DIMENSIONAL US MARKETWIDE VA DFUV
$54.85
+0.1% 52w: $40.62 – $55.32
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data40.6247.9755.32
Jun 20, 2025 Jul 2, 2026
Institutional holders
765
+29 QoQ
13F value
$10.95B
+1.0% QoQ
Smart-money holders
14
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$13K calls / — puts
Institutional value by quarter
Number of holders
Who owns DFUV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 42.3M | $2.05B | 3.0% | +6.2% |
| Savant Capital, LLC | Wealth advisor | 15.4M | $746.2M | 3.6% | -2.4% |
| Focus Partners Wealth | Wealth advisor | 14.7M | $712.2M | 0.8% | -0.5% |
| Corient Private Wealth LLC | Diversified mechanical | 9.7M | $471.8M | 0.7% | -51.1% |
| Index Fund Advisors, Inc. | Wealth advisor | 5.7M | $278.1M | 12.5% | +0.1% |
| Plancorp, LLC | Wealth advisor | 5.6M | $277.6M | 7.9% | -2.8% |
| NORTHERN TRUST CORP | Index provider | 5.5M | $268.7M | 0.0% | -5.8% |
| Creative Planning | Wealth advisor | 5.0M | $240.0M | 0.2% | -1.7% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 4.9M | $239.9M | 2.4% | +6.8% |
| HighTower Advisors, LLC | Diversified mechanical | 4.5M | $216.5M | 0.2% | -1.4% |
| TCI Wealth Advisors, Inc. | Wealth advisor | 3.5M | $167.9M | 8.9% | +4.4% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 3.2M | $154.8M | 2.7% | +4.5% |
| Cerity Partners LLC | Diversified mechanical | 2.5M | $122.7M | 0.2% | +2.3% |
| Modera Wealth Management, LLC | Wealth advisor | 2.2M | $105.6M | 1.3% | -0.7% |
| MASECO LLP | Wealth advisor | 2.0M | $97.9M | 3.1% | -0.6% |
| Truepoint, Inc. | Wealth advisor | 1.9M | $94.2M | 2.1% | -1.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.8M | $87.9M | 0.2% | -33.1% |
| Trust Co of the South | Wealth advisor | 1.7M | $83.7M | 13.5% | -2.0% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | Wealth advisor | 1.7M | $83.6M | 7.5% | -1.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.4M | $66.6M | 0.0% | +0.6% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 1.4M | $66.6M | 0.4% | +4.1% |
| LPL Financial LLC | Bank broker | 1.4M | $66.2M | 0.0% | +0.8% |
| Evanson Asset Management, LLC | Wealth advisor | 1.3M | $64.9M | 3.5% | +0.4% |
| CHOREO, LLC | Wealth advisor | 1.3M | $62.0M | 0.8% | -1.7% |
| Foster Group, Inc. | Wealth advisor | 1.3M | $61.7M | 1.8% | -0.6% |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 1.2M | $59.4M | 4.0% | -3.5% |
| Forum Financial Management, LP | Wealth advisor | 1.2M | $56.9M | 0.8% | -1.5% |
| Pathstone Holdings, LLC | Diversified mechanical | 1.2M | $56.2M | 0.2% | -6.2% |
| Apella Capital, LLC | Wealth advisor | 1.1M | $54.7M | 0.8% | +45.6% |
| Allworth Financial LP | Wealth advisor | 1.1M | $53.5M | 0.2% | +54.0% |
| SACHEM HILL LLC | Wealth advisor | 1.1M | $51.4M | 10.0% | -0.4% |
| Parkwoods Wealth Partners, LLC | Wealth advisor | 1.0M | $49.7M | 12.2% | +8.8% |
| MONOGRAPH WEALTH ADVISORS, LLC | Wealth advisor | 1.0M | $49.2M | 4.7% | +4.8% |
| Porter White Investment Advisors, Inc. | Wealth advisor | 977.9K | $47.4M | 19.0% | +0.4% |
| Team Hewins, LLC | Wealth advisor | 964.4K | $46.7M | 13.9% | -0.7% |
| Triune Financial Partners, LLC | Wealth advisor | 956.4K | $46.3M | 11.0% | +0.9% |
| TFC Financial Management, Inc. | Wealth advisor | 909.2K | $44.1M | 5.4% | -0.9% |
| Elser Financial Planning, Inc | Other | 892.0K | $43.1M | 2.1% | +12073.9% |
| KEB ASSET MANAGEMENT, LLC | Wealth advisor | 849.1K | $41.1M | 7.9% | +2.5% |
| Heritage Investment Group, Inc. | Wealth advisor | 845.5K | $41.0M | 6.2% | -2.9% |
| Guardian Wealth Management, LLC | Wealth advisor | 843.5K | $40.9M | 12.4% | -1.4% |
| Smartleaf Asset Management LLC | Wealth advisor | 847.2K | $40.3M | 1.5% | +2.5% |
| Disciplined Equity Management, Inc. | Wealth advisor | 808.7K | $39.2M | 19.7% | +0.8% |
| EARNED WEALTH ADVISORS, LLC | Wealth advisor | 800.5K | $38.8M | 2.6% | +0.4% |
| M Holdings Securities, Inc. | Wealth advisor | 769.6K | $38.7M | 2.6% | +16.7% |
| Verus Financial Partners, Inc. | Wealth advisor | 751.3K | $37.9M | 3.4% | +25.7% |
| SAX WEALTH ADVISORS, LLC | Wealth advisor | 812.0K | $37.8M | 1.8% | -0.2% |
| Wescott Financial Advisory Group, LLC | Wealth advisor | 771.7K | $37.4M | 3.3% | +0.2% |
| Integrated Wealth Concepts LLC | Wealth advisor | 759.0K | $36.8M | 0.3% | +15.3% |
| DIXON FNANCIAL SERVICES, INC. | Wealth advisor | 750.6K | $36.4M | 16.3% | -1.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.