Skip to content

DFUV DIMENSIONAL ETF TRUST

Follow

US MKTWIDE VALUE (fund)

793 managers (803 13F filers) reported a position in DFUV shares at 2026-06-30, 218,502,732 shares in all. 59 filers opened a position and 27 filers sold out during the quarter.

Managers
793
13F filers
803
New
59
Added
235
Reduced
262
Sold out
27
Shares held by filers
218,502,732

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
High Probability Advisors, LLC6,646$366K0.04%013F-HRTimeline
Ausdal Financial Partners, Inc.6,592$363K0.01%-213F-HRTimeline
GRANDFIELD & DODD, LLC6,583$362K0.02%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,565$361K0.01%+1,49213F-HRTimeline
CX Institutional6,563$361K0.01%+3,57213F-HRTimeline
Grove Street Fiduciary, LLC6,544$360K0.15%013F-HRTimeline
TrustWell Financial Advisors, LLC6,445$355K0.3%+2113F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,433$354K0.54%013F-HRTimeline
AlphaCore Capital LLC6,419$353K0.01%+53013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC6,366$350K0.09%013F-HRTimeline
RKL Wealth Management LLC6,288$346K0.03%013F-HRTimeline
Orgel Wealth Management, LLC6,283$346K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding6,273$345K+4,736Timeline
Stonebridge Financial Group, LLC/CA6,218$342K0.05%13F-HRTimeline
Essential Planning, LLC.6,195$341K0.1%+2013F-HRTimeline
Aurdan Capital Management, LLC6,178$340K0.09%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,293$340K0.01%new13F-HRTimelineGroup
Cyndeo Wealth Partners, LLC6,141$338K0.02%+1913F-HRTimeline
Tufton Capital Management6,115$336K0.06%+1,40513F-HRTimeline
Purkiss Capital Advisors LLC6,065$334K0.13%+913F-HRTimeline
SevenBridge Financial Group, LLC5,856$333K0.05%+2013F-HRTimeline
Old Peak Finance LLC6,034$332K0.16%+2113F-HRTimeline
Advisory Services Network, LLC6,033$332K<0.01%+913F-HRTimeline
Stonebridge Financial Group, LLC5,954$328K0.02%013F-HRTimeline
COFG Advisors, LLC5,951$327K0.06%+2013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,931$326K0.01%+1813F-HRTimelineGroup
Rise Advisors, LLC5,891$324K0.09%+2013F-HRTimeline
BOS Asset Management, LLC5,881$324K0.08%-28113F-HRTimeline
BDFS Capital LLC5,872$323K0.14%+94013F-HRTimeline
First Bancorp, Inc /ME/5,844$321K0.13%013F-HRTimeline
Vantage Point Financial LLC5,804$319K0.1%+613F-HRTimeline
Shepherd Financial Partners LLC5,764$317K0.03%new13F-HRTimeline
Coastal Bridge Advisors, LLC5,719$315K0.02%new13F-HRTimeline
NTV Asset Management LLC5,708$314K0.03%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,707$314K<0.01%013F-HRTimelineGroup
Well Done, LLC5,684$313K0.04%013F-HRTimeline
Lantz Financial LLC5,656$311K0.06%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV5,537$305K0.06%013F-HRTimeline
Everhart Financial Group, Inc.5,515$303K0.02%013F-HRTimeline
Sterling Wealth Advisors Inc5,505$303K0.16%013F-HRTimeline
Disciplined Investors, L.L.C.5,464$301K0.15%-5313F-HRTimeline
NORDEN GROUP LLC5,431$299K0.02%+1813F-HRTimeline
Silver Coast Investments LLC5,383$296K0.09%+1813F-HRTimeline
KELLY FINANCIAL GROUP LLC5,379$296K0.07%-5313F-HRTimeline
Vawter Financial, Ltd.5,350$294K0.11%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC5,325$293K0.01%013F-HRTimeline
Bell Bank5,306$292K0.01%013F-HRTimeline
Black Swift Group, LLC5,246$289K0.04%013F-HRTimeline
Waterloo Capital, L.P.5,234$288K0.02%new13F-HRTimeline
HBK Sorce Advisory LLC5,057$286K0.01%013F-HRTimeline
Gordian Advisors LLC5,194$286K0.17%+513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,031$277K0.01%013F-HRTimeline
GAMMA Investing LLC5,025$276K0.01%new13F-HRTimeline
Wealth Advisors of Iowa, LLC4,986$274K0.07%013F-HRTimeline
One Degree Advisors Inc5,009$274K0.06%+713F-HRTimeline
HighPoint Advisor Group LLC4,961$273K0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC4,944$272K0.04%+1713F-HRTimeline
NewEdge Wealth, LLC4,928$271K<0.01%013F-HRTimeline
Murphy Pohlad Asset Management LLC4,920$271K0.09%013F-HRTimeline
NWAM LLC4,915$270K0.01%new13F-HRTimeline
Bellwether Advisors, LLC4,865$268K0.04%013F-HRTimeline
Financial Insights, Inc.4,852$267K0.07%013F-HRTimeline
Western Wealth Management, LLC4,791$264K0.01%+1213F-HRTimeline
Carnegie Investment Counsel4,764$262K0.01%013F-HRTimeline
MOTCO4,759$262K0.02%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4,730$260K<0.01%+1,37613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Crescent Grove Advisors, LLC4,682$258K0.02%013F-HRTimeline
AssuredPartners Investment Advisors, LLC4,662$256K0.02%013F-HRTimeline
Wallace Capital Management Inc.4,567$251K0.03%013F-HRTimeline
Guidance Point Advisors, LLC4,553$250K0.05%+1613F-HRTimeline
BankChampaign, National Association4,549$250K0.19%013F-HRTimeline
Strategic Wealth Partners, Ltd.4,545$250K0.02%013F-HRTimeline
Intrua Financial, LLC4,537$250K0.02%-24013F-HRTimeline
Concorde Asset Management, LLC4,511$248K0.14%new13F-HRTimeline
Lauer Wealth, LLC4,500$248K0.17%013F-HRTimeline
Heritage Wealth Management, Inc. /CA/4,459$245K0.12%013F-HRTimeline
Continuum Advisory, LLC4,441$244K0.02%013F-HRTimeline
MJP ASSOCIATES INC /ADV4,396$242K0.03%+1013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,396$242K0.02%+1013F-HRTimelineGroup
Sherman Wealth Management LLC4,374$241K0.18%+1513F-HRTimeline
THREADGILL FINANCIAL, LLC4,362$240K0.1%013F-HRTimeline
Perennial Investment Advisors, LLC4,351$239K0.02%013F-HRTimeline
Corundum Group, Inc.4,331$238K0.07%013F-HRTimeline
HWG Holdings LP4,323$238K0.05%013F-HRTimeline
ANDERSON HOAGLAND & CO4,303$237K0.02%013F-HRTimeline
CGN Advisors LLC4,293$236K0.02%-7113F-HRTimeline
Trademark Financial Management, LLC4,280$235K0.1%013F-HRTimeline
Morton Capital Management LLC/CA4,275$235K0.03%new13F-HRTimeline
Wealth Advisors of Tampa Bay, LLC4,256$234K0.07%013F-HRTimeline
Advisory Alpha, LLC4,254$234K0.01%+1413F-HRTimeline
OLIO Financial Planning4,253$234K0.06%+1513F-HRTimeline
Marble Wealth, LLC4,243$233K0.04%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,222$232K0.03%new13F-HRTimeline
Affinity Capital Advisors, LLC4,211$232K0.03%013F-HRTimeline
Haverford Trust Co4,171$229K<0.01%013F-HRTimeline
Cherry Creek Investment Advisors, Inc.4,110$226K0.09%new13F-HRTimeline
Gryphon Financial Partners LLC4,083$225K0.02%new13F-HRTimeline
CAPSTONE CAPITAL LLC4,059$223K0.13%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC4,052$223K0.05%new13F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC4,046$223K0.04%new13F-HRTimeline
Rinkey Investments4,031$222K0.05%new13F-HRTimeline
Wealth Dimensions Group, Ltd.4,015$221K0.04%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,993$220K<0.01%new13F-HRTimeline
Broadhurst Jeffrey B3,929$216K0.46%new13F-HRTimeline
Cladis Investment Advisory, LLC3,900$215K0.1%new13F-HRTimeline
WEDBUSH SECURITIES INC3,865$213K0.01%-29313F-HRTimeline
Centric Wealth Management4,093$211K0.03%013F-HRTimeline
Composition Wealth, LLC3,810$210K<0.01%-90013F-HRTimeline
Gateway Wealth Partners, LLC3,785$208K0.01%-4,00313F-HRTimeline
RFG Holdings, Inc.3,762$207K0.04%new13F-HRTimeline
HOWE & RUSLING INC3,754$207K0.01%+7713F-HRTimeline
ALLIANCEBERNSTEIN L.P.4,256$206K<0.01%new13F-HRTimeline
SC&H Financial Advisors, Inc.3,729$205K0.03%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.3,711$204K0.06%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,710$204K<0.01%new13F-HRTimelineGroup
Prosperity Planning, Inc.3,710$204K0.05%new13F-HRTimeline
SITTNER & NELSON, LLC3,698$203K0.06%013F-HRTimeline
McAdam, LLC3,694$203K0.01%new13F-HRTimeline
Blue Trust, Inc.3,675$202K<0.01%-42,05713F-HRTimeline
JPL Wealth Management, LLC3,662$201K0.04%013F-HRTimeline
AdvisorNet Financial, Inc3,601$198K0.01%+1013F-HRTimeline
Medallion Wealth Advisors, LLC3,547$195K0.06%-9813F-HRTimeline
Abound Wealth Management3,317$182K0.04%+313F-HRTimeline
NI ACQUISITIONS COMPANY, LLC3,159$174K0.07%13F-HRTimeline
Keating Financial Advisory Services, In…3,129$172K0.02%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/3,035$167K0.05%new13F-HRTimelineGroup
Pacific Center for Financial Services3,001$165K0.04%013F-HRTimeline
Asset Dedication, LLC2,819$155K0.01%+1,07613F-HRTimeline
Ares Financial Consulting, LLC2,723$150K0.11%+513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,662$146K<0.01%-11613F-HRTimelineGroup
FINANCIAL CONSULATE, INC2,535$139K0.02%013F-HRTimeline
Hilltop National Bank2,497$137K0.03%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,429$134K0.01%013F-HRTimeline
American Capital Advisory, LLC2,420$133K0.05%-78913F-HRTimeline
LOWE BROCKENBROUGH & CO INC2,400$132K0.01%013F-HRTimeline
Aspect Partners, LLC2,244$123K0.05%013F-HRTimeline
CNB Bank2,176$120K0.05%013F-HRTimeline
Trifecta Capital Advisors, LLC2,127$117K0.02%013F-HRTimeline
Kings Path Partners LLC2,013$111K0.03%013F-HRTimeline
JDM Financial Group LLC1,898$104K0.04%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,867$103K0.01%013F-HR/ATimeline
Atlatl Advisers LLC1,638$90.1K0.02%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,496$82.3K<0.01%new13F-HRTimelineGroup
LifeSteps Financial, Inc.1,467$80.7K0.04%new13F-HRTimeline
Coston, McIsaac & Partners1,459$80K0.02%+513F-HRTimeline
Glassman Wealth Services1,422$78.2K0.01%+1,03413F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,403$77.2K0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC1,352$74.4K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,344$74K<0.01%013F-HRTimelineGroup
Retirement Wealth Solutions LLC1,343$73.9K0.04%013F-HRTimeline
Lodestone Wealth Management LLC1,315$72.3K0.03%-2,90413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,275$70.1K0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,231$67.7K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,212$66.7K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,196$65.8K<0.01%+213F-HRTimeline
Pinnacle Bancorp, Inc.1,061$58.4K0.02%013F-HRTimeline
Community Financial Services Group, LLC1,024$56.1K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC1,000$55K0.01%013F-HRTimeline
Brooklyn FI, LLC980$54.2K0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC965$53.1K<0.01%013F-HRTimelineGroup
Investors Research Corp954$52.5K0.01%013F-HRTimeline
SYM FINANCIAL Corp894$49.2K<0.01%013F-HRTimeline
City State Bank794$43.7K0.01%+5013F-HRTimeline
Synergy Investment Management, LLC719$39.6K0.01%013F-HRTimeline
Hughes Financial Services, LLC693$38.1K0.01%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC673$37K<0.01%013F-HRTimeline
Gleason Group, Inc.629$34.6K<0.01%+213F-HRTimeline
Paladin Advisory Group, LLC621$34.2K0.02%013F-HRTimeline
TOP Private Wealth LLC.539$29.7K0.03%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC498$27.4K0.01%013F-HRTimeline
ALERUS FINANCIAL NA485$26.7K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC456$25.1K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…448$24.6K0.01%013F-HRTimeline
STEPH & CO446$24.5K0.01%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC403$22.2K<0.01%new13F-HRTimeline
Truvestments Capital LLC374$20.6K<0.01%+113F-HRTimeline
SIMPLEX TRADING, LLC367$20.2K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…366$20.1K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …350$19.3K<0.01%13F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.343$18.9K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC286$15.7K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC221$12.2K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC211$11.6K<0.01%013F-HRTimeline
Montgomery Financial Services LLC196$10.8K0.01%13F-HRTimeline
GILL CAPITAL PARTNERS, LLC195$10.7K<0.01%-76013F-HRTimeline
Cranbrook Wealth Management, LLC179$9.85K<0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC165$9.08K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC155$8.53K<0.01%013F-HR/ATimeline
ABOUND FINANCIAL, LLC110$6.05K<0.01%013F-HRTimeline
TSFG, LLC80$4K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.53$2.92K<0.01%new13F-HRTimeline
Archer Investment Corp36$1.98K<0.01%-38213F-HR/ATimeline
MANNING & NAPIER ADVISORS LLC23$1.26K<0.01%013F-HRTimeline