ETF Holders

Who owns DFUV?

US large cap

Dimensional US Marketwide Value ETF · Dimensional

798 institutions reported holding DFUV, worth $12.0B, in Form 13F filings for June 30, 2026.

13F holders
798
Institutional value
$12.0B
Change from prior quarter
+11.3%
+$1.2B, with price moves
New and sold-out firms
78 / 27
229 added, 258 trimmed

Top 10 institutional holders of DFUV

FirmLocationValueSharesChange
Mercer Global Advisors Inc.Denver, CO$2.4B43,369,886+1,032,854 shares
Savant Capital, LLCRockford, IL$839.1M15,249,311−148,711 shares
Focus Partners WealthSt Louis, MO$782.1M14,217,663−477,368 shares
Index Fund Advisors, Inc.Irvine, CA$318.4M5,787,541+48,788 shares
Focus Partners Advisor Solutions, LLCSaint Louis, MO$275.0M4,999,844+49,879 shares
Northern Trust Corp.Chicago, IL$269.2M4,892,951−651,769 shares
Creative PlanningOverland Park, KS$267.6M4,865,323−87,422 shares
HighTower Advisors, LLCChicago, IL$243.8M4,432,562−34,813 shares
TCI Wealth Advisors, Inc.Tucson, AZ$222.5M4,044,731+580,692 shares
Corient Private Wealth LPMiami, FL$209.1M3,801,714−5,934,329 shares
788 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns DFUV?

798 institutional managers reported holding DFUV in Form 13F filings for June 30, 2026, worth $12.0B in total. The largest reported position was held by Mercer Global Advisors Inc., at $2.4B.

Did institutions buy or sell DFUV last quarter?

Reported 13F value rose 11.3% from March 31, 2026, which includes price moves as well as buying and selling. 78 firms reported a new position and 27 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is DFUV ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.