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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

668 managers (672 13F filers) reported a position in DFUV shares at 2025-03-31, 242,030,733 shares in all. 36 filers opened a position and 22 filers sold out during the quarter.

Managers
668
13F filers
672
New
36
Added
200
Reduced
232
Sold out
22
Shares held by filers
242,030,733

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GRAND WEALTH MANAGEMENT, LLC3,581$148K0.08%-6913F-HRTimeline
AdvisorNet Financial, Inc3,542$146K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,300$136K<0.01%+2,25513F-HRTimelineGroup
Icon Wealth Advisors, LLC3,275$135K0.01%-14313F-HRTimeline
Sound Income Strategies, LLC3,225$133K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC3,212$132K0.06%+6713F-HRTimeline
PrairieView Partners, LLC2,944$121K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,895$119K<0.01%new13F-HRTimeline
Pacific Center for Financial Services2,842$117K0.03%013F-HRTimeline
Jackson Hole Capital Partners, LLC2,748$113K0.02%+1113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,700$111K0.05%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,487$102K0.01%013F-HRTimeline
Orion Capital Management LLC2,465$102K0.04%013F-HRTimeline
Aspect Partners, LLC2,244$92.5K0.05%013F-HRTimeline
Tortoise Investment Management, LLC2,148$88.5K0.01%013F-HR/ATimeline
Trifecta Capital Advisors, LLC2,127$87.7K0.02%013F-HRTimeline
American Capital Advisory, LLC2,032$83.7K0.05%013F-HRTimeline
JDM Financial Group LLC1,898$78.2K0.04%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,867$76.9K0.01%013F-HRTimeline
Compass Wealth Management LLC1,734$71.5K0.02%new13F-HRTimeline
Asset Dedication, LLC1,715$70.7K0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,630$67.2K-3,866Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,620$66.8K<0.01%-9013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,628$66.6K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners1,431$58K0.02%+613F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,403$57.8K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,383$57K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,344$56K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,351$55.7K<0.01%013F-HRTimelineGroup
CX Institutional1,289$53K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC1,285$53K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,275$52.5K0.01%-30213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,254$51.7K0.01%+413F-HRTimeline
Arax Advisory Partners1,253$51.6K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,180$48.6K<0.01%+413F-HRTimeline
Lindbrook Capital, LLC1,144$47.1K<0.01%013F-HRTimeline
Gleason Group, Inc.1,076$44.4K0.01%-14113F-HRTimeline
Ridgewood Investments LLC1,069$44.1K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.1,061$43.7K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC1,000$41.2K0.01%013F-HRTimeline
Investors Research Corp954$39.3K0.01%013F-HRTimeline
SYM FINANCIAL Corp894$36.8K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.835$34.4K<0.01%+413F-HRTimeline
Fortitude Family Office, LLC790$32.6K0.01%013F-HRTimeline
City State Bank744$30.7K0.01%013F-HRTimeline
United Community Bankin group United Community Bank649$26.7K0.01%new13F-HRTimelineGroup
Truvestments Capital LLC621$25.6K0.01%+213F-HRTimeline
Paladin Advisory Group, LLC621$25.6K0.02%013F-HRTimeline
S.A. Mason LLC603$24.9K0.01%013F-HRTimeline
Olde Wealth Management, LLC572$23K0.01%new13F-HRTimeline
Archer Investment Corp518$21.3K0.01%013F-HRTimeline
Pineridge Advisors LLC500$20.6K0.01%+213F-HRTimeline
IAG Wealth Partners, LLC456$18.8K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…448$18.5K0.01%new13F-HRTimeline
STEPH & CO446$18.4K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …414$17.1K<0.01%13F-HRTimelineGroup
Signature Resources Capital Management,…366$15.1K0.01%013F-HRTimeline
Bare Financial Services, Inc208$8.57K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC203$8.37K<0.01%013F-HRTimeline
Transce3nd, LLC185$7.62K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…168$6.92K0.01%013F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC139$5.73K<0.01%-11713F-HRTimeline
ABOUND FINANCIAL, LLC110$4.53K<0.01%new13F-HRTimeline
Kings Path Partners LLC101$4.16K<0.01%013F-HRTimeline
TSFG, LLC80$3K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC49$2.02K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-4,52213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC12$1.72M-42,11613F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.