DFUV
ETF

Dimensional US Marketwide Value ETF

US MKTWIDE VALUE As of Jun 30, 2026 CUSIP 25434V724
Institutional Holders
810
Total Held Value
$11.97B
Total Exact Shares
217.66M
Largest Holder
Mercer Global Advisors
43.37M shares • $2.39B
Reported Holders810
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 Mercer Global Advisors $2.39B 2.9% +2.4% 43.37M Jun 30, 2026
2 Savant Capital $839.1M 2.5% -1.0% 15.25M Jun 30, 2026
3 Focus Partners Wealth $782.1M 0.8% -3.2% 14.22M Jun 30, 2026
4 Index Fund Advisors $318.4M 12.6% +0.9% 5.79M Jun 30, 2026
5 Focus Partners Advisor Solutions $275.0M 2.3% +1.0% 5.00M Jun 30, 2026
6 Northern Trust $269.2M <0.1% -11.8% 4.89M Jun 30, 2026
7 Creative Planning $267.6M 0.2% -1.8% 4.87M Jun 30, 2026
8 HighTower Advisors $243.8M 0.2% -0.8% 4.43M Jun 30, 2026
9 TCI Wealth Advisors $222.5M 9.6% +16.8% 4.04M Jun 30, 2026
10 Corient Private Wealth $209.1M 0.3% -61.0% 3.80M Jun 30, 2026
11 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filing dated Sep 30, 2026
 $193.8M 2.6% +5.0% 3.52M Sep 30, 2026
12 Plancorp $178.4M 4.4% -41.7% 3.24M Jun 30, 2026
13 Cerity Partners $145.5M 0.2% +4.4% 2.64M Jun 30, 2026
14 Modera Wealth Management
Filing dated Sep 30, 2026
 $123.0M 1.3% -2.4% 2.24M Sep 30, 2026
15 Wealth Enhancement Advisory Services
Filing dated Sep 30, 2026
 $110.3M 0.2% +6.9% 1.98M Sep 30, 2026
16 Maseco
Filing dated Sep 30, 2026
 $105.5M 2.9% -4.0% 1.92M Sep 30, 2026
17 Truepoint $104.6M 2.2% -2.1% 1.90M Jun 30, 2026
18 Jackson Thornton Wealth Management $91.8M 7.3% -0.3% 1.67M Jun 30, 2026
19 Trust Co. of the South
Filing dated Sep 30, 2026
 $87.1M 12.2% -8.0% 1.58M Sep 30, 2026
20 Raymond James Financial $77.5M <0.1% +2.5% 1.41M Jun 30, 2026
Exited in Latest Filing26
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.