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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

685 managers (690 13F filers) reported a position in DFUV shares at 2025-09-30, 212,354,059 shares in all. 44 filers opened a position and 22 filers sold out during the quarter.

Managers
685
13F filers
690
New
44
Added
205
Reduced
237
Sold out
22
Shares held by filers
212,354,059

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
WestHill Financial Advisors, Inc.15,726$703K0.14%013F-HRTimeline
Babb Wealth Advisors LLC15,725$703K0.46%-1,42313F-HRTimeline
Cadence Bank15,687$701K0.04%+2,13013F-HRTimeline
Longview Financial Advisors LLC15,541$695K0.4%-94613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,379$687K<0.01%+4,76513F-HRTimelineGroup
Dakota Wealth Management15,245$681K0.01%-1,76513F-HR/ATimeline
BAILARD, INC.15,227$680K0.01%-58413F-HRTimeline
NerdWallet Wealth Partners, LLC15,216$680K0.33%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,205$680K0.02%013F-HRTimeline
Perigon Wealth Management, LLC14,991$670K0.01%+1,38413F-HRTimeline
Gilbert & Cook, Inc.14,908$666K0.09%new13F-HRTimeline
Belpointe Asset Management LLC14,594$652K0.02%013F-HRTimeline
Fortis Capital Advisors, LLC14,594$652K0.1%013F-HRTimeline
Krilogy Financial LLC14,598$652K0.02%+3,54513F-HRTimeline
GenTrust, LLC14,422$645K0.03%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC14,330$640K0.04%013F-HRTimeline
AE Wealth Management LLC14,279$638K<0.01%+14413F-HRTimeline
VestGen Advisors, LLC14,150$632K0.02%+3,04213F-HRTimeline
D'Orazio & Associates, Inc.14,143$632K0.08%013F-HRTimeline
Shore Point Advisors, LLC14,110$631K0.28%+9613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC13,867$620K0.15%013F-HRTimeline
NorthRock Partners, LLC13,862$619K0.01%+2,57713F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC13,843$619K0.03%-13813F-HRTimeline
Rossby Financial, LCC13,780$616K0.2%+1513F-HRTimeline
Full Sail Capital, LLC13,704$612K0.03%new13F-HRTimeline
Washington Trust Advisors, Inc.13,618$609K0.05%+7,15013F-HRTimeline
FSM Wealth Advisors, LLC13,601$608K0.09%+813F-HRTimeline
Leo Wealth, LLC13,546$605K0.08%-1,10613F-HRTimeline
CWA Asset Management Group, LLC13,503$603K0.02%013F-HRTimeline
Williams & Novak Wealth Management, LLC13,498$603K0.46%-78013F-HRTimeline
Mesirow Financial Investment Management…13,471$602K0.01%+5613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,345$596K<0.01%+5913F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC13,337$596K0.07%new13F-HRTimeline
Center for Financial Planning, Inc.13,216$591K0.06%013F-HRTimeline
Robinswood Financial LLC13,104$586K0.2%+313F-HRTimeline
Johnson Wealth Management, LLC12,972$580K0.32%13F-HRTimeline
VERITY Wealth Advisors12,775$571K0.36%013F-HRTimeline
OAKWORTH CAPITAL, INC.12,717$568K0.03%-10113F-HRTimeline
CAPITAL ADVISORS INC/OK12,628$564K0.01%013F-HRTimeline
TPG Financial Advisors, LLC12,570$562K0.21%013F-HRTimeline
McGrath & Associates, Inc.12,480$558K0.83%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,455$557K<0.01%+1,15313F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …12,158$543K<0.01%013F-HRTimelineGroup
American Financial Advisors, LLC12,112$541K0.07%+2913F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.11,800$527K0.35%013F-HRTimeline
SVB WEALTH LLC11,740$525K0.03%-8,63513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,411$510K<0.01%+1,94913F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT11,339$507K0.02%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC11,324$506K0.03%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC11,320$506K0.04%013F-HRTimeline
Wilmington Savings Fund Society, FSB11,207$501K0.01%013F-HR/ATimeline
MPWM ADVISORY SOLUTIONS, LLC11,037$493K0.29%-61313F-HRTimeline
Badgley Phelps Wealth Managers, LLC10,860$485K0.01%-34413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,849$485K0.02%013F-HRTimelineGroup
Carlton Hofferkamp & Jenks Wealth Manag…10,672$484K0.16%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC10,787$482K0.07%+8513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC10,785$482K0.35%-39613F-HRTimeline
Liberty Capital Management, Inc.10,742$480K0.09%013F-HRTimeline
Fortress Wealth Management, Inc.10,710$479K0.21%+1813F-HRTimeline
Steele Capital Management, Inc.10,564$472K0.02%013F-HRTimeline
Sanctuary Advisors, LLC10,527$470K<0.01%-4,24013F-HR/ATimeline
DEBUSSY CAPITAL MANAGEMENT LP10,470$468K0.07%+1413F-HRTimeline
NCM Capital Management, LLC10,465$468K0.18%013F-HRTimeline
CVA Family Office, LLC10,441$467K0.06%+4713F-HRTimeline
Cross Staff Investments Inc10,391$464K0.32%013F-HRTimeline
CORTLAND ASSOCIATES INC/MO10,350$463K0.05%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC10,310$461K0.01%new13F-HRTimeline
Quad-Cities Investment Group, LLC10,298$460K0.2%-71913F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp10,081$451K0.05%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,028$448K0.01%013F-HRTimelineGroup
Towneley Capital Management, Inc / DE10,015$448K0.1%+4413F-HRTimeline
Compass Wealth Management, LLC/GA10,000$447K0.2%-11613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,955$445K0.01%new13F-HRTimelineGroup
Strategic Financial Services, Inc.9,875$441K0.02%013F-HRTimeline
Accredited Investors Inc.9,757$436K0.02%+13413F-HRTimeline
Monument Group Wealth Advisors, LLC9,647$431K0.25%+113F-HRTimeline
SteelPeak Wealth, LLC9,582$428K0.01%-6913F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…9,551$427K0.36%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,427$421K0.01%013F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …9,406$420K0.02%-7813F-HRTimeline
Avant Financial Advisors LLC9,363$418K0.32%013F-HRTimeline
Orion Capital Management LLC9,329$417K0.15%+1,48313F-HRTimeline
Sovereign Financial Group, Inc.9,295$415K0.08%+2,37013F-HRTimeline
COZAD ASSET MANAGEMENT INC9,293$415K0.03%-8213F-HRTimeline
PRIVATE TRUST CO NA9,274$414K0.04%-3,08213F-HRTimeline
Mullaney, Keating & Wright, Inc.9,210$412K0.23%013F-HRTimeline
Avestar Capital, LLC9,163$409K0.03%013F-HRTimeline
Ironwood Financial, llc9,070$405K0.07%013F-HRTimeline
Summit Asset Management, LLC9,041$404K0.06%+4013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…9,039$404K0.06%-22013F-HRTimeline
49 WEALTH MANAGEMENT, LLC9,013$403K0.04%013F-HRTimeline
RFG Advisory, LLC8,984$401K0.01%-31213F-HRTimeline
Live Oak Private Wealth LLC8,962$401K0.06%013F-HRTimeline
Goldstein Advisors, LLC8,819$394K0.05%013F-HRTimeline
RB Capital Management, LLC8,795$393K0.08%-8313F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC8,794$393K0.01%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,704$389K0.01%+3813F-HRTimeline
M1 Capital Management LLC8,666$387K0.17%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC8,538$382K0.01%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,530$381K0.01%013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,527$381K0.01%+2313F-HRTimelineGroup
Black Swift Group, LLC8,500$380K0.07%new13F-HRTimeline
GDS Wealth Management8,481$379K0.03%013F-HRTimeline
Newton One Investments LLC8,391$375K0.11%+3513F-HRTimeline
First Western Trust Bank8,385$375K0.02%-1,56813F-HRTimeline
Warburton Capital Management, LLC8,340$373K0.22%+3713F-HRTimeline
Physician Wealth Solutions Inc.8,307$371K0.16%013F-HRTimeline
WHITTIER TRUST CO8,232$371K<0.01%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,221$367K0.01%+97813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management8,209$367K<0.01%+10213F-HRTimelineGroup
Rockwood Wealth Management, LLC8,079$361K0.03%013F-HRTimeline
Montz Harcus Wealth Management LLC8,020$358K0.16%+3513F-HRTimeline
Five Oceans Advisors7,933$355K0.13%013F-HRTimeline
OPTIMA CAPITAL LLC7,912$354K0.17%013F-HRTimeline
Ridgewood Investments LLC7,825$350K0.15%+1013F-HRTimeline
PFG Private Wealth Management, LLC7,726$345K0.15%new13F-HRTimeline
Integrity Wealth Solutions LLC7,726$345K0.15%+3413F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT7,701$344K0.02%013F-HRTimeline
Leeward Financial Partners, LLC7,670$343K0.1%-76013F-HRTimeline
Pasadena Private Wealth, LLC7,653$342K0.05%013F-HRTimeline
Aviance Capital Partners, LLC7,638$341K0.04%013F-HRTimeline
Roundview Capital LLC7,626$341K0.02%013F-HRTimeline
Operose Advisors LLC7,559$338K0.08%+81513F-HRTimeline
Institute for Wealth Management, LLC.7,491$335K0.03%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …7,480$334K0.05%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI7,391$330K0.03%new13F-HRTimeline
Kathleen S. Wright Associates Inc.7,348$328K0.12%013F-HRTimeline
Smith Salley Wealth Management7,344$328K0.02%013F-HRTimeline
Advisory Services Network, LLC7,339$328K<0.01%+1213F-HRTimeline
Elser Financial Planning, Inc7,327$327K0.39%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV7,141$323K0.14%013F-HRTimeline
MBL Wealth, LLC7,229$323K0.03%013F-HRTimeline
MB Generational Wealth, LLC7,193$321K0.2%13F-HRTimeline
Joel Isaacson & Co., LLC7,188$321K0.01%013F-HRTimeline
Caldwell Trust Co7,089$317K0.03%013F-HRTimeline
BOKF, NAin group BOKF, NA7,087$317K<0.01%-5113F-HRTimelineGroup
UMB Bank, n.a.7,074$316K<0.01%-22513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cambridge Financial Group, LLC7,043$315K0.1%+713F-HRTimeline
Whalen Wealth Management Inc.6,986$312K0.18%+3113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,972$312K0.01%+27013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC6,809$304K0.01%013F-HRTimeline
Advisors Capital Management, LLC6,748$302K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6,714$300K0.11%013F-HRTimeline
Americana Partners, LLC6,705$300K0.01%new13F-HRTimeline
Waterfront Wealth Inc.6,654$297K0.06%013F-HRTimeline
Grey Ledge Advisors, LLC6,646$297K0.07%013F-HRTimeline
High Probability Advisors, LLC6,646$297K0.04%013F-HRTimeline
Aurdan Capital Management, LLC6,644$297K0.09%013F-HRTimeline
GRANDFIELD & DODD, LLC6,583$294K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6,583$294K<0.01%+3,06313F-HRTimelineGroup
Grove Street Fiduciary, LLC6,544$292K0.14%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,473$289K0.01%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,433$287K0.36%013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC6,366$284K0.08%013F-HRTimeline
RKL Wealth Management LLC6,288$281K0.02%013F-HRTimeline
Orgel Wealth Management, LLC6,283$281K0.01%013F-HRTimeline
HUB Investment Partners, LLC6,268$280K0.01%+1,06513F-HRTimeline
Sterling Wealth Advisors Inc6,250$276K0.18%013F-HRTimeline
Essential Planning, LLC.6,131$274K0.09%+2713F-HRTimeline
Cyndeo Wealth Partners, LLC6,097$272K0.02%+1913F-HRTimeline
ORG Partners LLC6,060$271K0.05%013F-HRTimeline
Alpha Cubed Investments, LLC6,053$271K0.01%013F-HRTimeline
Purkiss Capital Advisors LLC6,036$270K0.13%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,034$270K<0.01%-7,09413F-HRTimeline
TABLEAUX LLC6,016$269K0.11%new13F-HRTimeline
Freedom Investment Management, Inc.5,973$267K0.07%-45,44813F-HRTimeline
Stonebridge Financial Group, LLC5,954$266K0.02%013F-HRTimeline
Disciplined Investors, L.L.C.5,941$266K0.19%-13813F-HRTimeline
CGN Advisors LLC5,933$265K0.02%-513F-HRTimeline
Intrua Financial, LLC5,927$265K0.03%013F-HRTimeline
SevenBridge Financial Group, LLC5,794$265K0.04%+2513F-HRTimeline
Marble Harbor Investment Counsel, LLC5,877$263K0.03%new13F-HRTimeline
Bull Oak Capital, LLC5,849$261K0.11%013F-HRTimeline
AlphaCore Capital LLC5,848$261K0.01%-2,89413F-HRTimeline
First Bancorp, Inc /ME/5,844$261K0.14%013F-HRTimeline
Rise Advisors, LLC5,830$261K0.09%+2613F-HRTimeline
Vantage Point Financial LLC5,792$259K0.1%013F-HRTimeline
Legacy Financial Advisors, Inc.5,716$255K0.04%new13F-HRTimeline
NTV Asset Management LLC5,708$255K0.03%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,707$255K<0.01%013F-HRTimelineGroup
HWG Holdings LP5,696$255K0.06%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,685$254K<0.01%new13F-HRTimelineGroup
Well Done, LLC5,684$254K0.04%013F-HRTimeline
Lantz Financial LLC5,656$253K0.06%013F-HRTimeline
Willis Johnson & Associates, Inc.5,601$250K0.02%+313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,591$250K<0.01%+21513F-HRTimelineGroup
ROWLANDMILLER & PARTNERS.ADV5,537$247K0.05%013F-HRTimeline
Everhart Financial Group, Inc.5,515$246K0.02%013F-HRTimeline
MGO ONE SEVEN LLC5,430$243K0.01%-1,07413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,427$243K<0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,409$242K<0.01%-12113F-HRTimeline
NORDEN GROUP LLC5,375$240K0.02%+2413F-HRTimeline
Vawter Financial, Ltd.5,350$239K0.11%new13F-HR/ATimeline
Bell Bank5,306$237K0.01%013F-HRTimeline
One Degree Advisors Inc5,134$229K0.07%+913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,109$228K+1,450Timeline
INDEPENDENT FINANCIAL GROUP, LLC5,065$226K0.01%+24013F-HRTimeline
HBK Sorce Advisory LLC5,057$225K0.01%013F-HR/ATimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,031$225K0.01%-35313F-HRTimeline
Wealth Advisors of Iowa, LLC4,986$223K0.08%013F-HRTimeline