DFUV
Dimensional - US Marketwide Value ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow +13.0% ·
net new positions -14.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 628.92K | — | $28.11M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 628.92K | — | $28.11M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 628.92K | — | $28.11M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 628.92K | — | $28.11M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 628.92K | — | $28.11M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 628.92K | — | $28.11M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 628.92K | — | $28.11M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 628.92K | — | $28.11M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 310.47K | +75.1% | $13.88M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 279.84K | — | $12.51M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 279.84K | — | $12.51M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 279.84K | — | $12.51M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 279.84K | — | $12.51M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 101.18K | +12.9% | $4.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 33.24K | +277.9% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 25.89K | +5.4% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 5.68K | — | $254,063 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Renaissance Technologies | $481,992 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.