Dimensional US Marketwide Value (DFUV) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling DFUV?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Dimensional US Marketwide Value, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on DFUV?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Dimensional US Marketwide Value.

Is institutional money flowing into DFUV?

99 institutional investors hold Dimensional US Marketwide Value (DFUV). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about DFUV?

Track institutional sentiment and conviction scores for Dimensional US Marketwide Value (DFUV) including Smart Money Verdict and position changes on HoldingsIntel.

Dimensional US Marketwide Value

DFUV·25434V724·US·etf·Unknown - Unknown

US MKTWIDE VALUE

DFUV (Dimensional US Marketwide Value) is held by 99 institutional investors as of Q4 2025. Largest holders: MERCER GLOBAL ADVISORS INC /ADV ($1.9B), Savant Capital, LLC ($735.1M), Focus Partners Wealth ($688M). Net institutional sentiment: Mixed.

Holders

Avg rating(13 Elite)

$5.5B

Total Value

45% (102)

Fund Consensus

41 buying - 51 selling

Smart Money VerdictView all

60Mixed MomentumSingle Source

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See how DFUV's score breaks down across 4 SEC sources

Held by 99 funds

13 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MERCER GLOBAL ADVISORS INC /ADV	Increased	39.9M(+4.5%)	$1.9B	2.8%	+34.83%	57
Savant Capital, LLC	Decreased	15.8M(-3.5%)	$735.1M	4.2%	+55.83%	0
Focus Partners Wealth	Increased	14.8M(+0.6%)	$688M	0.8%	+21.37%	45
Corient Private Wealth LLC	Increased	9.9M(+51.0%)	$463.4M	0.6%	+35.10%	61
NORTHERN TRUST CORP	Decreased	5.9M(-1.2%)	$274.2M	0.0%	+63.12%	0
Creative Planning	Decreased	5M(-1.7%)	$234.8M	0.2%	+52.04%	0
HighTower Advisors, LLC	Decreased	4.5M(-0.6%)	$211.1M	0.2%	+28.34%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	2.7M(-3.0%)	$130.2M	0.2%	+52.12%	0
Cerity Partners LLC	Decreased	2.5M(-1.5%)	$115.4M	0.2%	+50.73%	0
RAYMOND JAMES FINANCIAL INC	Decreased	1.4M(-1.9%)	$63.6M	0.0%	+23.57%	0
LPL Financial LLC	Increased	1.4M(+1.4%)	$63.1M	0.0%	+55.04%	30
Beacon Pointe Advisors, LLC	Increased	1.3M(+8.5%)	$61.5M	0.4%	+32.43%	38
Pathstone Holdings, LLC	Decreased	1.2M(-4.8%)	$57.6M	0.2%	+38.50%	0
Allworth Financial LP	Decreased	716,744(-1.2%)	$33.4M	0.1%	+44.77%	0
Mariner, LLC	Decreased	669,616(-5.5%)	$31.2M	0.0%	+42.00%	0
Integrated Wealth Concepts LLC	Decreased	658,113(-7.7%)	$30.7M	0.4%	+49.30%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	652,738(-7.2%)	$30.4M	0.0%	+62.46%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	485,055(-34.9%)	$22.6M	0.0%	+40.86%	0
MATHER GROUP, LLC.	Decreased	483,072(-15.5%)	$22.5M	0.2%	+40.23%	0
Farther Finance Advisors, LLC	Increased	477,636(+6.5%)	$22.3M	0.2%	+25.78%	36
STIFEL FINANCIAL CORP	Decreased	474,029(-0.1%)	$22.1M	0.0%	+39.00%	0
Sequoia Financial Advisors, LLC	Decreased	451,026(-1.1%)	$21M	0.1%	+45.00%	0
Cetera Investment Advisers	Increased	447,732(+14.0%)	$20.9M	0.0%	+33.38%	32
Financial Engines Advisors L.L.C.	Decreased	412,531(-1.0%)	$19.2M	0.0%	+33.25%	0
AQR CAPITAL MANAGEMENT LLC	Increased	383,830(+23.6%)	$17.9M	0.0%	+15.32%	34
UBS Group AG	Increased	377,861(+8.4%)	$17.6M	0.0%	+35.63%	31
OneDigital Investment Advisors LLC	Decreased	328,297(-4.0%)	$15.3M	0.1%	+29.55%	0
OSAIC HOLDINGS, INC.	Increased	317,738(+10.7%)	$14.8M	0.0%	+37.38%	31
JPMORGAN CHASE & CO	Decreased	307,572(-2.2%)	$14.3M	0.0%	+21.16%	0
MORGAN STANLEY	Increased	290,199(+3.7%)	$13.5M	0.0%	+24.18%	29
Quantinno Capital Management LP	Increased	267,614(+74.3%)	$12.5M	0.0%	+12.62%	42
EP Wealth Advisors, LLC	Decreased	259,781(-9.8%)	$12.1M	0.1%	+45.54%	0
WELLS FARGO & COMPANY/MN	Increased	246,405(+5.6%)	$11.5M	0.0%	+34.22%	29
Kestra Advisory Services, LLC	Decreased	232,424(-5.8%)	$10.8M	0.0%	+50.46%	0
JONES FINANCIAL COMPANIES LLLP	Increased	197,398(+17.3%)	$9.2M	0.0%	+19.48%	32
MAI Capital Management	Decreased	196,718(-11.3%)	$9.2M	0.1%	+70.34%	0
Wealthspire Advisors, LLC	Decreased	192,653(-5.6%)	$9M	0.1%	+22.72%	0
BANK OF AMERICA CORP /DE/	Increased	179,274(+12.5%)	$8.4M	0.0%	+20.83%	31
TRUIST FINANCIAL CORP	Decreased	153,555(-0.0%)	$7.2M	0.0%	+54.92%	0
CAPTRUST FINANCIAL ADVISORS	Increased	135,804(+1.9%)	$6.3M	0.0%	+48.81%	28
Envestnet Portfolio Solutions, Inc.	Decreased	129,988(-2.6%)	$6.1M	0.0%	+52.10%	0
ROYAL BANK OF CANADA	Decreased	124,717(-21.7%)	$5.8M	0.0%	+19.51%	0
FMR LLC	Increased	107,054(+5.8%)	$5M	0.0%	+21.39%	29
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	106,945(+0.8%)	$5M	0.0%	+41.67%	27
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Decreased	105,217(-1.0%)	$4.9M	0.0%	+61.20%	0
US BANCORP \DE\	Increased	97,493(+33.0%)	$4.5M	0.0%	+37.89%	34
MML INVESTORS SERVICES, LLC	Increased	96,305(+15.7%)	$4.5M	0.0%	+43.43%	31
Rockefeller Capital Management L.P.	Decreased	84,842(-1.1%)	$4M	0.0%	+47.84%	0
MONETA GROUP INVESTMENT ADVISORS LLC	Decreased	84,339(-1.9%)	$3.9M	0.0%	+46.56%	0
TIAA TRUST, NATIONAL ASSOCIATION	Decreased	79,399(-3.4%)	$3.7M	0.0%	+46.28%	0
REGIONS FINANCIAL CORP	Decreased	72,152(-0.1%)	$3.4M	0.0%	+65.96%	0
Cresset Asset Management, LLC	Decreased	63,888(-45.5%)	$3M	0.0%	+55.63%	0
Bank of New York Mellon Corp	Decreased	60,273(-6.7%)	$2.8M	0.0%	+55.15%	0
Aptus Capital Advisors, LLC	Increased	54,816(+0.5%)	$2.6M	0.0%	+53.04%	26
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	49,274(-0.1%)	$2.3M	0.0%	+32.00%	0
Equitable Holdings, Inc.	Increased	48,229(+4.3%)	$2.2M	0.0%	+47.92%	27
IEQ CAPITAL, LLC	Increased	47,389(+0.1%)	$2.2M	0.0%	+31.48%	26
BLAIR WILLIAM & CO/IL	Increased	45,135(+0.3%)	$2.1M	0.0%	+63.37%	26
Private Advisor Group, LLC	Increased	42,508(+30.1%)	$2M	0.0%	+47.30%	33
BROWN ADVISORY INC	Decreased	39,158(-6.5%)	$1.8M	0.0%	+62.29%	0
NewEdge Advisors, LLC	Decreased	38,365(-0.4%)	$1.8M	0.0%	+33.76%	0
COMERICA BANK	Unchanged	36,357	$1.7M	0.0%	+40.82%	0
JOHNSON INVESTMENT COUNSEL INC	Unchanged	35,976	$1.7M	0.0%	+55.31%	0
Empowered Funds, LLC	Increased	35,556(+54.8%)	$1.7M	0.0%	+14.22%	36
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	35,516(+4.2%)	$1.7M	0.0%	+27.97%	27
Baird Financial Group, Inc.	Increased	31,377(+6.7%)	$1.5M	0.0%	+35.88%	27
Merit Financial Group, LLC	Increased	30,245(+4.0%)	$1.4M	0.0%	+54.94%	26
BANK OF MONTREAL /CAN/	Decreased	27,568(-5.3%)	$1.3M	0.0%	+23.80%	0
BlackRock, Inc.	Decreased	24,532(-5.2%)	$1.1M	0.0%	+19.10%	0
&PARTNERS	Decreased	24,410(-22.7%)	$1.1M	0.0%	+20.90%	0
Orion Porfolio Solutions, LLC	Increased	23,434(+4.7%)	$1.1M	0.0%	+46.79%	26
Waverly Advisors, LLC	Increased	23,337(+44.2%)	$1.1M	0.0%	+41.84%	34
FIFTH THIRD BANCORP	Increased	22,176(+28.1%)	$1M	0.0%	+37.87%	31
Pinnacle Financial Partners, Inc.	New	20,396	$950,250	0.0%	+6.24%	35
KEYBANK NATIONAL ASSOCIATION/OH	Decreased	20,232(-0.5%)	$942,609	0.0%	+67.63%	0
Empower Advisory Group, LLC	Increased	19,762(+62.5%)	$920,712	0.0%	+31.03%	36
London & Capital Asset Management Ltd	New	19,160	$892,473	0.0%	+6.24%	34
COMMERCE BANK	Unchanged	18,832	$877,382	0.0%	+63.46%	0
BROWN BROTHERS HARRIMAN & CO	Unchanged	18,614	$867,226	0.0%	+23.45%	0
D.A. DAVIDSON & CO.	Increased	17,388(+2.5%)	$810,107	0.0%	+47.91%	25
Steward Partners Investment Advisory, LLC	Increased	16,440(+0.0%)	$765,917	0.0%	+44.48%	25
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	15,416(-18.3%)	$718,231	0.0%	+21.45%	0
AMERIPRISE FINANCIAL INC	Decreased	15,278(-0.7%)	$711,817	0.0%	+20.22%	0
FRANKLIN RESOURCES INC	Increased	13,392(+0.3%)	$623,933	0.0%	+65.38%	24
AE Wealth Management LLC	Decreased	12,916(-9.6%)	$601,756	0.0%	+33.92%	0
JANE STREET GROUP, LLC	Decreased	12,425(-76.9%)	$578,881	0.0%	+12.17%	0
Lido Advisors, LLC	Unchanged	12,455	$556,810	0.0%	+22.94%	0
Sanctuary Advisors, LLC	Unchanged	10,527	$490,453	0.0%	+22.32%	0
WHITTIER TRUST CO	Unchanged	8,232	$396,706	0.0%	+45.06%	0
CIBC Private Wealth Group LLC	Decreased	7,818(-31.5%)	$364,241	0.0%	+22.34%	0
AXXCESS WEALTH MANAGEMENT, LLC	New	7,689	$358,207	0.0%	+6.24%	33
QRG CAPITAL MANAGEMENT, INC.	Decreased	5,969(-1.1%)	$278,096	0.0%	+32.76%	0
Qube Research & Technologies Ltd	Increased	5,818(+698.1%)	$271,061	0.0%	+8.61%	38
Vident Advisory, LLC	Unchanged	5,707	$265,889	0.0%	+19.23%	0
ASSETMARK, INC	Unchanged	5,591	$260,485	0.0%	+22.03%	0
NewEdge Wealth, LLC	Unchanged	4,928	$229,596	0.0%	+22.42%	0
Russell Investments Group, Ltd.	Decreased	3,520(-46.5%)	$163,997	0.0%	+21.03%	0
M&T BANK CORP	Decreased	776(-96.7%)	$68,963	0.0%	+30.18%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	1,376	$64,108	0.0%	+6.24%	32
GOLDMAN SACHS GROUP INC	Exited	0(-100.0%)	$254,063	0.0%	+5.58%	0
CLIFFORD SWAN INVESTMENT COUNSEL LLC	Exited	0(-100.0%)	$381,563	0.0%	+58.01%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$1.5M	0.0%	+8.19%	0

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