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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

671 managers (676 13F filers) reported a position in DFUV shares at 2025-06-30, 243,366,113 shares in all. 29 filers opened a position and 25 filers sold out during the quarter.

Managers
671
13F filers
676
New
29
Added
229
Reduced
222
Sold out
25
Shares held by filers
243,366,113

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Longview Financial Advisors LLC16,487$697K0.44%+613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.16,467$696K0.08%+613F-HRTimeline
Steward Partners Investment Advisory, L…16,436$695K0.01%-9,73213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,409$694K0.02%013F-HRTimelineGroup
Eaton Financial Holdings Company, LLC16,361$692K0.21%new13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.16,187$684K0.18%+513F-HRTimeline
Waverly Advisors, LLC16,117$681K0.01%+6613F-HRTimeline
BAILARD, INC.15,811$668K0.02%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,731$665K0.01%-11813F-HRTimelineGroup
WestHill Financial Advisors, Inc.15,726$665K0.14%013F-HRTimeline
FUTURE YOU WEALTH LLC15,216$643K0.35%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,205$643K0.02%+23513F-HRTimeline
Capital Investment Advisors, LLC14,833$627K0.01%013F-HR/ATimeline
Sanctuary Advisors, LLC14,767$624K<0.01%+43113F-HRTimeline
Leo Wealth, LLC14,652$620K0.05%+6813F-HRTimeline
Belpointe Asset Management LLC14,594$617K0.03%013F-HRTimeline
Fortis Capital Advisors, LLC14,594$617K0.11%013F-HRTimeline
GenTrust, LLC14,422$610K0.03%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC14,330$606K0.04%013F-HRTimeline
Williams & Novak Wealth Management, LLC14,278$604K0.51%-2513F-HRTimeline
D'Orazio & Associates, Inc.14,143$598K0.08%-1,48813F-HRTimeline
AE Wealth Management LLC14,135$598K<0.01%+70113F-HRTimeline
Shore Point Advisors, LLC14,014$593K0.28%+28913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC13,981$591K0.03%-7913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC13,867$586K0.15%013F-HRTimeline
Rossby Financial, LCC13,765$582K0.22%+1513F-HRTimeline
FSM Wealth Advisors, LLC13,593$580K0.09%+813F-HRTimeline
Perigon Wealth Management, LLC13,607$575K0.01%+43013F-HRTimeline
Cadence Bank13,557$573K0.04%-24513F-HRTimeline
CWA Asset Management Group, LLC13,503$571K0.02%013F-HRTimeline
Mesirow Financial Investment Management…13,415$567K0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,286$562K<0.01%+6213F-HRTimelineGroup
Center for Financial Planning, Inc.13,216$559K0.06%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.13,128$555K<0.01%-1,15213F-HRTimeline
Robinswood Financial LLC13,101$554K0.2%+313F-HRTimeline
CW Advisors, LLC12,854$543K0.01%+43713F-HRTimeline
OAKWORTH CAPITAL, INC.12,818$542K0.03%+3,24013F-HRTimeline
VERITY Wealth Advisors12,775$540K0.36%013F-HRTimeline
CAPITAL ADVISORS INC/OK12,628$534K0.01%013F-HRTimeline
TPG Financial Advisors, LLC12,570$531K0.21%-2,18213F-HRTimeline
McGrath & Associates, Inc.12,480$528K0.86%013F-HRTimeline
PRIVATE TRUST CO NA12,356$522K0.05%-3,07913F-HRTimeline
Empower Advisory Group, LLC12,158$514K<0.01%013F-HRTimeline
American Financial Advisors, LLC12,083$511K0.07%-1,13913F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.11,800$499K0.37%-5,00013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC11,650$493K0.31%-2413F-HRTimeline
Noble Family Wealth, LLC11,592$490K0.12%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC11,400$482K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT11,339$479K0.02%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC11,324$479K0.03%+5,01413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC11,320$479K0.04%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,302$478K<0.01%+2,39713F-HRTimelineGroup
NorthRock Partners, LLC11,285$477K0.01%013F-HR/ATimeline
Wilmington Savings Fund Society, FSB11,207$474K0.01%-10013F-HRTimeline
Badgley Phelps Wealth Managers, LLC11,204$474K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC11,181$473K0.34%+8813F-HRTimeline
VestGen Advisors, LLC11,108$470K0.02%+4,80213F-HRTimeline
Krilogy Financial LLC11,053$467K0.03%+1213F-HRTimeline
Quad-Cities Investment Group, LLC11,017$466K0.21%+3413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,849$459K0.02%013F-HRTimelineGroup
Carlton Hofferkamp & Jenks Wealth Manag…10,672$458K0.17%013F-HRTimeline
Liberty Capital Management, Inc.10,742$454K0.09%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC10,702$452K0.07%-8,71513F-HRTimeline
Fortress Wealth Management, Inc.10,692$452K0.22%+1713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,614$449K<0.01%+2013F-HRTimelineGroup
Steele Capital Management, Inc.10,564$447K0.02%013F-HRTimeline
NCM Capital Management, LLC10,465$442K0.18%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP10,456$442K0.07%+1613F-HRTimeline
CVA Family Office, LLC10,394$439K0.06%+4813F-HRTimeline
Cross Staff Investments Inc10,391$439K0.33%013F-HRTimeline
Compass Wealth Management, LLC/GA10,116$428K0.23%13F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp10,081$426K0.06%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,028$424K0.01%013F-HRTimelineGroup
Towneley Capital Management, Inc / DE9,971$422K0.1%+4713F-HRTimeline
First Western Trust Bank9,953$421K0.02%-42813F-HRTimeline
Strategic Financial Services, Inc.9,875$418K0.02%-6713F-HRTimeline
SteelPeak Wealth, LLC9,651$408K0.02%013F-HRTimeline
Monument Group Wealth Advisors, LLC9,646$408K0.26%+113F-HRTimeline
Accredited Investors Inc.9,623$407K0.02%-1313F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…9,551$404K0.37%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,484$401K0.03%-1,08113F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,462$400K<0.01%013F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC9,427$399K0.01%013F-HRTimelineGroup
Destination Wealth Management9,388$397K0.01%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC9,375$396K0.03%013F-HR/ATimeline
Avant Financial Advisors LLC9,363$396K0.33%013F-HRTimeline
RFG Advisory, LLC9,296$393K0.01%+4013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…9,259$391K0.06%-64213F-HRTimeline
Mullaney, Keating & Wright, Inc.9,210$389K0.25%013F-HRTimeline
Avestar Capital, LLC9,163$387K0.03%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC9,013$381K0.04%013F-HRTimeline
Summit Asset Management, LLC9,001$381K0.06%+4213F-HRTimeline
Live Oak Private Wealth LLC8,962$379K0.06%013F-HRTimeline
RB Capital Management, LLC8,878$375K0.08%+51713F-HRTimeline
Ironwood Financial, llc9,070$374K0.08%013F-HRTimeline
Goldstein Advisors, LLC8,819$373K0.05%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,797$372K<0.01%+613F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC8,794$372K0.01%013F-HRTimeline
AlphaCore Capital LLC8,742$370K0.01%+2,94713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,666$366K0.01%+4013F-HRTimeline
M1 Capital Management LLC8,666$366K0.18%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC8,538$361K0.01%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,530$361K0.01%013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,504$360K0.01%+2613F-HRTimelineGroup
Warburton Capital Management, LLC8,303$359K0.21%+3913F-HRTimeline
GDS Wealth Management8,481$359K0.03%-2,00413F-HRTimeline
Leeward Financial Partners, LLC8,430$356K0.11%+1,62513F-HRTimeline
Newton One Investments LLC8,356$353K0.11%+3813F-HRTimeline
Physician Wealth Solutions Inc.8,307$351K0.16%013F-HRTimeline
WHITTIER TRUST CO8,232$348K<0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,107$343K<0.01%-2,29213F-HRTimelineGroup
Rockwood Wealth Management, LLC8,079$342K0.03%-2,14813F-HRTimeline
Montz Harcus Wealth Management LLC7,985$338K0.16%+3813F-HRTimeline
Five Oceans Advisors7,933$335K0.14%+2,43713F-HRTimeline
OPTIMA CAPITAL LLC7,912$335K0.18%013F-HRTimeline
Orion Capital Management LLC7,846$332K0.13%+5,38113F-HRTimeline
Ridgewood Investments LLC7,815$330K0.14%+6,74613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT7,701$326K0.02%013F-HRTimeline
Integrity Wealth Solutions LLC7,692$325K0.16%+2913F-HRTimeline
Pasadena Private Wealth, LLC7,653$324K0.06%013F-HRTimeline
Aviance Capital Partners, LLC7,638$323K0.04%013F-HRTimeline
Roundview Capital LLC7,626$322K0.02%new13F-HRTimeline
Institute for Wealth Management, LLC.7,491$317K0.04%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …7,480$316K0.05%013F-HRTimeline
Advisory Services Network, LLC7,327$312K0.01%-1,95013F-HRTimeline
Kathleen S. Wright Associates Inc.7,348$311K0.12%013F-HRTimeline
Smith Salley Wealth Management7,344$311K0.02%new13F-HRTimeline
Elser Financial Planning, Inc7,327$310K0.39%013F-HR/ATimeline
UMB Bank, n.a.7,299$309K<0.01%013F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,243$306K0.01%+2413F-HRTimelineGroup
MBL Wealth, LLC7,229$306K0.03%013F-HRTimeline
Joel Isaacson & Co., LLC7,188$304K0.01%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV7,141$303K0.14%013F-HRTimeline
BOKF, NAin group BOKF, NA7,138$302K<0.01%new13F-HRTimelineGroup
Caldwell Trust Co7,089$300K0.03%013F-HRTimeline
Cambridge Financial Group, LLC7,036$297K0.11%+613F-HRTimeline
Whalen Wealth Management Inc.6,955$294K0.18%+3213F-HRTimeline
Sovereign Financial Group, Inc.6,925$293K0.06%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,809$288K0.01%013F-HRTimeline
Advisors Capital Management, LLC6,748$285K<0.01%013F-HRTimeline
Operose Advisors LLC6,744$285K0.08%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6,714$284K0.11%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,702$283K0.01%+5,07413F-HRTimelineGroup
Waterfront Wealth Inc.6,654$281K0.06%013F-HRTimeline
Grey Ledge Advisors, LLC6,646$281K0.07%013F-HRTimeline
High Probability Advisors, LLC6,646$281K0.04%013F-HRTimeline
Aurdan Capital Management, LLC6,644$281K0.1%013F-HRTimeline
GRANDFIELD & DODD, LLC6,583$278K0.02%-62513F-HRTimeline
Grove Street Fiduciary, LLC6,544$277K0.13%-49813F-HRTimeline
MGO ONE SEVEN LLC6,504$275K0.01%+1,30413F-HRTimeline
HARBOUR INVESTMENTS, INC.6,473$274K0.01%+1,29813F-HRTimeline
Washington Trust Advisors, Inc.6,468$273K0.02%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,433$272K0.37%013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC6,366$269K0.09%013F-HRTimeline
Sterling Wealth Advisors Inc6,250$268K0.19%013F-HRTimeline
RKL Wealth Management LLC6,288$266K0.02%013F-HRTimeline
Orgel Wealth Management, LLC6,283$266K0.01%013F-HRTimeline
KM Capital Management Ltd.6,277$265K0.13%+2913F-HRTimeline
Lauer Wealth, LLC6,150$261K0.22%013F-HRTimeline
ORG Partners LLC6,060$259K0.06%013F-HRTimeline
Essential Planning, LLC.6,104$258K0.1%+2913F-HRTimeline
Disciplined Investors, L.L.C.6,079$257K0.2%-35313F-HRTimeline
Cyndeo Wealth Partners, LLC6,078$257K0.02%+2913F-HRTimeline
Alpha Cubed Investments, LLC6,053$256K0.01%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,963$252K0.02%013F-HRTimeline
Stonebridge Financial Group, LLC5,954$252K0.02%013F-HRTimeline
CGN Advisors LLC5,938$251K0.02%013F-HRTimeline
Intrua Financial, LLC5,927$251K0.04%013F-HRTimeline
SevenBridge Financial Group, LLC5,769$248K0.04%+2713F-HRTimeline
Bull Oak Capital, LLC5,849$247K0.11%-113F-HRTimeline
OLIO Financial Planning5,844$247K0.08%+2713F-HRTimeline
First Bancorp, Inc /ME/5,844$247K0.14%new13F-HRTimeline
Rise Advisors, LLC5,804$245K0.1%+2713F-HRTimeline
Vantage Point Financial LLC5,792$245K0.11%013F-HRTimeline
NTV Asset Management LLC5,708$241K0.03%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,707$241K<0.01%new13F-HRTimelineGroup
HWG Holdings LP5,696$241K0.07%013F-HRTimeline
Well Done, LLC5,684$240K0.05%013F-HRTimeline
Lantz Financial LLC5,656$239K0.06%-1,75013F-HRTimeline
Willis Johnson & Associates, Inc.5,598$237K0.02%+2813F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV5,537$234K0.05%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,530$234K0.01%013F-HRTimeline
Everhart Financial Group, Inc.5,515$233K0.03%-7613F-HRTimeline
ANDERSON HOAGLAND & CO5,419$229K0.02%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,384$228K0.01%-73413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,376$227K<0.01%+2,07613F-HRTimelineGroup
NORDEN GROUP LLC5,351$226K0.02%+2513F-HRTimeline
Bell Bank5,306$224K0.01%013F-HRTimeline
PINKERTON WEALTH, LLC5,265$223K0.03%new13F-HRTimeline
HUB Investment Partners, LLC5,203$220K0.01%013F-HRTimeline
KELLY FINANCIAL GROUP LLC5,117$216K0.06%new13F-HRTimeline
One Degree Advisors Inc5,125$216K0.08%+913F-HRTimeline
HBK Sorce Advisory LLC5,057$214K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.5,048$213K0.02%13F-HRTimeline
Wealth Advisors of Iowa, LLC4,986$211K0.08%013F-HRTimeline
Grey Fox Wealth Advisors, LLC4,940$209K0.05%+2313F-HRTimeline
Murphy Pohlad Asset Management LLC4,920$208K0.09%013F-HRTimeline
NewEdge Wealth, LLC4,928$208K<0.01%013F-HRTimeline
Bellwether Advisors, LLC4,865$206K0.04%013F-HRTimeline
Reyes Financial Architecture, Inc.4,845$205K0.18%013F-HRTimeline