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Security record · archived quarter

DFUV

Dimensional - US Marketwide Value ETF · Financial Services · Asset Management

57.32 -0.1% mkt cap $15.80B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
5Tracked holders
0Δ holders
311.67KShares held
$13.18MReported value
+1New positions
−1Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 61 +10 91.50M $5.03B +11 −1
Q1 2026 52 -1 96.73M $4.69B +1 −2
Q4 2025 52 -2 105.07M $4.90B −2
Q3 2025 7 -1 1.39M $61.91M −1
Q2 2025 5 0 311.67K $13.18M +1 −1
Q1 2025 3 +2 119.53K $4.93M +2
Q4 2024 1 -1 67.66K $2.77M −1
Q3 2024 2 -1 68.19K $2.84M +1 −2
Q2 2024 3 51.38K $2.02M
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 AQR Capital Management 177.30K +73.7% $7.50M 0.0% ▲ Add 5 SEC ↗
2 Fidelity (FMR) 89.61K $3.79M 0.0% n/c 1 SEC ↗
3 BlackRock (passive) 24.57K $1.04M 0.0% n/c 1 SEC ↗
4 Renaissance Technologies 11.40K New $481,992 0.0% New 1 SEC ↗
5 Citadel Advisors 8.80K +0.1% $371,937 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Renaissance Technologies $481,992 0.0%

Exited

Fisher Asset Management $356,243 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 759 holders, 224.64M shares, $10.81B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2025 · Methodology · Get this via the API