DFUV

Dimensional US Marketwide Va

+$582.6M

Net Activity

Institutions Holding

758

Popularity Rank

#663

Avg Weight

1.15%

Total Value

$10.9B

Ownership Trend

758 institutions currently hold DFUV, with 279 net buyers and 267 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

267

Net Buying Institutions

279

Key Holders

Key Holders

Top 5 by Value

MG
Mercer Global Advisors INC /adv
$2.1B
SC
Savant Capital, LLC
$746.2M
FP
Focus Partners Wealth
$712.2M
CP
Corient Private Wealth LLC
$471.8M
IF
Index Fund Advisors, Inc.
$278.1M

Top 5 by Conviction

DE
Disciplined Equity Management, Inc.
19.69%
PW
Porter White Investment Advisors, Inc.
18.98%
DF
Dixon Fnancial Services, INC.
16.33%
TH
Team Hewins, LLC
13.89%
TC
Trust Co of the South
13.46%
View all 758 holding institutions

Quarterly Activity

Recent Activity

+$5.1B

Total Buy Value

$5.7B

Total Sell Value

New buy50
Trim253
Add229
Sold out14

279

Net Buyers

267

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding DIMENSIONAL US MARKETWIDE VA (DFUV)?
Major stakeholders currently include Mercer Global Advisors INC /adv ($2.1B), Savant Capital, LLC ($746.2M), Focus Partners Wealth ($712.2M). Based on the latest 13F filings, there are a total of 758 tracked investment funds and institutions maintaining positions in DFUV.
What is the overall institutional sentiment toward DFUV recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $582.6M, driven by 279 managers accumulating shares while 267 reduced their exposure.
Which institutions have been selling or reducing their DFUV positions?
In the latest period, 253 funds trimmed their holdings, and 14 managers completely exited their positions. The aggregate reported sell value was $5.7B.
Are there any notable investors adding DFUV to their portfolios?
Yes, buying activity remains notable. 50 institutions opened new positions in {ticker}, and 229 existing holders added to their shares. The total reported buy value for the quarter amounted to $5.1B.

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