Funds holding DFA Dimensional US Marketwide Value ETF
ISIN US25434V7249 · United States
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 8.7M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Symmetry Panoramic Tax-Managed Global Equity Fund Symmetry Panoramic Trust | 172,663 | 8.7M $ | 4.96 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Symmetry Panoramic Tax-Managed Global Equity Fund Symmetry Panoramic Trust | 4.96 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 172,663 | -3.9 % |
| 2026Q1 | 1 | 0 | 179,763 | 0.0 % |
| 2025Q4 | 1 | 0 | 179,763 | 0.0 % |
| 2025Q3 | 1 | -1 | 179,763 | -68.0 % |
| 2025Q2 | 2 | +1 | 561,964 | +163.7 % |
| 2025Q1 | 1 | 0 | 213,113 | 0.0 % |
| 2024Q4 | 1 | 0 | 213,113 | -2.5 % |
| 2024Q3 | 1 | 0 | 218,573 | 0.0 % |
| 2024Q2 | 1 | 0 | 218,573 | 0.0 % |
| 2024Q1 | 1 | 0 | 218,573 | 0.0 % |
| 2023Q4 | 1 | 218,573 |
Institutional managers
762 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 42,337,032 | 2.1B $ | as of Mar 31, 2026 |
| Savant Capital, LLC | 15,398,022 | 746.2M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 14,695,031 | 712.2M $ | as of Mar 31, 2026 |
| Corient Private Wealth LLC | 9,736,043 | 471.8M $ | as of Mar 31, 2026 |
| Index Fund Advisors, Inc. | 5,738,753 | 278.1M $ | as of Mar 31, 2026 |
| Plancorp, LLC | 5,558,959 | 277.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 5,544,720 | 268.7M $ | as of Mar 31, 2026 |
| Creative Planning | 4,952,745 | 240M $ | as of Mar 31, 2026 |
| Focus Partners Advisor Solutions, LLC | 4,949,965 | 239.9M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 4,467,375 | 216.5M $ | as of Mar 31, 2026 |
| TCI Wealth Advisors, Inc. | 3,464,039 | 167.9M $ | as of Mar 31, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,194,495 | 154.8M $ | as of Mar 31, 2026 |
| Cerity Partners LLC | 2,532,792 | 122.7M $ | as of Mar 31, 2026 |
| Modera Wealth Management, LLC | 2,179,811 | 105.6M $ | as of Mar 31, 2026 |
| MASECO LLP | 2,021,042 | 97.9M $ | as of Mar 31, 2026 |
| Truepoint, Inc. | 1,943,122 | 94.2M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,806,666 | 87.9M $ | as of Mar 31, 2026 |
| Trust Co of the South | 1,727,175 | 83.7M $ | as of Mar 31, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1,674,054 | 83.6M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 1,373,581 | 66.6M $ | as of Mar 31, 2026 |
| Beacon Pointe Advisors, LLC | 1,373,476 | 66.6M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,366,685 | 66.2M $ | as of Mar 31, 2026 |
| Evanson Asset Management, LLC | 1,338,275 | 64.9M $ | as of Mar 31, 2026 |
| CHOREO, LLC | 1,279,108 | 62M $ | as of Mar 31, 2026 |
| Foster Group, Inc. | 1,274,002 | 61.7M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding DFA Dimensional US Marketwide Value ETF". https://titelia.com/en/stocks/dfa-dimensional-us-marketwide-value-etf-US25434V7249