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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

788 managers (798 13F filers) reported a position in DFUV shares at 2026-06-30, 218,349,914 shares in all. 59 filers opened a position and 27 filers sold out during the quarter.

Managers
788
13F filers
798
New
59
Added
233
Reduced
260
Sold out
27
Shares held by filers
218,349,914

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MERCER GLOBAL ADVISORS INC /ADV43,369,886$2.39B2.95%+1,032,85413F-HR/ATimeline
Focus Partners Wealthgroup of 2 filers holding19,217,507$1.06B-427,489Timeline
Savant Capital, LLC15,249,311$839M2.46%-148,71113F-HRTimeline
Index Fund Advisors, Inc.5,787,541$318M12.64%+48,78813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,892,951$269M0.03%-651,76913F-HRTimelineGroup
Creative Planningin group Creative Planning4,865,323$268M0.16%-87,42213F-HRTimelineGroup
HighTower Advisors, LLC4,432,562$244M0.23%-34,81313F-HRTimeline
TCI Wealth Advisors, Inc.4,044,731$223M9.63%+580,69213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,801,714$209M0.29%-5,934,32913F-HR/ATimelineGroup
Empirical Financial Services, LLC d.b.a…3,355,094$185M2.7%+160,59913F-HRTimeline
Plancorp, LLC3,242,114$178M4.35%-2,316,84513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,644,308$145M0.18%+111,51613F-HRTimelineGroup
Modera Wealth Management, LLC2,291,735$126M1.35%+111,92413F-HRTimeline
MASECO LLP1,999,281$110M3.09%-21,76113F-HRTimeline
Truepoint, Inc.1,902,222$105M2.18%-40,90013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,853,369$102M0.17%+46,70313F-HRTimeline
Trust Co of the South1,722,466$94.8M13.34%-4,70913F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,669,238$91.8M7.26%-4,81613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,408,163$77.5M0.02%+34,58213F-HRTimelineGroup
Integrated Wealth Concepts LLC1,387,899$76.3M0.37%+628,85213F-HRTimeline
Beacon Pointe Advisors, LLC1,342,005$73.8M0.34%-31,47113F-HRTimeline
LPL Financial LLC1,341,644$73.8M0.02%-25,04113F-HRTimeline
Evanson Financial, LLC1,317,420$72.5M3.55%13F-HRTimeline
CHOREO, LLC1,283,006$70.6M0.77%+3,89813F-HRTimeline
Foster Group, Inc.1,263,263$69.5M1.85%-10,73913F-HRTimeline
Beaird Harris Wealth Management, LLC1,193,244$65.6M4.11%-31,55613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,159,212$63.8M0.82%-14,38013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,133,788$62.4M0.18%-26,17613F-HRTimelineGroup
Apella Capital, LLC1,070,075$58.8M0.83%-4,86413F-HRTimeline
Parkwoods Wealth Partners, LLC1,063,093$58.5M9.4%+38,21713F-HRTimeline
SACHEM HILL LLC1,047,542$57.6M10.24%-13,32813F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC1,022,464$56.2M4.62%+7,59613F-HRTimeline
Triune Financial Partners, LLC981,939$54M11.28%+25,53413F-HRTimeline
Team Hewins, LLC951,799$52.4M14.32%-12,56713F-HRTimeline
Factor Wealth Management LTD948,209$52.2M7.89%+229,83913F-HRTimeline
TFC Financial Management, Inc.905,753$49.8M5.52%-3,40413F-HRTimeline
KEB ASSET MANAGEMENT, LLC900,330$49.5M8.02%+51,18413F-HRTimeline
Porter White Investment Advisors, Inc.886,806$48.8M18.78%-91,13713F-HRTimeline
Elser Financial Planning, Inc882,671$48.6M2.11%-9,30913F-HRTimeline
Smartleaf Asset Management LLC847,220$46.7M1.52%013F-HRTimeline
Disciplined Equity Management, Inc.838,894$46.1M20.44%+30,19013F-HRTimeline
Heritage Investment Group, Inc.836,665$46M6.18%-8,81113F-HRTimeline
Verus Financial Partners, Inc.833,515$45.9M3.92%+82,17413F-HRTimeline
Guardian Wealth Management, LLC824,333$45.3M12.71%-19,17713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding800,259$44M-66,580Timeline
EARNED WEALTH ADVISORS, LLC792,213$43.6M2.81%-8,27213F-HRTimeline
Timonier Family Office, LTD.769,971$42.4M11.96%13F-HRTimeline
Wescott Financial Advisory Group, LLC754,353$41.5M3.21%-17,39413F-HRTimeline
DIXON FNANCIAL SERVICES, INC.745,784$41M16.62%-4,78113F-HRTimeline
SAX WEALTH ADVISORS, LLC814,035$39.4M1.6%+2,02913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP715,500$39.4M0.49%+2,39013F-HRTimeline
Richard Young Associates, Ltd.708,429$39M25.9%-1,59613F-HRTimeline
ASPIRIANT, LLC707,126$38.9M0.96%-1,08913F-HRTimeline
Allworth Financial LP704,814$38.8M0.16%-399,20513F-HRTimeline
Tillman Hartley LLC702,050$38.6M8.68%-9,37213F-HRTimeline
Planning Center, Inc.699,135$38.5M3.63%-12,21313F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska698,114$38.4M3.43%-8,73913F-HRTimelineGroup
Wealth Architects, LLC679,197$37.4M2.95%-21,09813F-HRTimeline
Mariner, LLCin group Mariner, LLC675,012$37.1M0.04%-54,21213F-HRTimelineGroup
Heritage Wealth Management, Inc./Texas667,599$36.7M14.14%-20,34713F-HRTimeline
CARDIFF PARK ADVISORS, LLC632,077$34.8M2.7%-9,26413F-HRTimeline
McLean Asset Management Corp600,061$33.4M4.41%-14,47113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC602,675$33.2M0.04%-22,82813F-HRTimeline
Three Arch Wealth Management LLC598,703$32.9M5.05%-2,55713F-HRTimeline
Farther Finance Advisors, LLC582,567$32M0.25%+21,33613F-HRTimeline
RW Investment Management LLC575,717$31.7M2.78%-11,72313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC563,266$31M0.01%+117,57713F-HRTimelineGroup
M Holdings Securities, Inc.557,561$30.7M4.2%-212,03213F-HRTimeline
Meritas Wealth Management, LLC555,354$30.6M11.93%-3,33213F-HRTimeline
TFO Wealth Partners, LLC553,055$30.4M3.31%-6,13513F-HRTimeline
WPWealth LLP547,549$30.1M4.47%-52,91513F-HRTimeline
ShankerValleau Wealth Advisors, Inc.544,043$29.9M7.88%-31,62313F-HRTimeline
LRI Investments, LLC542,430$29.8M2.4%-1,91213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC535,101$29.4M2.87%-9,48213F-HRTimeline
Symmetry Partners, LLC517,258$28.5M1.45%-28,99113F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC513,880$28.3M13.49%+86,38813F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC506,330$27.9M9.95%-11,98613F-HRTimeline
WorthPointe, LLC505,062$27.8M6.99%-14,89213F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC504,434$27.7M20.55%-2,38513F-HRTimeline
Petersen Hastings Wealth Advisors Inc.503,156$27.7M2.32%-7,18213F-HRTimeline
1900 WEALTH MANAGEMENT LLC497,233$27.4M1.52%-11,01713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP484,264$26.6M0.02%+5,70213F-HRTimelineGroup
MATHER GROUP, LLC.474,836$26.1M0.23%-3,14813F-HRTimeline
American Investment Services, Inc.474,682$26.1M5.52%-5,65413F-HRTimeline
RS CRUM INC.471,472$25.9M4.86%+1,22113F-HRTimeline
Cetera Investment Advisers468,539$25.8M0.02%+11,67113F-HRTimeline
UBS Group AGgroup of 2 filers holding460,066$25.3M+47,823Timeline
DiNuzzo Private Wealth, Inc.452,669$24.9M2.46%-2,78013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.452,004$24.9M5.8%-16,03213F-HRTimeline
BAKER BOYER NATIONAL BANK435,463$24M6.58%-6,68413F-HRTimeline
Sequoia Financial Advisors, LLC420,699$23.1M0.12%-14,92513F-HRTimeline
Quantinno Capital Management LP409,344$22.5M0.03%+70,32713F-HRTimeline
Graves Light Lenhart Wealth, Inc.402,895$22.2M2.07%+49,08413F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC401,368$22.1M8.02%-4,42713F-HRTimeline
Prudent Man Investment Management, Inc.471,441$22M7.49%-8,17813F-HRTimeline
Confluence Wealth Services, Inc.387,967$21.3M0.61%+16,66113F-HRTimeline
CLARIS ADVISORS, LLC / MO /384,556$21.2M5.52%-9,48213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP383,500$21.1M0.02%new13F-HRTimelineGroup
Financial Engines Advisors L.L.C.374,528$20.6M0.04%-11,85413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO357,895$19.7M<0.01%+39,36113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.356,584$19.6M0.02%+57,38913F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp342,275$18.8M0.31%+27,85413F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC335,830$18.5M1.25%+23713F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC334,724$18.4M4.79%-30,66413F-HRTimeline
Pillar Financial Advisors, LLC332,448$18.3M9.57%-98913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management330,164$18.2M0.55%+4,21613F-HRTimelineGroup
MAI Capital Management329,154$18.1M0.07%+134,35213F-HRTimeline
Root Financial Partners, LLC326,498$18M0.7%-247,32413F-HRTimeline
Ruedi Wealth Management, Inc.325,745$17.9M4.2%-3,83713F-HRTimeline
Austin Asset Management Co Inc323,879$17.8M2.48%-2,75913F-HRTimeline
Savvy Advisors, Inc.322,267$17.7M0.38%+2,09413F-HRTimeline
Summit Wealth Group, LLC319,089$17.6M3.58%+7,91213F-HRTimeline
Financial Synergies Wealth Advisors, In…318,721$17.5M1.49%+78613F-HRTimeline
Navigoe, LLC318,299$17.5M9.16%-2,98813F-HRTimeline
BIP Wealth, LLC317,908$17.5M0.5%+35,45813F-HRTimeline
Larson Financial Group LLC313,862$17.3M0.46%-6,05613F-HRTimeline
PINNEY & SCOFIELD, INC.311,762$17.2M8.38%-5,68713F-HRTimeline
OneDigital Investment Advisors LLC310,466$17.1M0.14%-5,47313F-HRTimeline
Squire Investment Management Company, L…297,896$16.4M3.95%-10613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY296,921$16.3M<0.01%+9,79513F-HRTimelineGroup
Diversified Portfolios, Inc.291,586$16M1.16%-2,86413F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …288,409$15.9M12.33%-3,92713F-HRTimeline
Dynamic Advisor Solutions LLC286,985$15.8M0.45%-5,67613F-HRTimeline
New Dimensions Wealth Management, LLC286,315$15.8M11.9%+8,78513F-HRTimeline
Altiora Financial Group, LLC279,469$15.4M2.42%-1513F-HRTimeline
Sterling Wealth Management, Inc.275,221$15.1M3.76%-9,81913F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC269,708$14.8M7.76%+9,27713F-HRTimeline
Frankly Finances, LLC268,240$14.8M11.66%013F-HR/ATimeline
Bridgewater Advisors Inc.258,230$14.5M0.79%+31313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/262,444$14.4M0.01%+18,95113F-HRTimelineGroup
Vise Technologies, Inc.261,922$14.4M0.16%-221,56213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding257,916$14.2M+887Timeline
EP Wealth Advisors, LLC253,956$14M0.05%+12,85713F-HRTimeline
Lauterbach Financial Advisors, LLC251,825$13.9M5.96%-6,43013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS249,876$13.7M5.37%+28713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN242,834$13.4M<0.01%-19,28613F-HRTimelineGroup
Burk Holdings LLC230,951$12.7M4.7%+3,76213F-HRTimeline
Investmark Advisory Group LLC228,172$12.6M4.77%+1,11513F-HRTimeline
Compound Planning, Inc.223,958$12.3M0.32%+15,63913F-HRTimeline
RTD Financial Advisors, Inc.218,646$12M1.31%-2,81513F-HRTimeline
JDH Wealth Management, LLC213,484$11.7M7.15%-5,43613F-HRTimeline
Capstone Wealth Management, LLC211,207$11.6M5.39%-86913F-HRTimeline
Walsh & Associates, LLC209,448$11.5M9.41%+22,42213F-HRTimeline
Versant Capital Management, Inc203,515$11.2M1%-1,37913F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.201,189$11.1M1.41%-4,08013F-HR/ATimeline
FIDUCIARY FINANCIAL ADVISORS199,131$11M1.11%+90,72413F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC198,014$10.9M7.37%-2,91813F-HRTimeline
Visionary Wealth Advisors194,557$10.7M0.42%+2,86413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP194,511$10.7M0.01%+14,31213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP193,271$10.6M<0.01%-11,96213F-HRTimelineGroup
Level Financial Advisors190,210$10.5M2.34%-2,95713F-HRTimeline
Wealthspire Advisors, LLC185,258$10.2M0.06%+6,90713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/184,338$10.1M<0.01%-14013F-HRTimelineGroup
Werba Rubin Papier Wealth Management183,415$10.1M1.23%-1,55613F-HRTimeline
Greenspring Advisors, LLC181,842$10M0.55%-18,06913F-HRTimeline
Peirce Capital Management, LLC178,595$9.82M3.6%-15,95913F-HRTimeline
Financial Harvest, LLC173,170$9.53M3.94%-1,76213F-HRTimeline
Belleair Asset Management, LLC168,153$9.25M7.78%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC166,506$9.16M1.97%-5,14613F-HRTimeline
Strathmore Capital Advisors, Inc.163,674$9.03M2.43%-4,45613F-HRTimeline
Ariadne Wealth Management, LP162,935$8.96M3.96%+1013F-HRTimeline
TruNorth Capital Management, LLC162,870$8.96M1.44%-65713F-HRTimeline
Sprinkle Financial Consultants LLC156,974$8.64M3.39%-2713F-HRTimeline
Seneschal Advisors, LLC155,556$8.56M5.86%-6,69113F-HRTimeline
Weinberger Asset Management, Inc153,561$8.54M2.74%+12,14413F-HRTimeline
Strategic Investment Solutions, Inc. /IL153,175$8.43M1.93%+23,05213F-HRTimeline
Woodward Financial Advisors, Inc.152,581$8.39M2.81%-3,82213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA151,462$8.33M<0.01%+33,85313F-HRTimelineGroup
Lutz Financial Services LLC148,278$8.16M0.5%-2,28013F-HRTimeline
Merit Financial Group, LLC141,999$7.81M0.05%+24,31713F-HR/ATimeline
TIAAgroup of 4 filers holding141,233$7.77M+34,091Timeline
Kondo Wealth Advisors, Inc.140,456$7.73M2.58%-2,49513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC139,127$7.65M1.01%+3,26213F-HRTimeline
CarsonAllaria Wealth Management, Ltd.137,923$7.59M3.29%-51813F-HRTimeline
Sollinda Capital Management LLC136,915$7.53M1.61%+23,18513F-HRTimeline
FMR LLCin group FMR LLC136,233$7.49M<0.01%+12,70713F-HRTimelineGroup
Abacus Wealth Partners, LLC134,402$7.39M0.78%-1,00913F-HRTimeline
Kooman & Associates134,098$7.38M1.98%-335,21213F-HRTimeline
Aegis Wealth Management LLC133,283$7.33M3.45%-2,55413F-HRTimeline
Addison Advisors LLC132,726$7.3M3.45%-140,88613F-HRTimeline
JFS WEALTH ADVISORS, LLC131,869$7.25M0.36%-20,13413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS131,602$7.24M0.01%-4,02013F-HRTimeline
HUB Investment Partners, LLC131,335$7.22M0.13%+3,70413F-HRTimeline
EnRich Financial Partners LLC130,198$7.16M1.7%-1,42613F-HRTimeline
LAM GROUP, INC.129,440$7.12M3.54%+913F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV127,393$7.01M1.39%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…127,269$7M<0.01%-1,11413F-HRTimelineGroup
BOK Financial Private Wealth, Inc.125,952$6.93M0.36%+1,85413F-HRTimeline
GEM Asset Management, LLC125,374$6.9M2.72%-2,09413F-HRTimeline
Annandale Capital, LLC125,272$6.89M1.02%+6313F-HRTimeline
Cambridge Investment Research Advisors,…125,186$6.89M0.02%+59913F-HR/ATimeline
Gradient Capital Advisors, LLC124,809$6.87M1.59%-1,11013F-HRTimeline
Shearwater Capital LLC123,241$6.78M3.24%-9,82113F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS134,254$6.78M1.85%013F-HRTimeline
WNY Asset Management, LLC122,084$6.72M0.6%-35513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…119,826$6.59M0.22%-68,90113F-HRTimelineGroup
FORTERIS WEALTH MANAGEMENT INC.117,272$6.45M5.28%+1513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding116,768$6.42M-8,583Timeline
PFG Advisors116,471$6.41M0.32%-15013F-HRTimeline
Colorado Capital Management, Inc.113,213$6.23M2.13%-13,86113F-HRTimeline