DIMENSIONAL US MARKETWIDE VA (DFUV) Institutional Ownership
DFUV is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $22.81M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $21.11M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's DFUV position is now estimated to be worth approximately $23.96M, representing an estimated gain of +13.52% since the filing period.
Major shareholders tracked on this page include Sequoia Financial Advisors, Renaissance Technologies LLC, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional holding trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward DIMENSIONAL US MARKETWIDE VA (DFUV).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 2 | $22,811,280 | 470,724 |
| Q4 2025 | 1 | $21,013,306 | 451,026 |
| Q3 2025 | 1 | $20,377,720 | 455,979 |
| Q2 2025 | 2 | $16,906,625 | 399,873 |
| Q1 2025 | 1 | $16,665,559 | 404,406 |
| Q4 2024 | 1 | $15,095,712 | 368,908 |
| Q3 2024 | 1 | $12,146,049 | 291,342 |
| Q2 2024 | 1 | $11,549,880 | 294,115 |
| Q1 2024 | 2 | $12,030,080 | 313,515 |
| Q4 2023 | 1 | $11,102,711 | 298,300 |
| Q3 2023 | 2 | $10,225,314 | 312,656 |
| Q2 2023 | 2 | $10,755,227 | 334,823 |
Related DFUV Institutional Insights:
- DFUV Institutional Ownership & Insiders Activity
- DFUV Institutional Ownership & 13F Activity
- DFUV Top Institutional Shareholders
- DFUV Institutional Buying Activity
- DFUV Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- DFUV Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings