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 quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$22,811,280470,724
Q4 20251$21,013,306451,026
Q3 20251$20,377,720455,979
Q2 20252$16,906,625399,873
Q1 20251$16,665,559404,406
Q4 20241$15,095,712368,908
Q3 20241$12,146,049291,342
Q2 20241$11,549,880294,115
Q1 20242$12,030,080313,515
Q4 20231$11,102,711298,300
Q3 20232$10,225,314312,656
Q2 20232$10,755,227334,823