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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

668 managers (672 13F filers) reported a position in DFUV shares at 2025-03-31, 242,030,733 shares in all. 36 filers opened a position and 22 filers sold out during the quarter.

Managers
668
13F filers
672
New
36
Added
200
Reduced
232
Sold out
22
Shares held by filers
242,030,733

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MONETA GROUP INVESTMENT ADVISORS LLC87,515$3.61M0.05%+2,13013F-HRTimeline
Weinberger Asset Management, Inc86,958$3.58M1.54%+1,43413F-HRTimeline
Parkworth Wealth Management, Inc.86,949$3.58M2.86%+7613F-HRTimeline
Tumwater Wealth Management, LLC84,677$3.49M1.82%013F-HRTimeline
MML INVESTORS SERVICES, LLC84,402$3.48M0.01%+1,01913F-HRTimeline
Wealth Advisors Northwest LLC83,873$3.46M2.19%-61513F-HRTimeline
FMR LLCin group FMR LLC81,945$3.38M<0.01%-47413F-HRTimelineGroup
Clearstead Advisors, LLC81,619$3.36M0.05%-2,97613F-HRTimeline
Aspen Capital Management, LLC79,383$3.27M1.05%13F-HRTimeline
CWM, LLCin group CWM, LLC78,058$3.22M0.01%+3,05313F-HRTimelineGroup
Jentner Corp77,733$3.2M0.96%-4,06913F-HRTimeline
WASHINGTON TRUST Co75,104$3.1M0.12%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\74,382$3.07M<0.01%-14813F-HRTimelineGroup
HMV Wealth Advisors, LLC73,840$3.04M2.41%-2,47613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp72,590$2.99M<0.01%-2,52113F-HRTimelineGroup
Martin Worley Group72,297$2.98M1.7%-11613F-HRTimeline
Zhang Financial LLC70,350$2.9M0.15%+4,57713F-HRTimeline
BWM Planning, LLC67,707$2.79M1.18%013F-HRTimeline
Prospera Financial Services Inc67,502$2.78M0.06%-2,69313F-HRTimeline
Axis Wealth Partners, LLC67,048$2.76M2.04%+7,08213F-HRTimeline
Quantum Financial Advisors, LLC66,690$2.75M0.41%013F-HRTimeline
Disciplined Investments, LLC66,454$2.74M1.26%-3,12213F-HRTimeline
Glass Jacobson Investment Advisors llc66,717$2.73M0.9%013F-HRTimeline
Nicholas Hoffman & Company, LLC.66,155$2.73M0.1%013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP65,327$2.69M0.02%-40613F-HRTimelineGroup
Clarity Capital Advisors, LLC65,103$2.68M1.76%-4,04013F-HRTimeline
ARK & TLK INVESTMENTS, LLC64,483$2.66M0.94%+2,44313F-HRTimeline
Robertson Stephens Wealth Management, L…64,289$2.65M0.1%+413F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.63,662$2.62M1.77%-25813F-HRTimeline
Woodside Wealth Management LLC63,125$2.6M2.41%13F-HRTimeline
Westmount Partners, LLC60,240$2.48M0.76%013F-HRTimeline
MATAURO, LLC57,677$2.38M0.48%-1,45513F-HRTimeline
Fonville Wealth Management LLC57,058$2.35M0.69%-88113F-HRTimeline
Foundation Wealth Management, LLC\PA56,931$2.35M1.12%-38313F-HRTimeline
Cypress Wealth Services, LLC54,759$2.26M0.46%-4,51613F-HRTimeline
Aptus Capital Advisors, LLC54,385$2.24M0.03%-87813F-HRTimeline
Cascade Wealth Advisors, Inc57,439$2.2M1.52%-12,28013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC52,069$2.15M2.22%-2,48813F-HRTimeline
Freedom Investment Management, Inc.51,812$2.14M0.18%+4713F-HRTimeline
Valued Wealth Advisors LLC51,592$2.13M1.28%+5,85213F-HRTimeline
Francis Financial, Inc.51,542$2.12M0.52%-30313F-HRTimeline
Warwick Investment Management, Inc.51,075$2.1M0.44%+20413F-HRTimeline
TAGStone Capital, Inc.50,617$2.09M1.03%+69013F-HRTimeline
Stone Summit Wealth LLC49,960$2.06M0.7%-26513F-HRTimeline
Chicago Partners Investment Group LLC51,431$2.04M0.07%+15313F-HRTimeline
Family CFO Inc49,454$2.04M1.12%+2,77613F-HRTimeline
Aurelius Family Office LLC49,406$2.04M1.03%-2,59813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC47,900$1.97M<0.01%-4,15513F-HRTimelineGroup
25 LLC46,600$1.92M0.79%-1,31813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…45,644$1.88M<0.01%-1,94013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL43,642$1.8M0.01%+35913F-HRTimeline
Blue Trust, Inc.43,377$1.79M0.02%013F-HRTimeline
Tarbox Family Office, Inc.41,813$1.72M0.29%-47213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,773$1.72M0.02%-52213F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC41,519$1.71M0.58%-54613F-HRTimeline
IFG Advisors, LLC41,500$1.71M0.33%013F-HRTimeline
NewEdge Advisors, LLC41,379$1.71M0.01%-4,13513F-HRTimeline
Adero Partners, LLC41,280$1.7M0.11%-2,23513F-HRTimeline
Curi Capital, LLC40,699$1.68M0.04%-7613F-HRTimeline
Rialto Wealth Management, LLC40,487$1.67M0.52%-79613F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC40,332$1.66M1.36%-77813F-HRTimeline
Sollinda Capital Management LLC38,825$1.6M0.45%+10,85813F-HRTimeline
Cloud Capital Management, LLC38,809$1.6M1.13%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC38,756$1.6M0.04%-7,77513F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…39,001$1.6M0.24%+1,67913F-HRTimeline
Avantax Planning Partners, Inc.37,536$1.55M0.05%+96413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC36,783$1.52M0.25%+5513F-HRTimeline
Cordant, Inc.36,659$1.51M0.79%-1,77713F-HRTimeline
COMERICA BANK36,357$1.5M0.01%013F-HRTimeline
Beacon Financial Advisory LLC36,338$1.5M0.45%-3,47713F-HRTimeline
Quantinno Capital Management LP35,980$1.48M0.01%-43613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC35,887$1.48M0.01%+4,37613F-HRTimeline
Marcum Wealth, LLC35,500$1.46M0.13%+12413F-HRTimeline
Parkside Financial Bank & Trust35,072$1.45M0.18%+2,31313F-HRTimeline
FAS Wealth Partners, Inc.34,815$1.43M0.12%+6,14813F-HRTimeline
SJS Investment Consulting Inc.34,519$1.42M0.24%013F-HRTimeline
Samalin Investment Counsel, LLC34,426$1.42M0.58%+6,15213F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC34,401$1.42M1.06%-2,47013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC34,298$1.41M0.12%-17,22513F-HRTimelineGroup
ASSET PLANNING CORPORATION33,697$1.39M0.82%-78413F-HRTimeline
Farmers National Bank33,242$1.37M0.39%-13413F-HRTimeline
Quadcap Wealth Management, LLC32,970$1.36M0.2%013F-HRTimeline
Private Advisor Group, LLC32,751$1.35M0.01%-1,27213F-HRTimeline
IEQ CAPITAL, LLC32,168$1.33M0.01%+3,67013F-HRTimeline
Applied Capital LLC32,147$1.32M0.65%-40713F-HRTimeline
RAM Investment Partners, LLC31,834$1.31M0.32%-65013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.31,809$1.31M0.01%+36513F-HRTimeline
Merit Financial Group, LLC31,553$1.3M0.02%-2313F-HRTimeline
Greenspring Advisors, LLC31,511$1.3M0.31%013F-HRTimeline
Arkadios Wealth Advisors31,454$1.3M0.05%-179,54713F-HRTimeline
Busey Bank31,112$1.28M0.04%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC30,208$1.24M1.36%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co30,186$1.24M0.02%-49413F-HRTimelineGroup
Kaufman Rossin Wealth, LLC29,712$1.22M0.88%+15013F-HRTimeline
LJI Wealth Management, LLC29,206$1.2M0.24%+1113F-HRTimeline
Measured Wealth Private Client Group, L…29,077$1.2M0.38%-40513F-HRTimeline
Eldridge Investment Advisors, Inc.28,928$1.19M0.27%+10413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,567$1.18M<0.01%-1,53313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/28,546$1.18M<0.01%-2,65113F-HRTimelineGroup
Caprock Group, LLC28,368$1.17M0.04%-37113F-HRTimeline
Wick Capital Partners, LLC28,339$1.17M0.35%+5,42913F-HRTimeline
Valeo Financial Advisors, LLC28,261$1.16M0.03%-69013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC27,741$1.14M0.02%013F-HRTimeline
BRIGHTON JONES LLC27,628$1.14M0.04%-27313F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.27,470$1.13M0.08%013F-HRTimelineGroup
IFG Advisory, LLC27,321$1.13M0.06%-11713F-HRTimeline
Smartleaf Asset Management LLC26,937$1.1M0.11%013F-HRTimeline
M Wealth Management, LLC26,642$1.1M1.02%-3,21013F-HRTimeline
Garde Capital, Inc.26,598$1.1M0.06%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC26,518$1.09M0.09%+4513F-HRTimeline
New England Private Wealth Advisors LLC26,264$1.08M0.17%+9613F-HRTimeline
Steward Partners Investment Advisory, L…26,168$1.08M0.01%+48613F-HRTimeline
Integrated Advisors Network LLC25,855$1.07M0.05%-5,68213F-HRTimeline
Pictet North America Advisors SA25,825$1.06M0.11%013F-HRTimeline
Mutual Advisors, LLC26,325$1.03M0.03%+3613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …24,902$1.03M0.03%+25113F-HRTimelineGroup
Financial Council, LLC24,585$1.01M0.55%013F-HRTimeline
Verus Financial Partners, Inc.26,215$1.01M0.11%-20513F-HRTimeline
Parallel Advisors, LLC24,097$993K0.02%-4813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC23,717$977K0.38%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC23,554$971K0.02%-3,00013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC23,537$970K0.07%+6713F-HRTimeline
BetterWealth, LLC23,419$965K0.27%-25,01813F-HRTimeline
Fort Point Capital Partners LLC23,400$964K0.11%013F-HRTimeline
Silver Oak Advisory Group, Inc.23,407$964K0.51%-4,55413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp23,205$956K<0.01%013F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…23,036$949K0.29%+2813F-HRTimeline
Seaside Wealth Management, Inc.22,734$937K0.33%+3513F-HRTimeline
Dorsey & Whitney Trust CO LLC22,680$935K0.05%013F-HRTimeline
Private Wealth Asset Management, LLC22,521$928K0.13%13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC22,399$923K0.53%-3,26613F-HRTimeline
Mustard Seed Financial, LLC22,216$916K0.74%+313F-HRTimeline
Marietta Wealth Management, LLC21,870$901K0.13%-1,57013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK21,788$898K0.01%013F-HRTimelineGroup
CATHY PARETO & ASSOCIATES, INC21,616$891K0.79%+813F-HRTimeline
KDK Private Wealth Management, LLC21,488$886K1.01%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC21,375$881K0.26%013F-HRTimeline
David Wealth Management LLC21,359$880K0.74%013F-HRTimeline
Balboa Wealth Partners21,219$874K0.21%013F-HRTimeline
Oak Wealth Advisors LLC21,190$873K0.65%-18513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC21,139$871K0.02%+4713F-HRTimeline
Capital Investment Advisory Services, L…20,951$863K0.08%+10,00013F-HRTimeline
AWM CAPITAL, LLC20,849$859K0.1%-84113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…20,834$859K<0.01%+58413F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …20,574$848K0.05%013F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC20,573$848K0.71%+32013F-HRTimeline
Arbor Wealth Advisors LLC20,543$847K0.76%013F-HRTimeline
IHT Wealth Management, LLC20,437$842K0.03%+6113F-HRTimeline
Pinnacle Financial Partners Inc20,396$841K0.02%013F-HRTimeline
SVB WEALTH LLC20,364$839K0.03%+1013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…20,332$838K<0.01%013F-HRTimelineGroup
Rehmann Capital Advisory Group20,165$831K0.05%+48513F-HRTimeline
Orion Porfolio Solutions, LLC19,677$811K0.01%-10,66513F-HRTimeline
Orion Portfolio Solutions, LLC19,677$811K0.01%-10,66513F-HR/ATimeline
FINANCIAL COUNSELORS INC19,454$802K0.01%-88713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC19,417$800K0.15%+6,59313F-HR/ATimeline
SIGNATUREFD, LLC19,319$796K0.02%-41113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC19,271$794K0.19%new13F-HRTimeline
Running Point Capital Advisors, LLC19,206$791K0.25%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,097$787K0.01%+2,63413F-HRTimeline
Berger Financial Group, Inc19,089$787K0.05%+8013F-HRTimeline
AMARILLO NATIONAL BANK19,084$786K0.15%013F-HRTimeline
Atria Wealth Solutions, Inc.18,725$772K0.01%-54113F-HRTimeline
CRA Financial Services, LLC18,664$769K0.13%+9,52113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO18,614$767K0.01%new13F-HRTimelineGroup
Professional Financial Advisors, LLC18,370$757K0.19%+7313F-HRTimeline
Janney Montgomery Scott LLC18,362$757K<0.01%+3,73313F-HRTimeline
tru Independence LLC18,300$754K0.23%+3813F-HRTimeline
Plante Moran Financial Advisors, LLC18,289$754K0.06%+80213F-HRTimeline
Clark Asset Management, LLC18,234$751K0.13%013F-HRTimeline
EVOKE WEALTH, LLC18,118$747K0.02%013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC18,046$744K0.29%+4613F-HRTimeline
RENASANT BANK18,005$742K0.49%-3,04813F-HRTimeline
Cornerstone Financial Group, LLC /NE/18,003$742K0.67%+7213F-HRTimeline
Pure Financial Advisors, LLC17,883$737K0.02%+2413F-HRTimeline
Red Tortoise LLC17,856$736K0.38%013F-HRTimeline
D.A. DAVIDSON & CO.17,718$730K0.01%013F-HRTimeline
Aerodigm Wealth, LLC17,664$728K0.41%013F-HRTimeline
Falcon Wealth Planning17,655$728K0.08%013F-HRTimeline
Key Financial Inc17,351$715K0.16%013F-HRTimeline
Sound View Wealth Advisors Group, LLC17,170$708K0.06%013F-HRTimeline
Babb Wealth Advisors LLC17,155$707K0.57%-4213F-HRTimeline
Dakota Wealth Management17,010$701K0.02%013F-HRTimeline
Benchmark Wealth Management, LLC16,947$698K0.34%new13F-HRTimeline
Rather & Kittrell, Inc.16,925$697K0.15%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors16,918$697K0.11%+7,21713F-HRTimelineGroup
BASSO CAPITAL MANAGEMENT, L.P.16,800$692K0.59%-21,80013F-HRTimeline
Narus Financial Partners, LLC16,538$682K0.23%-29913F-HRTimeline
Longview Financial Advisors LLC16,481$679K0.45%-35713F-HRTimeline
VISTA CAPITAL PARTNERS, INC.16,461$678K0.08%013F-HRTimeline
&PARTNERS16,578$678K0.01%+1,16013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,409$676K0.01%013F-HRTimelineGroup
VOISARD ASSET MANAGEMENT GROUP, INC.16,182$667K0.19%-10513F-HRTimeline
Waverly Advisors, LLC16,051$661K0.01%+5613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,849$653K0.01%-2513F-HRTimelineGroup
BAILARD, INC.15,811$652K0.02%013F-HRTimeline
WestHill Financial Advisors, Inc.15,726$648K0.15%013F-HRTimeline
D'Orazio & Associates, Inc.15,631$644K0.1%013F-HRTimeline
PRIVATE TRUST CO NA15,435$636K0.07%013F-HRTimeline
Monterey Private Wealth, Inc.15,371$633K0.19%+4913F-HRTimeline