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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

663 managers (669 13F filers) reported a position in DFUV shares at 2024-12-31, 246,202,895 shares in all. 18 filers opened a position and 16 filers sold out during the quarter.

Managers
663
13F filers
669
New
18
Added
205
Reduced
197
Sold out
16
Shares held by filers
246,202,895

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Pacific Center for Financial Services2,842$116K0.03%013F-HRTimeline
Jackson Hole Capital Partners, LLC2,737$112K0.02%+1113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,700$110K0.05%013F-HRTimeline
SITTNER & NELSON, LLC2,565$105K0.05%013F-HRTimeline
Hilltop National Bank2,497$102K0.03%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,487$102K0.01%013F-HRTimeline
Orion Capital Management LLC2,465$101K0.04%new13F-HRTimeline
Aspect Partners, LLC2,244$91.8K0.05%013F-HRTimeline
Tortoise Investment Management, LLC2,148$87.9K0.01%013F-HR/ATimeline
Trifecta Capital Advisors, LLC2,127$87K0.02%013F-HRTimeline
American Capital Advisory, LLC2,032$83.2K0.05%-6013F-HRTimeline
Salomon & Ludwin, LLC1,929$78.9K0.01%013F-HRTimeline
JDM Financial Group LLC1,898$77.7K0.04%+69113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,867$76.4K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC1,718$70.3K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,710$70K<0.01%-23113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,628$66.6K<0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC1,577$64.5K0.01%013F-HRTimeline
Coston, McIsaac & Partners1,425$58K0.02%+613F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,403$57.4K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,383$56.6K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,351$55.3K<0.01%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,344$55K<0.01%-5,86813F-HRTimelineGroup
McIlrath & Eck, LLC1,285$52.6K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,250$51.1K0.01%+613F-HRTimeline
Gleason Group, Inc.1,217$49.8K0.01%+513F-HRTimeline
Avior Wealth Management, LLC1,204$49.3K<0.01%+413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,176$48.1K<0.01%+513F-HRTimeline
Eagle Bay Advisors LLC1,170$47.9K0.03%013F-HRTimeline
Lindbrook Capital, LLC1,144$46.8K<0.01%013F-HRTimeline
Ridgewood Investments LLC1,069$43.7K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.1,061$43.4K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,045$42.8K<0.01%+53413F-HRTimelineGroup
VSM Wealth Advisory, LLC1,000$40.9K0.01%13F-HRTimeline
Investors Research Corp954$39K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…950$38.9K0.01%013F-HRTimeline
CoreCap Advisors, LLC933$38.2K<0.01%013F-HRTimeline
SYM FINANCIAL Corp894$36.6K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.831$34K<0.01%+313F-HRTimeline
Fortitude Family Office, LLC790$32.3K0.01%+26613F-HRTimeline
City State Bank744$30.4K0.01%013F-HRTimeline
GeoWealth Management, LLC632$25.9K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC621$25.4K0.02%013F-HRTimeline
Truvestments Capital LLC619$25.3K0.01%-9713F-HRTimeline
S.A. Mason LLC603$24.7K0.01%013F-HRTimeline
Crews Bank & Trust601$24.6K<0.01%13F-HRTimeline
Coppell Advisory Solutions LLC522$21.3K<0.01%013F-HRTimeline
Archer Investment Corp518$21.2K0.01%013F-HRTimeline
Pineridge Advisors LLC498$20.4K0.01%+213F-HRTimeline
AlphaMark Advisors, LLC500$20K0.01%013F-HRTimeline
IAG Wealth Partners, LLC456$18.7K<0.01%013F-HRTimeline
STEPH & CO446$18.2K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …414$16.9K<0.01%013F-HRTimelineGroup
Signature Resources Capital Management,…366$15K0.01%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC256$10.5K<0.01%013F-HRTimeline
Bare Financial Services, Inc208$8.51K<0.01%-713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC203$8.31K<0.01%013F-HRTimeline
Transce3nd, LLC185$7.57K<0.01%13F-HRTimeline
Legacy Investment Solutions, LLC168$7.16K<0.01%-16813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…168$7.16K<0.01%-16813F-HRTimelineGroup
Capital A Wealth Management, LLC126$5.16K0.01%13F-HRTimeline
Kings Path Partners LLC101$4.13K<0.01%013F-HRTimeline
TSFG, LLC80$3K<0.01%013F-HRTimeline