DFUV institutional holders

Dimensional US Marketwide Value ETF · 831 reporting institutions · $12.2B reported value

Funds that can replace DFUV · DFUV return decomposition

Institutional holdings

Institutions reporting DFUV, largest first
InstitutionReported positionAdvisors at firmReport period
Mercer Global Advisors Inc /adv$2.4B02026-06-30
Savant Wealth Management$839.1M4052026-06-30
Focus Partners Wealth$782.1M1,0482026-06-30
Index Fund Advisors, Inc.$318.4M182026-06-30
Focus Partners Advisor Solutions, LLC$275M422026-06-30
Northern Trust Corp$269.2M02026-06-30
Creative Planning$267.6M1,1712026-06-30
Hightower Advisors, LLC$243.8M1,0462026-06-30
Tci Wealth Advisors, Inc.$222.5M462026-06-30
Corient Private Wealth LP$209.1M6742026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$184.6M02026-06-30
Plancorp, LLC$178.4M522026-06-30
Cerity Partners LLC$145.5M7772026-06-30
Modera Wealth Management, LLC$126.1M1352026-06-30
Maseco LLP$110M82026-06-30
Truepoint, Inc.$104.6M402026-06-30
Wealth Enhancement Advisory Services, LLC$102M1,0262026-06-30
Trust Co of the South$94.8M02026-06-30
Jackson Thornton Wealth Management, LLC$91.8M92026-06-30
Raymond James Financial Inc$77.5M02026-06-30
Integrated Wealth Concepts LLC$76.3M4802026-06-30
Beacon Pointe Advisors, LLC$73.8M4662026-06-30
Lpl Financial LLC$73.8M23,4582026-06-30
Evanson Financial, LLC$72.5M42026-06-30
Choreo, LLC$70.6M1482026-06-30
Foster Group, Inc.$69.5M582026-06-30
Beaird Harris Wealth Management, LLC$65.6M182026-06-30
Evanson Asset Management, LLC$64.9M02026-03-31
Forum Financial Management, LP$63.8M1162026-06-30
Pathstone Holdings, LLC$62.4M02026-06-30
Apella Capital, LLC$58.8M1042026-06-30
Parkwoods Wealth Partners, LLC$58.5M312026-06-30
Sachem Hill LLC$57.6M42026-06-30
Monograph Wealth Advisors, LLC$56.2M102026-06-30
Triune Financial Partners, LLC$54M162026-06-30
Team Hewins, LLC$52.4M232026-06-30
Factor Wealth Management$52.2M52026-06-30
Tfc Financial Management, Inc.$49.8M122026-06-30
Keb Asset Management, LLC$49.5M142026-06-30
Porter White Investment Advisors, Inc.$48.8M52026-06-30
Elser Financial Planning, Inc.$48.6M132026-06-30
Willow Creek Wealth Management Inc.$48.3M102025-09-30
Smartleaf Asset Management LLC$46.7M92026-06-30
Disciplined Equity Management, Inc.$46.1M32026-06-30
Heritage Investment Group, Inc.$46M122026-06-30
Verus Financial Partners, Inc.$45.9M122026-06-30
Guardian Wealth Management, LLC$45.3M02026-06-30
Earned Wealth Advisors, LLC$43.6M462026-06-30
Timonier Family Office, Ltd.$42.4M42026-06-30
Wescott Financial Advisory Group, LLC$41.5M232026-06-30
Dixon Fnancial Services, Inc.$41M62026-06-30
Sax Wealth Advisors, LLC$39.4M422026-06-30
Mission Wealth Management, LP$39.4M1382026-06-30
Richard Young Associates, Ltd.$39M82026-06-30
Aspiriant, LLC$38.9M732026-06-30
Allworth Financial, LP$38.8M3172026-06-30
Tillman Hartley LLC$38.6M32026-06-30
Planning Center, Inc.$38.5M102026-06-30
Wealth Management$38.4M462026-06-30
Envestnet Pmc$37.5M602026-06-30
Wealth Architects, LLC$37.4M152026-06-30
Mariner, LLC$37.1M02026-06-30
Heritage Wealth Management, Inc./texas$36.7M62026-06-30
Cardiff Park Advisors, LLC$34.8M12026-06-30
McLean Asset Management Corp.$33.4M162026-06-30
Commonwealth Equity Services, LLC$33.2M2,8632026-06-30
Three Arch Wealth Management LLC$32.9M42026-06-30
Farther Finance Advisors, LLC$32M3342026-06-30
Rw Investment Management LLC$31.7M132026-06-30
Aqr Capital Management LLC$31M12026-06-30
Meritas Wealth Management, LLC$30.6M62026-06-30
Tfo Wealth Partners, LLC$30.4M362026-06-30
Wpwealth LLP$30.1M152026-06-30
Shankervalleau Wealth Advisors, Inc.$29.9M42026-06-30
Lri Investments, LLC$29.8M252026-06-30
Moisand Fitzgerald Tamayo, LLC$29.4M102026-06-30
Symmetry Partners, LLC$28.5M232026-06-30
Fischer Investment Strategies, LLC$28.3M42026-06-30
Premier Financial Group Inc$28M122026-03-31
Bayshore Asset Management, LLC$27.9M32026-06-30
Worthpointe, LLC$27.8M72026-06-30
Benningfield Financial Advisors, LLC$27.7M32026-06-30
Petersen Hastings Wealth Advisors Inc.$27.7M162026-06-30
1900 Wealth$27.4M182026-06-30
Stifel Financial Corp$26.6M02026-06-30
Mather Group, Llc.$26.1M1102026-06-30
American Investment Services, Inc.$26.1M62026-06-30
Rs Crum Inc.$25.9M62026-06-30
Cetera Investment Advisers$25.8M10,3702026-06-30
UBS Group AG$25.2M02026-06-30
Dinuzzo Private Wealth, Inc.$24.9M82026-06-30
Legacy Financial Group, Inc.$24.9M82026-06-30
Baker Boyer National Bank$24M02026-06-30
Sequoia Financial Group, LLC$23.1M2582026-06-30
Quantinno Capital Management LP$22.5M02026-06-30
Graves Light Lenhart Wealth, Inc.$22.2M82026-06-30
Dopkins Wealth Management, LLC$22.1M72026-06-30
Prudent Man Investment Management$22M32026-06-30
Confluence Wealth Services, Inc.$21.3M452026-06-30
Claris Advisors, LLC / Mo$21.2M42026-06-30
Two Sigma Investments, LP$21.1M02026-06-30
Edelman Financial Engines$20.6M7222026-06-30
Jpmorgan Chase & Co$19.7M02026-06-30
Osaic Holdings, Inc.$19.6M02026-06-30
Atlantic Union Bankshares Corp$18.8M02026-06-30
Grunden Financial Advisory, Inc.$18.5M02025-12-31
Mosaic Family Wealth Partners, LLC$18.5M192026-06-30
Juncture Wealth Strategies, LLC$18.4M102026-06-30
Pillar Financial Advisors, LLC$18.3M42026-06-30
Spire Wealth Management$18.2M32026-06-30
Mai Capital Management$18.1M3082026-06-30
Root Financial Partners, LLC$18M642026-06-30
Ruedi Wealth Management, Inc.$17.9M52026-06-30
Austin Asset$17.8M152026-06-30
Savvy Advisors, Inc.$17.7M2142026-06-30
Summit Wealth Group, LLC$17.6M02026-06-30
Financial Synergies Wealth Advisors, Inc.$17.5M172026-06-30
Bip Wealth, LLC$17.5M622026-06-30
Larson Financial Group LLC$17.3M672026-06-30
Pinney & Scofield, Inc.$17.2M32026-06-30
Onedigital Investment Advisors LLC$17.1M3862026-06-30
Squire Investment Management Company, LLC$16.4M122026-06-30
Morgan Stanley$16.3M23,1852026-06-30
Diversified Portfolios, Inc.$16M102026-06-30
Pbmares Wealth Management LLC$16M12025-09-30
Professional Financial Solutions LLC /adv$15.9M02026-06-30
Dynamic$15.8M752026-06-30
New Dimensions Wealth Management, LLC$15.8M22026-06-30
Altiora Financial Group, LLC$15.4M12026-06-30
Sterling Wealth Management, Inc.$15.1M82026-06-30
Andrews, Lucia Wealth Management LLC$14.8M12026-06-30
Frankly Finances, LLC$14.8M12026-06-30
Bridgewater Advisors Inc.$14.5M142026-06-30
Bank of Montreal /can$14.4M02026-06-30
Vise Technologies, Inc.$14.4M02026-06-30
Kestra Advisory Services, LLC$14M1,4792026-06-30
Ep Wealth Advisors, LLC$14M3382026-06-30
Lauterbach Financial Advisors, LLC$13.9M122026-06-30
Vestia Personal Wealth Advisors$13.7M222026-06-30
Wells Fargo & Company/mn$13.4M02026-06-30
Burk Holdings LLC$12.7M72026-06-30
Investmark Advisory Group LLC$12.6M112026-06-30
Sb Capital Management Inc$12.3M02025-12-31
Compound Planning, Inc.$12.3M752026-06-30
Rtd Financial Advisors, Inc.$12M202026-06-30
Jdh Wealth Management, LLC$11.7M12026-06-30
Capstone Wealth Management, LLC$11.6M72026-06-30
Walsh & Associates, LLC$11.5M92026-06-30
Versant Capital Management, Inc.$11.2M112026-06-30
Tobias Financial Advisors, Inc.$11.1M82026-06-30
Fiduciary Financial Advisors$11M512026-06-30
Rf&l Wealth Management, LLC$10.9M32026-06-30
Visionary Wealth Advisors$10.7M462026-06-30
Truist Financial Corp$10.7M02026-06-30
Jones Financial Companies LLLP$10.6M02026-06-30
Level Financial Advisors$10.5M82026-06-30
Wealthspire Advisors, LLC$10.2M2372026-06-30
Bank of America Corp /de$10.1M02026-06-30
Werba Rubin Papier Wealth Management, LLC$10.1M72026-06-30
Greenspring Advisors, LLC$10M442026-06-30
Peirce Capital Management, LLC$9.8M52026-06-30
Financial Harvest, LLC$9.5M72026-06-30
Belleair Asset Management, LLC$9.3M22026-06-30
Baker Tilly Wealth Management, LLC$9.2M262026-06-30
Strathmore Capital Advisors, Inc.$9M112026-06-30
Ariadne Wealth Management, LP$9M72026-06-30
Trunorth Capital Management, LLC$9M42026-06-30
Sprinkle Financial Consultants LLC$8.6M32026-06-30
Seneschal Advisors, LLC$8.6M32026-06-30
Weinberger Asset Management, Inc$8.5M32026-06-30
Strategic Investment Solutions, Inc. /il$8.4M102026-06-30
Woodward Financial Advisors, Inc.$8.4M62026-06-30
Royal Bank of Canada$8.3M02026-06-30
Lutz Financial Services LLC$8.2M152026-06-30
Cwm, LLC$8.1M6672026-03-31
Merit Financial Group, LLC$7.8M2952026-06-30
Kondo Wealth Advisors, Inc.$7.7M22026-06-30
Northwest Wealth Management, LLC$7.7M212026-06-30
Carsonallaria Wealth Management, Ltd.$7.6M62026-06-30
Sollinda Capital Management LLC$7.5M172026-06-30
Exencial Wealth Advisors, LLC$7.5M02026-03-31
Fmr LLC$7.5M02026-06-30
Abacus Wealth Partners, LLC$7.4M502026-06-30
Kooman & Associates$7.4M82026-06-30
Aegis Wealth Management LLC$7.3M02026-06-30
Marble Trail Advisors$7.3M42026-06-30
Jfs Wealth Advisors, LLC$7.3M332026-06-30
Captrust Financial Advisors$7.2M9622026-06-30
Hub Investment Partners, LLC$7.2M1182026-06-30
Enrich Financial Partners LLC$7.2M42026-06-30
Lam Group, Inc.$7.1M22026-06-30
Summit Portfolio Management, Ltd.$7.1M52026-03-31
Builder Investment Group Inc /adv$7M32026-06-30
Northwestern Mutual Wealth Management Co$7M02026-06-30
Bok Financial Private Wealth, Inc.$6.9M272026-06-30
Gem Asset Management, LLC$6.9M42026-06-30
Gradient Capital Advisors, LLC$6.9M52026-06-30
Wealthstream Advisors, Inc.$6.9M02025-09-30
Shearwater Capital LLC$6.8M42026-06-30
First National Bank Sioux Falls$6.8M02026-06-30
Wny Asset Management, LLC$6.7M292026-06-30
Eversource Wealth Advisors, LLC$6.6M772026-06-30
Envestnet Portfolio Solutions, Inc.$6.5M32026-06-30
Forteris Wealth Management Inc.$6.5M22026-06-30
Pfg Advisors$6.4M832026-06-30
Cherry Tree Wealth Management, LLC$6.3M92026-03-31
Simplicity Wealth, LLC$6.2M02026-06-30
Wolfstich Capital, LLC$6.1M12026-06-30
AG Asset Advisory, LLC$6M22026-06-30
Cascade Wealth Advisors, Inc$5.9M32026-06-30
Citadel Advisors LLC$5.9M02026-06-30
Cross Staff Investments Inc$5.7M32026-06-30
Fmb Wealth Management$5.7M82026-06-30
United Capital Financial Advisors, LLC$5.7M1662026-06-30
Cogent Strategic Wealth LLC$5.7M22026-06-30
Trace Wealth Advisors, LLC$5.6M12026-06-30
Kenora Financial, LLC$5.5M42026-06-30
Stratos Wealth Partners, Ltd.$5.5M3862026-06-30
Joel Isaacson & Co., LLC$5.5M152026-06-30
Verdence Capital Advisors LLC$5.5M462026-06-30
55 North Private Wealth, LLC$5.4M72026-06-30
Investment Advisory Group LLC$5.4M52026-06-30
MML Investors Services, LLC$5.4M5,1202026-06-30
Switchpoint Financial Planning, LLC$5.3M22026-06-30
US Bancorp$5.2M02026-06-30
Yeomans Consulting Group, Inc.$5.2M02025-12-31
Summit Financial Strategies, Inc.$5.2M202026-06-30
Hmv Wealth Advisors, LLC$5.1M32026-06-30
Arkadios Wealth Advisors$5.1M2262026-06-30
McCartney Wealth Management LLC$5M22026-06-30
Marshall Wace, LLP$4.9M02026-06-30
Moneta Group Investment Advisors LLC$4.9M2562026-06-30
Rockefeller Capital Management LP$4.8M3462026-06-30
TIAA-CREF Individual & Institutional Services, LLC$4.8M1,7212026-06-30
Pacific Asset Management, LLC$4.8M02026-06-30
Intelligent Financial Strategies$4.6M12026-06-30
Private Advisor Group, LLC$4.5M9272026-06-30
Tumwater Wealth Management, LLC$4.4M32026-06-30
Platform Wealth Management, LLC$4.4M112026-06-30
Blueprint Investing LLC$4.3M22026-06-30
Virtue Asset Management LLC$4.2M32026-06-30
Washington Trust Co$4.1M02026-06-30
Kilner Capital Advisors, LLC$4.1M22026-06-30
Tagstone Capital, Inc.$4.1M12026-06-30
Embree Financial Group$4.1M132026-06-30
Aspen Capital Management, LLC$4.1M102026-06-30
Axis Wealth Partners, LLC$4M72026-06-30
Vistica Wealth Advisors, LLC$4M42026-06-30
Regions Financial Corp$3.9M02026-06-30
Prospera Financial Services, Inc.$3.9M2702026-06-30

The 250 largest of 831 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30