Who Owns DIMENSIONAL ETF TRUST US MKTWI (DFUV)? -- Institutional Holders (2026-03-31)
775 institutions reported holding $10.92B of DIMENSIONAL ETF TRUST US MKTWI (DFUV) in SEC 13F filings for 2026-03-31. Largest institutional holders: MERCER GLOBAL ADVISORS INC /ADV ($2.05B), Savant Capital, LLC ($746.2M), Focus Partners Wealth ($712.2M), Corient Private Wealth LLC ($471.8M), Index Fund Advisors, Inc. ($278.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $2.05B | 42.3M | Added |
| 2 | Savant Capital, LLC | $746.2M | 15.4M | Trimmed |
| 3 | Focus Partners Wealth | $712.2M | 14.7M | Trimmed |
| 4 | Corient Private Wealth LLC | $471.8M | 9.7M | Trimmed |
| 5 | Index Fund Advisors, Inc. | $278.1M | 5.7M | Added |
| 6 | Plancorp, LLC | $277.6M | 5.6M | Trimmed |
| 7 | NORTHERN TRUST CORP | $268.7M | 5.5M | Trimmed |
| 8 | Creative Planning | $240.0M | 5.0M | Trimmed |
| 9 | Focus Partners Advisor Solutions, LLC | $239.9M | 4.9M | Added |
| 10 | HighTower Advisors, LLC | $216.5M | 4.5M | Trimmed |
| 11 | TCI Wealth Advisors, Inc. | $167.9M | 3.5M | Added |
| 12 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $154.8M | 3.2M | Added |
| 13 | Cerity Partners LLC | $122.7M | 2.5M | Added |
| 14 | Modera Wealth Management, LLC | $105.6M | 2.2M | Trimmed |
| 15 | MASECO LLP | $97.9M | 2.0M | Trimmed |
| 16 | Truepoint, Inc. | $94.2M | 1.9M | Trimmed |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $87.9M | 1.8M | Trimmed |
| 18 | Trust Co of the South | $83.7M | 1.7M | Trimmed |
| 19 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | $83.6M | 1.7M | Trimmed |
| 20 | RAYMOND JAMES FINANCIAL INC | $66.6M | 1.4M | Added |
| 21 | Beacon Pointe Advisors, LLC | $66.6M | 1.4M | Added |
| 22 | LPL Financial LLC | $66.2M | 1.4M | Added |
| 23 | Evanson Asset Management, LLC | $64.9M | 1.3M | Added |
| 24 | CHOREO, LLC | $62.0M | 1.3M | Trimmed |
| 25 | Foster Group, Inc. | $61.7M | 1.3M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31