Who Owns Dimensional - US Marketwide Value ETF (DFUV)?Hedge Fund & Institutional Holders

$48.86+0.39 (+0.80%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -3

Price History

$36.25$39.87$43.49$47.11$50.73Sep 24Jun 25Mar 26

DFUV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
MERCER GLOBAL ADVISORS INC /ADVIncreased+1.7M+$152.7B
JACKSON THORNTON WEALTH MANAGEMENT, LLCNew Position+1.7M+$81.5B
SACHEM HILL LLCNew Position+1.1M+$49.6B
Triune Financial Partners, LLCNew Position+948K+$46.3B
Porter White Investment Advisors, Inc.New Position+974K+$45.4B
TFC Financial Management, Inc.New Position+917K+$42.7B
Heritage Investment Group, Inc.New Position+871K+$40.6B
Smartleaf Asset Management LLCNew Position+827K+$38.0B
SAX WEALTH ADVISORS, LLCNew Position+813K+$37.9B
Disciplined Equity Management, Inc.New Position+802K+$37.4B
EARNED WEALTH ADVISORS, LLCNew Position+797K+$37.1B
Wescott Financial Advisory Group, LLCNew Position+770K+$35.9B
Timonier Family Office, LTD.New Position+766K+$35.7B
Planning Center, Inc.New Position+758K+$35.3B
ASPIRIANT, LLCNew Position+718K+$33.5B

DFUV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Plancorp, LLCDecreased-116K-$260.6B
Creative PlanningDecreased-89K-$229.2B
HighTower Advisors, LLCDecreased-26K-$203.5B
CHOREO, LLCDecreased-10K-$58.5B
Willow Creek Wealth Management Inc.Closed Position-1.1M-$48.3B
Allworth Financial LPDecreased-8K-$32.4B
Integrated Wealth Concepts LLCDecreased-55K-$31.9B
Mariner, LLCDecreased-39K-$31.6B
RW Investment Management LLCClosed Position-616K-$27.5B
Financial Engines Advisors L.L.C.Decreased-4K-$18.6B
Dynamic Advisor Solutions LLCDecreased-94K-$16.9B
McMill Wealth ManagementDecreased-361K-$15.5B
Larson Financial Group LLCDecreased-5K-$14.6B
MAI Capital ManagementDecreased-25K-$9.9B
Strategic Investment Solutions, Inc. /ILClosed Position-146K-$6.5B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV39,863,226$1.9T2830.75%Share
2Focus Partners Wealth14,767,787$688.0B784.11%Share
3NORTHERN TRUST CORP4,913,636$228.0B29.07%Share
4MASECO LLP2,032,404$94.7B4.12%Share
5Truepoint, Inc.1,966,611$91.6B2.06%Share
6Trust Co of the South1,710,185$79.7B12.81%Share
7JACKSON THORNTON WEALTH MANAGEMENT, LLC1,447,497$69.8B6.59%Share
8Evanson Asset Management, LLC1,333,124$62.1B3.35%Share
9Foster Group, Inc.1,281,493$59.7B1.80%Share
10Beaird Harris Wealth Management, LLC1,269,014$59.1B4.07%Share
11RAYMOND JAMES FINANCIAL INC1,234,245$57.0B17.73%Share
12SACHEM HILL LLC1,064,945$49.6B9.64%Share
13Triune Financial Partners, LLC947,622$46.3B10.82%Share
14Porter White Investment Advisors, Inc.973,576$45.4B18.60%Share
15Team Hewins, LLC971,148$45.2B14.58%Share
16MONOGRAPH WEALTH ADVISORS, LLC968,443$45.1B4.43%Share
17NORTHERN TRUST CORP971,610$45.0B5.74%Share
18Parkwoods Wealth Partners, LLC942,335$43.9B12.92%Share
19TFC Financial Management, Inc.917,022$42.7B5.36%Share
20Heritage Investment Group, Inc.870,598$40.6B6.17%Share
21KEB ASSET MANAGEMENT, LLC828,285$38.6B7.82%Share
22Smartleaf Asset Management LLC826,929$38.0B1.44%Share
23SAX WEALTH ADVISORS, LLC813,382$37.9B1.78%Share
24Disciplined Equity Management, Inc.802,309$37.4B19.37%Share
25EARNED WEALTH ADVISORS, LLC797,379$37.1B3.96%Share
26Wescott Financial Advisory Group, LLC770,002$35.9B3.13%Share
27Timonier Family Office, LTD.765,891$35.7B11.32%Share
28DIXON FNANCIAL SERVICES, INC.760,873$35.4B15.72%Share
29Planning Center, Inc.758,134$35.3B3.61%Share
30ASPIRIANT, LLC718,099$33.5B0.96%Share
31Wealth Architects, LLC710,843$33.1B2.98%Share
32Wealth Management Nebraska708,882$33.0B3.78%Share
33CARDIFF PARK ADVISORS, LLC680,592$31.7B2.60%Share
34Heritage Wealth Management, Inc./Texas675,745$31.5B13.66%Share
35Root Financial Partners, LLC663,011$30.9B1.58%Share
36McLean Asset Management Corp627,711$30.3B5.44%Share
37COMMONWEALTH EQUITY SERVICES, LLC652,738$30.0B39.99%Share
38Premier Financial Group585,877$27.4B7.15%Share
39ShankerValleau Wealth Advisors, Inc.580,854$27.1B7.33%Share
40WPWealth LLP580,288$27.0B4.23%Share
41WorthPointe, LLC565,215$26.3B6.92%Share
42Meritas Wealth Management, LLC563,721$26.3B12.63%Share
43LRI Investments, LLC546,827$25.5B2.06%Share
44CLUNE & ASSOCIATES, LTD.540,018$25.2B5.43%Share
45BAYSHORE ASSET MANAGEMENT, LLC513,951$23.9B9.77%Share
461900 WEALTH MANAGEMENT LLC513,436$23.9B1.53%Share
47BENNINGFIELD FINANCIAL ADVISORS, LLC505,243$23.5B18.42%Share
48Prudent Man Investment Management, Inc.479,619$22.3B7.51%Share
49Farther Finance Advisors, LLC477,636$22.3B238.42%Share
50Vise Technologies, Inc.483,484$22.0B431.03%Share

DFUV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025710$5.9T+364
Q3 2025346$5.8T-272
Q2 2025618$7.0T-30
Q1 2025648$8.6T+135
Q4 2024513$646.6T+127
Q3 2024386$2625.1T+7
Q2 2024379$2115.9T+18
Q1 2024361$1883.8T—

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As of Q4 2025, 50 institutional investors hold DFUV (Dimensional - US Marketwide Value ETF). The largest holder is MERCER GLOBAL ADVISORS INC /ADV with $1.9T in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own DFUV?

As of Q4 2025, 50 institutional investors report holding DFUV (Dimensional - US Marketwide Value ETF) in their 13F filings.

Who is the largest institutional holder of DFUV?

The largest institutional holder of DFUV is MERCER GLOBAL ADVISORS INC /ADV with $1.9T in shares.

Is institutional ownership of DFUV increasing or decreasing?

This quarter, 14 institutions opened new positions in DFUV and 3 closed their positions.