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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

736 managers (741 13F filers) reported a position in DFUV shares at 2025-12-31, 222,653,238 shares in all. 35 filers opened a position and 23 filers sold out during the quarter.

Managers
736
13F filers
741
New
35
Added
216
Reduced
235
Sold out
23
Shares held by filers
222,653,238

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Intelligent Financial Strategies106,722$4.97M2.39%-1,21713F-HRTimeline
FMB WEALTH MANAGEMENT106,548$4.96M1.96%-45213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…105,217$4.9M0.03%-1,07113F-HRTimelineGroup
Sollinda Capital Management LLC104,134$4.85M1.24%+36,35313F-HRTimeline
AG Asset Advisory, LLC102,231$4.76M4.08%+20,94613F-HRTimeline
TIAAgroup of 2 filers holding102,071$4.76M-2,780Timeline
Trace Wealth Advisors, LLC101,158$4.71M3.4%013F-HRTimeline
Vannoy Advisory Group, Inc.100,813$4.7M2.98%+72313F-HRTimeline
Joel Isaacson & Co., LLC99,486$4.64M0.15%+92,29813F-HRTimeline
Investment Advisory Group, LLC98,192$4.57M1.18%013F-HRTimeline
Verdence Capital Advisors LLC98,091$4.57M0.27%-17,00013F-HRTimeline
SwitchPoint Financial Planning, LLC97,976$4.56M3.2%-5,34313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\97,493$4.54M0.01%+24,19413F-HRTimelineGroup
Summit Financial Strategies, Inc.96,558$4.5M0.37%013F-HRTimeline
MML INVESTORS SERVICES, LLC96,305$4.49M0.01%+13,03713F-HRTimeline
Embree Financial Group96,083$4.48M0.55%-24,93213F-HRTimeline
McCartney Wealth Management LLC94,624$4.41M3.8%13F-HRTimeline
Cascade Wealth Advisors, Inc89,571$4.37M2.02%+8,81413F-HRTimeline
HMV Wealth Advisors, LLC93,687$4.36M2.18%+2,83113F-HRTimeline
Pacific Asset Management, LLC89,593$4.17M2.51%-2,50913F-HRTimeline
BluePrint Investing LLC85,242$3.97M3.56%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…84,842$3.95M0.01%-94413F-HR/ATimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC84,339$3.93M0.03%-1,60813F-HRTimeline
Tumwater Wealth Management, LLC84,002$3.91M1.59%-11413F-HRTimeline
Vistica Wealth Advisors, LLC81,691$3.81M3.79%13F-HRTimeline
55 North Private Wealth, LLC78,668$3.67M0.97%13F-HRTimeline
KILNER CAPITAL ADVISORS, LLC78,665$3.67M3.5%13F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC76,969$3.59M2.86%013F-HRTimeline
Axis Wealth Partners, LLC75,855$3.53M1.95%+96313F-HRTimeline
WASHINGTON TRUST Co75,104$3.5M0.11%013F-HRTimeline
Clearstead Advisors, LLC74,548$3.47M0.04%+11813F-HRTimeline
CFS Investment Advisory Services, LLC74,311$3.46M0.25%-2,09213F-HRTimeline
Aspen Capital Management, LLC73,666$3.43M0.85%-1,43113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP72,152$3.36M0.02%-11113F-HRTimelineGroup
Platform Wealth Management, LLC71,276$3.32M0.88%13F-HRTimeline
Wealth Advisors Northwest LLC71,273$3.32M1.47%-77813F-HRTimeline
Zhang Financial LLC70,016$3.26M0.12%+63713F-HRTimeline
Prospera Financial Services Inc69,402$3.23M0.05%+18213F-HRTimeline
BWM Planning, LLC67,707$3.15M0.84%013F-HRTimeline
Generations Wealth, LLC66,267$3.09M3.16%13F-HRTimeline
Disciplined Investments, LLC65,672$3.06M1.18%-1,33913F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…65,323$3.04M0.06%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc64,356$3M1.08%+12813F-HRTimeline
Cresset Asset Management, LLC63,888$2.98M0.01%+1,14613F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.62,935$2.93M1.69%+3213F-HRTimeline
Woodside Wealth Management LLC62,725$2.92M2.18%-29113F-HRTimeline
Cypress Wealth Services, LLC62,281$2.9M0.4%+9,66413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp60,273$2.81M<0.01%-4,33713F-HRTimelineGroup
Westmount Partners, LLC60,240$2.81M0.7%013F-HRTimeline
Robertson Stephens Wealth Management, L…58,794$2.74M0.08%-5,08813F-HRTimeline
Clarity Capital Advisors, LLC58,107$2.71M1.35%+1,21013F-HRTimeline
Nicholas Hoffman & Company, LLC.57,055$2.66M0.06%-9,10013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC56,732$2.64M1.64%-40413F-HRTimeline
POINCIANA ADVISORS GROUP, LLC56,197$2.62M2.06%+4,67913F-HRTimeline
MATAURO, LLC56,037$2.61M0.39%+37313F-HRTimeline
Fonville Wealth Management LLC55,716$2.6M0.53%+113F-HRTimeline
Triumph Capital Management55,579$2.59M0.56%new13F-HRTimeline
Family CFO Inc55,422$2.58M1.15%013F-HRTimeline
Clark Asset Management, LLC54,841$2.56M0.27%+28,41013F-HRTimeline
Aptus Capital Advisors, LLC54,816$2.55M0.02%+27713F-HRTimeline
Foundation Wealth Management, LLC\PA54,348$2.53M0.92%-74513F-HRTimeline
Capital Investment Advisory Services, L…53,267$2.48M0.18%+24,70813F-HRTimeline
Quantum Financial Advisors, LLC53,107$2.47M0.28%-4,99613F-HRTimeline
TAGStone Capital, Inc.51,726$2.41M0.9%+18113F-HRTimeline
Warwick Investment Management, Inc.51,723$2.41M0.37%+18113F-HRTimeline
Curi Capital, LLC51,395$2.39M0.04%-5,78613F-HRTimeline
Daybright Advisory Services, Inc.50,271$2.34M0.62%13F-HRTimeline
Chicago Partners Investment Group LLC47,358$2.3M0.06%-21813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…49,274$2.3M<0.01%-3713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.48,229$2.25M0.02%+1,97513F-HRTimelineGroup
Kane Co Wealth Management, Inc.47,954$2.23M1.97%13F-HRTimeline
Global Retirement Partners, LLC47,608$2.22M0.04%+2,28213F-HRTimeline
IEQ CAPITAL, LLC47,389$2.21M0.01%+4813F-HRTimeline
Cloud Capital Management, LLC47,249$2.2M1.04%+9,04013F-HRTimeline
25 LLC46,314$2.16M0.68%-31513F-HRTimeline
Valued Wealth Advisors LLC46,115$2.15M0.94%-72713F-HRTimeline
BLAIR WILLIAM & CO/IL45,135$2.1M0.01%+13613F-HRTimeline
Blue Trust, Inc.45,115$2.1M0.02%+1,34013F-HRTimeline
Stone Summit Wealth LLC44,540$2.08M0.56%-73413F-HRTimeline
Aurelius Family Office LLC43,182$2.06M0.89%-2,64913F-HRTimeline
CURIO WEALTH, LLC42,103$1.98M0.7%-12313F-HRTimeline
Private Advisor Group, LLC42,508$1.98M0.01%+9,82513F-HRTimeline
Francis Financial, Inc.42,353$1.97M0.39%-5,89113F-HRTimeline
TRED AVON FAMILY WEALTH, LLC41,902$1.95M0.64%013F-HRTimeline
Tarbox Family Office, Inc.41,863$1.95M0.31%+69913F-HRTimeline
FAS Wealth Partners, Inc.41,177$1.92M0.12%+6,05913F-HRTimeline
IFG Advisors, LLC40,523$1.89M0.31%-88513F-HRTimeline
Rialto Wealth Management, LLC40,422$1.88M0.45%+413F-HRTimeline
Samalin Investment Counsel, LLC39,954$1.86M0.66%+2,35013F-HRTimeline
Entelevest, LLC39,948$1.86M1.93%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC39,158$1.82M<0.01%-2,73513F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC38,956$1.81M0.53%-89913F-HRTimeline
NewEdge Advisors, LLC38,365$1.79M0.01%-14213F-HRTimeline
LJI Wealth Management, LLC38,217$1.78M0.27%+33,52413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC36,813$1.72M0.24%+813F-HRTimeline
COMERICA BANK36,357$1.69M0.01%013F-HRTimeline
Cordant, Inc.35,988$1.68M0.7%-11,58313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC35,976$1.68M0.01%013F-HRTimeline
Empowered Funds, LLC35,556$1.66M0.03%+12,57913F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC35,516$1.65M0.01%+1,41613F-HRTimeline
Cambria Investment Management, L.P.34,716$1.62M0.09%+11,73913F-HRTimeline
Beacon Financial Advisory LLC34,268$1.6M0.37%-62413F-HRTimeline
IFP Advisors, Inc33,977$1.58M0.04%+63013F-HRTimeline
XY Planning Network, Inc.33,370$1.55M0.27%+12,78213F-HRTimeline
Quadcap Wealth Management, LLC32,970$1.54M0.18%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC32,807$1.53M0.42%013F-HRTimeline
Aspen Wealth Management LLC32,755$1.53M0.32%-3713F-HRTimeline
Prime Capital Investment Advisors, LLC32,197$1.5M0.02%+39713F-HRTimeline
Klingman & Associates, LLC31,457$1.47M0.07%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.31,377$1.46M<0.01%+1,98013F-HRTimelineGroup
Cogent Private Wealth, Inc.31,337$1.46M1.11%13F-HRTimeline
Applied Capital LLC31,235$1.46M0.56%-16913F-HRTimeline
Busey Bank31,112$1.45M0.04%013F-HRTimeline
Merit Financial Group, LLC30,245$1.41M0.01%+1,15313F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC30,065$1.4M1.31%013F-HRTimeline
Bragg Financial Advisors, Inc29,836$1.39M0.05%013F-HRTimeline
Parkside Financial Bank & Trust29,322$1.37M0.1%-2,83913F-HRTimeline
RAM Investment Partners, LLC29,014$1.35M0.24%-1,55013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co28,865$1.34M0.02%-92113F-HRTimelineGroup
Valeo Financial Advisors, LLC28,760$1.34M0.03%+18613F-HRTimeline
Farmers National Bank28,465$1.33M0.3%-34713F-HRTimeline
Wick Capital Partners, LLC28,339$1.32M0.24%013F-HR/ATimeline
Eldridge Investment Advisors, Inc.27,788$1.29M0.29%+27313F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC27,741$1.29M0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/27,568$1.28M<0.01%-1,53713F-HRTimelineGroup
Oath Planning, LLC27,454$1.28M1.26%13F-HRTimeline
IFG Advisory, LLC26,987$1.26M0.05%-78413F-HRTimeline
Measured Wealth Private Client Group, L…26,931$1.25M0.33%-25813F-HRTimeline
Garde Capital, Inc.26,598$1.24M0.07%013F-HRTimeline
New England Private Wealth Advisors LLC26,568$1.24M0.15%+8513F-HR/ATimeline
M Wealth Management, LLC26,461$1.23M1.07%-18113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC26,330$1.23M0.08%+4013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC26,180$1.22M0.86%013F-HRTimeline
SJS Investment Consulting Inc.26,169$1.22M0.15%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …25,118$1.22M0.04%new13F-HRTimelineGroup
Kaufman Rossin Wealth, LLC25,950$1.21M0.63%+24613F-HRTimeline
Pictet North America Advisors SA25,825$1.2M0.11%013F-HRTimeline
Integrated Advisors Network LLC25,288$1.18M0.05%-1,12413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …24,650$1.15M0.02%+21913F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC24,623$1.15M0.72%-2,71513F-HRTimeline
Financial Council, LLC24,585$1.15M0.46%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.24,532$1.14M<0.01%-1,35413F-HRTimelineGroup
Arkadios Wealth Advisors24,480$1.14M0.02%-113F-HRTimeline
&PARTNERS24,410$1.14M0.01%-7,15913F-HRTimeline
Mutual Advisors, LLC24,096$1.12M0.02%-49013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC23,752$1.11M0.07%+6113F-HRTimeline
Orion Porfolio Solutions, LLC23,434$1.09M0.01%+1,05313F-HRTimeline
Waverly Advisors, LLC23,337$1.09M0.01%+7,15713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp23,205$1.08M<0.01%013F-HR/ATimelineGroup
Midwest Trust Co22,999$1.07M0.01%013F-HRTimeline
SIGNATUREFD, LLC22,970$1.07M0.02%+2,70813F-HRTimeline
Parallel Advisors, LLC22,897$1.07M0.02%-74613F-HRTimeline
Silver Oak Advisory Group, Inc.22,883$1.07M0.48%013F-HRTimeline
Dorsey & Whitney Trust CO LLC22,680$1.06M0.06%013F-HRTimeline
Mustard Seed Financial, LLC22,671$1.06M0.66%+22613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC22,422$1.04M0.02%-1,40013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…22,176$1.03M<0.01%+4,85813F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…22,161$1.03M0.22%+2113F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…22,141$1.03M0.97%13F-HRTimeline
Parkside Investments, LLC22,018$1.03M0.13%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,830$1.02M0.02%-1,40013F-HRTimelineGroup
KDK Private Wealth Management, LLC21,488$1M0.87%013F-HR/ATimeline
Running Point Capital Advisors, LLC21,423$998K0.27%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC21,375$996K0.24%013F-HRTimeline
Seaside Wealth Management, Inc.21,265$991K0.28%+2613F-HRTimeline
Balboa Wealth Partners21,219$989K0.16%013F-HRTimeline
Avantax Planning Partners, Inc.21,142$985K0.03%013F-HRTimeline
IHT Wealth Management, LLC20,617$961K0.02%+3913F-HRTimeline
Kathmere Capital Management, LLC20,578$959K0.06%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.20,492$955K0.12%13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC20,403$951K0.01%-84313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …20,396$950K0.01%13F-HR/ATimelineGroup
Marietta Wealth Management, LLC20,360$949K0.11%-5013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC20,241$943K0.62%-6613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…20,232$943K<0.01%-10013F-HRTimelineGroup
CENTRAL TRUST Co19,826$924K0.02%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …19,762$921K<0.01%+7,60413F-HRTimelineGroup
AWM CAPITAL, LLC19,645$915K0.08%-7313F-HRTimeline
CRA Financial Services, LLC19,240$896K0.12%+60113F-HRTimeline
W1M Asset Management Ltd19,160$892K0.01%new13F-HRTimeline
AMARILLO NATIONAL BANK19,084$889K0.16%013F-HRTimeline
Janney Montgomery Scott LLC19,069$888K<0.01%-14913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK18,832$877K<0.01%013F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …18,697$871K0.05%new13F-HRTimelineGroup
BetterWealth, LLC18,641$868K0.2%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO18,614$867K<0.01%013F-HRTimelineGroup
Professional Financial Advisors, LLC18,603$867K0.18%+6513F-HRTimeline
Arbor Wealth Advisors LLC18,601$867K0.62%-55013F-HRTimeline
Pure Financial Advisors, LLC18,522$863K0.01%+2113F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.18,423$858K0.06%-9,04713F-HRTimelineGroup
tru Independence LLC18,422$858K0.22%+3413F-HRTimeline
Oak Wealth Advisors LLC18,361$855K0.49%-2,82913F-HRTimeline
Rehmann Capital Advisory Group18,352$855K0.04%-1,51213F-HRTimeline
Northwest Wealth Advisors, LLC18,352$855K0.67%13F-HRTimeline
Plante Moran Financial Advisors, LLC18,289$852K0.05%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/18,231$849K0.59%+6413F-HRTimeline
EVOKE WEALTH, LLC18,118$844K0.02%013F-HRTimeline
NorthRock Partners, LLC18,092$843K0.01%+4,23013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC18,089$843K0.16%-62013F-HRTimeline
Red Tortoise LLC17,856$832K0.36%013F-HRTimeline