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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

736 managers (741 13F filers) reported a position in DFUV shares at 2025-12-31, 222,653,238 shares in all. 35 filers opened a position and 23 filers sold out during the quarter.

Managers
736
13F filers
741
New
35
Added
216
Reduced
235
Sold out
23
Shares held by filers
222,653,238

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
RENASANT BANK17,757$827K0.56%013F-HRTimeline
Caprock Group, LLC17,532$817K0.02%+14613F-HRTimeline
Falcon Wealth Planning17,426$812K0.07%013F-HRTimeline
D.A. DAVIDSON & CO.17,388$810K<0.01%+42013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO17,369$809K0.11%new13F-HRTimeline
Key Financial Inc17,351$808K0.15%013F-HRTimeline
Berger Financial Group, Inc17,311$807K0.05%+313F-HRTimeline
Sound View Wealth Advisors Group, LLC17,170$800K0.05%013F-HRTimeline
Narus Financial Partners, LLC16,971$791K0.22%-113F-HRTimeline
CATHY PARETO & ASSOCIATES, INC16,927$789K0.55%-20413F-HRTimeline
Rather & Kittrell, Inc.16,925$789K0.13%013F-HRTimeline
Prism Planning Partners LLC16,868$786K0.88%13F-HRTimeline
Aerodigm Wealth, LLC16,821$784K0.3%013F-HR/ATimeline
Colonial Trust Co / SCin group Colonial Trust Advisors16,762$781K0.1%-15613F-HRTimelineGroup
Eaton Financial Holdings Company, LLC16,491$768K0.21%+5813F-HRTimeline
VISTA CAPITAL PARTNERS, INC.16,476$768K0.08%+413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,452$766K0.01%+4313F-HRTimelineGroup
Steward Partners Investment Advisory, L…16,440$766K<0.01%+413F-HRTimeline
Capital Investment Management, Inc.16,396$764K0.27%13F-HRTimeline
Powerhouse Assets LLC16,193$754K0.66%13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.16,187$754K0.16%013F-HRTimeline
Betterment LLC16,094$750K<0.01%-79513F-HRTimeline
Krilogy Financial LLC15,159$739K0.03%+56113F-HRTimeline
Babb Wealth Advisors LLC15,764$734K0.41%+3913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,731$733K0.01%013F-HRTimelineGroup
WestHill Financial Advisors, Inc.15,726$733K0.14%013F-HRTimeline
Capital Investment Advisors, LLC15,680$731K0.01%-38013F-HRTimeline
Perigon Wealth Management, LLC15,525$723K0.01%+53413F-HRTimeline
Cadence Bank15,521$723K0.04%-16613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,416$718K<0.01%-3,46013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,278$712K<0.01%-10113F-HRTimelineGroup
Dakota Wealth Management15,245$710K0.01%013F-HR/ATimeline
Longview Financial Advisors LLC15,239$710K0.39%-30213F-HRTimeline
NerdWallet Wealth Partners, LLC15,216$709K0.32%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,205$708K0.02%013F-HRTimeline
BAILARD, INC.15,059$702K0.02%-16813F-HRTimeline
Belpointe Asset Management LLC14,594$680K0.02%013F-HRTimeline
Fortis Capital Advisors, LLC14,594$680K0.1%013F-HRTimeline
Williams & Novak Wealth Management, LLC14,565$679K0.51%+1,06713F-HRTimeline
Pandowealth. LLC14,431$672K0.62%13F-HR/ATimeline
GenTrust, LLC14,422$672K0.03%013F-HRTimeline
Shore Point Advisors, LLC14,373$670K0.28%+26313F-HRTimeline
Operose Advisors LLC14,225$663K0.15%+6,66613F-HRTimeline
D'Orazio & Associates, Inc.14,143$659K0.08%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC13,867$646K0.15%013F-HRTimeline
Rossby Financial, LCC13,791$643K0.2%+1113F-HRTimeline
Pathfinder Wealth Consulting, Inc.13,663$637K0.4%13F-HRTimeline
FSM Wealth Advisors, LLC13,607$634K0.09%+613F-HRTimeline
Mesirow Financial Investment Management…13,515$630K0.01%+4413F-HRTimeline
Gilbert & Cook, Inc.13,513$630K0.08%-1,39513F-HRTimeline
CWA Asset Management Group, LLC13,503$629K0.02%013F-HRTimeline
Leo Wealth, LLC13,420$625K0.05%-12613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,392$624K<0.01%+4713F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC13,340$622K0.07%+313F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC13,339$621K0.03%-50413F-HRTimeline
Johnson Wealth Management, LLC13,237$617K0.31%+26513F-HRTimeline
Center for Financial Planning, Inc.13,216$616K0.06%013F-HRTimeline
Robinswood Financial LLC13,110$611K0.2%+613F-HRTimeline
Range Advisory, LLC13,072$609K0.16%13F-HRTimeline
HBE Wealth Management, LLC12,964$604K0.57%13F-HRTimeline
AE Wealth Management LLC12,916$602K<0.01%-1,36313F-HRTimeline
VERITY Wealth Advisors12,775$595K0.37%013F-HRTimeline
MB Generational Wealth, LLC12,770$595K0.31%+5,57713F-HRTimeline
OAKWORTH CAPITAL, INC.12,717$592K0.03%013F-HRTimeline
CAPITAL ADVISORS INC/OK12,628$588K0.01%013F-HRTimeline
McGrath & Associates, Inc.12,480$581K0.83%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,425$579K<0.01%-41,44113F-HRTimelineGroup
Prosperity Bancshares Inc12,367$576K0.52%13F-HRTimeline
American Financial Advisors, LLC12,134$565K0.07%+2213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,455$557K<0.01%013F-HRTimelineGroup
BASSO CAPITAL MANAGEMENT, L.P.11,800$550K0.33%013F-HRTimeline
SVB WEALTH LLC11,749$547K0.03%+913F-HRTimeline
Washington Trust Advisors, Inc.11,661$543K0.04%-1,95713F-HRTimeline
TPG Financial Advisors, LLC11,595$540K0.18%-97513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT11,339$528K0.02%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC11,324$528K0.03%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC11,320$527K0.04%013F-HRTimeline
Wilmington Savings Fund Society, FSB11,207$522K0.01%013F-HRTimeline
MBL Wealth, LLC11,131$519K0.04%+3,90213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC11,008$513K0.29%-2913F-HRTimeline
O'Brien Wealth Partners LLC10,960$511K0.07%new13F-HRTimeline
Badgley Phelps Wealth Managers, LLC10,860$506K0.01%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,849$505K0.02%013F-HRTimelineGroup
Legacy Financial Advisors, Inc.10,796$503K0.07%+5,08013F-HRTimeline
Liberty Capital Management, Inc.10,742$500K0.09%013F-HRTimeline
Strategic Financial Services, Inc.9,875$499K0.02%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…10,672$497K0.17%013F-HRTimeline
Steele Capital Management, Inc.10,564$492K0.02%013F-HRTimeline
Sanctuary Advisors, LLC10,527$490K<0.01%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP10,482$488K0.07%+1213F-HRTimeline
CVA Family Office, LLC10,477$488K0.06%+3613F-HRTimeline
NCM Capital Management, LLC10,465$488K0.18%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC10,413$485K0.33%-37213F-HRTimeline
VestGen Advisors, LLC10,393$484K0.02%-3,75713F-HRTimeline
Cross Staff Investments Inc10,391$484K0.27%013F-HRTimeline
Ashton Thomas Private Wealth, LLC10,310$480K0.01%013F-HRTimeline
Quad-Cities Investment Group, LLC10,298$480K0.2%013F-HRTimeline
Americana Partners, LLC10,223$476K0.01%+3,51813F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp10,081$470K0.05%013F-HRTimelineGroup
Towneley Capital Management, Inc / DE10,050$468K0.1%+3513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC10,040$468K0.03%-4,29013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,028$467K0.01%013F-HRTimelineGroup
Compass Wealth Management, LLC/GA10,023$467K0.19%+2313F-HRTimeline
Sovereign Financial Group, Inc.9,975$465K0.08%+68013F-HRTimeline
Accredited Investors Inc.9,623$448K0.02%-13413F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…9,551$445K0.31%013F-HRTimeline
Monument Group Wealth Advisors, LLC9,505$443K0.24%-14213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,427$439K0.01%013F-HRTimelineGroup
Approach Retirement Advisors, LLC9,408$438K0.38%13F-HRTimeline
Ironwood Financial, llc9,070$438K0.07%013F-HRTimeline
Avant Financial Advisors LLC9,363$436K0.31%013F-HRTimeline
PRIVATE TRUST CO NA9,274$432K0.04%013F-HRTimeline
Black Swift Group, LLC9,246$431K0.07%+74613F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…9,212$429K0.06%+17313F-HRTimeline
Mullaney, Keating & Wright, Inc.9,210$429K0.23%013F-HRTimeline
Orion Capital Management LLC9,189$428K0.14%-14013F-HRTimeline
Avestar Capital, LLC9,163$427K0.03%013F-HRTimeline
Summit Asset Management, LLC9,072$423K0.06%+3113F-HRTimeline
RFG Advisory, LLC9,014$420K0.01%+3013F-HRTimeline
49 WEALTH MANAGEMENT, LLC9,013$420K0.03%013F-HRTimeline
Live Oak Private Wealth LLC8,962$418K0.06%013F-HRTimeline
Third View Private Wealth, LLC8,864$413K0.06%13F-HRTimeline
Aspirean Wealth, LLC8,863$413K0.45%13F-HRTimeline
Goldstein Advisors, LLC8,819$411K0.05%013F-HRTimeline
RB Capital Management, LLC8,796$410K0.08%+113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,637$402K0.02%-76913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,546$398K0.01%+1913F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.8,530$397K0.01%013F-HRTimelineGroup
WHITTIER TRUST CO8,232$397K<0.01%013F-HRTimeline
COZAD ASSET MANAGEMENT INC8,513$397K0.03%-78013F-HRTimeline
GDS Wealth Management8,481$395K0.02%013F-HRTimeline
Newton One Investments LLC8,419$392K0.12%+2813F-HRTimeline
E-Wealth Partners, LLC8,406$392K0.33%13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC8,351$389K0.02%-17,62513F-HRTimelineGroup
Warburton Capital Management, LLC8,369$389K0.22%+2913F-HRTimeline
Physician Wealth Solutions Inc.8,307$387K0.16%013F-HRTimeline
Venture Visionary Partners LLC8,259$385K0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,240$384K0.01%+1913F-HRTimelineGroup
M1 Capital Management LLC8,227$383K0.16%-43913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,218$383K<0.01%+913F-HRTimelineGroup
Five Oceans Advisors8,166$380K0.13%+23313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,060$376K0.01%-1,89513F-HRTimelineGroup
Montz Harcus Wealth Management LLC8,048$375K0.15%+2813F-HRTimeline
Rockwood Wealth Management, LLC8,015$373K0.03%-6413F-HRTimeline
OPTIMA CAPITAL LLC7,912$369K0.16%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,818$364K<0.01%-3,59313F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.7,780$362K0.01%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV7,141$361K0.14%013F-HRTimeline
Integrity Wealth Solutions LLC7,726$360K0.14%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT7,701$359K0.02%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,689$358K0.01%new13F-HR/ATimeline
Leeward Financial Partners, LLC7,670$357K0.1%013F-HRTimeline
Pasadena Private Wealth, LLC7,653$357K0.05%013F-HRTimeline
Roundview Capital LLC7,626$355K0.02%013F-HRTimeline
Aviance Capital Partners, LLC7,563$352K0.04%-7513F-HRTimeline
Institute for Wealth Management, LLC.7,491$349K0.04%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …7,480$348K0.05%013F-HRTimeline
Donalies Financial Planning, LLC7,387$344K0.29%13F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI7,391$344K0.03%013F-HRTimeline
Smith Salley Wealth Management7,344$342K0.02%013F-HRTimeline
Elser Financial Planning, Inc7,327$341K0.25%013F-HRTimeline
First Western Trust Bank7,287$340K0.02%-1,09813F-HRTimeline
UMB Bank, n.a.7,195$335K<0.01%+12113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Caldwell Trust Co7,089$330K0.03%013F-HRTimeline
BOKF, NAin group BOKF, NA7,086$330K0.01%-113F-HRTimelineGroup
Whalen Wealth Management Inc.7,011$327K0.18%+2513F-HRTimeline
Waterfront Wealth Inc.6,654$325K0.06%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,957$324K0.01%-1513F-HRTimelineGroup
Ponta Wealth Partners, LLC6,949$324K0.3%13F-HRTimeline
CORTLAND ASSOCIATES INC/MO6,870$320K0.04%-3,48013F-HRTimeline
Cambridge Financial Group, LLC6,990$318K0.11%-5313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,809$317K0.01%013F-HRTimeline
Advisors Capital Management, LLC6,748$314K<0.01%013F-HRTimeline
Capital Planning Advisors, LLC6,738$314K0.04%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6,714$313K0.11%013F-HRTimeline
Ferguson Johnson Wealth Management Inc6,695$311K0.26%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT6,654$310K0.01%+1,24513F-HRTimeline
Grey Ledge Advisors, LLC6,646$310K0.07%013F-HRTimeline
High Probability Advisors, LLC6,646$310K0.04%013F-HRTimeline
Ausdal Financial Partners, Inc.6,593$307K0.01%new13F-HRTimeline
GRANDFIELD & DODD, LLC6,583$307K0.02%013F-HRTimeline
Grove Street Fiduciary, LLC6,544$305K0.13%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,433$300K0.57%013F-HRTimeline
TrustWell Financial Advisors, LLC6,400$298K0.29%13F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC6,366$297K0.09%013F-HRTimeline
Old Peak Finance LLC6,291$293K0.18%13F-HRTimeline
RKL Wealth Management LLC6,288$293K0.02%013F-HRTimeline
Orgel Wealth Management, LLC6,283$293K0.01%013F-HRTimeline
Aurdan Capital Management, LLC6,178$288K0.09%-46613F-HRTimeline
Essential Planning, LLC.6,152$287K0.09%+2113F-HRTimeline
Alpha Cubed Investments, LLC6,132$286K0.01%+7913F-HRTimeline
BOS Asset Management, LLC6,128$286K0.08%new13F-HRTimeline
Cyndeo Wealth Partners, LLC6,112$285K0.02%+1513F-HRTimeline
SevenBridge Financial Group, LLC5,815$283K0.05%+2113F-HRTimeline
ORG Partners LLC6,060$282K0.05%013F-HRTimeline
Purkiss Capital Advisors LLC6,046$282K0.13%+1013F-HRTimeline
Advisory Services Network, LLC6,014$280K<0.01%-1,32513F-HRTimeline
Freedom Investment Management, Inc.5,973$278K0.08%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,969$278K<0.01%-6513F-HRTimeline
Stonebridge Financial Group, LLC5,954$277K0.02%013F-HRTimeline