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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

668 managers (672 13F filers) reported a position in DFUV shares at 2025-03-31, 242,030,733 shares in all. 36 filers opened a position and 22 filers sold out during the quarter.

Managers
668
13F filers
672
New
36
Added
200
Reduced
232
Sold out
22
Shares held by filers
242,030,733

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FUTURE YOU WEALTH LLC15,216$627K0.4%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,970$617K0.02%013F-HRTimeline
Kathmere Capital Management, LLC14,892$614K0.05%+313F-HRTimeline
Capital Investment Advisors, LLC14,833$611K0.01%013F-HRTimeline
TOWNSQUARE CAPITAL LLC14,788$609K0.01%+2113F-HRTimeline
TPG Financial Advisors, LLC14,752$608K0.27%013F-HRTimeline
Belpointe Asset Management LLC14,594$601K0.03%013F-HRTimeline
Fortis Capital Advisors, LLC14,594$601K0.12%013F-HRTimeline
Leo Wealth, LLC14,584$601K0.09%+5813F-HRTimeline
GenTrust, LLC14,422$594K0.03%013F-HRTimeline
Sanctuary Advisors, LLC14,336$591K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC14,330$591K0.04%013F-HRTimeline
Williams & Novak Wealth Management, LLC14,303$589K0.58%-75913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.14,280$588K0.01%-7,78213F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC14,060$579K0.03%-19913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC13,867$571K0.15%013F-HRTimeline
Cadence Bank13,802$569K0.04%-5013F-HRTimeline
Shore Point Advisors, LLC13,725$566K0.3%+31513F-HRTimeline
FSM Wealth Advisors, LLC13,585$560K0.13%+713F-HRTimeline
CWA Asset Management Group, LLC13,503$556K0.03%013F-HRTimeline
AE Wealth Management LLC13,434$554K<0.01%+3,71213F-HRTimeline
CENTRAL TRUST Co13,335$550K0.01%-54013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,224$545K<0.01%+5313F-HRTimelineGroup
American Financial Advisors, LLC13,222$545K0.08%+2613F-HRTimeline
Center for Financial Planning, Inc.13,216$545K0.07%013F-HRTimeline
Perigon Wealth Management, LLC13,177$543K0.01%-21,10313F-HRTimeline
Robinswood Financial LLC13,098$540K0.2%+313F-HRTimeline
Rossby Financial, LCC13,750$538K0.23%+1,81313F-HRTimeline
VERITY Wealth Advisors12,775$526K0.39%013F-HRTimeline
CAPITAL ADVISORS INC/OK12,628$520K0.01%+4,70913F-HRTimeline
CW Advisors, LLC12,417$516K0.01%new13F-HRTimeline
McGrath & Associates, Inc.12,480$514K0.94%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC12,273$506K0.2%013F-HRTimeline
Empower Advisory Group, LLC12,158$501K<0.01%-75713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,102$499K<0.01%-6,91013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC11,674$481K0.35%-2913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT11,339$467K0.02%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC11,320$466K0.04%013F-HRTimeline
Wilmington Savings Fund Society, FSB11,307$466K0.01%013F-HRTimeline
NorthRock Partners, LLC11,285$465K0.02%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC11,204$462K0.01%013F-HRTimeline
XY Planning Network, Inc.11,112$458K0.31%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC11,093$457K0.32%+2613F-HRTimeline
Krilogy Financial LLC11,041$455K0.03%+1013F-HRTimeline
Quad-Cities Investment Group, LLC10,983$453K0.22%-44113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,849$447K0.02%013F-HRTimelineGroup
Liberty Capital Management, Inc.10,742$443K0.1%013F-HRTimeline
Fortress Wealth Management, Inc.10,675$440K0.23%-59513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,594$437K<0.01%+85213F-HRTimelineGroup
Steele Capital Management, Inc.10,564$435K0.02%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,565$435K0.03%-39913F-HRTimeline
GDS Wealth Management10,485$432K0.04%013F-HRTimeline
NCM Capital Management, LLC10,465$431K0.19%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP10,440$430K0.07%+1,90913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,399$429K0.01%+1013F-HRTimelineGroup
Cross Staff Investments Inc10,391$428K0.32%013F-HRTimeline
First Western Trust Bank10,381$428K0.02%-4013F-HRTimeline
CVA Family Office, LLC10,346$426K0.07%+4113F-HRTimeline
Rockwood Wealth Management, LLC10,227$421K0.04%+2,23613F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp10,081$415K0.06%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,028$413K0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.9,985$411K0.01%013F-HRTimeline
Strategic Financial Services, Inc.9,942$410K0.02%013F-HRTimeline
Towneley Capital Management, Inc / DE9,924$409K0.1%+3913F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…9,901$408K0.07%+213F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…10,672$405K0.17%013F-HRTimeline
SteelPeak Wealth, LLC9,651$398K0.02%013F-HRTimeline
Monument Group Wealth Advisors, LLC9,645$398K0.28%013F-HRTimeline
Accredited Investors Inc.9,636$397K0.02%-18913F-HRTimeline
OAKWORTH CAPITAL, INC.9,578$395K0.03%+3,16613F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…9,551$394K0.33%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,427$388K0.01%013F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC9,375$386K0.04%-1,16113F-HRTimeline
Avant Financial Advisors LLC9,363$386K0.35%013F-HRTimeline
Advisory Services Network, LLC9,277$382K0.01%-76713F-HRTimeline
RFG Advisory, LLC9,256$381K0.01%+38613F-HRTimeline
Mullaney, Keating & Wright, Inc.9,210$380K0.26%013F-HRTimeline
Avestar Capital, LLC9,163$378K0.04%013F-HRTimeline
Betterment LLC9,097$375K<0.01%+36913F-HRTimeline
Ironwood Financial, llc9,070$374K0.08%-20013F-HRTimeline
49 WEALTH MANAGEMENT, LLC9,013$371K0.04%+3613F-HRTimeline
Live Oak Private Wealth LLC8,962$369K0.06%013F-HRTimeline
Summit Asset Management, LLC8,959$369K0.06%+3613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,905$367K<0.01%013F-HRTimelineGroup
Procyon Advisors, LLC8,864$365K0.02%013F-HRTimeline
Goldstein Advisors, LLC8,819$363K0.05%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC8,794$362K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,791$362K<0.01%new13F-HRTimelineGroup
M1 Capital Management LLC8,666$357K0.22%013F-HRTimeline
Fisher Asset Management, LLC8,644$356K<0.01%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,626$355K0.02%+3513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC8,538$352K0.01%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,530$352K0.01%-37013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,478$349K0.01%-93213F-HRTimelineGroup
RB Capital Management, LLC8,361$345K0.08%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,462$343K<0.01%-97013F-HRTimelineGroup
Newton One Investments LLC8,318$343K0.12%+3213F-HRTimeline
Physician Wealth Solutions Inc.8,307$342K0.17%013F-HRTimeline
Warburton Capital Management, LLC8,264$340K0.25%+3313F-HRTimeline
WHITTIER TRUST CO8,232$339K<0.01%013F-HRTimeline
Montz Harcus Wealth Management LLC7,947$328K0.18%new13F-HRTimeline
OPTIMA CAPITAL LLC7,912$326K0.21%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT7,701$317K0.02%013F-HRTimeline
Integrity Wealth Solutions LLC7,663$316K0.17%+3113F-HRTimeline
Pasadena Private Wealth, LLC7,653$315K0.06%013F-HRTimeline
Aviance Capital Partners, LLC7,638$315K0.04%new13F-HRTimeline
Institute for Wealth Management, LLC.7,491$309K0.04%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …7,480$308K0.05%013F-HRTimeline
Lantz Financial LLC7,406$305K0.08%013F-HRTimeline
Kathleen S. Wright Associates Inc.7,348$303K0.13%013F-HRTimeline
Elser Financial Planning, Inc7,327$302K0.42%-978,21213F-HRTimeline
UMB Bank, n.a.7,299$301K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MBL Wealth, LLC7,229$298K0.03%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,219$297K0.01%+2913F-HRTimelineGroup
GRANDFIELD & DODD, LLC7,208$297K0.02%013F-HRTimeline
MB Generational Wealth, LLC7,193$296K0.22%013F-HRTimeline
Joel Isaacson & Co., LLC7,188$296K0.01%013F-HRTimeline
Mission Hills Financial Advisory, LLC7,149$295K0.2%013F-HRTimeline
Caldwell Trust Co7,089$292K0.03%013F-HRTimeline
Grove Street Fiduciary, LLC7,042$290K0.15%013F-HRTimeline
Cambridge Financial Group, LLC7,030$288K0.12%+613F-HRTimeline
Whalen Wealth Management Inc.6,923$285K0.19%+2813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,809$281K0.01%013F-HRTimeline
Leeward Financial Partners, LLC6,805$280K0.1%013F-HRTimeline
Advisors Capital Management, LLC6,748$278K<0.01%new13F-HRTimeline
Operose Advisors LLC6,744$278K0.09%-35713F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6,714$277K0.12%013F-HRTimeline
Waterfront Wealth Inc.6,654$274K0.07%013F-HRTimeline
Grey Ledge Advisors, LLC6,646$274K0.07%-14513F-HRTimeline
High Probability Advisors, LLC6,646$274K0.05%013F-HRTimeline
Aurdan Capital Management, LLC6,644$274K0.1%013F-HRTimeline
MOTCO6,502$268K0.03%013F-HRTimeline
Washington Trust Advisors, Inc.6,468$267K0.02%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,433$265K0.4%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV7,141$265K0.14%-6,40213F-HRTimeline
Disciplined Investors, L.L.C.6,432$265K0.24%-11013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC6,366$262K0.09%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,310$260K0.02%013F-HRTimeline
Delta Financial Group, Inc.6,196$260K0.06%013F-HRTimeline
VestGen Advisors, LLC6,306$260K0.01%13F-HRTimeline
RKL Wealth Management LLC6,288$259K0.02%013F-HRTimeline
Orgel Wealth Management, LLC6,283$259K0.01%013F-HRTimeline
Sterling Wealth Advisors Inc6,250$258K0.2%013F-HRTimeline
KM Capital Management Ltd.6,248$257K0.14%-1,60413F-HRTimeline
PLANNING DIRECTIONS INC6,189$255K0.11%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,118$252K0.01%013F-HRTimeline
Essential Planning, LLC.6,075$250K0.1%-385,75813F-HRTimeline
Alpha Cubed Investments, LLC6,053$249K0.01%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC6,053$249K0.03%-9013F-HRTimeline
ORG Partners LLC6,060$249K0.06%013F-HRTimeline
Cyndeo Wealth Partners, LLC6,049$249K0.02%+2413F-HRTimeline
Perennial Investment Advisors, LLC5,965$246K0.03%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,963$246K0.02%013F-HRTimeline
Stonebridge Financial Group, LLC5,954$245K0.03%013F-HRTimeline
CGN Advisors LLC5,938$245K0.02%new13F-HRTimeline
Intrua Financial, LLC5,927$244K0.04%-90013F-HRTimeline
Lauer Wealth, LLC6,150$242K0.19%-5,00013F-HRTimeline
Bull Oak Capital, LLC5,850$241K0.13%013F-HRTimeline
OLIO Financial Planning5,817$240K0.08%+2313F-HRTimeline
AlphaCore Capital LLC5,795$239K0.02%new13F-HRTimeline
Vantage Point Financial LLC5,792$239K0.12%013F-HRTimeline
Rise Advisors, LLC5,777$238K0.11%+2313F-HRTimeline
SevenBridge Financial Group, LLC5,742$237K0.05%+2313F-HRTimeline
NTV Asset Management LLC5,708$235K0.03%013F-HRTimeline
HWG Holdings LP5,696$235K0.1%013F-HRTimeline
Safeguard Financial, LLC5,653$233K0.05%-7,75613F-HRTimeline
Well Done, LLC5,684$233K0.04%013F-HRTimeline
Everhart Financial Group, Inc.5,591$230K0.03%new13F-HRTimeline
Willis Johnson & Associates, Inc.5,570$230K0.02%+4913F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV5,537$228K0.05%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,530$228K0.01%new13F-HRTimeline
Five Oceans Advisors5,496$226K0.11%-27813F-HRTimeline
Archer Investment Management, LLC5,405$223K0.15%-3,90713F-HRTimeline
Vawter Financial, Ltd.5,350$220K0.12%013F-HRTimeline
NORDEN GROUP LLC5,326$219K0.03%+2113F-HRTimeline
Bell Bank5,306$219K0.01%013F-HRTimeline
HUB Investment Partners, LLC5,203$214K0.01%new13F-HRTimeline
MGO ONE SEVEN LLC5,200$214K0.01%+3313F-HRTimeline
HARBOUR INVESTMENTS, INC.5,175$213K0.01%+8613F-HRTimeline
One Degree Advisors Inc5,116$210K0.09%+813F-HRTimeline
HBK Sorce Advisory LLC5,057$208K0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC5,058$208K0.01%new13F-HRTimeline
TABLEAUX LLC5,046$208K0.15%-12713F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC5,007$206K0.02%013F-HRTimeline
Clear Creek Financial Management, LLC4,998$206K0.02%new13F-HRTimeline
Wealth Advisors of Iowa, LLC4,986$205K0.09%-1,00013F-HRTimeline
NewEdge Wealth, LLC4,928$203K<0.01%013F-HRTimeline
Murphy Pohlad Asset Management LLC4,920$203K0.09%013F-HRTimeline
Grey Fox Wealth Advisors, LLC4,917$203K0.05%+2013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,901$202K<0.01%new13F-HR/ATimelineGroup
Bellwether Advisors, LLC4,865$200K0.04%013F-HRTimeline
Reyes Financial Architecture, Inc.4,845$200K0.15%013F-HRTimeline
Qube Research & Technologies Ltd4,633$191K<0.01%-3,20913F-HRTimeline
SITTNER & NELSON, LLC4,511$186K0.08%+1,94613F-HRTimeline
Continuum Advisory, LLC4,441$183K0.02%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,425$182K0.01%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC3,993$165K<0.01%new13F-HRTimeline
IFP Advisors, Inc3,783$156K<0.01%+8913F-HRTimeline
DHJJ Financial Advisors, Ltd.3,711$153K0.06%013F-HRTimeline
HOWE & RUSLING INC3,677$152K0.01%013F-HRTimeline