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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

765 managers (770 13F filers) reported a position in DFUV shares at 2026-03-31, 225,867,331 shares in all. 50 filers opened a position and 15 filers sold out during the quarter.

Managers
765
13F filers
770
New
50
Added
231
Reduced
256
Sold out
15
Shares held by filers
225,867,331

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Old Peak Finance LLC6,013$291K0.17%-27813F-HRTimeline
Facet Wealth, Inc.5,954$289K<0.01%+1,04213F-HRTimeline
Stonebridge Financial Group, LLC5,954$289K0.02%013F-HRTimeline
COFG Advisors, LLC5,931$287K0.07%+2113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,913$287K0.01%-2,63313F-HRTimelineGroup
AlphaCore Capital LLC5,889$285K0.01%+2113F-HRTimeline
Rise Advisors, LLC5,871$285K0.1%+2113F-HRTimeline
Marble Harbor Investment Counsel, LLC5,877$285K0.03%013F-HRTimeline
Bull Oak Capital, LLC5,849$283K0.11%013F-HRTimeline
First Bancorp, Inc /ME/5,844$283K0.14%013F-HRTimeline
Vantage Point Financial LLC5,798$281K0.1%+613F-HRTimeline
Sterling Wealth Advisors Inc5,505$281K0.16%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC5,742$278K0.02%new13F-HRTimelineGroup
NTV Asset Management LLC5,708$277K0.03%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,707$277K<0.01%013F-HRTimelineGroup
Well Done, LLC5,684$275K0.04%013F-HRTimeline
Lantz Financial LLC5,656$274K0.06%013F-HRTimeline
Orion Porfolio Solutions, LLC5,610$272K<0.01%-17,82413F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV5,537$268K0.05%013F-HRTimeline
CORTLAND ASSOCIATES INC/MO5,530$268K0.04%-1,34013F-HRTimeline
Disciplined Investors, L.L.C.5,517$267K0.16%-24213F-HRTimeline
Everhart Financial Group, Inc.5,515$267K0.02%013F-HRTimeline
Willis Johnson & Associates, Inc.5,504$267K0.02%-3213F-HRTimeline
HBK Sorce Advisory LLC5,057$265K0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,460$265K0.02%new13F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC5,432$263K0.07%+43113F-HRTimeline
NORDEN GROUP LLC5,413$262K0.03%+2013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,398$262K0.01%+94313F-HRTimelineGroup
Silver Coast Investments LLC5,365$260K0.08%new13F-HRTimeline
Cambridge Financial Group, LLC5,360$260K0.09%-1,63013F-HRTimeline
Vawter Financial, Ltd.5,350$259K0.11%013F-HR/ATimeline
PRIVATE MANAGEMENT GROUP INC5,325$258K0.01%013F-HRTimeline
Bell Bank5,306$257K0.01%013F-HRTimeline
Black Swift Group, LLC5,246$254K0.04%-4,00013F-HRTimeline
Gordian Advisors LLC5,189$251K0.17%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,124$248K<0.01%-46713F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC5,073$246K0.01%-6813F-HR/ATimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,031$244K0.01%013F-HRTimeline
One Degree Advisors Inc5,002$242K0.06%-14013F-HRTimeline
Wealth Advisors of Iowa, LLC4,986$242K0.07%013F-HRTimeline
HighPoint Advisor Group LLC4,961$240K0.01%013F-HRTimeline
BDFS Capital LLC4,932$239K0.12%-9513F-HRTimeline
NewEdge Wealth, LLC4,928$239K<0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC4,927$239K0.05%+1813F-HRTimeline
Murphy Pohlad Asset Management LLC4,920$238K0.09%013F-HRTimeline
Bellwether Advisors, LLC4,865$236K0.04%013F-HRTimeline
Aprio Wealth Management, LLC4,853$235K0.01%new13F-HRTimeline
Financial Insights, Inc.4,852$235K0.08%013F-HRTimeline
Reyes Financial Architecture, Inc.4,845$235K0.19%013F-HRTimeline
Western Wealth Management, LLC4,779$232K0.01%new13F-HR/ATimeline
Intrua Financial, LLC4,777$231K0.02%013F-HRTimeline
Carnegie Investment Counsel4,764$231K<0.01%013F-HRTimeline
MOTCO4,759$231K0.02%013F-HRTimeline
Composition Wealth, LLC4,710$228K<0.01%+1713F-HRTimeline
AssuredPartners Investment Advisors, LLC4,662$228K0.02%+1313F-HRTimeline
Tufton Capital Management4,710$228K0.04%new13F-HRTimeline
Royal Fund Management, LLC4,703$228K0.02%013F-HRTimeline
Crescent Grove Advisors, LLC4,682$227K0.02%new13F-HRTimeline
Lauer Wealth, LLC4,500$225K0.18%013F-HRTimeline
Modern Wealth Management, LLC4,602$224K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC4,586$222K0.01%new13F-HR/ATimeline
Wallace Capital Management Inc.4,567$221K0.03%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,563$221K0.02%-22413F-HRTimeline
BankChampaign, National Association4,549$220K0.22%+1,92613F-HRTimeline
Strategic Wealth Partners, Ltd.4,545$220K0.02%013F-HRTimeline
Guidance Point Advisors, LLC4,537$220K0.05%+1613F-HRTimeline
Heritage Wealth Management, Inc. /CA/4,459$216K0.12%013F-HRTimeline
Continuum Advisory, LLC4,441$215K0.02%013F-HRTimeline
HORAN Wealth, LLC4,611$215K0.02%013F-HRTimeline
MJP ASSOCIATES INC /ADV4,386$213K0.03%+1113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,386$213K0.02%+1113F-HRTimelineGroup
CGN Advisors LLC4,364$211K0.02%-1,56513F-HRTimeline
THREADGILL FINANCIAL, LLC4,362$211K0.06%013F-HRTimeline
Sherman Wealth Management LLC4,359$211K0.18%+1513F-HRTimeline
Perennial Investment Advisors, LLC4,351$211K0.02%013F-HRTimeline
Centric Wealth Management4,093$211K0.04%013F-HRTimeline
Corundum Group, Inc.4,331$210K0.07%new13F-HRTimeline
HWG Holdings LP4,323$209K0.06%-1,37313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,320$209K<0.01%-1,64913F-HRTimeline
ANDERSON HOAGLAND & CO4,303$209K0.02%013F-HRTimeline
Trademark Financial Management, LLC4,280$207K0.1%new13F-HRTimeline
Wealth Advisors of Tampa Bay, LLC4,256$206K0.07%new13F-HRTimeline
Marble Wealth, LLC4,243$206K0.04%new13F-HRTimeline
Advisory Alpha, LLC4,240$205K0.01%new13F-HRTimeline
OLIO Financial Planning4,238$205K0.06%-59313F-HRTimeline
Lodestone Wealth Management LLC4,219$204K0.08%013F-HR/ATimeline
Affinity Capital Advisors, LLC4,211$204K0.03%new13F-HRTimeline
Haverford Trust Co4,171$202K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC4,158$201K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.3,711$180K0.06%013F-HRTimeline
SITTNER & NELSON, LLC3,698$179K0.07%013F-HRTimeline
HOWE & RUSLING INC3,677$178K0.01%013F-HRTimeline
JPL Wealth Management, LLC3,662$177K0.04%new13F-HR/ATimeline
Medallion Wealth Advisors, LLC3,645$177K0.06%-1213F-HRTimeline
AdvisorNet Financial, Inc3,591$174K0.01%+1113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC3,581$174K0.08%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,354$163K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Abound Wealth Management3,314$161K0.04%+313F-HRTimeline
Sound Income Strategies, LLC3,225$157K0.01%013F-HRTimeline
American Capital Advisory, LLC3,209$156K0.06%-90913F-HRTimeline
Keating Financial Advisory Services, In…3,129$152K0.02%-28913F-HRTimeline
Pacific Center for Financial Services3,001$145K0.04%+15913F-HRTimeline
CX Institutional2,991$145K<0.01%+1013F-HRTimeline
KM Capital Management Ltd.2,650$139K0.09%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,778$135K<0.01%-74213F-HRTimelineGroup
Qube Research & Technologies Ltd2,749$133K<0.01%-3,06913F-HRTimeline
Ares Financial Consulting, LLC2,718$132K0.1%+613F-HRTimeline
FINANCIAL CONSULATE, INC2,535$123K0.02%013F-HRTimeline
Hilltop National Bank2,497$121K0.03%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,487$121K0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,429$118K0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC2,400$116K0.01%-18113F-HRTimeline
Aspect Partners, LLC2,244$109K0.04%013F-HRTimeline
CNB Bank2,176$105K0.04%013F-HRTimeline
Trifecta Capital Advisors, LLC2,127$103K0.02%013F-HRTimeline
Kings Path Partners LLC2,013$97.5K0.03%-113F-HR/ATimeline
JDM Financial Group LLC1,898$92K0.04%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,867$90.5K0.01%013F-HRTimeline
Wall Street Financial Group, Inc.1,863$90.3K0.05%new13F-HRTimeline
Asset Dedication, LLC1,743$84.5K0.01%+613F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,537$74.5K<0.01%-6413F-HRTimelineGroup
Coston, McIsaac & Partners1,454$70K0.02%+513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,403$68K0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC1,352$65.5K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC1,343$65.1K0.04%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,344$65K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC1,285$62.3K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,275$61.8K0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,231$59.7K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,212$58.7K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,194$57.9K<0.01%+113F-HRTimeline
Arax Advisory Partners1,142$55.3K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.1,061$51.4K0.02%013F-HRTimeline
Community Financial Services Group, LLC1,024$49.8K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC1,019$49.4K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC1,000$48.5K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC965$46.8K<0.01%13F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC955$46.3K0.01%new13F-HRTimeline
Investors Research Corp954$46.2K0.01%013F-HRTimeline
SYM FINANCIAL Corp894$43.3K<0.01%013F-HRTimeline
City State Bank744$36.1K0.01%013F-HRTimeline
Synergy Investment Management, LLC719$34.9K0.01%new13F-HRTimeline
Hughes Financial Services, LLC693$33.6K0.01%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC673$32.6K<0.01%new13F-HRTimeline
Gleason Group, Inc.627$30.4K<0.01%+313F-HRTimeline
Paladin Advisory Group, LLC621$30.1K0.02%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC498$24.1K0.01%new13F-HRTimeline
ALERUS FINANCIAL NA485$23.5K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC478$23.2K0.01%new13F-HRTimeline
IAG Wealth Partners, LLC456$22.1K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…448$21.7K0.01%013F-HRTimeline
STEPH & CO446$21.6K0.01%013F-HRTimeline
Archer Investment Corp418$20.3K<0.01%-10013F-HRTimeline
Glassman Wealth Services388$18.8K<0.01%013F-HRTimeline
Truvestments Capital LLC373$18.1K<0.01%+113F-HRTimeline
Signature Resources Capital Management,…366$17.7K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …350$17K<0.01%013F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.343$16.6K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC221$10.7K<0.01%+1813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC211$10.3K<0.01%-2,68413F-HRTimeline
IFG Advisory, LLC205$9.93K0.03%-26,78213F-HRTimeline
Strive Financial Group ,LLC155$8K<0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC110$5.33K<0.01%013F-HRTimeline
TSFG, LLC80$4K<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC23$1.11K<0.01%013F-HRTimeline