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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

685 managers (690 13F filers) reported a position in DFUV shares at 2025-09-30, 212,354,059 shares in all. 44 filers opened a position and 22 filers sold out during the quarter.

Managers
685
13F filers
690
New
44
Added
205
Reduced
237
Sold out
22
Shares held by filers
212,354,059

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
HMV Wealth Advisors, LLC90,856$4.06M2.23%-1,21213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC85,947$3.84M0.03%-1,57813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…85,786$3.83M0.01%-78513F-HRTimelineGroup
Tumwater Wealth Management, LLC84,116$3.76M1.67%-56113F-HRTimeline
MML INVESTORS SERVICES, LLC83,268$3.72M0.01%-6,56913F-HRTimeline
Cascade Wealth Advisors, Inc80,757$3.64M1.79%+26,45113F-HRTimeline
AG Asset Advisory, LLC81,285$3.63M3.01%-16,84913F-HRTimeline
CFS Investment Advisory Services, LLC76,403$3.45M0.26%-14,07313F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC76,969$3.44M2.84%13F-HRTimeline
WASHINGTON TRUST Co75,104$3.36M0.11%013F-HRTimeline
Aspen Capital Management, LLC75,097$3.36M0.86%-3,23313F-HRTimeline
Axis Wealth Partners, LLC74,892$3.35M1.96%+5,61513F-HRTimeline
Clearstead Advisors, LLC74,430$3.33M0.05%+7713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\73,299$3.28M<0.01%-95013F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP72,263$3.23M0.02%+6,93613F-HR/ATimelineGroup
Wealth Advisors Northwest LLC72,051$3.22M1.56%-8,57013F-HRTimeline
Zhang Financial LLC69,379$3.1M0.13%-30513F-HRTimeline
Prospera Financial Services Inc69,220$3.09M0.05%+1,61813F-HRTimeline
CWM, LLCin group CWM, LLC68,311$3.05M0.01%-12,40113F-HRTimelineGroup
Sollinda Capital Management LLC67,781$3.03M0.83%+19,04013F-HRTimeline
BWM Planning, LLC67,707$3.03M0.9%013F-HRTimeline
Disciplined Investments, LLC67,011$2.99M1.19%-27813F-HRTimeline
Nicholas Hoffman & Company, LLC.66,155$2.96M0.07%013F-HRTimeline
Laird Norton Wetherby Wealth Management…65,323$2.92M0.12%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp64,610$2.89M<0.01%-7,45013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc64,228$2.87M1.04%-2,28113F-HRTimeline
Robertson Stephens Wealth Management, L…63,882$2.85M0.09%-77013F-HRTimeline
Woodside Wealth Management LLC63,016$2.82M2.22%-6013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.62,903$2.81M1.65%-16513F-HRTimeline
Cresset Asset Management, LLC62,742$2.8M0.01%+20,19213F-HR/ATimeline
Westmount Partners, LLC60,240$2.69M0.7%013F-HRTimeline
Quantum Financial Advisors, LLC58,103$2.6M0.32%+41913F-HRTimeline
Curi Capital, LLC57,181$2.56M0.05%+6813F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC57,136$2.55M1.7%-22,17513F-HRTimeline
Clarity Capital Advisors, LLC56,897$2.54M1.38%-6,79213F-HRTimeline
Fonville Wealth Management LLC55,715$2.49M0.56%-9213F-HRTimeline
MATAURO, LLC55,664$2.49M0.4%+2,82913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…55,472$2.48M0.29%+5,74613F-HRTimeline
Family CFO Inc55,422$2.48M1.14%+2,22913F-HRTimeline
My Personal CFO, LLC55,093$2.46M0.95%new13F-HRTimeline
Foundation Wealth Management, LLC\PA55,093$2.46M0.95%-1,85513F-HRTimeline
Aptus Capital Advisors, LLC54,539$2.44M0.02%+13813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC53,866$2.41M<0.01%new13F-HRTimelineGroup
Cypress Wealth Services, LLC52,617$2.35M0.39%-1,22413F-HRTimeline
TAGStone Capital, Inc.51,545$2.3M0.91%+22813F-HRTimeline
Warwick Investment Management, Inc.51,542$2.3M0.4%+22813F-HRTimeline
POINCIANA ADVISORS GROUP, LLC51,518$2.3M1.94%-43513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…49,311$2.2M<0.01%013F-HRTimelineGroup
Francis Financial, Inc.48,244$2.16M0.38%-2,93513F-HRTimeline
Chicago Partners Investment Group LLC47,576$2.14M0.06%-4,03513F-HRTimeline
Cordant, Inc.47,571$2.13M0.96%+66313F-HRTimeline
IEQ CAPITAL, LLC47,341$2.12M0.01%-4,47913F-HRTimeline
Valued Wealth Advisors LLC46,842$2.09M0.97%-2,29113F-HRTimeline
25 LLC46,629$2.08M0.71%+913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.46,254$2.07M0.02%+24213F-HRTimelineGroup
Aurelius Family Office LLC45,831$2.05M0.91%-19013F-HRTimeline
Global Retirement Partners, LLC45,326$2.03M0.05%-56313F-HRTimeline
Stone Summit Wealth LLC45,274$2.02M0.57%-1,41813F-HRTimeline
BLAIR WILLIAM & CO/IL44,999$2.01M0.01%-33213F-HRTimeline
Blue Trust, Inc.43,775$1.96M0.02%+39813F-HRTimeline
CURIO WEALTH, LLC42,226$1.89M0.77%-27213F-HRTimeline
TRED AVON FAMILY WEALTH, LLC41,902$1.87M0.64%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC41,893$1.87M<0.01%-81713F-HRTimelineGroup
IFG Advisors, LLC41,408$1.85M0.3%+22713F-HRTimeline
Tarbox Family Office, Inc.41,164$1.84M0.27%-52113F-HRTimeline
Smartleaf Asset Management LLC40,632$1.81M0.11%+83913F-HRTimeline
Rialto Wealth Management, LLC40,418$1.81M0.47%-7513F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC39,855$1.78M0.53%-1,67013F-HRTimeline
NewEdge Advisors, LLC38,507$1.72M0.01%-48513F-HRTimeline
Cloud Capital Management, LLC38,209$1.71M0.9%+4,24913F-HRTimeline
Samalin Investment Counsel, LLC37,604$1.68M0.58%+1,00913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC36,805$1.64M0.22%+1113F-HRTimeline
COMERICA BANK36,357$1.62M0.01%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC35,976$1.61M0.01%+19113F-HRTimeline
FAS Wealth Partners, Inc.35,118$1.57M0.11%+14713F-HRTimeline
Beacon Financial Advisory LLC34,892$1.56M0.36%-2,17013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC34,100$1.52M0.01%-1,09513F-HRTimeline
IFP Advisors, Inc33,347$1.49M0.04%+14,31913F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,241$1.49M<0.01%+24,44413F-HRTimelineGroup
Quadcap Wealth Management, LLC32,970$1.47M0.17%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC32,807$1.47M0.47%-32,61813F-HRTimeline
Aspen Wealth Management LLC32,792$1.47M0.33%new13F-HRTimeline
Private Advisor Group, LLC32,683$1.46M0.01%+78413F-HRTimeline
Parkside Financial Bank & Trust32,161$1.44M0.11%-1,82713F-HRTimeline
Prime Capital Investment Advisors, LLC31,800$1.42M0.02%013F-HRTimeline
Greenspring Advisors, LLC31,511$1.41M0.25%13F-HRTimeline
Applied Capital LLC31,404$1.4M0.57%-76213F-HRTimeline
Busey Bank31,112$1.39M0.04%013F-HRTimeline
&PARTNERS31,569$1.38M0.01%-1,87713F-HRTimeline
RAM Investment Partners, LLC30,564$1.37M0.26%-1,27013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC30,065$1.34M1.25%-14313F-HRTimeline
Bragg Financial Advisors, Inc29,836$1.33M0.04%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co29,786$1.33M0.02%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.29,397$1.31M<0.01%-9513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/29,105$1.3M<0.01%+1,11313F-HRTimelineGroup
Merit Financial Group, LLC29,092$1.3M0.01%-6,29413F-HR/ATimeline
Farmers National Bank28,812$1.29M0.31%-1,61013F-HRTimeline
Valeo Financial Advisors, LLC28,574$1.28M0.03%+213F-HRTimeline
Capital Investment Advisory Services, L…28,559$1.28M0.1%+1,80913F-HRTimeline
ASSET PLANNING CORPORATION28,520$1.27M0.6%-63613F-HRTimeline
Wick Capital Partners, LLC28,339$1.27M0.3%+26,76513F-HRTimeline
BRIGHTON JONES LLC27,807$1.24M0.03%-58013F-HRTimeline
IFG Advisory, LLC27,771$1.24M0.06%-45013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC27,741$1.24M0.02%013F-HRTimeline
Eldridge Investment Advisors, Inc.27,515$1.23M0.28%+16013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.27,470$1.23M0.08%013F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC27,338$1.22M0.8%-93713F-HRTimeline
Measured Wealth Private Client Group, L…27,189$1.22M0.33%-36313F-HRTimeline
M Wealth Management, LLC26,642$1.19M1.05%013F-HRTimeline
Garde Capital, Inc.26,598$1.19M0.06%013F-HRTimeline
New England Private Wealth Advisors LLC26,483$1.18M0.16%+10713F-HRTimeline
Clark Asset Management, LLC26,431$1.18M0.14%013F-HRTimeline
Integrated Advisors Network LLC26,412$1.18M0.05%-513F-HRTimeline
Verus Financial Partners, Inc.26,409$1.18M0.11%+9513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC26,290$1.17M0.07%+96013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC26,180$1.17M0.86%-13,09513F-HRTimeline
SJS Investment Consulting Inc.26,169$1.17M0.16%-8,29013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC25,976$1.16M0.07%-3,67213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.25,886$1.16M<0.01%+1,32013F-HRTimelineGroup
Pictet North America Advisors SA25,825$1.15M0.11%013F-HRTimeline
Kaufman Rossin Wealth, LLC25,704$1.15M0.63%-2,64513F-HRTimeline
Vise Technologies, Inc.25,296$1.13M0.04%new13F-HRTimeline
Mutual Advisors, LLC24,586$1.1M0.02%-49113F-HRTimeline
Financial Council, LLC24,585$1.1M0.49%013F-HRTimeline
Arkadios Wealth Advisors24,481$1.09M0.03%-1,00913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …24,431$1.09M0.02%-27813F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC23,822$1.06M0.02%-1,97713F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC23,691$1.06M0.07%+7513F-HRTimeline
Parallel Advisors, LLC23,643$1.06M0.02%-113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC23,230$1.04M0.02%-32413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp23,205$1.04M<0.01%013F-HRTimelineGroup
Midwest Trust Co22,999$1.03M0.01%-1613F-HRTimeline
Cambria Investment Management, L.P.22,977$1.03M0.06%+34213F-HR/ATimeline
Empowered Funds, LLC22,977$1.03M0.01%+34213F-HRTimeline
Silver Oak Advisory Group, Inc.22,883$1.02M0.46%-52413F-HRTimeline
Dorsey & Whitney Trust CO LLC22,680$1.01M0.05%013F-HRTimeline
Mustard Seed Financial, LLC22,445$1M0.64%+22613F-HRTimeline
Orion Porfolio Solutions, LLC22,381$1M0.01%+1,90313F-HRTimeline
Allegiance Financial Group Advisory Ser…22,140$989K0.23%+2613F-HRTimeline
Parkside Investments, LLC22,018$984K0.12%new13F-HRTimeline
KDK Private Wealth Management, LLC21,488$960K0.97%013F-HRTimeline
Running Point Capital Advisors, LLC21,423$957K0.26%+2,24213F-HRTimeline
MBM WEALTH CONSULTANTS, LLC21,375$955K0.24%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC21,246$949K0.01%+5213F-HRTimeline
Seaside Wealth Management, Inc.21,239$949K0.28%+3313F-HRTimeline
Balboa Wealth Partners21,219$948K0.16%013F-HRTimeline
Oak Wealth Advisors LLC21,190$947K0.55%013F-HRTimeline
Avantax Planning Partners, Inc.21,142$945K0.03%-15,59513F-HRTimeline
IHT Wealth Management, LLC20,578$920K0.02%+6913F-HRTimeline
Kathmere Capital Management, LLC20,578$920K0.07%013F-HRTimeline
Marietta Wealth Management, LLC20,410$912K0.11%-56013F-HRTimeline
Pinnacle Financial Partners Inc20,396$911K0.02%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…20,332$909K<0.01%013F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC20,307$908K0.62%-6613F-HRTimeline
SIGNATUREFD, LLC20,262$906K0.01%+1,27313F-HRTimeline
Rehmann Capital Advisory Group19,864$888K0.05%+16413F-HRTimeline
CENTRAL TRUST Co19,826$886K0.02%013F-HRTimeline
AWM CAPITAL, LLC19,718$881K0.08%-29913F-HRTimeline
XY Planning Network, Inc.20,588$870K0.3%013F-HRTimeline
Janney Montgomery Scott LLC19,218$859K<0.01%013F-HRTimeline
M Holdings Securities, Inc.19,176$857K0.18%-173,95613F-HRTimeline
Arbor Wealth Advisors LLC19,151$856K0.64%-1,39213F-HRTimeline
AMARILLO NATIONAL BANK19,084$853K0.15%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,876$844K<0.01%-8,43013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK18,832$842K<0.01%013F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC18,709$836K0.18%-1513F-HRTimeline
BetterWealth, LLC18,641$833K0.2%-4,77813F-HRTimeline
CRA Financial Services, LLC18,639$833K0.11%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO18,614$832K0.01%013F-HRTimelineGroup
Professional Financial Advisors, LLC18,538$828K0.17%+8213F-HRTimeline
Pure Financial Advisors, LLC18,501$827K0.01%+59013F-HRTimeline
tru Independence LLC18,388$822K0.21%+4313F-HRTimeline
Plante Moran Financial Advisors, LLC18,289$817K0.05%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/18,167$812K0.63%+8013F-HRTimeline
EVOKE WEALTH, LLC18,118$810K0.02%013F-HRTimeline
Arlington Financial Advisors, LLC17,905$800K0.12%new13F-HRTimeline
Red Tortoise LLC17,856$798K0.35%013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC17,798$795K0.25%-13713F-HRTimeline
RENASANT BANK17,757$794K0.5%013F-HRTimeline
Falcon Wealth Planning17,426$779K0.07%013F-HRTimeline
Key Financial Inc17,351$776K0.14%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…17,318$774K<0.01%-2,58613F-HRTimelineGroup
Berger Financial Group, Inc17,308$773K0.05%+413F-HRTimeline
Caprock Group, LLC17,386$773K0.02%13F-HRTimeline
Sound View Wealth Advisors Group, LLC17,170$767K0.05%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC17,131$766K0.58%+7513F-HRTimeline
Narus Financial Partners, LLC16,972$758K0.21%+213F-HR/ATimeline
D.A. DAVIDSON & CO.16,968$758K<0.01%+20013F-HRTimeline
Rather & Kittrell, Inc.16,925$756K0.13%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors16,918$756K0.1%013F-HRTimelineGroup
Betterment LLC16,889$755K<0.01%-15213F-HRTimeline
Aerodigm Wealth, LLC16,821$752K0.32%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.16,472$736K0.08%+513F-HRTimeline
Steward Partners Investment Advisory, L…16,436$735K<0.01%013F-HRTimeline
Eaton Financial Holdings Company, LLC16,433$734K0.21%+7213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,409$733K0.01%013F-HRTimelineGroup
VOISARD ASSET MANAGEMENT GROUP, INC.16,187$723K0.17%013F-HRTimeline
Waverly Advisors, LLC16,180$723K0.01%+6313F-HRTimeline
Capital Investment Advisors, LLC16,060$718K0.01%+1,22713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,731$703K0.01%013F-HRTimelineGroup