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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

685 managers (690 13F filers) reported a position in DFUV shares at 2025-09-30, 212,354,059 shares in all. 44 filers opened a position and 22 filers sold out during the quarter.

Managers
685
13F filers
690
New
44
Added
205
Reduced
237
Sold out
22
Shares held by filers
212,354,059

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Grey Fox Wealth Advisors, LLC4,962$222K0.05%+2213F-HRTimeline
KELLY FINANCIAL GROUP LLC4,937$221K0.06%-18013F-HRTimeline
NewEdge Wealth, LLC4,928$220K<0.01%013F-HRTimeline
Murphy Pohlad Asset Management LLC4,920$220K0.09%013F-HRTimeline
Bellwether Advisors, LLC4,865$217K0.04%013F-HRTimeline
Financial Insights, Inc.4,852$217K0.07%new13F-HRTimeline
Reyes Financial Architecture, Inc.4,845$217K0.15%013F-HRTimeline
OLIO Financial Planning4,814$215K0.06%-1,03013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,787$214K0.02%013F-HRTimeline
Carnegie Investment Counsel4,764$213K<0.01%013F-HRTimeline
MOTCO4,759$213K0.02%013F-HRTimeline
Hill Investment Group Partners, LLC4,713$211K0.03%new13F-HRTimeline
LJI Wealth Management, LLC4,693$210K0.04%-33,31913F-HRTimeline
AssuredPartners Investment Advisors, LLC4,649$208K0.05%new13F-HRTimeline
Modern Wealth Management, LLC4,602$206K<0.01%new13F-HRTimeline
Wallace Capital Management Inc.4,567$204K0.03%new13F-HRTimeline
Strategic Wealth Partners, Ltd.4,545$203K0.02%-50313F-HRTimeline
Washington Trust Bank4,538$203K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Guidance Point Advisors, LLC4,505$201K0.05%new13F-HRTimeline
Lauer Wealth, LLC4,500$201K0.15%-1,65013F-HRTimeline
MJP ASSOCIATES INC /ADV4,480$200K0.03%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,480$200K0.02%new13F-HRTimelineGroup
American Capital Advisory, LLC4,118$184K0.09%+2,08613F-HRTimeline
DHJJ Financial Advisors, Ltd.3,711$166K0.06%013F-HRTimeline
SITTNER & NELSON, LLC3,698$165K0.06%013F-HRTimeline
HOWE & RUSLING INC3,677$164K0.01%013F-HRTimeline
JPL Wealth Management, LLC3,662$164K0.04%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC3,581$160K0.08%013F-HRTimeline
AdvisorNet Financial, Inc3,569$160K0.01%+1313F-HRTimeline
Medallion Wealth Advisors, LLC3,412$152K0.05%+14513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,354$150K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Icon Wealth Advisors, LLC3,275$146K0.01%013F-HRTimeline
Sound Income Strategies, LLC3,225$144K0.01%013F-HRTimeline
CX Institutional2,970$133K<0.01%+1,68113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,895$130K<0.01%013F-HRTimeline
Pacific Center for Financial Services2,842$127K0.03%013F-HRTimeline
Jackson Hole Capital Partners, LLC2,774$124K0.02%+1313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,700$121K0.05%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC2,583$115K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,540$114K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC2,535$113K0.02%new13F-HRTimeline
Hilltop National Bank2,497$112K0.03%013F-HRTimeline
Abound Wealth Management2,482$111K0.03%new13F-HRTimeline
Aspect Partners, LLC2,244$100K0.05%013F-HRTimeline
CNB Bank2,176$97.2K0.04%new13F-HRTimeline
Trifecta Capital Advisors, LLC2,127$95.1K0.01%013F-HRTimeline
Kings Path Partners LLC2,117$94.6K0.03%013F-HRTimeline
JDM Financial Group LLC1,898$84.8K0.04%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,867$83.4K0.01%013F-HRTimeline
Asset Dedication, LLC1,731$77.3K0.01%+813F-HRTimeline
Coston, McIsaac & Partners1,444$64K0.02%+713F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,403$62.7K0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1,343$60K0.04%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,344$60K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC1,285$57.4K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,275$57K0.01%013F-HRTimeline
Annandale Capital, LLC126,796$56.7K0.99%+8,58213F-HRTimeline
Geneos Wealth Management Inc.1,231$55K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,212$54.2K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,191$53.2K<0.01%+513F-HRTimeline
Pinnacle Bancorp, Inc.1,061$47.4K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,019$45.5K0.01%new13F-HRTimeline
Investors Research Corp954$42.6K0.01%013F-HRTimeline
SYM FINANCIAL Corp894$40K<0.01%013F-HRTimeline
Gleason Group, Inc.780$34.9K<0.01%-15413F-HRTimeline
City State Bank744$33.2K0.01%013F-HRTimeline
Qube Research & Technologies Ltd729$32.6K<0.01%-99213F-HRTimeline
United Community Bankin group United Community Bank649$29K0.01%013F-HRTimelineGroup
Paladin Advisory Group, LLC621$27.8K0.02%013F-HRTimeline
Tortoise Investment Management, LLC540$24.1K<0.01%013F-HRTimeline
Archer Investment Corp518$23.1K0.01%013F-HRTimeline
Pineridge Advisors LLC505$22.6K0.01%+213F-HRTimeline
ALERUS FINANCIAL NA485$21.7K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC456$20.4K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…448$20K0.01%013F-HRTimeline
STEPH & CO446$19.9K0.01%013F-HRTimeline
Glassman Wealth Services388$17.3K<0.01%new13F-HRTimeline
Truvestments Capital LLC371$16.6K<0.01%-25313F-HRTimeline
Signature Resources Capital Management,…366$16.4K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …350$15.6K<0.01%13F-HRTimelineGroup
Fortitude Family Office, LLC266$11.9K<0.01%-77413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC203$9.07K<0.01%013F-HRTimeline
Kozak & Associates, Inc.198$8.78K<0.01%new13F-HRTimeline
TSFG, LLC80$4K<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC23$1.03K<0.01%new13F-HRTimeline