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Who owns DFUVWhat DFUV owns — n/a

Who owns Dimensional - US Marketwide Value ETF?

Institutional ownership of DFUV from SEC Form 13F filings across 352 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.

352

13F holders

$7.80B

value, 2026 filers

51.6%

of shares outstanding (142.1M sh)

45

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MERCER GLOBAL ADVISORS INC /ADV43.1M$2.37B3.0%15.6%+1.8%
2Savant Capital, LLC15.2M$839.1M2.5%5.5%-1.0%
3Focus Partners Wealth14.2M$782.1M0.8%5.2%-3.2%
4Focus Partners Advisor Solutions, LLC5.0M$275.0M2.3%1.8%+1.0%
5NORTHERN TRUST CORP4.9M$269.2M0.0%1.8%-11.8%
6Creative Planning4.9M$267.6M0.2%1.8%-1.8%
7HighTower Advisors, LLC4.4M$243.8M0.2%1.6%-0.8%
8Corient Private Wealth LP3.8M$209.1M0.3%1.4%-61.0%
9Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3.4M$184.6M2.7%1.2%+5.0%
10Plancorp, LLC3.2M$178.4M4.4%1.2%-41.7%
11Cerity Partners LLC2.6M$145.5M0.2%1%+4.4%
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.9M$102.0M0.2%0.7%+2.6%
13RAYMOND JAMES FINANCIAL INC1.4M$77.5M0.0%0.5%+2.5%
14Integrated Wealth Concepts LLC1.4M$76.3M0.4%0.5%+82.8%
15LPL Financial LLC1.3M$73.8M0.0%0.5%-1.8%
16CHOREO, LLC1.3M$70.6M0.8%0.5%+0.3%
17Beaird Harris Wealth Management, LLC1.2M$65.6M4.1%0.4%-2.6%
18Pathstone Holdings, LLC1.1M$62.4M0.2%0.4%-2.3%
19Apella Capital, LLC1.1M$58.8M0.8%0.4%-0.5%
20TFC Financial Management, Inc.905,753$49.8M5.5%0.3%-0.4%
21EARNED WEALTH ADVISORS, LLC792,213$43.6M2.8%0.3%-1.0%
22MISSION WEALTH MANAGEMENT, LP715,500$39.4M0.5%0.3%+0.3%
23Allworth Financial LP704,814$38.8M0.2%0.3%-36.2%
24ENVESTNET ASSET MANAGEMENT INC681,475$37.5M0.0%0.2%-8.9%
25Wealth Architects, LLC679,197$37.4M3.0%0.2%-3.0%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.