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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

765 managers (770 13F filers) reported a position in DFUV shares at 2026-03-31, 225,867,331 shares in all. 50 filers opened a position and 15 filers sold out during the quarter.

Managers
765
13F filers
770
New
50
Added
231
Reduced
256
Sold out
15
Shares held by filers
225,867,331

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Sollinda Capital Management LLC113,730$5.51M1.34%+9,59613F-HRTimeline
AG Asset Advisory, LLC113,137$5.48M4.55%+10,90613F-HRTimeline
Simplicity Wealth,LLC113,007$5.48M0.31%-2,54713F-HRTimeline
Evensky & Katz LLC110,033$5.33M0.3%-5,41413F-HRTimeline
COGENT STRATEGIC WEALTH LLC110,017$5.33M5.48%-94013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS108,407$5.25M4.69%13F-HRTimeline
TIAAgroup of 3 filers holding107,142$5.19M+5,071Timeline
FMB WEALTH MANAGEMENT105,699$5.12M2.12%-84913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…105,257$5.1M0.03%+4013F-HRTimelineGroup
Trace Wealth Advisors, LLC101,158$4.9M3.67%013F-HRTimeline
Cascade Wealth Advisors, Inc93,113$4.88M2.14%+3,54213F-HRTimeline
Vannoy Advisory Group, Inc.100,205$4.86M3.07%-60813F-HRTimeline
Joel Isaacson & Co., LLC99,486$4.82M0.16%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…99,429$4.82M0.01%+14,58713F-HRTimelineGroup
Investment Advisory Group, LLC98,192$4.76M1.21%013F-HRTimeline
Verdence Capital Advisors LLC98,091$4.75M0.28%013F-HRTimeline
Arkadios Wealth Advisors97,740$4.74M0.08%+73,26013F-HRTimeline
SwitchPoint Financial Planning, LLC97,085$4.7M3.19%-89113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\96,216$4.66M0.01%-1,27713F-HRTimelineGroup
Summit Financial Strategies, Inc.95,351$4.62M0.36%-1,20713F-HRTimeline
HMV Wealth Advisors, LLC93,944$4.55M2.14%+25713F-HRTimeline
McCartney Wealth Management LLC91,894$4.45M3.75%-2,73013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC89,352$4.33M0.03%+5,01313F-HRTimeline
Pacific Asset Management, LLC87,142$4.22M2.36%-2,45113F-HRTimeline
Intelligent Financial Strategies83,718$4.06M2.11%-23,00413F-HRTimeline
BluePrint Investing LLC81,871$3.97M3.53%-3,37113F-HRTimeline
Tumwater Wealth Management, LLC81,230$3.94M1.58%-2,77213F-HRTimeline
55 North Private Wealth, LLC78,644$3.81M0.98%-2413F-HRTimeline
Axis Wealth Partners, LLC77,890$3.77M2.01%+2,03513F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC76,969$3.73M2.97%013F-HRTimeline
Embree Financial Group75,707$3.67M0.43%-20,37613F-HRTimeline
TAGStone Capital, Inc.75,408$3.65M1.29%+23,68213F-HRTimeline
KILNER CAPITAL ADVISORS, LLC75,270$3.65M3.49%-3,39513F-HRTimeline
WASHINGTON TRUST Co75,104$3.64M0.12%013F-HRTimeline
Aspen Capital Management, LLC73,758$3.57M0.88%+9213F-HRTimeline
Vistica Wealth Advisors, LLC72,272$3.5M3.49%-9,41913F-HRTimeline
Cloud Capital Management, LLC71,760$3.48M1.52%+24,51113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP71,660$3.47M0.02%-49213F-HRTimelineGroup
Wealth Advisors Northwest LLC70,879$3.43M1.44%-39413F-HRTimeline
Prospera Financial Services Inc70,571$3.42M0.06%+1,16913F-HRTimeline
Generations Wealth, LLC68,873$3.34M3.24%+2,60613F-HRTimeline
Zhang Financial LLC68,010$3.3M0.11%-2,00613F-HRTimeline
BWM Planning, LLC67,707$3.28M0.87%013F-HRTimeline
Navigate Wealth Management, LLC63,383$3.22M2.26%13F-HRTimeline
Clearstead Advisors, LLC66,219$3.21M0.03%-8,32913F-HRTimeline
Disciplined Investments, LLC65,552$3.18M1.14%-12013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…65,323$3.17M0.07%013F-HRTimelineGroup
Cresset Asset Management, LLC64,999$3.15M0.01%+1,11113F-HRTimeline
Glass Jacobson Investment Advisors llc64,955$3.15M1.09%+59913F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.62,339$3.02M1.73%-59613F-HRTimeline
Woodside Wealth Management LLC62,321$3.02M2.36%-40413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp60,274$2.92M<0.01%+113F-HRTimelineGroup
Westmount Partners, LLC60,240$2.92M0.72%013F-HRTimeline
MML INVESTORS SERVICES, LLC59,238$2.87M0.01%-37,06713F-HRTimeline
Clarity Capital Advisors, LLC59,185$2.87M1.34%+1,07813F-HRTimeline
Robertson Stephens Wealth Management, L…58,800$2.85M0.08%+613F-HRTimeline
Cypress Wealth Services, LLC58,343$2.83M0.4%-3,93813F-HRTimeline
Clark Asset Management, LLC58,170$2.82M0.26%+3,32913F-HRTimeline
Triumph Capital Management57,393$2.78M0.57%+1,81413F-HRTimeline
POINCIANA ADVISORS GROUP, LLC57,039$2.76M2.18%+84213F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC56,732$2.75M1.58%013F-HRTimeline
Fonville Wealth Management LLC55,459$2.69M0.51%-25713F-HRTimeline
Family CFO Inc55,422$2.69M1.2%013F-HRTimeline
Aptus Capital Advisors, LLC54,749$2.65M0.02%-6713F-HRTimeline
Foundation Wealth Management, LLC\PA53,781$2.61M0.92%-56713F-HRTimeline
Capital Investment Advisory Services, L…53,470$2.59M0.19%+20313F-HRTimeline
Daybright Advisory Services, Inc.53,306$2.58M0.71%+3,03513F-HRTimeline
Quantum Financial Advisors, LLC53,107$2.57M0.29%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…52,714$2.55M<0.01%+3,44013F-HRTimelineGroup
Warwick Investment Management, Inc.51,910$2.52M0.36%+18713F-HRTimeline
Nicholas Hoffman & Company, LLC.51,119$2.48M0.06%-5,93613F-HRTimeline
Chicago Partners Investment Group LLC47,523$2.43M0.05%+16513F-HRTimeline
Curi Capital, LLC49,677$2.41M0.04%-1,71813F-HRTimeline
BLAIR WILLIAM & CO/IL48,777$2.36M0.01%+3,64213F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd47,631$2.31M0.03%new13F-HRTimelineGroup
IEQ CAPITAL, LLC47,429$2.3M0.01%+4013F-HRTimeline
25 LLC46,410$2.25M0.69%+9613F-HRTimeline
Blue Trust, Inc.45,732$2.22M0.03%+61713F-HRTimeline
Kane Co Wealth Management, Inc.45,150$2.19M1.85%-2,80413F-HRTimeline
Stone Summit Wealth LLC44,320$2.15M0.6%-22013F-HRTimeline
Valued Wealth Advisors LLC43,457$2.11M0.85%-2,65813F-HRTimeline
CFS Investment Advisory Services, LLC41,065$2.09M0.14%-33,24613F-HRTimeline
IFP Advisors, Inc42,720$2.07M0.04%+8,74313F-HRTimeline
Samalin Investment Counsel, LLC42,338$2.05M0.73%+2,38413F-HRTimeline
CURIO WEALTH, LLC42,103$2.04M0.7%013F-HRTimeline
TRED AVON FAMILY WEALTH, LLC41,902$2.03M0.67%013F-HRTimeline
Tarbox Family Office, Inc.41,863$2.03M0.33%013F-HRTimeline
Private Advisor Group, LLC41,839$2.03M0.01%-66913F-HRTimeline
IFG Advisors, LLC40,523$1.96M0.32%013F-HRTimeline
Rialto Wealth Management, LLC40,426$1.96M0.44%+413F-HRTimeline
Aurelius Family Office LLC40,093$1.94M0.84%-3,08913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,594$1.94M0.01%-6,63513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC39,522$1.92M0.01%+4,00613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC39,158$1.9M<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC38,334$1.86M0.01%-3113F-HR/ATimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC38,003$1.84M0.53%-95313F-HRTimeline
Entelevest, LLC36,849$1.79M1.84%-3,09913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC36,822$1.78M0.22%+913F-HRTimeline
Empowered Funds, LLC36,672$1.78M0.01%+1,11613F-HR/ATimeline
FAS Wealth Partners, Inc.36,189$1.75M0.11%-4,98813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC35,976$1.74M0.01%013F-HRTimeline
Francis Financial, Inc.35,690$1.73M0.32%-6,66313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC35,100$1.7M<0.01%new13F-HRTimeline
Cordant, Inc.34,873$1.69M0.69%-1,11513F-HRTimeline
Cambria Investment Management, L.P.34,309$1.66M0.09%-40713F-HRTimeline
MATAURO, LLC34,145$1.65M0.24%-21,89213F-HRTimeline
Beacon Financial Advisory LLC33,491$1.62M0.37%-77713F-HRTimeline
XY Planning Network, Inc.32,965$1.6M0.26%-40513F-HRTimeline
Quadcap Wealth Management, LLC32,970$1.6M0.18%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding31,117$1.59M+5,999Timeline
Aspen Wealth Management LLC32,755$1.59M0.32%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC32,500$1.57M0.43%-30713F-HRTimeline
Prime Capital Investment Advisors, LLC32,368$1.57M0.02%+17113F-HRTimeline
Klingman & Associates, LLC31,543$1.53M0.07%+8613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.31,466$1.52M<0.01%+8913F-HRTimelineGroup
Cogent Private Wealth, Inc.31,346$1.52M1.1%+913F-HRTimeline
Applied Capital LLC31,214$1.51M0.56%-2113F-HRTimeline
Busey Bank31,165$1.51M0.04%+5313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …30,127$1.46M0.03%+5,47713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…29,905$1.45M<0.01%+7,72913F-HRTimelineGroup
Bragg Financial Advisors, Inc29,836$1.45M0.05%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC29,765$1.44M1.34%-30013F-HRTimeline
Parkside Financial Bank & Trust29,323$1.42M0.11%+113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co28,865$1.4M0.02%013F-HRTimelineGroup
Valeo Financial Advisors, LLC28,642$1.39M0.03%-11813F-HRTimeline
Wick Capital Partners, LLC28,339$1.37M0.25%013F-HRTimeline
Eldridge Investment Advisors, Inc.27,995$1.36M0.3%+20713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC27,741$1.34M0.02%013F-HRTimeline
RAM Investment Partners, LLC27,714$1.34M0.24%-1,30013F-HRTimeline
Oath Planning, LLC27,601$1.34M1.19%+14713F-HRTimeline
Farmers National Bank27,509$1.33M0.29%-95613F-HRTimeline
Measured Wealth Private Client Group, L…26,866$1.3M0.36%-6513F-HRTimeline
New England Private Wealth Advisors LLC26,656$1.29M0.15%+8813F-HRTimeline
Garde Capital, Inc.26,598$1.29M0.08%013F-HRTimeline
M Wealth Management, LLC26,461$1.28M1.08%013F-HRTimeline
Waverly Advisors, LLC26,450$1.28M0.01%+3,11313F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC26,371$1.28M0.08%+4113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.26,304$1.27M<0.01%+1,77213F-HRTimelineGroup
SJS Investment Consulting Inc.26,169$1.27M0.15%013F-HRTimeline
Pictet North America Advisors SA25,825$1.25M0.12%013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC25,514$1.24M0.83%-66613F-HRTimeline
Mutual Advisors, LLC25,278$1.22M0.03%+1,18213F-HRTimeline
VestGen Advisors, LLC22,664$1.19M0.03%+12,27113F-HRTimeline
Financial Council, LLC24,585$1.19M0.46%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC24,511$1.19M0.73%-11213F-HRTimeline
Kathmere Capital Management, LLC23,959$1.16M0.07%+3,38113F-HRTimeline
&PARTNERS23,843$1.16M0.01%-56713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC23,814$1.15M0.08%+6213F-HRTimeline
Janney Montgomery Scott LLC23,785$1.15M<0.01%+4,71613F-HRTimeline
Integrated Advisors Network LLC23,264$1.13M0.06%-2,02413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp23,204$1.12M<0.01%-113F-HR/ATimelineGroup
Midwest Trust Co22,999$1.11M0.01%013F-HRTimeline
SIGNATUREFD, LLC22,975$1.11M0.02%+513F-HRTimeline
Parallel Advisors, LLC22,897$1.11M0.02%013F-HR/ATimeline
Silver Oak Advisory Group, Inc.22,883$1.11M0.48%013F-HRTimeline
Mustard Seed Financial, LLC22,675$1.1M0.66%+413F-HRTimeline
Mayflower Financial Advisors, LLC22,255$1.08M0.13%new13F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…22,151$1.07M0.96%+1013F-HRTimeline
Allegiance Financial Group Advisory Ser…22,120$1.07M0.21%-4113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC22,061$1.07M0.02%-36113F-HRTimelineGroup
Parkside Investments, LLC22,018$1.07M0.13%013F-HRTimeline
Plante Moran Financial Advisors, LLC21,496$1.04M0.07%+3,20713F-HRTimeline
KDK Private Wealth Management, LLC21,488$1.04M0.95%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC21,375$1.04M0.24%013F-HRTimeline
Seaside Wealth Management, Inc.21,146$1.02M0.29%-11913F-HRTimeline
IHT Wealth Management, LLC21,034$1.02M0.02%+41713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK20,866$1.01M<0.01%+2,03413F-HRTimelineGroup
Avantax Planning Partners, Inc.20,528$995K0.03%-61413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC20,446$991K0.01%+4313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …20,396$988K0.01%013F-HRTimelineGroup
Pure Financial Advisors, LLC20,302$984K0.01%+1,78013F-HRTimeline
Balboa Wealth Partners20,233$980K0.16%-98613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…20,232$980K<0.01%013F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.20,088$973K0.12%-40413F-HRTimeline
LJI Wealth Management, LLC19,902$964K0.15%-18,31513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,827$961K0.02%-2,00313F-HRTimelineGroup
CENTRAL TRUST Co19,826$961K0.02%013F-HRTimeline
AWM CAPITAL, LLC19,691$954K0.09%+4613F-HRTimeline
SEEDS INVESTOR LLC18,913$954K0.13%new13F-HRTimeline
Marietta Wealth Management, LLC19,610$950K0.11%-75013F-HRTimeline
Cornerstone Financial Group, LLC /NE/18,297$947K0.61%+6613F-HRTimeline
CRA Financial Services, LLC19,240$932K0.12%013F-HRTimeline
Dorsey & Whitney Trust CO LLC19,180$929K0.05%-3,50013F-HRTimeline
W1M Asset Management Ltd19,160$928K0.01%013F-HRTimeline
AMARILLO NATIONAL BANK19,084$925K0.16%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …18,697$906K0.05%013F-HRTimelineGroup
Professional Financial Advisors, LLC18,671$905K0.18%+6813F-HRTimeline
Powerhouse Assets LLC18,654$904K0.79%+2,46113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO18,553$899K<0.01%-6113F-HRTimelineGroup
tru Independence LLC18,457$894K0.44%+3513F-HRTimeline
Northwest Wealth Advisors, LLC18,382$891K0.64%+3013F-HRTimeline
BetterWealth, LLC18,261$885K0.17%-38013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC18,235$884K0.57%-2,00613F-HRTimeline
EVOKE WEALTH, LLC18,118$878K0.02%013F-HRTimeline
NorthRock Partners, LLC18,092$877K0.01%013F-HRTimeline
D.A. DAVIDSON & CO.17,989$872K0.01%+60113F-HRTimeline
Arbor Wealth Advisors LLC17,986$872K0.61%-61513F-HRTimeline
Rehmann Capital Advisory Group17,966$871K0.05%-38613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC17,891$867K0.18%-19813F-HRTimeline
Red Tortoise LLC17,856$865K0.36%013F-HRTimeline