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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

663 managers (669 13F filers) reported a position in DFUV shares at 2024-12-31, 246,202,895 shares in all. 18 filers opened a position and 16 filers sold out during the quarter.

Managers
663
13F filers
669
New
18
Added
205
Reduced
197
Sold out
16
Shares held by filers
246,202,895

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
M Holdings Securities, Inc.95,871$3.92M0.63%-13,11813F-HR/ATimeline
AG Asset Advisory, LLC90,343$3.7M3.69%13F-HRTimeline
PFG Advisors87,192$3.57M0.22%+3,91113F-HRTimeline
Parkworth Wealth Management, Inc.86,873$3.55M2.96%13F-HRTimeline
Weinberger Asset Management, Inc85,524$3.5M1.46%+11,50313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC85,385$3.49M0.05%-50013F-HRTimeline
Tumwater Wealth Management, LLC84,677$3.46M1.82%13F-HRTimeline
Clearstead Advisors, LLC84,595$3.46M0.05%-2513F-HRTimeline
Wealth Advisors Northwest LLC84,488$3.46M2.35%13F-HRTimeline
MML INVESTORS SERVICES, LLC83,383$3.41M0.01%+26113F-HRTimeline
FMR LLCin group FMR LLC82,419$3.37M<0.01%+14,25813F-HRTimelineGroup
Jentner Corp81,802$3.35M0.97%-2,86413F-HRTimeline
HMV Wealth Advisors, LLC76,316$3.12M3.12%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp75,111$3.07M<0.01%+1,03413F-HRTimelineGroup
WASHINGTON TRUST Co75,104$3.07M0.11%013F-HRTimeline
CWM, LLCin group CWM, LLC75,005$3.07M0.01%-15,98113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\74,530$3.05M<0.01%+7,46613F-HRTimelineGroup
Martin Worley Group72,413$2.96M1.85%13F-HRTimeline
Prospera Financial Services Inc70,195$2.87M0.07%-36413F-HRTimeline
Cascade Wealth Advisors, Inc69,719$2.85M1.93%-2,29913F-HRTimeline
Disciplined Investments, LLC69,576$2.85M1.4%-1,10313F-HRTimeline
Clarity Capital Advisors, LLC69,143$2.83M1.9%+24113F-HRTimeline
BWM Planning, LLC67,707$2.77M1.21%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC67,659$2.77M<0.01%+14,13713F-HRTimelineGroup
Glass Jacobson Investment Advisors llc66,717$2.73M0.9%-51013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quantum Financial Advisors, LLC66,690$2.73M0.42%013F-HRTimeline
Nicholas Hoffman & Company, LLC.66,155$2.71M0.11%-1,20313F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Zhang Financial LLC65,773$2.69M0.15%+15713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP65,733$2.69M0.02%013F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…65,323$2.67M0.13%013F-HRTimeline
Robertson Stephens Wealth Management, L…64,285$2.63M0.09%+613F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.63,920$2.62M1.75%-1013F-HRTimeline
ARK & TLK INVESTMENTS, LLC62,040$2.54M0.88%+1,60013F-HRTimeline
Cassady Schiller Wealth Management, LLC61,963$2.54M0.93%-5,43013F-HRTimeline
Westmount Partners, LLC60,240$2.47M0.75%013F-HRTimeline
Axis Wealth Partners, LLC59,966$2.45M2.07%13F-HRTimeline
Cypress Wealth Services, LLC59,275$2.43M0.49%-2,01913F-HRTimeline
MATAURO, LLC59,132$2.42M0.52%13F-HRTimeline
Fonville Wealth Management LLC57,939$2.37M0.78%-3513F-HRTimeline
Foundation Wealth Management, LLC\PA57,314$2.35M1.14%13F-HRTimeline
Aptus Capital Advisors, LLC55,263$2.26M0.03%+5,71913F-HRTimeline
POINCIANA ADVISORS GROUP, LLC54,557$2.23M2.26%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC52,055$2.13M<0.01%+1,88113F-HRTimelineGroup
Aurelius Family Office LLC52,004$2.13M1.07%13F-HRTimeline
Francis Financial, Inc.51,845$2.12M0.54%-2,78913F-HRTimeline
Freedom Investment Management, Inc.51,765$2.12M0.18%-1,01013F-HRTimeline
Chicago Partners Investment Group LLC51,278$2.11M0.07%+3,08413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC51,523$2.11M0.17%-4,07513F-HRTimelineGroup
Warwick Investment Management, Inc.50,871$2.08M0.43%new13F-HRTimeline
Stone Summit Wealth LLC50,225$2.06M0.69%-1,10713F-HRTimeline
TAGStone Capital, Inc.49,927$2.04M1.01%+76313F-HRTimeline
BetterWealth, LLC48,437$1.98M0.55%+14313F-HRTimeline
Peninsula Wealth, LLC48,335$1.98M0.34%+11713F-HRTimeline
25 LLC47,918$1.96M0.83%+3513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…47,584$1.95M<0.01%+28,64613F-HRTimelineGroup
Family CFO Inc46,678$1.91M1.05%+7,92413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC46,531$1.9M0.04%-18,68913F-HRTimelineGroup
Valued Wealth Advisors LLC45,740$1.87M1.17%-88313F-HRTimeline
NewEdge Advisors, LLC45,514$1.86M0.01%+3,49013F-HRTimeline
Global Retirement Partners, LLC43,798$1.79M0.05%+2,80413F-HRTimeline
Adero Partners, LLC43,515$1.78M0.11%-2,39013F-HRTimeline
Blue Trust, Inc.43,377$1.77M0.02%-4713F-HR/ATimeline
BLAIR WILLIAM & CO/IL43,283$1.77M0.01%+15913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.42,295$1.73M0.02%-16,20313F-HRTimelineGroup
Tarbox Family Office, Inc.42,285$1.73M0.29%+1013F-HRTimeline
CURIO WEALTH, LLC42,128$1.72M0.93%13F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC42,065$1.72M0.6%+1113F-HRTimeline
IFG Advisors, LLC41,500$1.7M0.34%+12,61113F-HRTimeline
Rialto Wealth Management, LLC41,283$1.69M0.56%13F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC41,110$1.68M1.39%13F-HRTimeline
Curi Capital, LLC40,775$1.67M0.04%+6713F-HRTimeline
Beacon Financial Advisory LLC39,815$1.63M0.53%+32213F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.38,600$1.58M1.37%-10,01013F-HRTimeline
Cordant, Inc.38,436$1.57M0.83%-2,04813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…37,322$1.53M0.23%+2,92413F-HRTimeline
Carlson Capital Management37,278$1.53M0.07%+21313F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC36,871$1.51M1.26%-11,16613F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC36,728$1.5M0.25%+5913F-HRTimeline
Avantax Planning Partners, Inc.36,572$1.5M0.05%013F-HRTimeline
Quantinno Capital Management LP36,416$1.49M0.01%013F-HRTimeline
COMERICA BANK36,357$1.49M0.01%013F-HR/ATimeline
Perigon Wealth Management, LLC34,280$1.45M0.04%+9013F-HRTimeline
Marcum Wealth, LLC35,376$1.45M0.13%+13213F-HRTimeline
SJS Investment Consulting Inc.34,519$1.41M0.24%013F-HRTimeline
ASSET PLANNING CORPORATION34,481$1.41M0.88%-38213F-HRTimeline
Private Advisor Group, LLC34,023$1.39M0.01%+64713F-HRTimeline
Farmers National Bank33,376$1.37M0.4%13F-HRTimeline
Quadcap Wealth Management, LLC32,970$1.35M0.2%+4,52513F-HRTimeline
Parkside Financial Bank & Trust32,759$1.34M0.18%-7413F-HRTimeline
Applied Capital LLC32,554$1.33M0.68%013F-HRTimeline
RAM Investment Partners, LLC32,484$1.33M0.33%-1,52313F-HRTimeline
Merit Financial Group, LLC31,576$1.29M0.02%+3713F-HRTimeline
Integrated Advisors Network LLC31,537$1.29M0.06%+82513F-HRTimeline
Greenspring Advisors, LLC31,511$1.29M0.28%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC31,511$1.29M0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.31,444$1.29M0.01%+8113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/31,197$1.28M<0.01%-2,31113F-HRTimelineGroup
Busey Bank31,112$1.27M0.04%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co30,680$1.26M0.02%-81813F-HRTimelineGroup
Orion Porfolio Solutions, LLC30,342$1.24M0.01%-7613F-HRTimeline
Orion Portfolio Solutions, LLC30,342$1.24M0.01%-7613F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC30,208$1.24M1.39%13F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.30,100$1.23M<0.01%+2,50213F-HRTimelineGroup
M Wealth Management, LLC29,852$1.22M1.12%13F-HRTimeline
Kaufman Rossin Wealth, LLC29,562$1.21M1.24%13F-HRTimeline
Measured Wealth Private Client Group, L…29,482$1.21M0.39%-80613F-HRTimeline
LJI Wealth Management, LLC29,195$1.19M0.24%-58413F-HRTimeline
Valeo Financial Advisors, LLC28,951$1.18M0.03%-7,24713F-HRTimeline
Eldridge Investment Advisors, Inc.28,824$1.18M0.27%+5813F-HRTimeline
Caprock Group, LLC28,739$1.18M0.04%+3,99813F-HRTimeline
FAS Wealth Partners, Inc.28,667$1.17M0.1%+11313F-HRTimeline
IEQ CAPITAL, LLC28,498$1.17M0.01%+4113F-HRTimeline
Samalin Investment Counsel, LLC28,274$1.16M0.5%+4,84413F-HRTimeline
Sollinda Capital Management LLC27,967$1.14M0.31%+15,29213F-HRTimeline
Silver Oak Advisory Group, Inc.27,961$1.14M0.6%-41213F-HRTimeline
BRIGHTON JONES LLC27,901$1.14M0.03%+11213F-HR/ATimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC27,741$1.14M0.02%-11,64913F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.27,470$1.12M0.08%013F-HRTimelineGroup
IFG Advisory, LLC27,438$1.12M0.06%-4013F-HRTimeline
Mutual Advisors, LLC26,289$1.11M0.03%+3913F-HRTimeline
Smartleaf Asset Management LLC26,937$1.1M0.11%013F-HRTimeline
Garde Capital, Inc.26,598$1.09M0.07%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC26,554$1.09M0.03%+3,73513F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC26,473$1.08M0.09%+4813F-HRTimeline
Verus Financial Partners, Inc.26,420$1.07M0.12%-1,67613F-HRTimeline
New England Private Wealth Advisors LLC26,168$1.07M0.17%+10313F-HRTimeline
Pictet North America Advisors SA25,825$1.06M0.1%013F-HRTimeline
Steward Partners Investment Advisory, L…25,682$1.05M0.01%+20013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC25,665$1.05M0.58%-1,77313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …24,651$1.01M0.03%+2813F-HRTimelineGroup
Financial Council, LLC24,585$1.01M0.52%013F-HRTimeline
Parallel Advisors, LLC24,145$988K0.02%-69013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC23,717$970K0.38%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC23,470$960K0.08%+7113F-HRTimeline
Marietta Wealth Management, LLC23,440$959K0.14%013F-HRTimeline
Fort Point Capital Partners LLC23,400$958K0.11%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp23,205$950K<0.01%013F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…23,008$942K0.3%-21313F-HRTimeline
Wick Capital Partners, LLC22,910$937K0.28%new13F-HR/ATimeline
Seaside Wealth Management, Inc.22,699$929K0.34%+3913F-HRTimeline
Dorsey & Whitney Trust CO LLC22,680$928K0.05%-1,00013F-HRTimeline
LRI Investments, LLC22,382$916K0.09%013F-HRTimeline
Mustard Seed Financial, LLC22,213$909K0.74%+313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.22,062$903K0.01%+3,74313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK21,788$892K0.01%-2513F-HRTimelineGroup
AWM CAPITAL, LLC21,690$888K0.11%-40913F-HRTimeline
CATHY PARETO & ASSOCIATES, INC21,608$884K0.81%13F-HRTimeline
KDK Private Wealth Management, LLC21,488$879K0.91%13F-HRTimeline
Oak Wealth Advisors LLC21,375$875K0.67%13F-HRTimeline
David Wealth Management LLC21,359$874K0.72%13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC21,375$873K0.26%013F-HRTimeline
Balboa Wealth Partners21,219$868K0.2%-1513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC21,092$863K0.02%+5113F-HRTimeline
RENASANT BANK21,053$861K0.56%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …20,574$842K0.05%013F-HRTimelineGroup
Arbor Wealth Advisors LLC20,543$841K0.75%013F-HRTimeline
Pinnacle Financial Partners Inc20,396$835K0.02%013F-HRTimeline
IHT Wealth Management, LLC20,376$834K0.03%-49913F-HRTimeline
SVB WEALTH LLC20,354$833K0.02%new13F-HRTimeline
FINANCIAL COUNSELORS INC20,341$832K0.01%+1,00413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…20,332$832K<0.01%-4613F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC20,253$829K0.66%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…20,250$829K<0.01%-32513F-HRTimelineGroup
SIGNATUREFD, LLC19,730$807K0.02%+1,72013F-HRTimeline
Rehmann Capital Advisory Group19,680$805K0.05%-12913F-HRTimeline
Atria Wealth Solutions, Inc.19,266$788K0.01%+27513F-HRTimeline
Running Point Capital Advisors, LLC19,206$786K0.27%013F-HRTimeline
AMARILLO NATIONAL BANK19,084$781K0.14%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,012$778K<0.01%-17,19513F-HRTimelineGroup
Berger Financial Group, Inc19,009$778K0.05%new13F-HRTimeline
Professional Financial Advisors, LLC18,297$749K0.19%new13F-HRTimeline
tru Independence LLC18,262$747K0.23%-3,59013F-HRTimeline
Clark Asset Management, LLC18,234$746K0.14%+2,53113F-HRTimeline
EVOKE WEALTH, LLC18,118$741K0.02%013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC18,000$737K0.28%+7413F-HRTimeline
Cornerstone Financial Group, LLC /NE/17,931$734K0.72%13F-HRTimeline
Pure Financial Advisors, LLC17,859$731K0.02%+2613F-HRTimeline
Red Tortoise LLC17,856$731K0.38%013F-HRTimeline
D.A. DAVIDSON & CO.17,718$725K0.01%013F-HRTimeline
Aerodigm Wealth, LLC17,664$723K0.43%013F-HRTimeline
Falcon Wealth Planning17,655$722K0.08%+113F-HRTimeline
Plante Moran Financial Advisors, LLC17,487$716K0.06%013F-HRTimeline
Key Financial Inc17,351$710K0.16%013F-HRTimeline
Babb Wealth Advisors LLC17,197$704K0.57%13F-HRTimeline
Sound View Wealth Advisors Group, LLC17,170$703K0.06%013F-HRTimeline
Dakota Wealth Management17,010$696K0.02%013F-HRTimeline
Rather & Kittrell, Inc.16,925$693K0.16%013F-HRTimeline
Longview Financial Advisors LLC16,838$689K0.46%13F-HRTimeline
Narus Financial Partners, LLC16,837$689K0.23%+3013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,463$674K0.01%+45713F-HRTimeline
VISTA CAPITAL PARTNERS, INC.16,461$674K0.08%+1,18413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,409$671K0.02%013F-HRTimelineGroup
VOISARD ASSET MANAGEMENT GROUP, INC.16,287$666K0.22%+3,34313F-HRTimeline
Waverly Advisors, LLC15,995$655K0.01%+6113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,874$650K0.01%+14313F-HRTimelineGroup
BAILARD, INC.15,811$647K0.02%013F-HRTimeline
WestHill Financial Advisors, Inc.15,726$644K0.14%013F-HRTimeline
D'Orazio & Associates, Inc.15,631$640K0.09%013F-HRTimeline
&PARTNERS15,418$636K0.01%+1,43113F-HRTimeline
PRIVATE TRUST CO NA15,435$632K0.06%013F-HRTimeline