Dimensional US Marketwide Value

DFUV • ARCA

Dimensional US Marketwide Value is an exchange-traded fund on ARCA. As of Q3 2025, 666 institutional investors hold shares in this ETF, with total holdings valued at $9.4B. MERCER GLOBAL ADVISORS INC /ADV is the largest holder with a position valued at $1.7B.

Overview

Overview of institutional ownership in DFUV as of Q3 2025

All Institutions

Institutions: 666
Value Held: $9.4B
Shares Held: 209.4M
Avg Position: $14.0M
Median Position: $1.0M

Hedge Funds

Hedge Funds: 7
Value Held: $23.5M
Shares Held: 526.2K
Avg Position: $3.4M
Median Position: $527.3K

Biggest Investors

Institutions with the largest positions in DFUV as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	Charles David Welling CEO	$1.7B 2.85% of portfolio	38.1M shares	Q2 2022 Held for 3y 6m	$59.9B
Savant Capital, LLC RIA/Wealth	Brent Raymond Brodeski CEO	$730.9M 3.87% of portfolio	16.4M shares	Q2 2022 Held for 3y 6m	$18.9B
C Colony Group, LLC Institution	-	$656.3M 1.08% of portfolio	14.7M shares	Q4 2023 Held for 2 years	$61.0B
C CI Private Wealth, LLC RIA/Wealth	Kurt Macalpine CEO	$293.8M 0.46% of portfolio	6.6M shares	Q4 2022 Held for 3 years	$63.4B
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$266.2M 0.03% of portfolio	6.0M shares	Q2 2022 Held for 3y 6m	$782.03B
Plancorp, LLC RIA/Wealth	J. Christopher Kerckhoff CEO	$260.8M 8.28% of portfolio	5.8M shares	Q2 2022 Held for 3y 6m	$3.1B
Index Fund Advisors, Inc. RIA/Wealth	Mark Thomas Hebner CEO	$260.4M 12.64% of portfolio	5.8M shares	Q2 2022 Held for 3y 6m	$2.1B
Creative Planning RIA/Wealth	Peter Alex Mallouk CEO	$229.2M 0.18% of portfolio	5.1M shares	Q2 2022 Held for 3y 6m	$130.86B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$203.7M 0.23% of portfolio	4.6M shares	Q2 2022 Held for 3y 6m	$87.7B
Buckingham Strategic Partners RIA/Wealth	Adam Lawrence Birenbaum CEO	$169.0M 1.92% of portfolio	3.8M shares	Q2 2022 Held for 3y 6m	$8.8B

Net Capital Flow

Institutional buying and selling activity for DFUV in Q3 2025

Traded: +$82.4M
Buyers: 242
Sellers: 253
Total Bought: +$390.3M
Total Sold: −$307.9M
Avg Position: $13.6M

Biggest Buyers

Institution	Net Bought	Current Position
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$91.0M +2.0M shares	$1.7B 38.1M shares
C Colony Group, LLC Institution	+$58.8M +1.3M shares	$656.3M 14.7M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$33.3M +-31.0M shares	$33.3M 744.7K shares
McMill Wealth Management Real Assets	+$31.9M +713.5K shares	$31.9M 713.5K shares
Index Fund Advisors, Inc. RIA/Wealth	+$25.0M +560.1K shares	$260.4M 5.8M shares
TCI Wealth Advisors, Inc. RIA/Wealth	+$13.4M +299.2K shares	$135.9M 3.0M shares
Savvy Advisors, Inc. RIA/Wealth	+$13.1M +292.7K shares	$13.1M 292.7K shares
BAKER TILLY FINANCIAL, LLC RIA/Wealth	+$12.8M +286.9K shares	$13.9M 310.7K shares
Parkwoods Wealth Partners, LLC RIA/Wealth	+$10.4M +232.1K shares	$41.3M 924.2K shares
M MONOGRAPH WEALTH ADVISORS, LLC RIA/Wealth	+$7.1M +159.0K shares	$42.5M 951.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
C CI Private Wealth, LLC RIA/Wealth	−$74.5M −1.7M shares	$293.8M 6.6M shares
Buckingham Strategic Partners RIA/Wealth	−$34.0M −759.5K shares	$169.0M 3.8M shares
RW Investment Management LLC RIA/Wealth	−$25.9M −579.8K shares	$27.5M 615.6K shares
Abacus Planning Group, Inc. RIA/Wealth	−$18.5M −438.0K shares	Sold Off 0 shares
Savant Capital, LLC RIA/Wealth	−$16.2M −362.2K shares	$730.9M 16.4M shares
Investmark Advisory Group LLC RIA/Wealth	−$10.4M −231.9K shares	$10.7M 238.7K shares
VSM Wealth Advisory, LLC RIA/Wealth	−$8.6M −203.1K shares	Sold Off 0 shares
M Holdings Securities, Inc. RIA/Wealth	−$7.8M −174.0K shares	$857.0K 19.2K shares
Plancorp, LLC RIA/Wealth	−$7.6M −169.6K shares	$260.8M 5.8M shares
Beacon Pointe Advisors, LLC RIA/Wealth	−$7.1M −158.6K shares	$54.3M 1.2M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DFUV in Q3 2025

New Positions: 32
New Value: $57.4M
Exited Positions: 22
Exited Value: $33.6M

New Positions

Institution	Position Value
McMill Wealth Management Real Assets	$31.9M 713.5K shares
Savvy Advisors, Inc. RIA/Wealth	$13.1M 292.7K shares
VIRTUE ASSET MANAGEMENT LLC RIA/Wealth	$3.4M 77.0K shares
V Vise Technologies, Inc. Institution	$1.1M 25.3K shares
Parkside Investments, LLC RIA/Wealth	$984.0K 22.0K shares
A Arlington Financial Advisors, LLC Institution	$800.2K 17.9K shares
Gilbert & Cook, Inc. RIA/Wealth	$666.2K 14.9K shares
F Full Sail Capital, LLC Institution	$612.4K 13.7K shares
OHE FINANCIAL INC RIA/Wealth	$596.0K 13.3K shares
CORTLAND ASSOCIATES INC/MO RIA/Wealth	$462.5K 10.4K shares

Exited Positions

Institution	Previous Position
Abacus Planning Group, Inc. RIA/Wealth	$18.5M 438.0K shares
VSM Wealth Advisory, LLC RIA/Wealth	$8.6M 203.1K shares
Fort Point Capital Partners, LLC Fund of Funds	$989.4K 23.4K shares
S SMITH CHAS P & ASSOCIATES PA CPAS Institution	$869.9K 20.6K shares
ABSOLUTE CAPITAL MANAGEMENT, LLC RIA/Wealth	$868.1K 20.5K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$721.5K 17.1K shares
Noble Family Wealth, LLC RIA/Wealth	$490.1K 11.6K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$482.0K 11.4K shares
Destination Wealth Management RIA/Wealth	$396.9K 9.4K shares
KM Capital Management Ltd. RIA/Wealth	$265.4K 6.3K shares

Options Activity

Institutions with the largest Call and Put options positions in DFUV as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DFUV as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Disciplined Equity Management, Inc. RIA/Wealth	Donald Vincent Davey Director	18.79% $34.5M	772.8K shares	Q2 2022 Held for 3y 6m	$183.8M
P Porter White Investment Advisors, Inc. RIA/Wealth	James Herbert White Chairman	18.60% $43.1M	964.9K shares	Q4 2022 Held for 3 years	$231.9M
BENNINGFIELD FINANCIAL ADVISORS, LLC RIA/Wealth	Milo Mark Benningfield Managing Partner	17.77% $22.5M	504.0K shares	Q4 2024 Held for 1 year	$126.7M
DIXON FNANCIAL SERVICES, INC. RIA/Wealth	Michael Alan Dixon President	15.57% $34.2M	764.9K shares	Q2 2022 Held for 3y 6m	$219.6M
Team Hewins, LLC RIA/Wealth	Mikhael Balachov CEO	14.88% $44.1M	986.1K shares	Q4 2022 Held for 3 years	$296.1M
Parkwoods Wealth Partners, LLC RIA/Wealth	Robert Timothy French CIO	14.09% $41.3M	924.2K shares	Q3 2024 Held for 1y 3m	$293.1M
Heritage Wealth Management, Inc./Texas RIA/Wealth	Stephen Jeffrey Coplon President	13.38% $30.3M	678.9K shares	Q4 2022 Held for 3 years	$226.8M
T Trust Co of the South Institution	-	13.14% $79.2M	1.8M shares	Q4 2023 Held for 2 years	$602.7M
Meritas Wealth Management, LLC RIA/Wealth	Tiffani Rae Clarke CFO	12.82% $25.9M	579.1K shares	Q4 2022 Held for 3 years	$201.9M
Index Fund Advisors, Inc. RIA/Wealth	Mark Thomas Hebner CEO	12.64% $260.4M	5.8M shares	Q2 2022 Held for 3y 6m	$2.1B

Hedge Fund Spotlight

Discover hedge funds investing in DFUV

HBK Sorce Advisory LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMatthew Atcheson Leffers

Portfolio Value: $4.1B
Positions: 732
Last Reported: Q3 2025

Sector Allocation

Position in Dimensional US Marketwide Value

Market Value: $225.4K
Shares Held: 5.1K
Portfolio Weight: 0.01%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$897.0M	21.96%
2 VCRB Vanguard Core Bond VCRB	ETF ETF	$680.4M	16.66%
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$464.3M	11.37%

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