DIMENSIONAL US MARKETWIDE VA (DFUV) Institutional Ownership Changes & 13F Activity
DIMENSIONAL US MARKETWIDE VA (DFUV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Corient Private Wealth Llc, Mercer Global Advisors Inc, Two Sigma Investments, Lp, Mai Capital Management, and Wny Asset Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -66,976 | -8.9% | 681,475 | $37.49M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +4,463 | +103.3% | 8,783 | $483.15K | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +396 | +0.3% | 118,784 | $6.53M | Q2 2026 | Sep 23, 2026 |
| Premier Financial Group | Sell | -8,056 | -1.4% | 566,861 | $31.18M | Q2 2026 | Sep 21, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -604 | -0.5% | 129,342 | $7.12M | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +11,634 | +1.5% | 770,681 | $42.40M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +12,521 | +42.7% | 41,844 | $2.30M | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +106,428 | — | 106,428 | $5.85M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -5,934,329 | -61.0% | 3,801,714 | $209.13M | Q2 2026 | Aug 27, 2026 |
| Tobias Financial Advisors, Inc. | Sell | -4,080 | -2.0% | 201,189 | $11.07M | Q2 2026 | Aug 25, 2026 |
| Gill Capital Partners, Llc | Sell | -760 | -79.6% | 195 | $10.73K | Q2 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Sell | -7 | -0.0% | 17,959 | $987.94K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +1,032,854 | +2.4% | 43,369,886 | $2.39B | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -382 | -91.4% | 36 | $1.98K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -31,471 | -2.3% | 1,342,005 | $73.82M | Q2 2026 | Aug 18, 2026 |
| Concorde Asset Management, Llc | Buy | +4,511 | — | 4,511 | $248.15K | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +1,898 | — | 1,898 | $104.41K | Q2 2026 | Aug 18, 2026 |
| Rb Capital Management, Llc | Buy | +1 | +0.0% | 8,599 | $473.05K | Q2 2026 | Aug 18, 2026 |
| Wny Asset Management, Llc | Buy | +122,084 | — | 122,084 | $6.72M | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +5,719 | — | 5,719 | $314.60K | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Sell | -2,000 | -5.5% | 34,672 | $1.91M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -1,624 | -1.5% | 103,633 | $5.71M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +636 | +3.1% | 20,938 | $1.15M | Q2 2026 | Aug 17, 2026 |
| Switchpoint Financial Planning, Llc | Buy | +164 | +0.2% | 97,249 | $5.35M | Q2 2026 | Aug 17, 2026 |
| E-Wealth Partners, Llc | Sell | -137 | -1.6% | 8,295 | $456.33K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -86 | -0.2% | 41,508 | $2.28M | Q2 2026 | Aug 17, 2026 |
| Two Sigma Investments, Lp | Buy | +383,500 | — | 383,500 | $21.10M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +134,352 | +69.0% | 329,154 | $18.11M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +117,577 | +26.4% | 563,266 | $30.99M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +111,516 | +4.4% | 2,644,308 | $145.46M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about DFUV activity
Which institutional owners are buying DFUV?
Institutional owners buying DFUV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DFUV activity?
"Buy" means an investor increased their reported position in DFUV compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL US MARKETWIDE VA (DFUV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DFUV increasing?
Institutional interest in DFUV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.