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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

671 managers (676 13F filers) reported a position in DFUV shares at 2025-06-30, 243,366,113 shares in all. 29 filers opened a position and 25 filers sold out during the quarter.

Managers
671
13F filers
676
New
29
Added
229
Reduced
222
Sold out
25
Shares held by filers
243,366,113

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Summit Financial Strategies, Inc.96,558$4.08M0.38%-1913F-HRTimeline
HMV Wealth Advisors, LLC92,068$3.89M2.55%+18,22813F-HRTimeline
Pacific Asset Management, LLC92,013$3.89M3.13%-5,47013F-HRTimeline
CFS Investment Advisory Services, LLC90,476$3.83M0.31%-4,99813F-HRTimeline
MML INVESTORS SERVICES, LLC89,837$3.8M0.01%+5,43513F-HRTimeline
FMR LLCin group FMR LLC89,606$3.79M<0.01%+7,66113F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC87,525$3.7M0.04%+1013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…86,571$3.66M0.01%-13,24913F-HR/ATimelineGroup
Parkworth Wealth Management, Inc.86,301$3.65M2.63%-64813F-HRTimeline
Tumwater Wealth Management, LLC84,677$3.58M1.66%013F-HRTimeline
CWM, LLCin group CWM, LLC80,712$3.41M0.01%+2,65413F-HRTimelineGroup
Wealth Advisors Northwest LLC80,621$3.41M1.8%-3,25213F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC79,311$3.35M2.03%-18,96213F-HRTimeline
Aspen Capital Management, LLC78,330$3.31M0.93%-1,05313F-HRTimeline
WASHINGTON TRUST Co75,104$3.18M0.11%013F-HRTimeline
Clearstead Advisors, LLC74,353$3.14M0.04%-7,26613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\74,249$3.14M<0.01%-13313F-HRTimelineGroup
Martin Worley Group72,297$3.06M1.5%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp72,060$3.05M<0.01%-53013F-HRTimelineGroup
Zhang Financial LLC69,684$2.95M0.14%-66613F-HRTimeline
Jentner Corp69,363$2.93M0.79%-8,37013F-HRTimeline
Quantinno Capital Management LP69,321$2.93M0.01%+33,34113F-HRTimeline
Axis Wealth Partners, LLC69,277$2.93M1.92%+2,22913F-HRTimeline
BWM Planning, LLC67,707$2.86M0.99%013F-HRTimeline
Prospera Financial Services Inc67,602$2.86M0.05%+10013F-HRTimeline
Disciplined Investments, LLC67,289$2.84M1.2%+83513F-HRTimeline
Glass Jacobson Investment Advisors llc66,509$2.81M1.08%-20813F-HRTimeline
Nicholas Hoffman & Company, LLC.66,155$2.8M0.07%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC65,425$2.77M0.89%+94213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP65,327$2.76M0.02%013F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…65,323$2.76M0.12%13F-HRTimeline
Robertson Stephens Wealth Management, L…64,652$2.73M0.09%+36313F-HRTimeline
Clarity Capital Advisors, LLC63,689$2.69M1.57%-1,41413F-HRTimeline
Woodside Wealth Management LLC63,076$2.67M2.3%-4913F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.63,068$2.67M1.69%-59413F-HRTimeline
Westmount Partners, LLC60,240$2.55M0.7%013F-HRTimeline
Quantum Financial Advisors, LLC57,684$2.44M0.33%-9,00613F-HRTimeline
Curi Capital, LLC57,113$2.41M0.05%+16,41413F-HRTimeline
Foundation Wealth Management, LLC\PA56,948$2.41M1.04%+1713F-HRTimeline
Fonville Wealth Management LLC55,807$2.36M0.6%-1,25113F-HRTimeline
Cascade Wealth Advisors, Inc54,306$2.31M1.31%-3,13313F-HRTimeline
Aptus Capital Advisors, LLC54,401$2.3M0.02%+1613F-HRTimeline
Cypress Wealth Services, LLC53,841$2.28M0.41%-91813F-HRTimeline
Family CFO Inc53,193$2.25M1.13%+3,73913F-HRTimeline
Chicago Partners Investment Group LLC51,611$2.24M0.06%+18013F-HRTimeline
MATAURO, LLC52,835$2.23M0.42%-4,84213F-HRTimeline
POINCIANA ADVISORS GROUP, LLC51,953$2.2M1.98%-11613F-HRTimeline
IEQ CAPITAL, LLC51,820$2.19M0.01%+19,65213F-HRTimeline
TAGStone Capital, Inc.51,317$2.18M0.9%+70013F-HRTimeline
Freedom Investment Management, Inc.51,421$2.17M0.17%-39113F-HRTimeline
Warwick Investment Management, Inc.51,314$2.17M0.42%+23913F-HRTimeline
Francis Financial, Inc.51,179$2.16M0.5%-36313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…49,726$2.1M0.29%+10,72513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…49,311$2.08M<0.01%+3,66713F-HRTimelineGroup
Valued Wealth Advisors LLC49,133$2.08M1.08%-2,45913F-HRTimeline
Sollinda Capital Management LLC48,741$2.06M0.54%+9,91613F-HRTimeline
Cordant, Inc.46,908$1.98M0.96%+10,24913F-HRTimeline
Stone Summit Wealth LLC46,692$1.97M0.61%-3,26813F-HRTimeline
25 LLC46,620$1.97M0.72%+2013F-HRTimeline
Aurelius Family Office LLC46,021$1.95M0.92%-3,38513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.46,012$1.95M0.02%+4,23913F-HRTimelineGroup
Global Retirement Partners, LLC45,889$1.94M0.05%13F-HRTimeline
BLAIR WILLIAM & CO/IL45,331$1.92M0.01%+1,68913F-HRTimeline
Blue Trust, Inc.43,377$1.83M0.02%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC42,710$1.81M<0.01%-5,19013F-HRTimelineGroup
Cresset Asset Management, LLC42,550$1.8M0.01%-53,82513F-HR/ATimeline
CURIO WEALTH, LLC42,498$1.8M0.79%+42,48613F-HRTimeline
Tarbox Family Office, Inc.41,685$1.76M0.27%-12813F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC41,525$1.76M0.56%+613F-HRTimeline
IFG Advisors, LLC41,181$1.74M0.29%-31913F-HRTimeline
Rialto Wealth Management, LLC40,493$1.71M0.48%+613F-HRTimeline
Smartleaf Asset Management LLC39,793$1.68M0.15%+12,85613F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC39,275$1.66M1.27%-1,05713F-HRTimeline
NewEdge Advisors, LLC38,992$1.65M0.01%-2,38713F-HRTimeline
LJI Wealth Management, LLC38,012$1.61M0.28%+8,80613F-HRTimeline
Beacon Financial Advisory LLC37,062$1.57M0.41%+72413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC36,794$1.56M0.22%+1113F-HRTimeline
Avantax Planning Partners, Inc.36,737$1.55M0.05%-79913F-HRTimeline
Samalin Investment Counsel, LLC36,595$1.55M0.59%+2,16913F-HRTimeline
COMERICA BANK36,357$1.54M0.01%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC35,785$1.51M0.01%-10213F-HRTimeline
Merit Financial Group, LLC35,386$1.5M0.02%+3,83313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC35,195$1.49M0.01%+16,09813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.35,159$1.49M0.01%+3,35013F-HRTimeline
FAS Wealth Partners, Inc.34,971$1.48M0.11%+15613F-HRTimeline
SJS Investment Consulting Inc.34,459$1.46M0.23%-6013F-HRTimeline
Cloud Capital Management, LLC33,960$1.44M0.9%-4,84913F-HRTimeline
Parkside Financial Bank & Trust33,988$1.44M0.16%-1,08413F-HRTimeline
&PARTNERS33,446$1.41M0.01%+16,86813F-HRTimeline
Quadcap Wealth Management, LLC32,970$1.39M0.18%013F-HRTimeline
Applied Capital LLC32,166$1.36M0.6%+1913F-HRTimeline
Private Advisor Group, LLC31,899$1.35M0.01%-85213F-HRTimeline
RAM Investment Partners, LLC31,834$1.35M0.28%013F-HRTimeline
Prime Capital Investment Advisors, LLC31,800$1.34M0.02%-446,53513F-HRTimeline
Busey Bank31,112$1.32M0.04%013F-HRTimeline
Farmers National Bank30,422$1.29M0.34%-2,82013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC30,208$1.28M1.28%013F-HRTimeline
Bragg Financial Advisors, Inc29,836$1.26M0.05%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co29,786$1.26M0.02%-40013F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC29,648$1.25M0.09%-4,65013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.29,492$1.25M<0.01%+92513F-HRTimelineGroup
ASSET PLANNING CORPORATION29,156$1.23M0.66%-4,54113F-HRTimeline
Valeo Financial Advisors, LLC28,572$1.21M0.03%+31113F-HR/ATimeline
BRIGHTON JONES LLC28,387$1.2M0.03%+75913F-HRTimeline
Kaufman Rossin Wealth, LLC28,349$1.2M0.76%-1,36313F-HRTimeline
Wick Capital Partners, LLC1,574$1.2M0.31%-26,76513F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC28,275$1.2M0.82%-6,12613F-HRTimeline
IFG Advisory, LLC28,221$1.19M0.06%+90013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/27,992$1.18M<0.01%-55413F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC27,741$1.17M0.02%013F-HRTimeline
Measured Wealth Private Client Group, L…27,552$1.16M0.35%-1,52513F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.27,470$1.16M0.08%013F-HRTimelineGroup
Eldridge Investment Advisors, Inc.27,355$1.16M0.24%-1,57313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,306$1.15M<0.01%+15,20413F-HRTimelineGroup
New England Private Wealth Advisors LLC26,376$1.13M0.17%+11213F-HRTimeline
Capital Investment Advisory Services, L…26,750$1.13M0.09%+5,79913F-HRTimeline
Verus Financial Partners, Inc.26,314$1.13M0.12%+9913F-HRTimeline
M Wealth Management, LLC26,642$1.13M1.04%013F-HRTimeline
Garde Capital, Inc.26,598$1.12M0.06%013F-HRTimeline
Clark Asset Management, LLC26,431$1.12M0.15%+8,19713F-HRTimeline
Integrated Advisors Network LLC26,417$1.12M0.05%+56213F-HRTimeline
Pictet North America Advisors SA25,825$1.09M0.11%013F-HRTimeline
Mutual Advisors, LLC25,077$1.09M0.03%-1,24813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC25,799$1.09M0.02%-12,95713F-HRTimelineGroup
Arkadios Wealth Advisors25,490$1.08M0.03%-5,96413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC25,330$1.07M0.08%-1,18813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …24,709$1.04M0.02%-19313F-HRTimelineGroup
Financial Council, LLC24,585$1.04M0.5%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.24,566$1.04M<0.01%+23,21513F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC23,717$1M0.36%013F-HRTimeline
Parallel Advisors, LLC23,644$1000K0.02%-45313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC23,616$998K0.07%+7913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC23,554$996K0.02%013F-HRTimelineGroup
BetterWealth, LLC23,419$990K0.25%013F-HRTimeline
Fort Point Capital Partners LLC23,400$989K0.1%013F-HRTimeline
Silver Oak Advisory Group, Inc.23,407$989K0.48%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp23,205$981K<0.01%013F-HRTimelineGroup
Midwest Trust Co23,015$973K0.01%13F-HRTimeline
Dorsey & Whitney Trust CO LLC22,680$959K0.05%013F-HRTimeline
Cambria Investment Management, L.P.22,635$957K0.06%new13F-HRTimeline
Empowered Funds, LLC22,635$957K0.01%new13F-HRTimeline
Benchmark Wealth Management, LLC22,530$953K0.42%+5,58313F-HRTimeline
Mustard Seed Financial, LLC22,219$939K0.68%+313F-HRTimeline
Allegiance Financial Group Advisory Ser…22,114$935K0.25%-92213F-HRTimeline
KDK Private Wealth Management, LLC21,488$909K0.97%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC21,375$904K0.24%013F-HRTimeline
Balboa Wealth Partners21,219$897K0.18%013F-HRTimeline
Seaside Wealth Management, Inc.21,206$897K0.29%-1,52813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC21,194$896K0.02%+5513F-HRTimeline
Oak Wealth Advisors LLC21,190$896K0.57%013F-HRTimeline
David Wealth Management LLC21,032$889K0.66%-32713F-HRTimeline
Marietta Wealth Management, LLC20,970$887K0.12%-90013F-HRTimeline
XY Planning Network, Inc.20,588$870K0.3%+9,47613F-HRTimeline
Kathmere Capital Management, LLC20,578$870K0.07%+5,68613F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …20,574$870K0.05%013F-HRTimelineGroup
Arbor Wealth Advisors LLC20,543$869K0.7%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC20,532$868K0.44%-1,86713F-HRTimeline
IHT Wealth Management, LLC20,509$867K0.02%+7213F-HRTimeline
Orion Porfolio Solutions, LLC20,478$866K0.01%+80113F-HR/ATimeline
Pinnacle Financial Partners Inc20,396$862K0.02%013F-HRTimeline
SVB WEALTH LLC20,375$861K0.05%+1113F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC20,373$861K0.65%-20013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…20,332$860K<0.01%013F-HRTimelineGroup
AWM CAPITAL, LLC20,017$846K0.09%-83213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…19,904$842K<0.01%-93013F-HRTimelineGroup
CENTRAL TRUST Co19,826$838K0.02%+6,49113F-HRTimeline
Rehmann Capital Advisory Group19,700$833K0.05%-46513F-HRTimeline
Janney Montgomery Scott LLC19,218$813K<0.01%+85613F-HRTimeline
Running Point Capital Advisors, LLC19,181$811K0.22%-2513F-HRTimeline
Atria Wealth Solutions, Inc.19,048$807K0.02%+32313F-HRTimeline
AMARILLO NATIONAL BANK19,084$807K0.15%013F-HRTimeline
IFP Advisors, Inc19,028$805K0.02%+15,24513F-HRTimeline
SIGNATUREFD, LLC18,989$803K0.01%-33013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK18,832$796K<0.01%-2,95613F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC18,724$792K0.17%-54713F-HRTimeline
CRA Financial Services, LLC18,639$788K0.12%-2513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO18,614$787K0.01%013F-HRTimelineGroup
Professional Financial Advisors, LLC18,456$780K0.18%+8613F-HRTimeline
tru Independence LLC18,345$776K0.22%+4513F-HRTimeline
Plante Moran Financial Advisors, LLC18,289$773K0.05%013F-HRTimeline
EVOKE WEALTH, LLC18,118$766K0.02%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/18,087$765K0.65%+8413F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC17,935$758K0.26%-11113F-HRTimeline
Pure Financial Advisors, LLC17,911$757K0.01%+2813F-HRTimeline
Red Tortoise LLC17,856$755K0.37%013F-HRTimeline
RENASANT BANK17,757$751K0.5%-24813F-HRTimeline
Falcon Wealth Planning17,426$737K0.07%-22913F-HRTimeline
Key Financial Inc17,351$734K0.15%013F-HRTimeline
Berger Financial Group, Inc17,304$732K0.05%-1,78513F-HRTimeline
Sound View Wealth Advisors Group, LLC17,170$726K0.05%013F-HRTimeline
Babb Wealth Advisors LLC17,148$725K0.54%-713F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO17,065$722K0.18%13F-HRTimeline
CATHY PARETO & ASSOCIATES, INC17,056$721K0.6%-4,56013F-HRTimeline
Betterment LLC17,041$720K<0.01%+7,94413F-HRTimeline
Dakota Wealth Management17,010$719K0.02%013F-HRTimeline
Narus Financial Partners, LLC16,970$717K0.22%+43213F-HRTimeline
Rather & Kittrell, Inc.16,925$716K0.14%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors16,918$715K0.1%013F-HRTimelineGroup
Aerodigm Wealth, LLC16,821$711K0.34%-84313F-HRTimeline
D.A. DAVIDSON & CO.16,768$709K<0.01%-95013F-HRTimeline