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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

663 managers (669 13F filers) reported a position in DFUV shares at 2024-12-31, 246,202,895 shares in all. 18 filers opened a position and 16 filers sold out during the quarter.

Managers
663
13F filers
669
New
18
Added
205
Reduced
197
Sold out
16
Shares held by filers
246,202,895

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Monterey Private Wealth, Inc.15,322$627K0.21%-36813F-HRTimeline
FUTURE YOU WEALTH LLC15,216$623K0.44%13F-HRTimeline
Sanctuary Advisors, LLC14,336$618K<0.01%-5013F-HRTimeline
Williams & Novak Wealth Management, LLC15,062$616K0.59%-1,21813F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,970$613K0.02%013F-HRTimeline
Kathmere Capital Management, LLC14,889$609K0.05%+313F-HRTimeline
Belpointe Asset Management LLC14,594$608K0.04%013F-HRTimeline
Fortis Capital Advisors, LLC14,594$608K0.21%013F-HRTimeline
Capital Investment Advisors, LLC14,833$607K0.01%013F-HRTimeline
TOWNSQUARE CAPITAL LLC14,767$604K0.01%+6513F-HRTimeline
TPG Financial Advisors, LLC14,752$604K0.26%013F-HRTimeline
Janney Montgomery Scott LLC14,629$599K<0.01%+2,69913F-HRTimeline
Leo Wealth, LLC14,526$594K0.05%-83613F-HRTimeline
GenTrust, LLC14,422$590K0.03%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC14,330$586K0.04%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC14,259$583K0.04%-18413F-HRTimeline
FSM Wealth Advisors, LLC13,578$574K0.14%+713F-HRTimeline
CENTRAL TRUST Co13,875$568K0.01%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC13,867$567K0.16%013F-HRTimeline
Cadence Bank13,852$567K0.04%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV13,543$554K0.22%13F-HRTimeline
CWA Asset Management Group, LLC13,503$553K0.03%013F-HRTimeline
Shore Point Advisors, LLC13,410$549K0.3%+23713F-HRTimeline
Safeguard Financial, LLC13,409$549K0.12%+7,32113F-HRTimeline
Center for Financial Planning, Inc.13,216$541K0.07%013F-HRTimeline
American Financial Advisors, LLC13,196$540K0.08%+2713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,171$539K<0.01%+5613F-HRTimelineGroup
Robinswood Financial LLC13,095$536K0.2%+213F-HRTimeline
Empower Advisory Group, LLC12,915$528K<0.01%+1,41013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC12,824$525K0.09%+44013F-HRTimeline
VERITY Wealth Advisors12,775$523K0.38%013F-HRTimeline
McGrath & Associates, Inc.12,480$511K1.03%13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC12,273$502K0.2%013F-HRTimeline
Rossby Financial, LCC11,937$488K0.31%13F-HRTimeline
Kades & Cheifetz LLC11,835$484K0.25%+2,14213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC11,703$479K0.35%13F-HRTimeline
Kiely Wealth Advisory Group, Inc.11,150$476K0.31%+4,18513F-HRTimeline
Quad-Cities Investment Group, LLC11,424$467K0.23%+4813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT11,339$464K0.02%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC11,320$463K0.04%013F-HRTimeline
Wilmington Savings Fund Society, FSB11,307$463K0.01%013F-HRTimeline
NorthRock Partners, LLC11,285$462K0.02%013F-HR/ATimeline
Fortress Wealth Management, Inc.11,270$461K0.22%+1713F-HRTimeline
Badgley Phelps Wealth Managers, LLC11,204$458K0.01%-30813F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…10,672$458K0.17%013F-HRTimeline
Lauer Wealth, LLC11,150$456K0.31%+50013F-HRTimeline
XY Planning Network, Inc.11,112$455K0.34%13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC11,067$453K0.34%-45213F-HRTimeline
Krilogy Financial LLC11,031$451K0.03%+1113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,964$449K0.04%-81413F-HR/ATimeline
Capital Investment Advisory Services, L…10,951$448K0.04%+13613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,849$444K0.03%013F-HRTimelineGroup
Liberty Capital Management, Inc.10,742$440K0.1%013F-HRTimeline
COZAD ASSET MANAGEMENT INC10,536$431K0.04%+1,16113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,432$430K<0.01%+7,40813F-HRTimelineGroup
GDS Wealth Management10,485$429K0.04%-113F-HRTimeline
NCM Capital Management, LLC10,465$428K0.19%013F-HRTimeline
First Western Trust Bank10,421$426K0.02%-62713F-HRTimeline
Cross Staff Investments Inc10,391$425K0.3%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,389$425K0.01%-4,69413F-HRTimelineGroup
CVA Family Office, LLC10,305$422K0.07%-98313F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp10,081$413K0.06%013F-HRTimelineGroup
Efficient Advisors, LLC10,064$412K0.03%-46413F-HRTimeline
Advisory Services Network, LLC10,044$411K0.01%+96013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,028$410K0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.9,985$409K0.01%new13F-HRTimeline
Strategic Financial Services, Inc.9,942$407K0.02%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…9,899$405K0.07%+313F-HRTimeline
Towneley Capital Management, Inc / DE9,885$404K0.1%-92613F-HRTimeline
Accredited Investors Inc.9,825$402K0.02%+1,64513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,742$399K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC9,722$398K<0.01%-1113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors9,701$397K0.06%-1,21913F-HRTimelineGroup
SteelPeak Wealth, LLC9,651$395K0.02%013F-HRTimeline
Monument Group Wealth Advisors, LLC9,645$395K0.28%+113F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…9,551$391K0.4%13F-HRTimeline
Wedmont Private Capital9,614$391K0.02%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,427$386K0.01%-20613F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,410$385K0.02%+2213F-HRTimelineGroup
Avant Financial Advisors LLC9,363$383K0.35%13F-HRTimeline
Archer Investment Management, LLC9,312$381K0.23%13F-HRTimeline
Ironwood Financial, llc9,270$379K0.08%013F-HRTimeline
Mullaney, Keating & Wright, Inc.9,210$377K0.25%-11,96213F-HRTimeline
Avestar Capital, LLC9,163$375K0.03%013F-HRTimeline
CRA Financial Services, LLC9,143$374K0.06%013F-HRTimeline
GTS SECURITIES LLC9,052$370K0.02%-25,90013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,531$368K0.06%+1413F-HRTimeline
49 WEALTH MANAGEMENT, LLC8,977$367K0.05%013F-HRTimeline
Live Oak Private Wealth LLC8,962$367K0.06%-56913F-HRTimeline
Summit Asset Management, LLC8,923$365K0.06%+3813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,905$364K<0.01%013F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.8,900$364K0.01%013F-HRTimelineGroup
RFG Advisory, LLC8,870$363K0.01%+3713F-HRTimeline
Procyon Advisors, LLC8,864$363K0.02%013F-HRTimeline
Goldstein Advisors, LLC8,819$361K0.05%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC8,794$360K0.01%013F-HRTimeline
Betterment LLC8,728$357K<0.01%+2,48313F-HRTimeline
M1 Capital Management LLC8,666$355K0.19%13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,591$352K0.02%+3713F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC8,538$349K0.01%013F-HRTimeline
RB Capital Management, LLC8,360$342K0.08%-11313F-HRTimeline
Physician Wealth Solutions Inc.8,307$340K0.17%013F-HRTimeline
Newton One Investments LLC8,286$339K0.13%+37313F-HRTimeline
WHITTIER TRUST CO8,232$337K<0.01%013F-HRTimeline
Warburton Capital Management, LLC8,231$336K0.25%13F-HRTimeline
Rockwood Wealth Management, LLC7,991$326K0.04%+9513F-HRTimeline
CAPITAL ADVISORS INC/OK7,919$324K0.01%013F-HRTimeline
OPTIMA CAPITAL LLC7,912$324K0.22%13F-HRTimeline
KM Capital Management Ltd.7,852$321K0.17%-71713F-HRTimeline
Qube Research & Technologies Ltd7,842$321K<0.01%-5,32013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT7,701$315K0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,688$315K<0.01%-18,82213F-HRTimelineGroup
Pasadena Private Wealth, LLC7,653$313K0.06%013F-HRTimeline
Integrity Wealth Solutions LLC7,632$312K0.17%-26713F-HRTimeline
Institute for Wealth Management, LLC.7,491$307K0.04%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …7,480$306K0.05%013F-HRTimeline
Lantz Financial LLC7,406$303K0.08%013F-HRTimeline
Kathleen S. Wright Associates Inc.7,348$301K0.13%013F-HRTimeline
UMB Bank, n.a.7,299$299K<0.01%+1,83013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MBL Wealth, LLC7,229$296K0.03%013F-HRTimeline
GRANDFIELD & DODD, LLC7,208$295K0.02%013F-HRTimeline
MB Generational Wealth, LLC7,193$294K0.22%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,190$294K0.01%+513F-HRTimelineGroup
Joel Isaacson & Co., LLC7,188$294K0.01%013F-HRTimeline
Mission Hills Financial Advisory, LLC7,149$293K0.23%013F-HRTimeline
Operose Advisors LLC7,101$291K0.1%+3,80913F-HRTimeline
Caldwell Trust Co7,089$290K0.03%new13F-HRTimeline
Grove Street Fiduciary, LLC7,042$288K0.15%13F-HRTimeline
Cambridge Financial Group, LLC7,024$287K0.12%+613F-HRTimeline
Whalen Wealth Management Inc.6,895$282K0.2%+2913F-HRTimeline
Intrua Financial, LLC6,827$279K0.05%-15013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,809$279K0.01%new13F-HRTimeline
Leeward Financial Partners, LLC6,805$278K0.1%013F-HRTimeline
Grey Ledge Advisors, LLC6,791$278K0.07%-2013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6,714$275K0.13%013F-HRTimeline
Waterfront Wealth Inc.6,654$272K0.07%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,649$272K0.01%+113F-HRTimeline
High Probability Advisors, LLC6,646$272K0.05%013F-HRTimeline
Aurdan Capital Management, LLC6,644$272K0.1%13F-HRTimeline
Disciplined Investors, L.L.C.6,542$269K0.26%13F-HRTimeline
MOTCO6,502$266K0.03%013F-HRTimeline
Washington Trust Advisors, Inc.6,468$265K0.02%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,433$263K0.45%013F-HRTimeline
OAKWORTH CAPITAL, INC.6,412$262K0.02%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,310$258K0.01%013F-HR/ATimeline
RKL Wealth Management LLC6,288$257K0.02%013F-HRTimeline
Orgel Wealth Management, LLC6,283$257K0.01%013F-HRTimeline
Syntegra Private Wealth Group, LLC6,274$257K0.03%+413F-HRTimeline
Sterling Wealth Advisors Inc6,250$256K0.2%13F-HRTimeline
Delta Financial Group, Inc.6,196$254K0.06%+2613F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC6,143$251K0.03%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,118$250K0.01%013F-HRTimeline
ORG Partners LLC6,060$248K0.03%new13F-HRTimeline
Alpha Cubed Investments, LLC6,053$248K0.01%013F-HRTimeline
Cyndeo Wealth Partners, LLC6,025$247K0.02%-2513F-HRTimeline
Wealth Advisors of Iowa, LLC5,986$245K0.12%013F-HRTimeline
SevenBridge Financial Group, LLC5,719$245K0.05%+2513F-HRTimeline
Perennial Investment Advisors, LLC5,965$244K0.03%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,963$244K0.02%-5,96213F-HRTimeline
Stonebridge Financial Group, LLC5,954$244K0.03%13F-HRTimeline
Bull Oak Capital, LLC5,850$239K0.13%-11313F-HRTimeline
OLIO Financial Planning5,794$237K0.08%+9613F-HRTimeline
Vantage Point Financial LLC5,792$237K0.13%13F-HRTimeline
Well Done, LLC5,684$237K0.04%013F-HRTimeline
Five Oceans Advisors5,774$236K0.11%013F-HRTimeline
Rise Advisors, LLC5,754$235K0.11%+2413F-HRTimeline
NTV Asset Management LLC5,708$234K0.03%013F-HRTimeline
HWG Holdings LP5,696$233K0.08%013F-HRTimeline
ANDERSON HOAGLAND & CO5,419$231K0.02%new13F-HRTimeline
Simplicity Wealth,LLC5,568$228K0.05%-117,28413F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV5,537$227K0.05%013F-HRTimeline
Willis Johnson & Associates, Inc.5,521$226K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,496$225K0.01%+17513F-HRTimelineGroup
Vawter Financial, Ltd.5,350$219K0.13%013F-HRTimeline
One Degree Advisors Inc5,108$218K0.09%-2,50213F-HRTimeline
Bell Bank5,306$217K0.02%new13F-HRTimeline
NORDEN GROUP LLC5,305$217K0.02%+19913F-HRTimeline
Strategic Wealth Partners, Ltd.5,048$216K0.02%013F-HRTimeline
TABLEAUX LLC5,173$212K0.18%13F-HRTimeline
MGO ONE SEVEN LLC5,167$211K0.01%+2213F-HRTimeline
HARBOUR INVESTMENTS, INC.5,089$208K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC5,007$205K0.02%013F-HRTimeline
NewEdge Wealth, LLC4,928$202K<0.01%013F-HRTimeline
Murphy Pohlad Asset Management LLC4,920$201K0.09%013F-HRTimeline
Grey Fox Wealth Advisors, LLC4,897$200K0.05%-4013F-HRTimeline
Bellwether Advisors, LLC4,865$199K0.04%013F-HRTimeline
Reyes Financial Architecture, Inc.4,845$198K0.16%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,522$194K0.01%-7513F-HRTimeline
Continuum Advisory, LLC4,441$182K0.02%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…4,425$181K0.04%-45113F-HRTimeline
Householder Group Estate & Retirement S…4,172$170K0.13%+27813F-HRTimeline
DHJJ Financial Advisors, Ltd.3,711$152K0.06%013F-HRTimeline
IFP Advisors, Inc3,694$151K<0.01%+17113F-HRTimeline
HOWE & RUSLING INC3,677$150K0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC3,650$149K0.08%-9413F-HRTimeline
AdvisorNet Financial, Inc3,542$145K0.01%-1,29813F-HRTimeline
Icon Wealth Advisors, LLC3,418$140K0.01%new13F-HRTimeline
Sound Income Strategies, LLC3,225$132K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC3,145$129K0.06%13F-HRTimeline
PrairieView Partners, LLC2,944$120K0.01%+24413F-HRTimeline