Dimensional US Marketwide VaDFUVETF
13F holders, Q1 2026 (March 31)769holders +29
50new positions
15sold out
2famous investors
$48.53avg. 13F price*
At the end of Q1 2026, 769 institutions reported holding Dimensional US Marketwide Va (DFUV) in their 13F filings, up 29 from Q4 2025. 50 opened new positions and 15 sold out. The largest holders were Mercer Global Advisors Inc. ($2.1B), Savant Capital, LLC ($746.2M) and Focus Partners Wealth ($712.2M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional US Marketwide Va
- CUSIP
- 25434V724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $40.5M |
| Exits | 15 | $25.0M |
All 13F filers, Q4 2025 → Q1 2026: 8,074,257 shares bought and 4,220,474 shares sold, net +3,853,783 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 769 holders
| Mercer Global Advisors Inc. | 3.04% | Add +6.2% | 42,337,032 | $2.1B |
| Savant Capital, LLC | 3.61% | Reduce -2.4% | 15,398,022 | $746.2M |
| Focus Partners Wealth | 0.79% | Reduce -0.5% | 14,695,031 | $712.2M |
| Corient Private Wealth LP | 0.67% | Reduce -2.2% | 9,736,043 | $471.8M |
| Index Fund Advisors, Inc. | 12.52% | Add +0.1% | 5,738,753 | $278.1M |
| Plancorp, LLC | 7.90% | Reduce -2.8% | 5,558,959 | $277.6M |
| Northern Trust Corp. | 0.04% | Reduce -5.8% | 5,544,720 | $268.7M |
| Creative Planning | 0.16% | Reduce -1.7% | 4,952,745 | $240.0M |
| Focus Partners Advisor Solutions, LLC | 2.42% | Add +6.8% | 4,949,965 | $239.9M |
| HighTower Advisors, LLC | 0.23% | Reduce -1.4% | 4,467,375 | $216.5M |
| TCI Wealth Advisors, Inc. | 8.91% | Add +4.3% | 3,464,039 | $167.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.69% | Add +4.5% | 3,194,495 | $154.8M |
| Cerity Partners LLC | 0.17% | Add +2.3% | 2,532,792 | $122.7M |
| Modera Wealth Management, LLC | 1.27% | Reduce -0.7% | 2,179,811 | $105.6M |
| Maseco LLP | 3.07% | Reduce -0.6% | 2,021,042 | $97.9M |
| Truepoint, Inc. | 2.10% | Reduce -1.2% | 1,943,122 | $94.2M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Reduce -33.1% | 1,806,666 | $87.9M |
| Trust Co of the South | 13.46% | Reduce -2.0% | 1,727,175 | $83.7M |
| Jackson Thornton Wealth Management, LLC | 7.52% | Reduce -1.0% | 1,674,054 | $83.6M |
| Raymond James Financial Inc. | 0.02% | Add +0.6% | 1,373,581 | $66.6M |
| Beacon Pointe Advisors, LLC | 0.35% | Add +4.1% | 1,373,476 | $66.6M |
| LPL Financial LLC | 0.02% | Add +0.8% | 1,366,685 | $66.2M |
| Evanson Asset Management, LLC | 3.48% | Add +0.4% | 1,338,275 | $64.9M |
| Choreo, LLC | 0.76% | Reduce -1.7% | 1,279,108 | $62.0M |
| Foster Group, Inc. | 1.84% | Reduce -0.6% | 1,274,002 | $61.7M |
| Beaird Harris Wealth Management, LLC | 4.03% | Reduce -3.5% | 1,224,800 | $59.4M |
| Forum Financial Management, LP | 0.80% | Reduce -1.5% | 1,173,592 | $56.9M |
| Pathstone Holdings, LLC | 0.22% | Reduce -6.2% | 1,159,964 | $56.2M |
| Apella Capital, LLC | 0.81% | Add +45.6% | 1,074,939 | $54.7M |
| Allworth Financial LP | 0.22% | Add +54.0% | 1,104,019 | $53.5M |
| Sachem Hill LLC | 9.96% | Reduce -0.4% | 1,060,870 | $51.4M |
| Parkwoods Wealth Partners, LLC | 12.18% | Add +8.8% | 1,024,876 | $49.7M |
| Monograph Wealth Advisors, LLC | 4.66% | Add +4.8% | 1,014,868 | $49.2M |
| Porter White Investment Advisors, Inc. | 18.98% | Add +0.5% | 977,943 | $47.4M |
| Team Hewins, LLC | 13.89% | Reduce -0.7% | 964,366 | $46.7M |
| Triune Financial Partners, LLC | 11.02% | Add +0.9% | 956,405 | $46.3M |
| TFC Financial Management, Inc. | 5.43% | Reduce -0.9% | 909,157 | $44.1M |
| Elser Financial Planning, Inc | 2.09% | Add +12073.9% | 891,980 | $43.1M |
| Keb Asset Management, LLC | 7.88% | Add +2.5% | 849,146 | $41.1M |
| Heritage Investment Group, Inc. | 6.20% | Reduce -2.9% | 845,476 | $41.0M |
| Guardian Wealth Management, LLC | 12.40% | Reduce -1.4% | 843,510 | $40.9M |
| Smartleaf Asset Management LLC | 1.45% | Add +2.5% | 847,220 | $40.3M |
| Disciplined Equity Management, Inc. | 19.69% | Add +0.8% | 808,704 | $39.2M |
| Earned Wealth Advisors, LLC | 2.59% | Add +0.4% | 800,485 | $38.8M |
| M Holdings Securities, Inc. | 2.61% | Add +16.7% | 769,593 | $38.7M |
| Verus Financial Partners, Inc. | 3.40% | Add +25.7% | 751,341 | $37.9M |
| Sax Wealth Advisors, LLC | 1.83% | Reduce -0.2% | 812,006 | $37.8M |
| Wescott Financial Advisory Group, LLC | 3.28% | Add +0.2% | 771,747 | $37.4M |
| Integrated Wealth Concepts LLC | 0.29% | Add +15.3% | 759,047 | $36.8M |
| Dixon Fnancial Services, Inc. | 16.33% | Reduce -1.4% | 750,565 | $36.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +54.3% | 748,451 | $36.3M |
| Mariner, LLC | 0.04% | Add +8.9% | 729,224 | $35.3M |
| Factor Wealth Management LTD | 6.55% | Add +33.0% | 718,370 | $34.8M |
| Mission Wealth Management, LP | 0.72% | Reduce -0.8% | 713,110 | $34.6M |
| Tillman Hartley LLC | 8.66% | Reduce -3.3% | 711,422 | $34.5M |
| Planning Center, Inc. | 3.49% | Reduce -6.2% | 711,348 | $34.5M |
| Richard Young Associates, Ltd. | 26.13% | Add +0.8% | 710,025 | $34.4M |
| Aspiriant, LLC | 0.98% | Reduce -1.4% | 708,215 | $34.3M |
| Wealth Management Nebraska | 3.47% | Reduce -0.3% | 706,853 | $34.3M |
| Wealth Architects, LLC | 3.02% | Reduce -1.5% | 700,295 | $33.9M |
| Heritage Wealth Management, Inc./Texas | 14.25% | Add +1.8% | 687,946 | $33.3M |
| Cardiff Park Advisors, LLC | 2.49% | Reduce -5.8% | 641,341 | $31.1M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -4.2% | 625,503 | $30.3M |
| McLean Asset Management Corp | 5.21% | Reduce -2.1% | 614,532 | $29.8M |
| Three Arch Wealth Management LLC | 5.24% | Reduce -0.2% | 601,260 | $29.1M |
| WPWealth LLP | 4.45% | Add +3.5% | 600,464 | $29.1M |
| RW Investment Management LLC | 2.76% | — | 587,440 | $28.5M |
| Premier Financial Group | 4.78% | Reduce -1.9% | 574,917 | $28.0M |
| ShankerValleau Wealth Advisors, Inc. | 7.86% | Reduce -0.9% | 575,666 | $27.9M |
| Root Financial Partners, LLC | 1.29% | Reduce -13.4% | 573,822 | $27.8M |
| Farther Finance Advisors, LLC | 0.26% | Add +17.5% | 561,231 | $27.3M |
| TFO Wealth Partners, LLC | 3.68% | Add +0.5% | 559,190 | $27.1M |
| Meritas Wealth Management, LLC | 12.24% | Reduce -0.9% | 558,686 | $27.1M |
| Symmetry Partners, LLC | 1.51% | Reduce -6.8% | 546,249 | $26.5M |
| Moisand Fitzgerald Tamayo, LLC | 2.84% | Reduce -2.1% | 544,583 | $26.4M |
| LRI Investments, LLC | 2.34% | Reduce -0.5% | 544,342 | $26.4M |
| WorthPointe, LLC | 6.87% | Reduce -8.0% | 519,954 | $25.2M |
| Bayshore Asset Management, LLC | 10.00% | Add +0.8% | 518,316 | $25.1M |
| Petersen Hastings Wealth Advisors Inc. | 2.27% | Reduce -1.2% | 510,338 | $24.7M |
| 1900 Wealth Management LLC | 1.58% | Reduce -1.0% | 508,250 | $24.6M |
| Benningfield Financial Advisors, LLC | 19.38% | Add +0.3% | 506,819 | $24.6M |
| American Investment Services, Inc. | 5.19% | Reduce -1.1% | 480,336 | $23.3M |
| Stifel Financial Corp. | 0.02% | Add +1.0% | 478,562 | $23.2M |
| Mather Group, Llc. | 0.23% | Reduce -1.1% | 477,984 | $23.2M |
| RS Crum Inc. | 4.41% | Add +0.4% | 470,251 | $22.8M |
| Kooman & Associates | 6.78% | Add +0.2% | 469,310 | $22.7M |
| Legacy Financial Group, Inc. | 5.99% | Reduce -0.7% | 468,036 | $22.7M |
| Vise Technologies, Inc. | 0.44% | No change | 483,484 | $22.5M |
| Prudent Man Investment Management, Inc. | 7.52% | Reduce -0.1% | 479,619 | $22.3M |
| Cetera Investment Advisers | 0.02% | Add +2.0% | 456,868 | $22.1M |
| DiNuzzo Private Wealth, Inc. | 2.38% | Reduce -2.1% | 455,449 | $22.1M |
| AQR Capital Management | 0.01% | Add +16.1% | 445,689 | $21.6M |
| Baker Boyer National Bank | 6.44% | Reduce -0.3% | 442,147 | $21.4M |
| Sequoia Financial Advisors, LLC | 0.12% | Reduce -3.4% | 435,624 | $21.1M |
| Fischer Investment Strategies, LLC | 12.09% | New | 427,492 | $20.7M |
| UBS Group AG | 0.00% | Add +8.7% | 410,867 | $19.9M |
| Dopkins Wealth Management, LLC | 7.90% | Reduce -4.9% | 405,795 | $19.7M |
| Claris Advisors, LLC / Mo / | 5.71% | Reduce -1.4% | 394,038 | $19.1M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -6.3% | 386,382 | $18.7M |
| Confluence Wealth Services, Inc. | 0.70% | Add +3.7% | 371,306 | $18.0M |
"% of holder's portfolio" is DFUV's weight in each manager's 13F, not the share of Dimensional US Marketwide Va the manager owns.