DFUV

Dimensional US Marketwide VaETF
UnclassifiedUSCUSIP 25434V724◍ Confluence graph
Tracked 13F Holders
725
-81 QoQ
13F Value (tracked)
$11.6B
13F Moves · latest Q
15 added
30 trimmed
Recent Filings
0

Who owns DFUV?

725 tracked 13F filers

725 tracked 13F filers disclose a position in DFUV as of the latest SEC 13F filings, a combined $11.6B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1MERCER GLOBAL ADVISORS INC /ADV
$2.1B
42.3M
+6.2%
Added · +2.5M sh
Q1 2026
2Savant Capital, LLC
$839.1M
15.2M
−1.0%
Reduced · −149K sh
Q2 2026
3Focus Partners Wealth
$712.2M
14.7M
−0.5%
Reduced · −73K sh
Q1 2026
4Corient Private Wealth LLC
$471.8M
9.7M
−2.2%
Reduced · −215K sh
Q1 2026
5Index Fund Advisors, Inc.
$318.4M
5.8M
+0.8%
Added · +49K sh
Q2 2026
6Plancorp, LLC
$277.6M
5.6M
−2.8%
Reduced · −161K sh
Q1 2026
7NORTHERN TRUST CORP
$268.7M
5.5M
−5.8%
Reduced · −341K sh
Q1 2026
8Focus Partners Advisor Solutions, LLC
$275.0M
5.0M
+1.0%
Added · +50K sh
Q2 2026
9Creative Planning
$240.0M
5.0M
−1.7%
Reduced · −87K sh
Q1 2026
10HighTower Advisors, LLC
$216.5M
4.5M
−1.4%
Reduced · −64K sh
Q1 2026
11TCI Wealth Advisors, Inc.
$222.5M
4.0M
+17%
Added · +581K sh
Q2 2026
12Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma
$184.6M
3.4M
+5.0%
Added · +161K sh
Q2 2026
13Cerity Partners LLC
$122.7M
2.5M
+2.3%
Added · +56K sh
Q1 2026
14Modera Wealth Management, LLC
$126.1M
2.3M
+5.1%
Added · +112K sh
Q2 2026
15MASECO LLP
$110.0M
2.0M
−1.1%
Reduced · −22K sh
Q2 2026
16Truepoint, Inc.
$104.6M
1.9M
−2.1%
Reduced · −41K sh
Q2 2026
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$102.0M
1.9M
+2.6%
Added · +47K sh
Q2 2026
18Trust Co of the South
$94.8M
1.7M
−0.3%
Reduced · −5K sh
Q2 2026
19JACKSON THORNTON WEALTH MANAGEMENT, LLC
$91.8M
1.7M
−0.3%
Reduced · −5K sh
Q2 2026
20Integrated Wealth Concepts LLC
$76.3M
1.4M
+83%
Added · +629K sh
Q2 2026
21RAYMOND JAMES FINANCIAL INC
$66.6M
1.4M
+0.6%
Added · +8K sh
Q1 2026
22LPL Financial LLC
$66.2M
1.4M
+0.8%
Added · +11K sh
Q1 2026
23Beacon Pointe Advisors, LLC
$73.8M
1.3M
−2.3%
Reduced · −31K sh
Q2 2026
24Evanson Asset Management, LLC
$64.9M
1.3M
+0.4%
Added · +5K sh
Q1 2026
25Evanson Financial, LLC
$72.5M
1.3M
New
+1.3M sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is DFUV being bought or sold by institutions?

Last quarter, 1 fund opened a new position in DFUV and 14 added to an existing one, while 30 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
14
funds
Reduced
30
funds
Exited
0
funds

Funds that own DFUV also own

CompanyCo-held byCombined value
APPLE INCAAPL409 funds$78.2B
MICROSOFT CORPMSFT400 funds$66.0B
AMAZON.COM INCAMZN393 funds$46.4B
NVIDIA CORPNVDA391 funds$87.3B
SS SPDR S&P 500 ETF TRUST-USSPY389 funds$13.2B
ALPHABET INC-CL AGOOGL386 funds$41.1B
JPMORGAN CHASE & COJPM378 funds$20.0B
BERKSHIRE HATHAWAY INC-CL BBRK/B374 funds$13.7B
VANGUARD TOTAL STOCK MKT ETFVTI372 funds$14.8B
VANGUARD S&P 500 ETFVOO370 funds$18.4B
ALPHABET INC-CL CGOOG368 funds$28.8B
ISHARES CORE S&P 500 ETFIVV368 funds$24.4B

Ranked by how many of DFUV's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

586 funds+165 since Q3 2024
0334667Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $6.1B · 1 values withheld

Share classes

Class13F holdersValue held
DFACmc1117 funds$34.6B
DFASmc843 funds$11.3B
DFIVmc820 funds$14.9B
DFUSmc808 funds$16.0B
DFATmc773 funds$10.9B
DFAImc763 funds$13.5B
DFUVthis pagemc725 funds$11.6B
DFAEmc657 funds$7.4B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in DFUV

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DFUV/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DFUV.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DFUV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.