As of the latest SEC filings, DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV) is held by 4 institutional funds. The largest fund shareholder is Symmetry Panoramic Tax-Managed Global Equity Fund (SPGTX), holding an estimated $8,721,208.13 in market value, representing 4.96% of its portfolio.
Funds holding DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- DFUV
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SPGTX
Symmetry Panoramic Tax-Managed Global Equity Fund
|
MF | Independent / Boutique | 4.96% | $8,721,208.13 | 172,663 | Feb 28, 2026 | Apr 29, 2026 |
|
ENDW
Cambria Endowment Style ETF
|
ETF | Independent / Boutique | 0.86% | $1,169,205.48 | 23,148 | Feb 27, 2026 | Apr 29, 2026 |
|
USEW
Cambria US EW ETF
|
ETF | Independent / Boutique | 0.31% | $555,357.45 | 10,995 | Feb 27, 2026 | Apr 29, 2026 |
|
BRES
Burney U.S. Equity Select ETF
|
ETF | Independent / Boutique | 0.02% | $122,545.18 | 2,363 | Apr 30, 2026 | Jun 29, 2026 |
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