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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

671 managers (676 13F filers) reported a position in DFUV shares at 2025-06-30, 243,366,113 shares in all. 29 filers opened a position and 25 filers sold out during the quarter.

Managers
671
13F filers
676
New
29
Added
229
Reduced
222
Sold out
25
Shares held by filers
243,366,113

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
INDEPENDENT FINANCIAL GROUP, LLC4,825$204K0.01%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,787$202K0.03%new13F-HRTimeline
MOTCO4,759$202K0.02%-1,74313F-HRTimeline
Carnegie Investment Counsel4,764$201K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,813$161K0.01%-61213F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC3,743$158K0.08%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.3,711$157K0.06%013F-HRTimeline
SITTNER & NELSON, LLC3,698$156K0.06%-81313F-HRTimeline
HOWE & RUSLING INC3,677$155K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,659$155K+2,029Timeline
GRAND WEALTH MANAGEMENT, LLC3,581$151K0.08%013F-HRTimeline
AdvisorNet Financial, Inc3,556$150K0.01%+1413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,520$149K<0.01%+1,90013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.3,354$142K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brooklyn Investment Group3,354$142K0.02%new13F-HR/ATimeline
Medallion Wealth Advisors, LLC3,267$140K0.05%+5513F-HRTimeline
Icon Wealth Advisors, LLC3,275$138K0.01%013F-HRTimeline
Sound Income Strategies, LLC3,225$136K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,895$122K<0.01%013F-HRTimeline
PrairieView Partners, LLC2,902$122K0.01%-4213F-HRTimeline
Pacific Center for Financial Services2,842$120K0.03%013F-HRTimeline
Jackson Hole Capital Partners, LLC2,761$117K0.02%+1313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,700$114K0.05%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC2,583$109K0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,540$107K0.01%-2,46713F-HRTimeline
Hilltop National Bank2,497$106K0.03%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,487$105K0.01%013F-HRTimeline
Aspect Partners, LLC2,244$94.9K0.05%013F-HRTimeline
Trifecta Capital Advisors, LLC2,127$89.9K0.01%013F-HRTimeline
Kings Path Partners LLC2,117$89.5K0.04%+2,01613F-HRTimeline
American Capital Advisory, LLC2,032$85.9K0.04%013F-HRTimeline
JDM Financial Group LLC1,898$80.2K0.04%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,867$78.9K0.01%013F-HRTimeline
Asset Dedication, LLC1,723$72.8K0.01%+813F-HRTimeline
Qube Research & Technologies Ltd1,721$72.8K<0.01%-2,91213F-HRTimeline
Coston, McIsaac & Partners1,437$60K0.02%+613F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,403$59.3K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,344$57K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC1,285$54.3K0.01%013F-HRTimeline
CX Institutional1,289$54K<0.01%013F-HR/ATimeline
EVERMAY WEALTH MANAGEMENT LLC1,275$53.9K0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,231$52K<0.01%-8,75413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,186$50.1K<0.01%+613F-HRTimeline
Arax Advisory Partners1,142$48.3K<0.01%-11113F-HRTimeline
Pinnacle Bancorp, Inc.1,061$44.9K0.01%013F-HRTimeline
Fortitude Family Office, LLC1,040$44K0.01%+25013F-HRTimeline
Investors Research Corp954$40.3K0.01%013F-HRTimeline
Gleason Group, Inc.934$39.5K<0.01%-14213F-HRTimeline
SYM FINANCIAL Corp894$37.8K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.838$35.5K<0.01%+313F-HRTimeline
City State Bank744$31.5K0.01%013F-HRTimeline
United Community Bankin group United Community Bank649$27.4K0.01%013F-HRTimelineGroup
Truvestments Capital LLC624$26.4K0.01%+313F-HRTimeline
Paladin Advisory Group, LLC621$26.3K0.02%013F-HRTimeline
S.A. Mason LLC603$25.5K0.01%013F-HRTimeline
Tortoise Investment Management, LLC540$22.8K<0.01%-1,60813F-HRTimeline
Archer Investment Corp518$21.9K0.01%013F-HRTimeline
Pineridge Advisors LLC503$21.2K0.01%+313F-HRTimeline
ALERUS FINANCIAL NA485$20.5K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC456$19.3K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…448$18.9K0.01%013F-HRTimeline
STEPH & CO446$18.9K0.01%013F-HRTimeline
Signature Resources Capital Management,…366$15.5K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …350$14.8K<0.01%13F-HRTimelineGroup
Traub Capital Management LLC290$12.3K0.01%13F-HRTimeline
Bare Financial Services, Inc208$8.79K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC203$8.58K<0.01%013F-HRTimeline
Transce3nd, LLC185$7.82K<0.01%013F-HRTimeline
TSFG, LLC80$3K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC49$2.07K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.