Dimensional US Marketwide VaDFUVETF
13F holders, Q4 2025 (December 31)740holders +51
35new positions
23sold out
1famous investor
$46.66avg. 13F price*
At the end of Q4 2025, 740 institutions reported holding Dimensional US Marketwide Va (DFUV) in their 13F filings, up 51 from Q3 2025. 35 opened new positions and 23 sold out. The largest holders were Mercer Global Advisors Inc. ($1.9B), Savant Capital, LLC ($735.1M) and Focus Partners Wealth ($688.0M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $16.9M |
| Exits | 23 | $18.1M |
All 13F filers, Q3 2025 → Q4 2025: 11,526,450 shares bought and 3,990,774 shares sold, net +7,535,676 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 740 holders
| Mercer Global Advisors Inc. | 2.83% | Add +4.5% | 39,863,226 | $1.9B |
| Savant Capital, LLC | 4.18% | Reduce -1.4% | 15,777,842 | $735.1M |
| Focus Partners Wealth | 0.78% | Add +0.6% | 14,767,787 | $688.0M |
| Corient Private Wealth LP | 0.63% | Add +51.1% | 9,951,259 | $463.6M |
| Northern Trust Corp. | 0.04% | Reduce -1.2% | 5,885,246 | $274.2M |
| Index Fund Advisors, Inc. | 12.54% | Reduce -1.6% | 5,733,670 | $267.1M |
| Plancorp, LLC | 8.06% | Reduce -2.0% | 5,720,442 | $266.5M |
| Creative Planning | 0.17% | Reduce -1.7% | 5,039,285 | $234.8M |
| Focus Partners Advisor Solutions, LLC | 2.65% | Add +22.7% | 4,636,422 | $216.0M |
| HighTower Advisors, LLC | 0.23% | Reduce -0.6% | 4,531,643 | $211.1M |
| TCI Wealth Advisors, Inc. | 8.53% | Add +9.2% | 3,319,491 | $154.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.56% | Add +6.1% | 3,058,248 | $142.5M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Reduce -3.0% | 2,702,280 | $130.2M |
| Cerity Partners LLC | 0.17% | Reduce -1.5% | 2,476,371 | $115.4M |
| Modera Wealth Management, LLC | 1.18% | Reduce -2.1% | 2,194,706 | $102.3M |
| Maseco LLP | 4.12% | Reduce -0.2% | 2,032,404 | $94.7M |
| Truepoint, Inc. | 2.06% | Reduce -0.8% | 1,966,611 | $91.6M |
| Trust Co of the South | 13.20% | Reduce -0.6% | 1,762,073 | $82.1M |
| Jackson Thornton Wealth Management, LLC | 7.70% | Add +0.1% | 1,690,520 | $81.5M |
| Raymond James Financial Inc. | 0.02% | Reduce -1.9% | 1,365,295 | $63.6M |
| LPL Financial LLC | 0.02% | Add +1.4% | 1,355,344 | $63.1M |
| Evanson Asset Management, LLC | 3.35% | Add +1.2% | 1,333,124 | $62.1M |
| Beacon Pointe Advisors, LLC | 0.43% | Add +8.5% | 1,319,434 | $61.5M |
| Choreo, LLC | 0.78% | Reduce -0.8% | 1,301,006 | $61.1M |
| Foster Group, Inc. | 1.80% | Reduce -1.5% | 1,281,493 | $59.7M |
| Beaird Harris Wealth Management, LLC | 4.07% | Reduce -0.9% | 1,269,014 | $59.1M |
| Pathstone Holdings, LLC | 0.22% | Reduce -4.8% | 1,235,981 | $57.6M |
| Forum Financial Management, LP | 0.72% | Reduce -0.8% | 1,190,941 | $55.5M |
| Sachem Hill LLC | 9.64% | Add +1.8% | 1,064,945 | $49.6M |
| Triune Financial Partners, LLC | 10.82% | Add +0.6% | 947,622 | $46.3M |
| Porter White Investment Advisors, Inc. | 18.60% | Add +0.9% | 973,576 | $45.4M |
| Team Hewins, LLC | 14.58% | Reduce -1.5% | 971,148 | $45.2M |
| Monograph Wealth Advisors, LLC | 4.43% | Add +1.8% | 968,443 | $45.1M |
| Parkwoods Wealth Partners, LLC | 12.92% | Add +2.0% | 942,335 | $43.9M |
| TFC Financial Management, Inc. | 5.36% | Reduce -1.6% | 917,022 | $42.7M |
| Heritage Investment Group, Inc. | 6.17% | Reduce -5.4% | 870,598 | $40.6M |
| Guardian Wealth Management, LLC | 12.63% | — | 855,118 | $39.8M |
| Smartleaf Asset Management LLC | 1.47% | Add +1935.2% | 826,929 | $38.8M |
| Keb Asset Management, LLC | 7.82% | Add +4.4% | 828,285 | $38.6M |
| Sax Wealth Advisors, LLC | 1.78% | Reduce -2.2% | 813,382 | $37.9M |
| Disciplined Equity Management, Inc. | 19.37% | Add +3.8% | 802,309 | $37.4M |
| Earned Wealth Advisors, LLC | 2.63% | Add +49.5% | 797,379 | $37.1M |
| Wescott Financial Advisory Group, LLC | 3.13% | Reduce -9.4% | 770,002 | $35.9M |
| Timonier Family Office, LTD. | 11.32% | Reduce -2.9% | 765,891 | $35.7M |
| Dixon Fnancial Services, Inc. | 15.72% | Reduce -0.5% | 760,873 | $35.4M |
| Planning Center, Inc. | 3.61% | Reduce -5.1% | 758,134 | $35.3M |
| Apella Capital, LLC | 0.68% | Reduce -10.2% | 738,218 | $34.4M |
| Tillman Hartley LLC | 8.60% | Reduce -1.7% | 735,476 | $34.3M |
| Mission Wealth Management, LP | 0.68% | Add +20.1% | 719,062 | $33.5M |
| Aspiriant, LLC | 0.96% | Reduce -1.0% | 718,099 | $33.5M |
| Allworth Financial LP | 0.14% | Reduce -1.2% | 716,744 | $33.4M |
| Wealth Architects, LLC | 2.98% | Reduce -0.4% | 710,843 | $33.1M |
| Wealth Management Nebraska | 3.78% | Reduce -0.7% | 708,882 | $33.0M |
| Richard Young Associates, Ltd. | 25.63% | — | 704,459 | $32.8M |
| Cardiff Park Advisors, LLC | 2.61% | Reduce -8.3% | 680,592 | $31.7M |
| Heritage Wealth Management, Inc./Texas | 13.66% | Reduce -0.5% | 675,745 | $31.5M |
| Mariner, LLC | 0.04% | Reduce -5.5% | 669,616 | $31.2M |
| Root Financial Partners, LLC | 1.60% | Reduce -34.1% | 663,011 | $30.9M |
| M Holdings Securities, Inc. | 2.20% | Add +3338.8% | 659,432 | $30.7M |
| Integrated Wealth Concepts LLC | 0.36% | Reduce -7.7% | 658,113 | $30.7M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -7.2% | 652,738 | $30.4M |
| McLean Asset Management Corp | 5.44% | Reduce -0.8% | 627,711 | $30.3M |
| Verus Financial Partners, Inc. | 2.68% | Add +2162.6% | 597,541 | $29.1M |
| Three Arch Wealth Management LLC | 5.26% | — | 602,251 | $28.1M |
| Premier Financial Group | 7.15% | Reduce -0.4% | 585,877 | $27.4M |
| Symmetry Partners, LLC | 1.62% | Reduce -6.8% | 586,045 | $27.3M |
| ShankerValleau Wealth Advisors, Inc. | 7.33% | Reduce -1.3% | 580,854 | $27.1M |
| WPWealth LLP | 4.23% | Add +8.2% | 580,288 | $27.0M |
| WorthPointe, LLC | 6.92% | Add +5.7% | 565,215 | $26.3M |
| Meritas Wealth Management, LLC | 12.63% | Reduce -2.7% | 563,721 | $26.3M |
| Moisand Fitzgerald Tamayo, LLC | 2.93% | Reduce -1.5% | 556,567 | $25.9M |
| TFO Wealth Partners, LLC | 3.88% | Add +0.3% | 556,420 | $25.9M |
| LRI Investments, LLC | 2.05% | Reduce -0.2% | 546,827 | $25.5M |
| Factor Wealth Management LTD | 5.43% | Add +18.5% | 540,018 | $25.2M |
| Petersen Hastings Wealth Advisors Inc. | 2.31% | — | 516,437 | $24.1M |
| Bayshore Asset Management, LLC | 9.77% | Add +1.6% | 513,951 | $23.9M |
| 1900 Wealth Management LLC | 1.53% | Reduce -1.4% | 513,436 | $23.9M |
| Benningfield Financial Advisors, LLC | 18.43% | Add +0.3% | 505,243 | $23.5M |
| American Investment Services, Inc. | 5.25% | Add +0.2% | 485,791 | $22.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -34.9% | 485,055 | $22.6M |
| Vise Technologies, Inc. | 0.44% | Add +1811.3% | 483,484 | $22.5M |
| Mather Group, Llc. | 0.23% | Reduce -15.5% | 483,072 | $22.5M |
| Prudent Man Investment Management, Inc. | 7.52% | Add +6.4% | 480,048 | $22.4M |
| Farther Finance Advisors, LLC | 0.24% | Add +6.5% | 477,636 | $22.3M |
| Stifel Financial Corp. | 0.02% | Reduce -0.1% | 474,029 | $22.1M |
| Legacy Financial Group, Inc. | 5.76% | Add +1.9% | 471,369 | $22.0M |
| RS Crum Inc. | 4.36% | Add +2.3% | 468,574 | $21.8M |
| Kooman & Associates | 6.46% | Add +2.5% | 468,453 | $21.8M |
| DiNuzzo Private Wealth, Inc. | 2.36% | Reduce -1.1% | 465,337 | $21.7M |
| Sequoia Financial Advisors, LLC | 0.12% | Reduce -1.1% | 451,026 | $21.0M |
| Cetera Investment Advisers | 0.02% | Add +14.0% | 447,732 | $20.9M |
| Baker Boyer National Bank | 6.23% | Reduce -2.0% | 443,276 | $20.7M |
| Dopkins Wealth Management, LLC | 8.12% | Reduce -0.7% | 426,581 | $19.9M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -1.0% | 412,531 | $19.2M |
| Claris Advisors, LLC / Mo / | 5.68% | Add +1.5% | 399,783 | $18.6M |
| Grunden Financial Advisory, Inc. | 7.23% | Add +0.4% | 397,270 | $18.5M |
| Juncture Wealth Strategies, LLC | 6.01% | Add +0.1% | 391,958 | $18.3M |
| AQR Capital Management | 0.01% | Add +23.6% | 383,830 | $17.9M |
| UBS Group AG | 0.00% | Add +8.4% | 377,861 | $17.6M |
| Confluence Wealth Services, Inc. | 0.69% | Add +8.0% | 358,022 | $16.7M |
"% of holder's portfolio" is DFUV's weight in each manager's 13F, not the share of Dimensional US Marketwide Va the manager owns.