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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
Simplicity Wealth,LLC112,679$6.2M0.21%-32813F-HRTimeline
Evensky & Katz LLC111,311$6.12M0.32%+1,27813F-HRTimeline
Wolfstich Capital, LLC111,097$6.09M4.7%new13F-HRTimeline
AG Asset Advisory, LLC108,845$5.99M4.84%-4,29213F-HRTimeline
Cascade Wealth Advisors, Inc103,453$5.89M2.36%+10,34013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC106,428$5.85M<0.01%new13F-HRTimelineGroup
Cross Staff Investments Inc10,391$5.72M3.22%013F-HRTimeline
FMB WEALTH MANAGEMENT103,735$5.71M2.1%-1,96413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…103,633$5.71M0.03%-1,62413F-HRTimelineGroup
COGENT STRATEGIC WEALTH LLC103,304$5.68M5.42%-6,71313F-HRTimeline
Trace Wealth Advisors, LLC101,158$5.56M3.64%013F-HRTimeline
Vannoy Advisory Group, Inc.100,005$5.5M3.11%-20013F-HRTimeline
Joel Isaacson & Co., LLC99,486$5.47M0.16%013F-HRTimeline
Verdence Capital Advisors LLC99,384$5.47M0.29%+1,29313F-HRTimeline
55 North Private Wealth, LLC99,009$5.45M1.07%+20,36513F-HRTimeline
Investment Advisory Group, LLC98,096$5.4M1.17%-9613F-HRTimeline
MML INVESTORS SERVICES, LLC97,352$5.36M0.01%+38,11413F-HRTimeline
SwitchPoint Financial Planning, LLC97,249$5.35M3.09%+16413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\95,238$5.24M0.01%-97813F-HRTimelineGroup
Summit Financial Strategies, Inc.94,869$5.22M0.37%-48213F-HRTimeline
HMV Wealth Advisors, LLC92,514$5.09M1.98%-1,43013F-HRTimeline
Arkadios Wealth Advisors92,491$5.09M0.08%-5,24913F-HRTimeline
McCartney Wealth Management LLC91,253$5.02M3.81%-64113F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP89,715$4.94M<0.01%new13F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC89,084$4.9M0.04%-26813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…87,754$4.83M0.01%-11,67513F-HRTimelineGroup
Pacific Asset Management, LLC86,756$4.77M2.34%-38613F-HRTimeline
Intelligent Financial Strategies83,718$4.61M2.22%013F-HRTimeline
Private Advisor Group, LLC81,045$4.46M0.02%+39,20613F-HRTimeline
Cloud Capital Management, LLC80,843$4.45M1.62%+9,08313F-HRTimeline
Tumwater Wealth Management, LLC80,243$4.41M1.6%-98713F-HRTimeline
Platform Wealth Management, LLC80,137$4.41M1.61%13F-HRTimeline
BluePrint Investing LLC78,584$4.32M3.63%-3,28713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding76,760$4.27M+45,643Timeline
VIRTUE ASSET MANAGEMENT LLC76,969$4.23M2.97%013F-HRTimeline
WASHINGTON TRUST Co75,104$4.13M0.13%013F-HRTimeline
KILNER CAPITAL ADVISORS, LLC74,467$4.1M3.51%-80313F-HRTimeline
TAGStone Capital, Inc.74,228$4.08M1.3%-1,18013F-HRTimeline
Embree Financial Group74,114$4.08M0.41%-1,59313F-HRTimeline
Aspen Capital Management, LLC73,845$4.06M0.9%+8713F-HRTimeline
Axis Wealth Partners, LLC73,177$4.03M1.93%-4,71313F-HRTimeline
Vistica Wealth Advisors, LLC72,988$4.02M3.47%+71613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP71,334$3.92M0.02%-32613F-HRTimelineGroup
Prospera Financial Services Inc70,571$3.88M0.06%013F-HRTimeline
Wealth Advisors Northwest LLC68,612$3.77M1.29%-2,26713F-HRTimeline
BWM Planning, LLC67,707$3.72M0.86%013F-HRTimeline
Capital Investment Advisory Services, L…66,668$3.67M0.23%+13,19813F-HRTimeline
Clearstead Advisors, LLC66,305$3.65M0.03%+8613F-HRTimeline
Glass Jacobson Investment Advisors llc65,628$3.61M1.12%+67313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…65,323$3.59M0.07%013F-HRTimelineGroup
Zhang Financial LLC62,703$3.45M0.1%-5,30713F-HRTimeline
Navigate Wealth Management, LLC62,741$3.44M2.13%-64213F-HRTimeline
Woodside Wealth Management LLC62,171$3.42M2.38%-15013F-HRTimeline
Disciplined Investments, LLC62,156$3.42M1.1%-3,39613F-HR/ATimeline
Clark Asset Management, LLC61,519$3.38M0.27%+3,34913F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.59,749$3.29M1.77%-2,59013F-HRTimeline
Clarity Capital Advisors, LLC59,716$3.28M1.38%+53113F-HRTimeline
Westmount Partners, LLC59,582$3.28M0.72%-65813F-HRTimeline
Robertson Stephens Wealth Management, L…58,805$3.23M0.08%+513F-HRTimeline
Triumph Capital Management57,405$3.16M0.57%+1213F-HRTimeline
Cresset Asset Management, LLC57,218$3.15M0.01%-7,78113F-HRTimeline
CENTRAL TRUST Co57,151$3.14M0.06%+37,32513F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC56,732$3.12M1.59%013F-HRTimeline
Cypress Wealth Services, LLC55,990$3.08M0.38%-2,35313F-HRTimeline
Fonville Wealth Management LLC55,442$3.05M0.5%-1713F-HRTimeline
Aptus Capital Advisors, LLC54,788$3.01M0.02%+3913F-HRTimeline
Family CFO Inc54,645$3.01M1.16%-77713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp54,466$3M<0.01%-5,80813F-HRTimelineGroup
Daybright Advisory Services, Inc.53,370$2.97M0.71%+6413F-HRTimeline
Foundation Wealth Management, LLC\PA53,781$2.96M0.89%013F-HRTimeline
Quantum Financial Advisors, LLC53,107$2.92M0.29%013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC48,038$2.92M2.16%-9,00113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…52,750$2.9M<0.01%+3613F-HRTimelineGroup
Generations Wealth, LLC52,245$2.87M2.73%-16,62813F-HRTimeline
Warwick Investment Management, Inc.51,910$2.86M0.32%013F-HRTimeline
Nicholas Hoffman & Company, LLC.51,119$2.81M0.06%013F-HRTimeline
Curi Capital, LLC49,833$2.74M0.04%+15613F-HRTimeline
IFP Advisors, Inc49,362$2.72M0.05%+6,64213F-HRTimeline
BLAIR WILLIAM & CO/IL48,910$2.69M0.01%+13313F-HRTimeline
Global Retirement Partners, LLC47,615$2.62M0.04%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,522$2.61M<0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC47,311$2.61M0.05%-21213F-HRTimeline
25 LLC46,500$2.56M0.7%+9013F-HRTimeline
NewEdge Advisors, LLC45,490$2.5M0.01%+7,15613F-HRTimeline
Kane Co Wealth Management, Inc.44,370$2.44M1.85%-78013F-HRTimeline
IEQ CAPITAL, LLC44,291$2.44M0.01%-3,13813F-HRTimeline
Stone Summit Wealth LLC44,265$2.44M0.62%-5513F-HRTimeline
TRED AVON FAMILY WEALTH, LLC42,437$2.33M0.71%+53513F-HRTimeline
Samalin Investment Counsel, LLC42,158$2.32M0.74%-18013F-HRTimeline
CURIO WEALTH, LLC41,960$2.31M0.72%-14313F-HRTimeline
Tarbox Family Office, Inc.41,863$2.3M0.33%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,508$2.28M0.01%-8613F-HRTimelineGroup
IFG Advisors, LLC40,523$2.23M0.31%013F-HRTimeline
Rialto Wealth Management, LLC40,430$2.22M0.44%+413F-HRTimeline
Valued Wealth Advisors LLC39,978$2.2M0.8%-3,47913F-HRTimeline
Aurelius Family Office LLC39,245$2.16M0.85%-84813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC38,732$2.13M0.01%-79013F-HRTimeline
CFS Investment Advisory Services, LLC38,742$2.12M0.14%-2,32313F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC37,761$2.08M0.53%-24213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC37,344$2.05M<0.01%-1,81413F-HRTimelineGroup
MATAURO, LLC37,059$2.04M0.27%+2,91413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC36,831$2.03M0.25%+913F-HRTimeline
FAS Wealth Partners, Inc.36,308$2M0.1%+11913F-HRTimeline
Entelevest, LLC36,001$1.98M1.73%-84813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC35,976$1.98M0.01%013F-HRTimeline
IFG Advisory, LLC34,945$1.92M0.07%+34,74013F-HRTimeline
Cambria Investment Management, L.P.34,672$1.91M0.09%+36313F-HRTimeline
Empowered Funds, LLC34,672$1.91M0.01%-2,00013F-HRTimeline
Beacon Financial Advisory LLC33,501$1.84M0.36%+1013F-HRTimeline
Quadcap Wealth Management, LLC32,970$1.81M0.18%013F-HRTimeline
Aspen Wealth Management LLC32,755$1.8M0.31%013F-HRTimeline
XY Planning Network, Inc.32,284$1.78M0.22%-68113F-HRTimeline
Klingman & Associates, LLC32,214$1.77M0.08%+67113F-HRTimeline
ARK & TLK INVESTMENTS, LLC31,984$1.76M0.43%-51613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.31,318$1.72M<0.01%-14813F-HRTimelineGroup
Busey Bank31,134$1.71M0.04%-3113F-HRTimeline
Applied Capital LLC30,776$1.69M0.55%-43813F-HRTimeline
Cogent Private Wealth, Inc.30,624$1.68M1.05%-72213F-HRTimeline
Francis Financial, Inc.30,552$1.68M0.28%-5,13813F-HRTimeline
RAM Investment Partners, LLC29,874$1.64M0.26%+2,16013F-HRTimeline
Bragg Financial Advisors, Inc29,836$1.64M0.04%013F-HRTimeline
Cordant, Inc.29,834$1.64M0.59%-5,03913F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC29,765$1.64M1.35%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC28,979$1.59M0.02%+8,53313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co28,865$1.59M0.02%013F-HRTimelineGroup
Valeo Financial Advisors, LLC28,643$1.58M0.03%+113F-HRTimeline
Waverly Advisors, LLC28,395$1.56M0.01%+1,94513F-HRTimeline
Wick Capital Partners, LLC28,339$1.56M0.24%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.27,977$1.54M<0.01%+1,67313F-HRTimelineGroup
Oath Planning, LLC27,798$1.53M1.14%+19713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC27,741$1.53M0.02%013F-HRTimeline
Eldridge Investment Advisors, Inc.27,460$1.51M0.3%-53513F-HRTimeline
New England Private Wealth Advisors LLC26,738$1.48M0.14%+8213F-HRTimeline
Brand Asset Management Group, Inc.26,893$1.48M0.33%new13F-HRTimeline
Measured Wealth Private Client Group, L…26,856$1.48M0.36%-1013F-HRTimeline
Prime Capital Investment Advisors, LLC26,748$1.47M0.01%-5,62013F-HRTimeline
Arax Advisory Partners26,654$1.47M0.01%+25,51213F-HRTimeline
Garde Capital, Inc.26,598$1.46M0.07%013F-HRTimeline
M Wealth Management, LLC26,461$1.46M1.14%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC26,409$1.45M0.08%+3813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…26,407$1.45M<0.01%-3,49813F-HRTimelineGroup
Farmers National Bank26,382$1.45M0.3%-1,12713F-HRTimeline
SJS Investment Consulting Inc.26,169$1.44M0.16%013F-HRTimeline
Pictet North America Advisors SA25,825$1.42M0.13%013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC25,514$1.4M0.82%013F-HRTimeline
Fort Point Capital Partners LLC25,180$1.39M0.15%new13F-HRTimeline
Financial Council, LLC24,585$1.35M0.44%013F-HRTimeline
Kathmere Capital Management, LLC24,108$1.33M0.07%+14913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC23,872$1.31M0.1%+5813F-HRTimeline
Midwest Trust Co23,356$1.28M0.01%+35713F-HRTimeline
Mutual Advisors, LLC23,304$1.28M0.02%-1,97413F-HRTimeline
Integrated Advisors Network LLC23,264$1.28M0.06%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp23,204$1.28M<0.01%013F-HRTimelineGroup
Mayflower Financial Advisors, LLC23,183$1.28M0.11%+92813F-HRTimeline
SIGNATUREFD, LLC22,979$1.26M0.02%+413F-HRTimeline
Parallel Advisors, LLC22,897$1.26M0.02%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC22,821$1.26M0.68%-1,69013F-HRTimeline
IHT Wealth Management, LLC22,784$1.25M0.03%+1,75013F-HRTimeline
Mustard Seed Financial, LLC22,679$1.25M0.65%+413F-HRTimeline
VestGen Advisors, LLC22,670$1.25M0.04%+613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …22,330$1.23M0.02%-7,79713F-HRTimelineGroup
Janney Montgomery Scott LLC22,320$1.23M<0.01%-1,46513F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…22,161$1.22M0.96%+1013F-HRTimeline
Parkside Investments, LLC22,018$1.21M0.13%013F-HRTimeline
Allegiance Financial Group Advisory Ser…21,984$1.21M0.21%-13613F-HRTimeline
Plante Moran Financial Advisors, LLC21,496$1.18M0.06%013F-HRTimeline
KDK Private Wealth Management, LLC21,488$1.18M0.98%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC21,375$1.18M0.23%013F-HRTimeline
Seaside Wealth Management, Inc.21,171$1.16M0.29%+2513F-HRTimeline
Pure Financial Advisors, LLC20,938$1.15M0.01%+63613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK20,866$1.15M0.01%013F-HRTimelineGroup
Prism Planning Partners LLC20,830$1.15M1.21%+4,28513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC20,597$1.13M0.02%-1,46413F-HRTimelineGroup
Silver Oak Advisory Group, Inc.20,429$1.12M0.44%-2,45413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…20,232$1.11M<0.01%013F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.20,088$1.11M0.12%013F-HR/ATimeline
Bleakley Financial Group, LLC19,922$1.1M0.01%new13F-HRTimeline
AWM CAPITAL, LLC19,742$1.09M0.09%+5113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,577$1.08M0.01%-25013F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …19,559$1.08M0.01%-83713F-HRTimelineGroup
Balboa Wealth Partners19,206$1.06M0.14%-1,02713F-HRTimeline
CRA Financial Services, LLC19,190$1.06M0.12%-5013F-HRTimeline
W1M Asset Management Ltd19,160$1.05M0.01%013F-HRTimeline
AMARILLO NATIONAL BANK19,084$1.05M0.17%013F-HRTimeline
Avantax Planning Partners, Inc.18,967$1.04M0.03%-1,56113F-HRTimeline
LJI Wealth Management, LLC18,760$1.03M0.14%-1,14213F-HRTimeline
Powerhouse Assets LLC18,673$1.03M0.84%+1913F-HRTimeline
Professional Financial Advisors, LLC18,671$1.03M0.18%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO18,553$1.02M<0.01%013F-HRTimelineGroup
tru Independence LLC18,490$1.02M0.44%+3313F-HRTimeline
Marietta Wealth Management, LLC18,415$1.01M0.1%-1,19513F-HRTimeline
Northwest Wealth Advisors, LLC18,405$1.01M0.58%+2313F-HRTimeline
Cornerstone Financial Group, LLC /NE/18,359$1.01M0.62%+6213F-HRTimeline
D.A. DAVIDSON & CO.18,330$1.01M0.01%+34113F-HRTimeline
BetterWealth, LLC18,261$1M0.18%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC18,228$1M0.57%-713F-HRTimeline
NorthRock Partners, LLC18,092$995K0.01%013F-HRTimeline
Arbor Wealth Advisors LLC17,986$989K0.6%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.17,973$989K0.02%+1,47713F-HRTimeline
Rehmann Capital Advisory Group17,959$988K0.05%-713F-HRTimeline