DFUV — DIMENSIONAL US MARKETWIDE VA
As of Q2 2026, 17 SEC-registered investment managers reported holding DFUV (DIMENSIONAL US MARKETWIDE VA) in their latest 13F filings, with a combined reported value of $433.00M across 7.87M shares. That is +5.7% by share count (+424.12K shares) versus the previous quarter, while reported value moved +20.0%. Ownership is concentrated: the five largest holders account for 84.6% of reported value and the top ten for 96.9%.
Compared with the prior quarter, 6 opened new positions, 5 added to existing stakes, 3 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Northern Trust Corp history | Q2 2026 | 4.89M | $269.16M | 0.03% | Reduce |
| AQR Capital Management history | Q2 2026 | 563.27K | $30.99M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 458.69K | $25.23M | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 383.50K | $21.10M | 0.02% | New |
| JPMorgan Chase & Co history | Q2 2026 | 357.89K | $19.73M | 0.00% | New |
| Morgan Stanley history | Q2 2026 | 296.92K | $16.33M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 242.83K | $13.36M | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 184.34K | $10.14M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | Q2 2026 | 136.23K | $7.49M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 106.43K | $5.85M | 0.00% | New |
| Marshall Wace history | Q2 2026 | 89.72K | $4.94M | 0.00% | New |
| BNY Mellon history | Q2 2026 | 54.47K | $3.00M | 0.00% | Reduce |
| PNC Financial Services history | Q2 2026 | 52.75K | $2.90M | 0.00% | Hold |
| Renaissance Technologies history | Q1 2026 | 35.10K | $1.70M | 0.00% | New |
| BlackRock Inc history | Q2 2026 | 27.98K | $1.54M | 0.00% | Add |
| D. E. Shaw & Co history | Q2 2024 | 21.81K | $856.64K | 0.00% | New |
| Franklin Resources history | Q2 2026 | 13.48K | $741.81K | 0.00% | Hold |
| Goldman Sachs Group history | Q2 2026 | 7.54K | $414.61K | 0.00% | New |
| Vanguard Group history | Q3 2024 | 5.81K | $242.09K | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 1.50K | $82.30K | 0.00% | New |
New Positions (Q2 2026)
- Two Sigma Investments 383.50K sh · $21.10M
- JPMorgan Chase & Co 357.89K sh · $19.73M
- Citadel Advisors 106.43K sh · $5.85M
- Marshall Wace 89.72K sh · $4.94M
- Goldman Sachs Group 7.54K sh · $414.61K
- Citigroup Inc 1.50K sh · $82.30K
Fully Exited (vs previous quarter)
- Renaissance Technologies sold 35.10K sh · $1.70M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Northern Trust Corp | 5.91M | 5.85M | 6.01M | 6.05M | 5.87M | 5.76M | 5.83M | 5.98M | 6.09M | 5.94M | 5.97M | 6.14M | 6.09M | 5.96M | 5.89M | 5.54M | 4.89M |
| AQR Capital Management | — | — | — | — | — | — | 9.01K | 9.01K | 11.84K | 53.52K | 67.66K | 102.10K | 177.30K | 310.47K | 383.83K | 445.69K | 563.27K |
| UBS Group AG | 135.52K | 139.07K | 140.14K | 138.13K | 136.67K | 140.89K | 169.71K | 161.79K | 242.43K | 256.12K | 258.50K | 282.14K | 328.20K | 348.56K | 377.86K | 410.87K | 458.69K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 383.50K |
| JPMorgan Chase & Co | — | — | 27.53K | 1.15K | 61.54K | 101.80K | 126.64K | 156.72K | 215.12K | 223.04K | 234.55K | 271.85K | 241.14K | 314.46K | 307.57K | — | 357.89K |
| Morgan Stanley | 56.03K | 56.14K | 62.98K | 67.80K | 79.11K | 86.71K | 95.84K | 111.14K | 116.03K | 126.85K | 190.76K | 220.81K | 266.56K | 279.84K | 290.20K | 287.13K | 296.92K |
| Wells Fargo & Co | 128.75K | 122.02K | 123.25K | 119.51K | 120.73K | 120.42K | 124.26K | 147.80K | 158.88K | 170.85K | 192.15K | 200.53K | 216.91K | 233.38K | 246.41K | 262.12K | 242.83K |
| Bank of America Corp | — | 4.85K | 2.21K | 43.05K | 57.03K | 56.52K | 47.38K | 46.62K | 44.97K | 46.13K | 116.98K | 119.45K | 158.51K | 159.37K | 179.27K | 184.48K | 184.34K |
| Fidelity Management & Research (FMR) | 63.24K | 62.11K | 61.59K | 45.77K | 38.22K | 37.32K | 36.77K | 36.67K | 36.16K | 68.16K | 82.42K | 81.94K | 89.61K | 101.18K | 107.05K | 123.53K | 136.23K |
| Citadel Advisors | — | — | — | — | — | — | — | — | — | 14.97K | — | 8.79K | 8.80K | 33.24K | — | — | 106.43K |
| Marshall Wace | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 89.72K |
| BNY Mellon | 60.89K | 60.75K | 60.75K | 66.94K | 64.17K | 59.76K | 60.06K | 59.74K | 79.93K | 74.08K | 75.11K | 72.59K | 72.06K | 64.61K | 60.27K | 60.27K | 54.47K |
| PNC Financial Services | 90.57K | 90.57K | 90.57K | 11.46K | 10.00K | 22.44K | 22.44K | 27.32K | 17.65K | 18.94K | 47.58K | 45.64K | 49.31K | 49.31K | 49.27K | 52.71K | 52.75K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | 1.35K | 1.35K | 24.57K | 25.89K | 24.53K | 26.30K | 27.98K |
| Franklin Resources | 12.60K | 12.66K | 12.71K | 12.77K | 12.84K | 12.90K | 12.95K | 13.00K | 13.06K | 13.12K | 13.17K | 13.22K | 13.29K | 13.35K | 13.39K | 13.44K | 13.48K |
| Goldman Sachs Group | — | — | — | 24.49K | — | — | 27.43K | — | 12.56K | — | — | 4.90K | — | 5.68K | — | — | 7.54K |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.50K |
| Renaissance Technologies | — | 23.20K | 20.80K | — | 23.10K | 12.10K | — | 19.40K | — | — | — | — | 11.40K | — | — | 35.10K | — |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | 21.81K | — | — | — | — | — | — | — | — |
| Vanguard Group | — | — | — | — | — | — | — | 5.18K | 5.72K | 5.81K | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details