DIMENSIONAL US MARKETWIDE VA (DFUV) Institutional Shareholders
DIMENSIONAL US MARKETWIDE VA (DFUV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $11.59B in DFUV holdings during the latest filing period.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of DFUV tracked by InsiderSet, reporting ownership valued at approximately $2.37B 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 $2.47B, representing an estimated gain of +4.20% 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
787
Total Reported Value
$11.59B
Largest Holder
Mercer Global Advisors Inc
Largest Position
$2.37B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 2.96% | 43,087,169 | $2,370,225,163 | $2,469,756,527 | +$99,531,364 | +4.20% | |
| Savant Capital, Llc | 2.46% | 15,249,311 | $839,124,134 | $874,090,507 | +$34,966,373 | +4.17% | |
| Focus Partners Wealth | 0.80% | 14,217,663 | $782,113,662 | $814,956,443 | +$32,842,781 | +4.20% | |
| Index Fund Advisors, Inc. | 12.64% | 5,787,541 | $318,372,629 | $331,741,850 | +$13,369,221 | +4.20% | |
| Focus Partners Advisor Solutions, Llc | 2.33% | 4,999,844 | $275,041,439 | $286,591,058 | +$11,549,619 | +4.20% | |
| Northern Trust Corp | 0.03% | 4,892,951 | $269,161,234 | $280,463,951 | +$11,302,717 | +4.20% | |
| Hightower Advisors, Llc | 0.24% | 4,432,562 | $243,835,227 | $254,074,454 | +$10,239,227 | +4.20% | |
| Tci Wealth Advisors, Inc. | 9.63% | 4,044,731 | $222,500,660 | $231,843,981 | +$9,343,321 | +4.20% | |
| Corient Private Wealth Llc | 0.27% | 3,801,714 | $209,132,275 | $217,914,246 | +$8,781,971 | +4.20% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 2.70% | 3,355,094 | $184,563,699 | $192,313,988 | +$7,750,289 | +4.20% | |
| Plancorp, Llc | 4.35% | 3,242,114 | $178,381,110 | $185,837,974 | +$7,456,864 | +4.18% | |
| Cerity Partners Llc | 0.18% | 2,644,308 | $145,463,379 | $151,571,735 | +$6,108,356 | +4.20% | |
| Modera Wealth Management, Llc | 1.35% | 2,291,735 | $126,068,333 | $131,362,250 | +$5,293,917 | +4.20% | |
| Maseco Llp | 3.09% | 1,999,281 | $110,020,425 | $114,598,787 | +$4,578,362 | +4.16% | |
| Truepoint, Inc. | 2.18% | 1,902,222 | $104,641,222 | $109,035,365 | +$4,394,143 | +4.20% | |
| Wealth Enhancement Advisory Services, Llc | 0.17% | 1,853,369 | $101,972,380 | $106,235,111 | +$4,262,731 | +4.18% | |
| Trust Co Of The South | 13.34% | 1,722,466 | $94,753,009 | $98,731,751 | +$3,978,742 | +4.20% | |
| Jackson Thornton Wealth Management, Llc | 7.26% | 1,669,238 | $91,824,791 | $95,680,722 | +$3,855,931 | +4.20% | |
| Raymond James Financial Inc | 0.02% | 1,408,163 | $77,463,023 | $80,715,903 | +$3,252,880 | +4.20% | |
| Integrated Wealth Concepts Llc | 0.37% | 1,387,899 | $76,348,662 | $79,554,371 | +$3,205,709 | +4.20% | |
| Beacon Pointe Advisors, Llc | 0.34% | 1,342,005 | $73,823,671 | $76,923,727 | +$3,100,056 | +4.20% | |
| Lpl Financial Llc | 0.02% | 1,341,644 | $73,803,860 | $76,903,034 | +$3,099,174 | +4.20% | |
| Choreo, Llc | 0.77% | 1,283,006 | $70,578,220 | $73,541,904 | +$2,963,684 | +4.20% | |
| Foster Group, Inc. | 1.85% | 1,263,263 | $69,492,092 | $72,410,235 | +$2,918,143 | +4.20% | |
| Beaird Harris Wealth Management, Llc | 4.11% | 1,193,244 | $65,640,353 | $68,396,746 | +$2,756,393 | +4.20% | |
| Evanson Asset Management, Llc | 3.48% | 1,338,275 | $64,852,821 | $76,709,923 | +$11,857,102 | +18.28% | |
| Forum Financial Management, Lp | 0.82% | 1,159,212 | $63,768,246 | $66,446,032 | +$2,677,786 | +4.20% | |
| Apella Capital, Llc | 0.83% | 1,070,075 | $58,757,839 | $61,336,699 | +$2,578,860 | +4.39% | |
| Parkwoods Wealth Partners, Llc | 9.40% | 1,063,093 | $58,480,765 | $60,936,491 | +$2,455,726 | +4.20% | |
| Sachem Hill Llc | 10.24% | 1,047,542 | $57,625,268 | $60,045,107 | +$2,419,839 | +4.20% | |
| Monograph Wealth Advisors, Llc | 4.62% | 1,022,464 | $56,245,731 | $58,607,636 | +$2,361,905 | +4.20% | |
| Pathstone Holdings, Llc | 0.22% | 1,159,964 | $56,211,836 | $66,489,136 | +$10,277,300 | +18.28% | |
| Triune Financial Partners, Llc | 11.28% | 981,939 | $54,016,466 | $56,284,743 | +$2,268,277 | +4.20% | |
| Team Hewins, Llc | 14.32% | 951,799 | $52,358,458 | $54,557,119 | +$2,198,661 | +4.20% | |
| Factor Wealth Management Ltd | 7.89% | 948,209 | $52,160,974 | $54,351,340 | +$2,190,366 | +4.20% | |
| Tfc Financial Management, Inc. | 5.52% | 905,753 | $49,825,479 | $51,917,762 | +$2,092,283 | +4.20% | |
| Keb Asset Management, Llc | 8.02% | 900,330 | $49,527,131 | $51,606,916 | +$2,079,785 | +4.20% | |
| Porter White Investment Advisors, Inc. | 18.78% | 886,806 | $48,783,198 | $50,831,720 | +$2,048,522 | +4.20% | |
| Elser Financial Planning, Inc | 2.11% | 882,671 | $48,555,755 | $50,594,702 | +$2,038,947 | +4.20% | |
| Smartleaf Asset Management Llc | 1.52% | 847,220 | $46,707,241 | $48,562,650 | +$1,855,409 | +3.97% | |
| Disciplined Equity Management, Inc. | 20.44% | 838,894 | $46,147,559 | $48,085,404 | +$1,937,845 | +4.20% | |
| Heritage Investment Group, Inc. | 6.18% | 836,665 | $46,024,942 | $47,957,638 | +$1,932,696 | +4.20% | |
| Verus Financial Partners, Inc. | 3.92% | 833,515 | $45,851,642 | $47,777,080 | +$1,925,438 | +4.20% | |
| Guardian Wealth Management, Llc | 12.71% | 824,333 | $45,346,583 | $47,250,768 | +$1,904,185 | +4.20% | |
| Earned Wealth Advisors, Llc | 2.81% | 792,213 | $43,579,618 | $45,409,649 | +$1,830,031 | +4.20% | |
| Wescott Financial Advisory Group, Llc | 3.21% | 754,353 | $41,496,943 | $43,239,514 | +$1,742,571 | +4.20% | |
| Dixon Fnancial Services, Inc. | 16.62% | 745,784 | $41,025,578 | $42,748,339 | +$1,722,761 | +4.20% | |
| Sax Wealth Advisors, Llc | 1.60% | 814,035 | $39,448,140 | $46,660,486 | +$7,212,346 | +18.28% | |
| Mission Wealth Management, Lp | 0.49% | 715,500 | $39,359,633 | $41,012,460 | +$1,652,827 | +4.20% | |
| Richard Young Associates, Ltd. | 25.90% | 708,429 | $38,970,684 | $40,607,150 | +$1,636,466 | +4.20% |
Frequently asked questions about DFUV
Who owns the most DFUV stock?
The largest holders of DFUV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL US MARKETWIDE VA (DFUV).
Is DFUV widely held by superinvestors?
Many widely followed stocks like DFUV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFUV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.