Who owns Dimensional - US Marketwide Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFUV from SEC Form 13F filings across 802 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 802 institutions disclosed 218.5M shares of Dimensional - US Marketwide Value ETF worth $12.02B — about 79.3% of shares outstanding; the largest disclosed holder is MERCER GLOBAL ADVISORS INC /ADV. Source: SEC Form 13F filings, parsed by EvidInvest.
802
13F holders
$12.02B
value, 2026 filers
79.3%
of shares outstanding (218.5M sh)
85
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DFUV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 43.4M | $2.39B | 2.9% | 15.7% | +2.4% |
| 2 | Savant Capital, LLC | 15.2M | $839.1M | 2.5% | 5.5% | -1.0% |
| 3 | Focus Partners Wealth | 14.2M | $782.1M | 0.8% | 5.2% | -3.2% |
| 4 | Index Fund Advisors, Inc. | 5.8M | $318.4M | 12.6% | 2.1% | +0.9% |
| 5 | Focus Partners Advisor Solutions, LLC | 5.0M | $275.0M | 2.3% | 1.8% | +1.0% |
| 6 | NORTHERN TRUST CORP | 4.9M | $269.2M | 0.0% | 1.8% | -11.8% |
| 7 | Creative Planning | 4.9M | $267.6M | 0.2% | 1.8% | -1.8% |
| 8 | HighTower Advisors, LLC | 4.4M | $243.8M | 0.2% | 1.6% | -0.8% |
| 9 | TCI Wealth Advisors, Inc. | 4.0M | $222.5M | 9.6% | 1.5% | +16.8% |
| 10 | Corient Private Wealth LP | 3.8M | $209.1M | 0.3% | 1.4% | -61.0% |
| 11 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.4M | $184.6M | 2.7% | 1.2% | +5.0% |
| 12 | Plancorp, LLC | 3.2M | $178.4M | 4.4% | 1.2% | -41.7% |
| 13 | Cerity Partners LLC | 2.6M | $145.5M | 0.2% | 1% | +4.4% |
| 14 | Modera Wealth Management, LLC | 2.3M | $126.1M | 1.3% | 0.8% | +5.1% |
| 15 | MASECO LLP | 2.0M | $110.0M | 3.1% | 0.7% | -1.1% |
| 16 | Truepoint, Inc. | 1.9M | $104.6M | 2.2% | 0.7% | -2.1% |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.9M | $102.0M | 0.2% | 0.7% | +2.6% |
| 18 | Trust Co of the South | 1.7M | $94.8M | 13.3% | 0.6% | -0.3% |
| 19 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1.7M | $91.8M | 7.3% | 0.6% | -0.3% |
| 20 | RAYMOND JAMES FINANCIAL INC | 1.4M | $77.5M | 0.0% | 0.5% | +2.5% |
| 21 | Beacon Pointe Advisors, LLC | 1.3M | $73.8M | 0.3% | 0.5% | -2.3% |
| 22 | LPL Financial LLC | 1.3M | $73.8M | 0.0% | 0.5% | -1.8% |
| 23 | Evanson Financial, LLCNEW | 1.3M | $72.5M | 3.5% | 0.5% | new |
| 24 | CHOREO, LLC | 1.3M | $70.6M | 0.8% | 0.5% | +0.3% |
| 25 | Foster Group, Inc. | 1.3M | $69.5M | 1.8% | 0.5% | -0.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.