, LLC | 0.76% | Reduce -6.1% | 1,310,816 | $58.6M |
| Foster Group, Inc. | 1.83% | Reduce -2.4% | 1,301,273 | $58.2M |
| Pathstone Holdings, LLC | 0.22% | Reduce -8.4% | 1,297,580 | $58.0M |
| Beaird Harris Wealth Management, LLC | 4.06% | Reduce -1.4% | 1,280,572 | $57.2M |
| Beacon Pointe Advisors, LLC | 0.46% | Reduce -11.5% | 1,216,153 | $54.3M |
| Forum Financial Management, LP | 0.73% | Reduce -0.5% | 1,200,838 | $53.7M |
| Willow Creek Wealth Management Inc. | 3.98% | Reduce -0.4% | 1,080,534 | $48.3M |
| Sachem Hill LLC | 9.35% | Reduce -2.2% | 1,046,138 | $46.8M |
| Root Financial Partners, LLC | 2.77% | Add +5.4% | 1,005,619 | $44.9M |
| Team Hewins, LLC | 14.88% | Reduce -6.6% | 986,089 | $44.1M |
| Porter White Investment Advisors, Inc. | 18.51% | Add +1.1% | 964,880 | $43.1M |
| Monograph Wealth Advisors, LLC | 4.30% | Add +20.1% | 951,740 | $42.5M |
| Triune Financial Partners, LLC | 10.60% | Add +3.5% | 941,843 | $42.1M |
| TFC Financial Management, Inc. | 5.33% | Reduce -1.0% | 931,429 | $41.6M |
| Parkwoods Wealth Partners, LLC | 14.09% | Add +33.5% | 924,248 | $41.3M |
| Heritage Investment Group, Inc. | 6.58% | Reduce -1.8% | 919,965 | $41.1M |
| Wescott Financial Advisory Group, LLC | 3.41% | Add +0.3% | 849,891 | $38.0M |
| Sax Wealth Advisors, LLC | 2.00% | Add +0.6% | 832,056 | $37.2M |
| Apella Capital, LLC | 0.81% | Reduce -1.4% | 821,903 | $36.3M |
| Planning Center, Inc. | 3.75% | Add +0.2% | 798,856 | $35.7M |
| Keb Asset Management, LLC | 7.96% | Add +0.6% | 793,705 | $35.5M |
| Timonier Family Office, LTD. | 11.55% | Add +4.7% | 788,770 | $35.3M |
| Disciplined Equity Management, Inc. | 18.79% | Add +3.5% | 772,762 | $34.5M |
| Dixon Fnancial Services, Inc. | 15.57% | Reduce -0.8% | 764,905 | $34.2M |
| Tillman Hartley LLC | 8.65% | Reduce -1.5% | 747,890 | $33.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -97.7% | 744,659 | $33.3M |
| Cardiff Park Advisors, LLC | 2.55% | Reduce -0.6% | 742,223 | $33.2M |
| Allworth Financial LP | 0.14% | Reduce -0.1% | 725,131 | $32.4M |
| Aspiriant, LLC | 0.99% | Add +0.6% | 725,093 | $32.4M |
| Wealth Architects, LLC | 3.01% | Reduce -2.4% | 714,006 | $31.9M |
| McMill Wealth Management | 9.09% | New | 713,540 | $31.9M |
| Wealth Management Nebraska | 3.80% | Reduce -0.0% | 713,540 | $31.9M |
| Integrated Wealth Concepts LLC | 0.28% | Add +0.8% | 713,055 | $31.9M |
| Mariner, LLC | 0.04% | Reduce -0.7% | 708,329 | $31.7M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -3.4% | 703,555 | $31.4M |
| Heritage Wealth Management, Inc./Texas | 13.38% | Add +0.8% | 678,866 | $30.3M |
| McLean Asset Management Corp | 5.88% | Reduce -6.2% | 633,102 | $28.5M |
| Symmetry Partners, LLC | 3.06% | Reduce -2.7% | 628,491 | $28.1M |
| RW Investment Management LLC | 2.84% | Reduce -48.5% | 615,583 | $27.5M |
| Mission Wealth Management, LP | 0.55% | Add +1.1% | 598,833 | $26.8M |
| ShankerValleau Wealth Advisors, Inc. | 6.75% | Add +0.2% | 588,752 | $26.3M |
| Premier Financial Group | 6.99% | Reduce -0.3% | 588,137 | $26.1M |
| Meritas Wealth Management, LLC | 12.82% | Reduce -1.7% | 579,141 | $25.9M |
| Mather Group, Llc. | 0.26% | Reduce -3.3% | 571,643 | $25.5M |
| Moisand Fitzgerald Tamayo, LLC | 2.98% | Reduce -1.2% | 565,076 | $25.3M |
| TFO Wealth Partners, LLC | 4.04% | Add +1.0% | 554,729 | $24.8M |
| LRI Investments, LLC | 2.00% | Reduce -0.4% | 547,891 | $24.5M |
| WPWealth LLP | 3.92% | Add +10.8% | 536,318 | $24.0M |
| WorthPointe, LLC | 8.96% | Reduce -0.1% | 534,861 | $23.9M |
| Earned Wealth Advisors, LLC | 3.93% | Reduce -1.8% | 533,531 | $23.8M |
| 1900 Wealth Management LLC | 1.58% | Reduce -1.6% | 520,638 | $23.3M |
| Bayshore Asset Management, LLC | 9.70% | Reduce -0.5% | 505,967 | $22.6M |
| Benningfield Financial Advisors, LLC | 17.77% | Add +4.9% | 504,001 | $22.5M |
| American Investment Services, Inc. | 5.20% | Reduce -2.6% | 484,639 | $21.7M |
| Stifel Financial Corp. | 0.02% | Add +0.7% | 474,597 | $21.2M |
| DiNuzzo Private Wealth, Inc. | 2.37% | Reduce -0.3% | 470,667 | $20.9M |
| Legacy Financial Group, Inc. | 5.67% | Add +1.7% | 462,483 | $20.7M |
| RS Crum Inc. | 4.55% | Add +2.6% | 458,057 | $20.5M |
| Kooman & Associates | 6.30% | Add +4.3% | 456,957 | $20.4M |
| Sequoia Financial Advisors, LLC | 0.12% | Add +17.4% | 455,979 | $20.4M |
| Factor Wealth Management LTD | 5.09% | Reduce -3.7% | 455,670 | $20.4M |
| Baker Boyer National Bank | 6.71% | Reduce -0.4% | 452,214 | $20.2M |
| Farther Finance Advisors, LLC | 0.30% | Add +6.4% | 448,606 | $20.0M |
| Dopkins Wealth Management, LLC | 8.10% | Reduce -5.3% | 429,405 | $19.2M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +0.5% | 416,741 | $18.6M |
| Prudent Man Investment Management, Inc. | 10.25% | No change | 451,218 | $18.5M |
| Grunden Financial Advisory, Inc. | 7.19% | Add +4.4% | 395,758 | $17.7M |
| Cetera Investment Advisers | 0.02% | Add +8.4% | 392,716 | $17.6M |
| Juncture Wealth Strategies, LLC | 5.86% | Reduce -7.1% | 391,554 | $17.5M |
| Dynamic Advisor Solutions LLC | 0.49% | Add +0.8% | 379,065 | $16.9M |
| Claris Advisors, LLC / Mo / | 5.79% | No change | 393,977 | $16.7M |
| PBMares Wealth Management LLC | 2.60% | Reduce -1.7% | 358,429 | $16.0M |
| Pillar Financial Advisors, LLC | 9.86% | Reduce -0.7% | 351,401 | $15.7M |
| Ruedi Wealth Management, Inc. | 4.39% | Reduce -0.6% | 350,596 | $15.7M |
| UBS Group AG | 0.00% | Add +6.2% | 348,557 | $15.6M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -1.8% | 341,801 | $15.3M |
| Mosaic Family Wealth Partners, LLC | 1.79% | Reduce -0.1% | 341,792 | $15.2M |
| Austin Asset Management Co Inc | 2.83% | Reduce -1.7% | 332,657 | $14.9M |
"% of holder's portfolio" is DFUV's weight in each manager's 13F, not the share of Dimensional US Marketwide Va the manager owns.