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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

765 managers (770 13F filers) reported a position in DFUV shares at 2026-03-31, 225,867,331 shares in all. 50 filers opened a position and 15 filers sold out during the quarter.

Managers
765
13F filers
770
New
50
Added
231
Reduced
256
Sold out
15
Shares held by filers
225,867,331

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
RENASANT BANK17,757$861K0.61%013F-HRTimeline
BRIGHTON JONES LLC17,690$857K0.02%new13F-HR/ATimeline
Caprock Group, LLC17,540$850K0.02%+813F-HRTimeline
Falcon Wealth Planning17,426$844K0.06%013F-HRTimeline
Key Financial Inc17,351$841K0.15%013F-HRTimeline
Berger Financial Group, Inc17,314$839K0.05%+313F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.17,233$835K0.06%-1,19013F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC17,170$832K0.06%013F-HRTimeline
Oak Wealth Advisors LLC17,157$831K0.46%-1,20413F-HRTimeline
CATHY PARETO & ASSOCIATES, INC16,988$823K0.55%+6113F-HRTimeline
Narus Financial Partners, LLC16,971$822K0.22%013F-HRTimeline
Rather & Kittrell, Inc.16,925$820K0.13%013F-HRTimeline
Aerodigm Wealth, LLC16,821$815K0.31%013F-HRTimeline
Capital Investment Advisors, LLC16,807$814K0.01%+1,12713F-HR/ATimeline
Colonial Trust Co / SCin group Colonial Trust Advisors16,762$812K0.11%013F-HRTimelineGroup
Betterment LLC16,706$810K<0.01%+61213F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO16,712$810K0.09%-65713F-HRTimeline
Prism Planning Partners LLC16,545$802K0.95%-32313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,496$799K0.01%+4413F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.16,480$799K0.08%+413F-HRTimeline
Steward Partners Investment Advisory, L…16,250$787K<0.01%-19013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.16,187$784K0.17%013F-HRTimeline
Capital Investment Management, Inc.16,065$779K0.27%-33113F-HRTimeline
Operose Advisors LLC15,735$763K0.18%+1,51013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,731$762K0.01%013F-HRTimelineGroup
Perigon Wealth Management, LLC15,525$752K0.01%013F-HRTimeline
Krilogy Financial LLC14,900$752K0.02%-25913F-HRTimeline
Eaton Financial Holdings Company, LLC15,428$748K0.24%-1,06313F-HRTimeline
WestHill Financial Advisors, Inc.15,411$747K0.14%-31513F-HRTimeline
Babb Wealth Advisors LLC15,400$746K0.41%-36413F-HRTimeline
NerdWallet Wealth Partners, LLC15,216$737K0.32%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,205$737K0.02%013F-HRTimeline
Longview Financial Advisors LLC15,032$728K0.4%-20713F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK15,028$728K<0.01%new13F-HRTimelineGroup
Kaufman Rossin Wealth, LLC14,976$726K0.42%-10,97413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,910$723K<0.01%-36813F-HR/ATimelineGroup
BAILARD, INC.14,759$715K0.02%-30013F-HRTimeline
AE Wealth Management LLC14,637$709K<0.01%+1,72113F-HRTimeline
Belpointe Asset Management LLC14,594$707K0.03%013F-HRTimeline
Fortis Capital Advisors, LLC14,594$707K0.09%013F-HRTimeline
GenTrust, LLC14,422$699K0.03%013F-HRTimeline
Williams & Novak Wealth Management, LLC14,364$698K0.52%-20113F-HRTimeline
Pandowealth. LLC14,395$698K0.61%-3613F-HR/ATimeline
Shore Point Advisors, LLC14,367$696K0.27%-613F-HRTimeline
D'Orazio & Associates, Inc.14,143$685K0.09%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC13,867$672K0.15%013F-HRTimeline
Rossby Financial, LCC13,803$671K0.14%+1213F-HRTimeline
West Wealth Group, LLC13,732$665K0.13%new13F-HRTimeline
CWA Asset Management Group, LLC13,503$654K0.02%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,440$651K<0.01%+4813F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP13,418$650K0.04%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,416$650K0.01%+3,38813F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC13,339$646K0.07%-113F-HRTimeline
Pathfinder Wealth Consulting, Inc.13,272$643K0.42%-39113F-HRTimeline
Gilbert & Cook, Inc.13,217$640K0.08%-29613F-HRTimeline
Center for Financial Planning, Inc.13,216$640K0.07%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp13,215$640K0.08%+3,13413F-HRTimelineGroup
Johnson Wealth Management, LLC13,167$638K0.31%-7013F-HRTimeline
Robinswood Financial LLC13,116$636K0.2%+613F-HR/ATimeline
FSM Wealth Advisors, LLC12,916$626K0.08%-69113F-HRTimeline
Range Advisory, LLC12,847$623K0.12%-22513F-HRTimeline
Balefire, LLC12,807$621K0.12%new13F-HRTimeline
VERITY Wealth Advisors12,775$619K0.41%013F-HRTimeline
MB Generational Wealth, LLC12,770$619K0.34%013F-HRTimeline
HBE Wealth Management, LLC12,759$618K0.54%-20513F-HRTimeline
OAKWORTH CAPITAL, INC.12,717$616K0.03%013F-HRTimeline
Dakota Wealth Management12,673$614K0.01%-2,57213F-HR/ATimeline
CAPITAL ADVISORS INC/OK12,628$612K0.01%013F-HRTimeline
Leo Wealth, LLC12,589$610K0.04%-83113F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC12,492$605K0.03%-84713F-HRTimeline
McGrath & Associates, Inc.12,480$605K0.89%013F-HRTimeline
Owl Creek Wealth Partners LLC12,469$604K0.22%13F-HRTimeline
Prosperity Bancshares Inc12,367$599K0.48%013F-HRTimeline
Wedmont Private Capital11,956$598K0.02%new13F-HRTimeline
Mesirow Financial Investment Management…12,302$596K0.01%-1,21313F-HRTimeline
American Financial Advisors, LLC12,158$589K0.08%+2413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC12,022$583K0.37%+1,60913F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.11,800$572K0.35%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT11,758$570K<0.01%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …11,615$563K<0.01%-8,14713F-HRTimelineGroup
Washington Trust Advisors, Inc.11,598$562K0.05%-6313F-HRTimeline
TPG Financial Advisors, LLC11,595$562K0.18%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT11,339$549K0.02%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC11,324$549K0.03%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC11,320$549K0.04%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…10,672$547K0.18%013F-HRTimeline
Wilmington Savings Fund Society, FSB11,207$543K0.01%013F-HRTimeline
MBL Wealth, LLC11,131$539K0.04%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC10,860$526K0.01%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,849$526K0.02%013F-HRTimelineGroup
Legacy Financial Advisors, Inc.10,796$523K0.07%013F-HRTimeline
GDS Wealth Management10,652$516K0.03%+2,17113F-HRTimeline
Steele Capital Management, Inc.10,564$512K0.02%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP10,494$509K0.07%+1213F-HRTimeline
CVA Family Office, LLC10,477$508K0.05%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC10,474$508K0.27%-53413F-HRTimeline
NCM Capital Management, LLC10,465$507K0.18%013F-HRTimeline
Cross Staff Investments Inc10,391$504K0.26%013F-HRTimeline
Ashton Thomas Private Wealth, LLC10,310$500K0.01%013F-HRTimeline
Quad-Cities Investment Group, LLC10,273$498K0.2%-2513F-HRTimeline
Americana Partners, LLC10,223$495K0.01%013F-HRTimeline
Towneley Capital Management, Inc / DE10,087$489K0.1%+3713F-HRTimeline
RFG Advisory, LLC10,083$489K0.01%+1,06913F-HRTimeline
Compass Wealth Management, LLC/GA10,045$487K0.21%+2213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC10,040$487K0.03%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,955$482K<0.01%-2,50013F-HRTimelineGroup
Sovereign Financial Group, Inc.9,890$479K0.08%-8513F-HRTimeline
Sanctuary Advisors, LLC9,882$479K<0.01%-64513F-HRTimeline
Strategic Financial Services, Inc.9,875$479K0.02%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC9,684$469K0.03%+1,33313F-HRTimelineGroup
Accredited Investors Inc.9,623$466K0.03%013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…9,551$463K0.31%013F-HRTimeline
Everest Financial Group LLC9,484$460K0.08%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,427$457K0.01%013F-HRTimelineGroup
Approach Retirement Advisors, LLC9,408$456K0.38%013F-HRTimeline
Avant Financial Advisors LLC9,363$454K0.32%013F-HRTimeline
PRIVATE TRUST CO NA9,274$449K0.04%013F-HRTimeline
Mullaney, Keating & Wright, Inc.9,210$446K0.24%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,202$446K0.03%+56513F-HRTimeline
Orion Capital Management LLC9,189$445K0.15%013F-HRTimeline
Aspirean Wealth, LLC9,166$444K0.48%+30313F-HRTimeline
Avestar Capital, LLC9,163$444K0.03%013F-HRTimeline
Monument Group Wealth Advisors, LLC9,123$442K0.25%-38213F-HRTimeline
Summit Asset Management, LLC9,105$441K0.06%+3313F-HRTimeline
Ironwood Financial, llc9,070$440K0.08%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC9,013$437K0.03%013F-HRTimeline
Live Oak Private Wealth LLC8,962$434K0.06%013F-HRTimeline
Third View Private Wealth, LLC8,864$430K0.06%013F-HRTimeline
Goldstein Advisors, LLC8,819$427K0.05%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,732$423K0.01%new13F-HRTimeline
Warburton Capital Management, LLC8,399$421K0.21%+3013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,661$420K<0.01%+44313F-HRTimelineGroup
RB Capital Management, LLC8,598$417K0.09%-19813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,530$413K0.01%013F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC8,513$413K0.03%013F-HRTimeline
Delos Wealth Advisors, LLC8,510$412K0.24%new13F-HRTimeline
Newton One Investments LLC8,449$409K0.11%+3013F-HRTimeline
E-Wealth Partners, LLC8,432$409K0.33%+2613F-HRTimeline
Summit Financial, LLC8,432$409K0.01%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC8,340$404K0.01%+2,91313F-HRTimeline
WHITTIER TRUST CO8,232$403K<0.01%013F-HRTimeline
Physician Wealth Solutions Inc.8,307$403K0.17%013F-HRTimeline
Venture Visionary Partners LLC8,270$401K0.01%+1113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,259$400K0.01%+1913F-HRTimelineGroup
Montz Harcus Wealth Management LLC8,077$391K0.16%+2913F-HRTimeline
Rockwood Wealth Management, LLC8,015$388K0.03%013F-HRTimeline
Five Oceans Advisors7,998$388K0.14%-16813F-HRTimeline
OPTIMA CAPITAL LLC7,912$383K0.18%013F-HRTimeline
Ridgewood Investments LLC7,840$380K0.16%13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.7,818$379K<0.01%13F-HRTimelineGroup
Gateway Wealth Partners, LLC7,788$377K0.01%new13F-HRTimeline
Integrity Wealth Solutions LLC7,726$374K0.15%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT7,701$373K0.02%013F-HRTimeline
Leeward Financial Partners, LLC7,670$372K0.11%013F-HRTimeline
Pasadena Private Wealth, LLC7,653$371K0.05%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV7,141$371K0.13%013F-HRTimeline
Roundview Capital LLC7,626$370K0.02%013F-HRTimeline
Aviance Capital Partners, LLC7,563$366K0.04%013F-HRTimeline
Institute for Wealth Management, LLC.7,491$363K0.04%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …7,480$362K0.05%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI7,391$358K0.03%013F-HRTimeline
Donalies Financial Planning, LLC7,387$358K0.31%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…7,369$357K0.05%-1,84313F-HRTimeline
Smith Salley Wealth Management7,344$356K0.02%013F-HRTimeline
Integrity Investment Advisors, LLC7,335$355K0.19%new13F-HRTimeline
First Western Trust Bank7,287$353K0.02%013F-HRTimeline
M1 Capital Management LLC7,193$349K0.16%-1,03413F-HRTimeline
Caldwell Trust Co7,089$344K0.03%013F-HRTimeline
BOKF, NAin group BOKF, NA7,086$343K0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,072$343K0.01%+11513F-HRTimelineGroup
Whalen Wealth Management Inc.7,036$341K0.18%+2513F-HRTimeline
Ponta Wealth Partners, LLC6,949$337K0.27%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,937$336K0.01%+1,23413F-HRTimeline
UMB Bank, n.a.6,848$332K<0.01%-34713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EVERGREEN CAPITAL MANAGEMENT LLC6,809$330K0.01%013F-HRTimeline
Washington Trust Bank6,734$326K0.02%+97613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ferguson Johnson Wealth Management Inc6,695$324K0.26%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT6,680$324K0.01%+2613F-HRTimeline
Waterfront Wealth Inc.6,654$322K0.06%013F-HRTimeline
Grey Ledge Advisors, LLC6,646$322K0.07%013F-HRTimeline
High Probability Advisors, LLC6,646$322K0.04%013F-HRTimeline
Ausdal Financial Partners, Inc.6,594$320K0.01%+113F-HRTimeline
GRANDFIELD & DODD, LLC6,583$319K0.02%013F-HRTimeline
Advisors Capital Management, LLC6,558$318K<0.01%-19013F-HRTimeline
Grove Street Fiduciary, LLC6,544$317K0.14%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,433$312K0.56%013F-HRTimeline
TrustWell Financial Advisors, LLC6,424$311K0.29%+2413F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC6,366$308K0.09%013F-HRTimeline
RKL Wealth Management LLC6,288$305K0.03%013F-HRTimeline
Sunbelt Securities, Inc.6,288$305K0.02%new13F-HRTimeline
Orgel Wealth Management, LLC6,283$304K0.01%013F-HRTimeline
MGO ONE SEVEN LLC6,278$304K0.01%+1,47013F-HRTimeline
Aurdan Capital Management, LLC6,178$299K0.09%013F-HRTimeline
Essential Planning, LLC.6,175$299K0.1%+2313F-HRTimeline
BOS Asset Management, LLC6,162$299K0.08%+3413F-HRTimeline
SevenBridge Financial Group, LLC5,836$298K0.05%+2113F-HRTimeline
Freedom Investment Management, Inc.6,129$297K0.09%+15613F-HRTimeline
Cyndeo Wealth Partners, LLC6,122$297K0.02%+1013F-HRTimeline
Purkiss Capital Advisors LLC6,056$293K0.13%+1013F-HRTimeline
Advisory Services Network, LLC6,024$292K<0.01%+1013F-HRTimeline