DFUV Institutional Ownership & Shareholders
DIMENSIONAL US MARKETWIDE VA (DFUV) is currently held by 798 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.64B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of DFUV tracked by InsiderSet, reporting ownership valued at approximately $2.39B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.46B, representing an estimated gain of +3.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed DFUV value among the investors covered in this analysis. Major shareholders include Mercer Global Advisors Inc, Savant Capital, Llc, Focus Partners Wealth, and several other long-term asset managers with concentrated positions in DIMENSIONAL US MARKETWIDE VA (DFUV).
This page ranks the largest institutional DFUV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
798
Total Reported Value
$11.64B
Largest Holder
Mercer Global Advisors Inc
Largest Position
$2.39B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 2.95% | 43,369,886 | $2,385,777,428 | $2,462,542,127 | +$76,764,699 | +3.22% | |
| Savant Capital, Llc | 2.46% | 15,249,311 | $839,124,134 | $865,855,879 | +$26,731,745 | +3.19% | |
| Focus Partners Wealth | 0.80% | 14,217,663 | $782,113,662 | $807,278,905 | +$25,165,243 | +3.22% | |
| Index Fund Advisors, Inc. | 12.64% | 5,787,541 | $318,372,629 | $328,616,578 | +$10,243,949 | +3.22% | |
| Focus Partners Advisor Solutions, Llc | 2.33% | 4,999,844 | $275,041,439 | $283,891,142 | +$8,849,703 | +3.22% | |
| Northern Trust Corp | 0.03% | 4,892,951 | $269,161,234 | $277,821,758 | +$8,660,524 | +3.22% | |
| Creative Planning | 0.15% | 4,842,241 | $266,323,238 | $274,942,444 | +$8,619,206 | +3.24% | |
| Tci Wealth Advisors, Inc. | 8.70% | 3,927,882 | $216,033,487 | $223,025,140 | +$6,991,653 | +3.24% | |
| Corient Private Wealth Llc | 0.29% | 3,801,714 | $209,132,275 | $215,861,321 | +$6,729,046 | +3.22% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 2.65% | 3,523,255 | $193,779,048 | $200,050,419 | +$6,271,371 | +3.24% | |
| Plancorp, Llc | 4.35% | 3,242,114 | $178,381,110 | $184,087,233 | +$5,706,123 | +3.20% | |
| Cerity Partners Llc | 0.18% | 2,644,308 | $145,463,379 | $150,143,808 | +$4,680,429 | +3.22% | |
| Modera Wealth Management, Llc | 1.30% | 2,236,663 | $123,016,492 | $126,997,725 | +$3,981,233 | +3.24% | |
| Wealth Enhancement Advisory Services, Llc | 0.16% | 1,982,111 | $110,344,103 | $112,544,263 | +$2,200,160 | +1.99% | |
| Maseco Llp | 2.89% | 1,918,321 | $105,498,078 | $108,922,266 | +$3,424,188 | +3.25% | |
| Truepoint, Inc. | 2.18% | 1,902,222 | $104,641,222 | $108,008,165 | +$3,366,943 | +3.22% | |
| Jackson Thornton Wealth Management, Llc | 7.26% | 1,669,238 | $91,824,791 | $94,779,334 | +$2,954,543 | +3.22% | |
| Trust Co Of The South | 12.20% | 1,584,375 | $87,140,733 | $89,960,813 | +$2,820,080 | +3.24% | |
| Raymond James Financial Inc | 0.02% | 1,408,163 | $77,463,023 | $79,955,495 | +$2,492,472 | +3.22% | |
| Beacon Pointe Advisors, Llc | 0.34% | 1,342,005 | $73,823,671 | $76,199,044 | +$2,375,373 | +3.22% | |
| Lpl Financial Llc | 0.02% | 1,341,644 | $73,803,860 | $76,178,546 | +$2,374,686 | +3.22% | |
| Choreo, Llc | 0.72% | 1,276,737 | $70,220,666 | $72,493,127 | +$2,272,461 | +3.24% | |
| Foster Group, Inc. | 1.87% | 1,252,955 | $68,912,514 | $71,142,785 | +$2,230,271 | +3.24% | |
| Beaird Harris Wealth Management, Llc | 4.11% | 1,193,244 | $65,640,353 | $67,752,394 | +$2,112,041 | +3.22% | |
| Evanson Asset Management, Llc | 3.48% | 1,338,275 | $64,852,821 | $75,987,255 | +$11,134,434 | +17.17% | |
| Forum Financial Management, Lp | 0.81% | 1,129,229 | $62,107,616 | $64,117,623 | +$2,010,007 | +3.24% | |
| Apella Capital, Llc | 0.76% | 1,072,946 | $59,494,869 | $60,921,874 | +$1,427,005 | +2.40% | |
| Parkwoods Wealth Partners, Llc | 9.40% | 1,063,093 | $58,480,765 | $60,362,421 | +$1,881,656 | +3.22% | |
| Sachem Hill Llc | 10.16% | 1,048,773 | $57,682,498 | $59,549,331 | +$1,866,833 | +3.24% | |
| Monograph Wealth Advisors, Llc | 4.62% | 1,022,464 | $56,245,731 | $58,055,506 | +$1,809,775 | +3.22% | |
| Pathstone Holdings, Llc | 0.22% | 1,159,964 | $56,211,836 | $65,862,756 | +$9,650,920 | +17.17% | |
| Triune Financial Partners, Llc | 11.28% | 981,939 | $54,016,466 | $55,754,496 | +$1,738,030 | +3.22% | |
| Factor Wealth Management Ltd | 8.21% | 976,097 | $53,685,352 | $55,422,788 | +$1,737,436 | +3.24% | |
| Team Hewins, Llc | 14.32% | 951,799 | $52,358,458 | $54,043,147 | +$1,684,689 | +3.22% | |
| Verus Financial Partners, Inc. | 4.25% | 908,811 | $49,984,592 | $51,602,289 | +$1,617,697 | +3.24% | |
| Keb Asset Management, Llc | 8.02% | 900,330 | $49,527,131 | $51,120,737 | +$1,593,606 | +3.22% | |
| Tfc Financial Management, Inc. | 5.54% | 898,750 | $49,431,233 | $51,031,025 | +$1,599,792 | +3.24% | |
| Porter White Investment Advisors, Inc. | 30.30% | 888,084 | $48,844,629 | $50,425,410 | +$1,580,781 | +3.24% | |
| Smartleaf Asset Management Llc | 1.52% | 847,220 | $46,707,241 | $48,105,152 | +$1,397,911 | +2.99% | |
| Disciplined Equity Management, Inc. | 20.34% | 839,738 | $46,185,585 | $47,680,324 | +$1,494,739 | +3.24% | |
| Heritage Investment Group, Inc. | 6.18% | 836,665 | $46,024,942 | $47,505,839 | +$1,480,897 | +3.22% | |
| Elser Financial Planning, Inc | 1.99% | 824,754 | $45,361,474 | $46,829,532 | +$1,468,058 | +3.24% | |
| Earned Wealth Advisors, Llc | 2.81% | 792,213 | $43,579,618 | $44,981,854 | +$1,402,236 | +3.22% | |
| Sax Wealth Advisors, Llc | 1.24% | 791,903 | $43,554,684 | $44,964,252 | +$1,409,568 | +3.24% | |
| Guardian Wealth Management, Llc | 12.00% | 771,090 | $42,409,974 | $43,782,490 | +$1,372,516 | +3.24% | |
| Integrated Wealth Concepts Llc | 0.28% | 770,681 | $42,395,166 | $43,759,267 | +$1,364,101 | +3.22% | |
| Wescott Financial Advisory Group, Llc | 3.21% | 754,353 | $41,496,943 | $42,832,163 | +$1,335,220 | +3.22% | |
| Dixon Fnancial Services, Inc. | 16.23% | 735,886 | $40,473,717 | $41,783,607 | +$1,309,890 | +3.24% | |
| Mission Wealth Management, Lp | 0.63% | 709,857 | $39,042,117 | $40,305,680 | +$1,263,563 | +3.24% | |
| Aspiriant, Llc | 0.96% | 709,563 | $39,025,973 | $40,288,987 | +$1,263,014 | +3.24% |
Frequently asked questions about DFUV
Who are the largest institutional holders of DFUV?
The largest institutional holders of DFUV reported in the latest SEC Form 13F filings include Mercer Global Advisors Inc, Savant Capital, Llc, Focus Partners Wealth, Index Fund Advisors, Inc., and Focus Partners Advisor Solutions, Llc. InsiderSet ranks institutional holders by their latest reported DFUV position.
What is DFUV institutional ownership?
This page tracks DFUV positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL US MARKETWIDE VA (DFUV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFUV?
InsiderSet currently tracks 798 institutional managers reporting DFUV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFUV shareholders.
How much DFUV stock do institutions own?
Institutional investment managers disclosed approximately $11.64B in DFUV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFUV institutional ownership last updated?
The latest DFUV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFUV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFUV position after the reporting date.
Are institutions buying or selling DFUV?
Institutional buying and selling can be analyzed by comparing DFUV positions across consecutive 13F reporting periods. InsiderSet's DFUV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFUV ownership changes.
How has DFUV institutional ownership changed over time?
InsiderSet tracks DFUV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.