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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

788 managers (798 13F filers) reported a position in DFUV shares at 2026-06-30, 218,349,914 shares in all. 59 filers opened a position and 27 filers sold out during the quarter.

Managers
788
13F filers
798
New
59
Added
233
Reduced
260
Sold out
27
Shares held by filers
218,349,914

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
DRIVE WEALTH MANAGEMENT, LLC17,894$984K0.18%+313F-HRTimeline
RENASANT BANK17,757$977K0.63%013F-HRTimeline
Dorsey & Whitney Trust CO LLC17,680$973K0.05%-1,50013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.17,612$969K0.08%+1,13213F-HRTimeline
Caprock Group, LLC17,489$962K0.02%-5113F-HRTimeline
Falcon Wealth Planning17,426$959K0.06%013F-HRTimeline
Berger Financial Group, Inc17,317$953K0.05%+313F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.17,233$948K0.06%013F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC17,170$945K0.06%013F-HRTimeline
Oak Wealth Advisors LLC17,157$944K0.45%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC17,046$938K0.55%+5813F-HRTimeline
Rather & Kittrell, Inc.16,925$931K0.13%013F-HRTimeline
PDS Planning, Inc16,846$927K0.05%new13F-HRTimeline
Aerodigm Wealth, LLC16,821$925K0.31%013F-HRTimeline
Capital Investment Advisors, LLC16,777$923K0.01%-3013F-HRTimeline
Painted Porch Advisors LLC16,728$920K0.4%new13F-HRTimeline
Narus Financial Partners, LLC16,671$917K0.24%-30013F-HRTimeline
Key Financial Inc16,635$915K0.15%-71613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO16,534$910K0.08%-17813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors16,272$895K0.11%-49013F-HRTimelineGroup
Betterment LLC16,214$892K<0.01%-49213F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.16,187$890K0.17%013F-HRTimeline
AE Wealth Management LLC16,035$882K<0.01%+1,39813F-HRTimeline
Krilogy Financial LLC15,748$866K0.03%+84813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,731$865K0.01%013F-HRTimelineGroup
Capital Investment Management, Inc.15,579$857K0.26%-48613F-HRTimeline
Perigon Wealth Management, LLC15,529$854K0.01%+413F-HRTimeline
Eaton Financial Holdings Company, LLC15,480$852K0.23%+5213F-HRTimeline
WestHill Financial Advisors, Inc.15,411$848K0.14%013F-HRTimeline
NerdWallet Wealth Partners, LLC15,216$837K0.29%013F-HRTimeline
Kaufman Rossin Wealth, LLC15,075$827K0.39%+9913F-HRTimeline
Mesirow Financial Investment Management…14,981$824K0.01%+2,67913F-HRTimeline
Longview Financial Advisors LLC14,978$824K0.41%-5413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,910$820K<0.01%013F-HRTimelineGroup
Babb Wealth Advisors LLC14,834$816K0.39%-56613F-HRTimeline
BAILARD, INC.14,759$812K0.02%013F-HRTimeline
Belpointe Asset Management LLC14,594$803K0.03%013F-HRTimeline
Fortis Capital Advisors, LLC14,594$803K0.09%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK14,585$802K<0.01%-44313F-HRTimelineGroup
Pandowealth. LLC14,546$800K0.66%+15113F-HR/ATimeline
GenTrust, LLC14,422$793K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…14,415$793K<0.01%-1,83513F-HRTimeline
Shore Point Advisors, LLC14,180$780K0.27%-18713F-HRTimeline
D'Orazio & Associates, Inc.14,143$778K0.09%013F-HRTimeline
Operose Advisors LLC14,057$773K0.15%-1,67813F-HRTimeline
Owl Creek Wealth Partners LLC14,048$773K0.23%+1,57913F-HRTimeline
Manchester Capital Management LLC13,939$767K0.1%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC13,867$763K0.16%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,848$762K<0.01%+3,89313F-HRTimelineGroup
Rossby Financial, LCC13,817$760K0.14%+1413F-HRTimeline
West Wealth Group, LLC13,767$757K0.12%+3513F-HRTimeline
&PARTNERS13,709$754K<0.01%-10,13413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC13,522$744K0.02%+2,67313F-HRTimelineGroup
CWA Asset Management Group, LLC13,503$743K0.02%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,485$742K<0.01%+4513F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP13,418$738K0.03%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,386$736K0.01%-3013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.13,401$736K0.04%+68413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC13,339$734K0.07%013F-HRTimeline
Sanctuary Advisors, LLC13,269$730K<0.01%+3,38713F-HRTimeline
Gilbert & Cook, Inc.13,217$727K0.08%013F-HRTimeline
Center for Financial Planning, Inc.13,216$727K0.07%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp13,215$727K0.09%013F-HRTimelineGroup
McGrath & Associates, Inc.13,188$725K0.95%+70813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,151$723K0.02%new13F-HRTimelineGroup
Robinswood Financial LLC13,122$722K0.21%+613F-HRTimeline
Johnson Wealth Management, LLC13,047$718K0.3%-12013F-HRTimeline
FSM Wealth Advisors, LLC12,922$711K0.08%+613F-HRTimeline
MB Generational Wealth, LLC12,770$702K0.34%013F-HRTimeline
HBE Wealth Management, LLC12,760$702K0.5%+113F-HRTimeline
Dakota Wealth Management12,673$697K0.01%013F-HRTimeline
CAPITAL ADVISORS INC/OK12,628$695K0.01%013F-HRTimeline
Williams & Novak, LLC12,493$687K0.46%-1,87113F-HRTimeline
Prosperity Bancshares Inc12,367$680K0.44%013F-HRTimeline
MBL Wealth, LLC12,223$672K0.05%+1,09213F-HRTimeline
American Financial Advisors, LLC12,095$665K0.08%-6313F-HRTimeline
ELEVATE WEALTH ADVISORY, INC12,043$662K0.38%+2113F-HRTimeline
Wedmont Private Capital11,963$658K0.02%+713F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.11,800$649K0.16%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT11,766$647K<0.01%+813F-HRTimeline
BRIGHTON JONES LLC11,756$647K0.01%-5,93413F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …11,615$639K<0.01%013F-HRTimelineGroup
Washington Trust Advisors, Inc.11,554$636K0.05%-4413F-HRTimeline
Bryn Mawr Trust Advisors, LLC11,412$628K0.03%+8813F-HRTimeline
QUADRANT CAPITAL GROUP LLC11,403$627K0.02%+6,81713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT11,339$624K0.04%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC11,320$623K0.04%013F-HRTimeline
SEEDS INVESTOR LLC11,285$621K0.06%-7,62813F-HRTimeline
Wilmington Savings Fund Society, FSB11,207$616K0.01%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC10,860$597K0.01%013F-HRTimeline
Legacy Financial Advisors, Inc.10,796$594K0.07%013F-HRTimeline
Liberty Capital Management, Inc.10,742$591K0.1%13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…10,672$590K0.19%013F-HRTimeline
GDS Wealth Management10,652$586K0.03%013F-HRTimeline
Steele Capital Management, Inc.10,564$581K0.02%013F-HRTimeline
TPG Financial Advisors, LLC10,547$580K0.17%-1,04813F-HRTimeline
CVA Family Office, LLC10,477$576K0.05%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC10,474$576K0.26%013F-HRTimeline
NCM Capital Management, LLC10,465$576K0.18%013F-HRTimeline
Ashton Thomas Private Wealth, LLC10,310$567K0.01%013F-HRTimeline
Americana Partners, LLC10,223$562K0.01%013F-HRTimeline
Monument Group Wealth Advisors, LLC9,574$557K0.27%+45113F-HRTimeline
Towneley Capital Management, Inc / DE10,121$557K0.11%+3413F-HRTimeline
Compass Wealth Management, LLC/GA10,067$554K0.22%+2213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC10,040$552K0.03%013F-HRTimeline
Signal Advisors Wealth, LLC9,985$549K0.03%new13F-HRTimeline
Strategic Financial Services, Inc.9,875$543K0.02%013F-HRTimeline
RFG Advisory, LLC9,744$536K0.01%-33913F-HRTimeline
Quad-Cities Investment Group, LLC9,657$531K0.19%-61613F-HRTimeline
Accredited Investors Inc.9,623$529K0.02%013F-HRTimeline
Everest Financial Group LLC9,612$529K0.07%+12813F-HRTimeline
Approach Retirement Advisors, LLC9,555$526K0.38%+14713F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…9,551$525K0.39%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,427$519K0.01%013F-HRTimelineGroup
Avant Financial Advisors LLC9,363$515K0.32%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.9,299$512K<0.01%+1,48113F-HRTimelineGroup
PRIVATE TRUST CO NA9,274$510K0.04%013F-HRTimeline
Mullaney, Keating & Wright, Inc.9,210$507K0.25%013F-HRTimeline
Orion Capital Management LLC9,189$505K0.16%013F-HRTimeline
Avestar Capital, LLC9,163$504K0.03%013F-HRTimeline
Destiny Wealth Partners, LLC9,043$503K0.07%new13F-HRTimeline
Summit Asset Management, LLC9,136$503K0.06%+3113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,072$499K0.02%-13013F-HRTimeline
Ironwood Financial, llc9,070$499K0.08%013F-HRTimeline
Sovereign Financial Group, Inc.9,036$497K0.08%-85413F-HRTimeline
Live Oak Private Wealth LLC8,962$493K0.06%013F-HRTimeline
Third View Private Wealth, LLC8,864$488K0.06%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC8,838$486K0.02%-84613F-HRTimelineGroup
Goldstein Advisors, LLC8,819$485K0.04%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.8,783$483K<0.01%+4,46313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,773$483K0.01%+3,37513F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…8,762$482K0.01%+3013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,666$477K<0.01%+513F-HRTimelineGroup
Advisors Capital Management, LLC8,610$474K0.01%+2,05213F-HRTimeline
RB Capital Management, LLC8,599$473K0.09%+113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,530$469K0.01%013F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC8,513$468K0.03%013F-HRTimeline
Delos Wealth Advisors, LLC8,510$468K0.24%013F-HRTimeline
Aspirean Wealth, LLC8,496$467K0.43%-67013F-HRTimeline
Newton One Investments LLC8,476$466K0.12%+2713F-HRTimeline
Warburton Capital Management, LLC8,427$463K0.19%+2813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC8,340$459K0.01%013F-HRTimeline
Summit Financial, LLC8,327$458K0.01%-10513F-HRTimeline
Physician Wealth Solutions Inc.8,307$457K0.17%013F-HRTimeline
E-Wealth Partners, LLC8,295$456K0.33%-13713F-HRTimeline
Venture Visionary Partners LLC8,281$456K0.01%+1113F-HRTimeline
WHITTIER TRUST CO8,232$454K<0.01%013F-HRTimeline
Montz Harcus Wealth Management LLC8,105$446K0.16%+2813F-HRTimeline
Rockwood Wealth Management, LLC8,015$441K0.03%013F-HRTimeline
Facet Wealth, Inc.7,944$437K0.01%+1,99013F-HRTimeline
MGO ONE SEVEN LLC7,919$436K0.01%+1,64113F-HRTimeline
OPTIMA CAPITAL LLC7,912$435K0.17%013F-HRTimeline
Bull Oak Capital, LLC7,864$433K0.14%+2,01513F-HRTimeline
Ridgewood Investments LLC7,847$432K0.16%+713F-HRTimeline
PRAIRIE ADVISORY, LLC7,739$426K0.1%13F-HRTimeline
Integrity Wealth Solutions LLC7,726$425K0.16%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT7,701$424K0.03%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,689$423K0.01%new13F-HRTimeline
Leeward Financial Partners, LLC7,670$422K0.11%013F-HRTimeline
Pasadena Private Wealth, LLC7,653$421K0.05%013F-HRTimeline
Roundview Capital LLC7,626$420K0.02%013F-HRTimeline
Five Oceans Advisors7,599$418K0.13%-39913F-HRTimeline
Aviance Capital Partners, LLC7,562$416K0.04%-113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,537$415K<0.01%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.7,491$412K0.04%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …7,480$411K0.05%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV7,141$409K0.13%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI7,391$407K0.03%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO7,394$407K<0.01%new13F-HRTimelineGroup
Donalies Financial Planning, LLC7,387$406K0.3%013F-HRTimeline
Smith Salley Wealth Management7,344$404K0.02%013F-HRTimeline
Integrity Investment Advisors, LLC7,335$403K0.18%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7,306$402K<0.01%+2,18213F-HRTimelineGroup
M1 Capital Management LLC7,193$396K0.15%013F-HRTimeline
Freedom Investment Management, Inc.7,148$393K0.11%+1,01913F-HRTimeline
BOKF, NAin group BOKF, NA7,086$390K0.01%013F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC7,068$389K0.03%+1,32613F-HRTimelineGroup
Modern Wealth Management, LLC7,065$389K<0.01%+2,46313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,987$384K<0.01%-8513F-HRTimelineGroup
Marble Harbor Investment Counsel, LLC6,983$384K0.04%+1,10613F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…6,978$384K0.05%-39113F-HRTimeline
Ponta Wealth Partners, LLC6,949$382K0.2%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,937$382K0.01%013F-HRTimeline
Qube Research & Technologies Ltd6,809$375K<0.01%+4,06013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,809$375K0.01%013F-HRTimeline
Caldwell Trust Co6,770$372K0.03%-31913F-HRTimeline
First Western Trust Bank6,764$372K0.02%-52313F-HRTimeline
UMB Bank, n.a.6,760$372K<0.01%-8813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MARYLAND CAPITAL ADVISORS INC.6,714$369K0.12%13F-HRTimeline
Ferguson Johnson Wealth Management Inc6,695$368K0.27%013F-HRTimeline
Washington Trust Bank6,686$368K0.03%-4813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Waterfront Wealth Inc.6,682$368K0.06%+2813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT6,680$367K0.01%013F-HR/ATimeline
Daytona Street Capital LLC6,644$366K0.27%new13F-HRTimeline
Grey Ledge Advisors, LLC6,646$366K0.07%013F-HRTimeline
High Probability Advisors, LLC6,646$366K0.04%013F-HRTimeline
Ausdal Financial Partners, Inc.6,592$363K0.01%-213F-HRTimeline
GRANDFIELD & DODD, LLC6,583$362K0.02%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,565$361K0.01%+1,49213F-HRTimeline
CX Institutional6,563$361K0.01%+3,57213F-HRTimeline