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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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding34,041,734$1.39B+908,240Timeline
MERCER GLOBAL ADVISORS INC /ADV31,489,188$1.29B3.14%-3,796,42213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding19,026,120$779M+1,169,222Timeline
Savant Capital, LLCin group Savant Capital, LLC17,956,943$735M5.78%-557,41913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP10,744,937$440M0.73%-136,77913F-HRTimelineGroup
Plancorp, LLC6,373,697$261M10.71%-110,39513F-HRTimeline
Index Fund Advisors, Inc.6,160,386$252M13.63%-167,74313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,966,738$244M0.03%+26,49813F-HRTimelineGroup
Creative Planningin group Creative Planning5,390,141$221M0.21%-80,95413F-HRTimelineGroup
HighTower Advisors, LLC4,893,997$200M0.27%-18,65113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,890,125$118M0.23%-20,17113F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…2,635,288$108M2.93%+160,39413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,486,370$102M0.22%-23,75513F-HRTimelineGroup
Modera Wealth Management, LLC2,362,720$96.7M1.17%-27,37313F-HRTimeline
TCI Wealth Advisors, Inc.2,287,765$93.6M7.82%+44,65313F-HRTimeline
CHOREO, LLC1,882,153$77M1.11%-21,03813F-HRTimeline
Trust Co of the South1,820,188$74.5M15.17%-16,26713F-HRTimeline
Truepoint, Inc.1,811,749$74.1M1.98%-11,66313F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,721,157$70.4M8.9%-1,43113F-HRTimeline
Root Financial Partners, LLC1,518,933$62.2M7.71%+367,56613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,442,369$59M0.26%-20,84313F-HRTimelineGroup
Foster Group, Inc.1,347,470$55.1M2.1%-82,54613F-HRTimeline
Beacon Pointe Advisors, LLC1,340,463$54.9M0.61%+11,30713F-HRTimeline
Evanson Asset Management, LLC1,336,680$54.7M3.75%+1,46213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,327,469$54.3M0.9%+105,26613F-HR/ATimelineGroup
Beaird Harris Wealth Management, LLC1,295,939$53M4.58%-16,03313F-HRTimeline
RW Investment Management LLC1,251,476$51.2M6.24%-106,51913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,224,049$50.1M0.02%13F-HR/ATimelineGroup
LPL Financial LLC1,182,555$48.4M0.02%-20,24813F-HRTimeline
SACHEM HILL LLC1,094,856$44.8M9.35%+6,15513F-HRTimeline
Willow Creek Wealth Management Inc.1,087,836$44.5M4.54%+6,74713F-HRTimeline
Team Hewins, LLC1,087,191$44.5M17.4%-14,81213F-HR/ATimeline
Elser Financial Planning, Inc985,539$40.3M2.95%+978,21213F-HRTimeline
Heritage Investment Group, Inc.971,046$39.7M7.42%-17,79213F-HRTimeline
Porter White Investment Advisors, Inc.965,883$39.5M20.05%-1,90613F-HRTimeline
TFC Financial Management, Inc.957,036$39.2M6.19%-10,66713F-HRTimeline
Triune Financial Partners, LLC921,028$37.7M11.86%+18,04413F-HRTimeline
American Investment Services, Inc.885,422$36.2M6.41%-9,67913F-HR/ATimeline
Tillman Hartley LLC878,796$36M10.33%+5713F-HRTimeline
SAX WEALTH ADVISORS, LLC861,247$35.2M2.76%+24,57013F-HRTimeline
Wescott Financial Advisory Group, LLC854,511$35M3.62%-43,72413F-HRTimeline
KEB ASSET MANAGEMENT, LLC804,535$32.9M9.48%+17,27113F-HRTimeline
Efficient Frontier Advisors LLC803,298$32.9M21.74%+8,01313F-HRTimeline
DIXON FNANCIAL SERVICES, INC.778,747$31.9M17.3%-6,98413F-HRTimeline
Allworth Financial LP741,670$31.8M0.17%+292,75613F-HRTimeline
Planning Center, Inc.774,476$31.7M4.02%-9,70813F-HRTimeline
CARDIFF PARK ADVISORS, LLC751,596$30.8M2.93%-1,77513F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska735,514$30.1M4.9%13F-HRTimelineGroup
Symmetry Partners, LLC721,944$29.5M4.2%+109,37013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC716,748$29.3M0.04%-1,86013F-HRTimeline
Heritage Wealth Management, Inc./Texas715,493$29.3M17.23%+56,18913F-HRTimeline
McLean Asset Management Corp704,520$28.8M8.66%-9,37113F-HRTimeline
Integrated Wealth Concepts LLC697,844$28.6M0.33%-282,41813F-HRTimeline
ASPIRIANT, LLC695,892$28.5M1.03%-2,39413F-HRTimeline
Wealth Architects, LLC689,328$28.2M3.18%-12,62013F-HRTimeline
Disciplined Equity Management, Inc.674,328$27.6M17.88%-13,81413F-HRTimeline
Timonier Family Office, LTD.660,608$27M13.87%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MONOGRAPH WEALTH ADVISORS, LLC656,603$26.9M3.55%+7,81013F-HRTimeline
Parkwoods Wealth Partners, LLC654,413$26.8M21.3%+21,29113F-HRTimeline
Merriman Wealth Management, LLC646,928$26.5M1.1%-21,08313F-HRTimeline
Financial Engines Advisors L.L.C.645,704$26.4M0.06%+241,69913F-HRTimeline
Meritas Wealth Management, LLC611,107$25M15.04%-19,56913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC598,442$24.5M3.46%-10,75913F-HRTimeline
WorthPointe, LLC579,742$23.7M9.86%-5,35113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP566,094$23.2M0.55%+516,17213F-HRTimeline
TFO Wealth Partners, LLC553,487$22.6M10.75%-8,53913F-HRTimeline
1900 WEALTH MANAGEMENT LLC551,544$22.6M1.89%-14,51213F-HRTimeline
ShankerValleau Wealth Advisors, Inc.546,220$22.4M7.18%-8,14013F-HRTimeline
EARNED WEALTH ADVISORS, LLC533,846$21.8M6.99%+1,53313F-HRTimeline
Cetera Investment Advisers523,458$21.4M0.04%+94,76813F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC516,143$21.1M9.7%-7,81013F-HRTimeline
Investmark Advisory Group LLC501,024$20.5M10.05%+11,27113F-HRTimeline
Apella Capital, LLC486,509$19.9M0.76%-3,42813F-HRTimeline
DiNuzzo Private Wealth, Inc.481,754$19.7M2.5%-7,75713F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC479,411$19.6M7.31%+24,77013F-HRTimeline
BAKER BOYER NATIONAL BANK462,449$18.9M6.54%-15,77013F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC452,645$18.5M18.12%13F-HRTimeline
Prudent Man Investment Management, Inc.452,624$18.5M10.25%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP448,356$18.3M0.02%+3,23813F-HRTimelineGroup
DOPKINS WEALTH MANAGEMENT, LLC446,558$18.3M9.31%+165,45913F-HRTimeline
LEGACY FINANCIAL GROUP, INC.445,818$18.2M5.87%+6,23113F-HRTimeline
Mariner, LLCin group Mariner, LLC440,435$18M0.03%+20,59913F-HRTimelineGroup
Farther Finance Advisors, LLC436,886$17.9M0.65%+11,33513F-HRTimeline
Kooman & Associates433,823$17.8M6.42%+14,79013F-HRTimeline
Factor Wealth Management LTD422,995$17.3M5.75%13F-HRTimeline
RS CRUM INC.420,996$17.2M4.25%+4,63313F-HRTimeline
Essential Planning, LLC.391,833$16.6M0.11%+385,80813F-HRTimeline
Grunden Financial Advisory, Inc.400,445$16.4M7.91%-3,21913F-HRTimeline
CLARIS ADVISORS, LLC / MO /392,696$16.1M6.04%+83213F-HRTimeline
PBMares Wealth Management LLC382,038$15.6M3.19%-2,20013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC370,341$15.4M10.31%-3,13313F-HRTimeline
OneDigital Investment Advisors LLC376,270$15.4M0.18%+3,42713F-HRTimeline
Dynamic Advisor Solutions LLC370,345$15.2M0.66%+8,17213F-HRTimeline
Sequoia Financial Advisors, LLC368,908$15.1M0.15%+77,56613F-HR/ATimeline
Austin Asset Management Co Inc363,934$14.9M2.96%-12,99113F-HRTimeline
Ruedi Wealth Management, Inc.361,376$14.8M4.67%-10,51713F-HRTimeline
Pillar Financial Advisors, LLC354,714$14.5M11.11%13F-HRTimeline
Larson Financial Group LLC349,002$14.3M0.74%-4,99813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC344,334$14.1M2.03%-4,29413F-HRTimeline
Hill Investment Group Partners, LLC336,529$13.8M1.85%-72,80813F-HRTimeline
PINNEY & SCOFIELD, INC.334,599$13.7M10.37%13F-HRTimeline
Sandy Spring Bank329,087$13.5M0.55%-13813F-HRTimeline
Navigoe, LLC322,001$13.2M12.86%13F-HRTimeline
WPWealth LLP320,832$13.1M2.68%+7,49613F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC311,790$13.1M10.14%-9,18113F-HRTimeline
MATHER GROUP, LLC.320,598$13.1M0.17%-21,28913F-HRTimeline
Financial Synergies Wealth Advisors, In…315,062$12.9M1.6%+89013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management307,708$12.6M0.39%new13F-HRTimelineGroup
Diversified Portfolios, Inc.304,492$12.5M1.36%013F-HRTimeline
Altiora Financial Group, LLC302,052$12.4M2.69%-15,19813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding298,818$12.2M+23,516Timeline
Sterling Wealth Management, Inc.297,739$12.2M4.5%+3013F-HRTimeline
Addison Advisors LLC297,266$12.2M3.38%+8,86313F-HRTimeline
Squire Investment Management Company, L…283,675$11.6M5.11%+17,70113F-HRTimeline
RTD Financial Advisors, Inc.274,466$11.2M1.44%-10,23313F-HRTimeline
Summit Wealth Group, LLC264,086$10.8M3.13%+8,63313F-HRTimeline
Lauterbach Financial Advisors, LLC262,718$10.8M6.52%-5,93813F-HRTimeline
Bridgewater Advisors Inc.256,938$10.7M1.12%+38713F-HRTimeline
UBS Group AGin group UBS Group AG258,500$10.6M<0.01%+2,38013F-HRTimelineGroup
EP Wealth Advisors, LLC255,305$10.4M0.09%-12,81213F-HRTimeline
Confluence Wealth Services, Inc.237,906$10.2M0.67%+62,27413F-HRTimeline
Strategic Investment Solutions, Inc. /IL264,404$10.1M3.37%+53,18413F-HRTimeline
MAI Capital Management246,120$10.1M0.08%-1,69413F-HRTimeline
Graves Light Lenhart Wealth, Inc.242,207$9.91M1.23%+3,27813F-HRTimeline
Sprinkle Financial Consultants LLC237,141$9.7M6.61%-68313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO234,550$9.6M<0.01%+6,61313F-HRTimelineGroup
BIP Wealth, LLC233,611$9.56M0.64%+21,71213F-HRTimeline
Embree Financial Group221,450$9.06M1.55%+12,12913F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.215,325$8.81M1.77%-2,40913F-HRTimeline
Ariadne Wealth Management, LP204,944$8.74M4%+25,98613F-HRTimeline
Wealthspire Advisors, LLC212,490$8.7M0.09%-2,13213F-HRTimeline
JDH Wealth Management, LLC211,265$8.64M7.58%13F-HRTimeline
Arkadios Wealth Advisors211,001$8.63M0.47%+38,76113F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC209,256$8.56M6.06%-2,52513F-HRTimeline
Werba Rubin Papier Wealth Management206,021$8.43M1.99%-37913F-HRTimeline
Level Financial Advisors200,208$8.19M3.01%-1,99713F-HRTimeline
Capstone Wealth Management, LLC198,666$8.13M7.94%13F-HRTimeline
Financial Harvest, LLC196,863$8.06M6.8%13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS194,219$7.95M6.54%+13,00313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN192,146$7.86M<0.01%+21,29913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY190,762$7.81M<0.01%+63,91413F-HR/ATimelineGroup
Strathmore Capital Advisors, Inc.190,437$7.79M5.67%13F-HRTimeline
Peirce Capital Management, LLC188,376$7.71M3.95%-8,75113F-HRTimeline
Burk Holdings LLC183,994$7.53M6.09%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS179,721$7.35M0.02%+7,61113F-HRTimeline
JFS WEALTH ADVISORS, LLC179,074$7.33M0.5%-58113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.178,613$7.31M0.02%+1,44013F-HR/ATimelineGroup
Aegis Wealth Management LLC175,749$7.19M4.87%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC173,992$7.12M0.26%-4,93813F-HRTimeline
TruNorth Capital Management, LLC164,674$6.74M1.84%+1213F-HRTimeline
Colorado Capital Management, Inc.160,993$6.59M3.19%-16,09813F-HRTimeline
Seneschal Advisors, LLC160,672$6.57M5.5%13F-HRTimeline
Wealthstream Advisors, Inc.159,294$6.52M1.2%-8,56513F-HRTimeline
Versant Capital Management, Inc158,951$6.5M1.4%-2,18613F-HRTimeline
Woodward Financial Advisors, Inc.155,839$6.38M3.16%+2513F-HRTimeline
WNY Asset Management, LLC152,636$6.25M0.77%-1,72913F-HRTimeline
CarsonAllaria Wealth Management, Ltd.151,603$6.2M3.55%+1,38013F-HRTimeline
Kondo Wealth Advisors, Inc.149,324$6.11M3.1%13F-HRTimeline
Cherry Tree Wealth Management, LLC147,931$6.05M1.5%-2,37113F-HRTimeline
Shearwater Capital LLC144,655$5.92M4.02%-96213F-HRTimeline
Abacus Wealth Partners, LLC140,975$5.77M0.86%-5,00813F-HRTimeline
EnRich Financial Partners LLC140,768$5.76M1.92%-1,08713F-HRTimeline
Lutz Financial Services LLC137,155$5.61M0.45%-32213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP135,685$5.55M0.01%-99313F-HRTimelineGroup
FIRST NATIONAL BANK SIOUX FALLS134,254$5.49M2.34%013F-HRTimeline
BOK Financial Private Wealth, Inc.133,646$5.47M0.4%-4,13113F-HRTimeline
LAM GROUP, INC.131,854$5.4M3.85%-513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC129,240$5.29M1.12%+34,95813F-HRTimeline
Gradient Capital Advisors, LLC128,651$5.26M1.7%-12813F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV127,393$5.21M1.42%013F-HRTimeline
M Financial Asset Management, Inc.126,741$5.19M25.11%-20,18513F-HRTimeline
GEM Asset Management, LLC125,972$5.15M2.87%+4,60813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…125,781$5.15M0.29%013F-HRTimelineGroup
Total Wealth Planning, LLC123,946$5.07M0.79%-4,30013F-HRTimeline
Evensky & Katz LLC121,754$4.98M0.33%-15113F-HRTimeline
Hemington Wealth Management121,434$4.97M1.25%-6613F-HRTimeline
Verdence Capital Advisors LLC120,891$4.95M0.4%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding119,258$4.88M-4,722Timeline
Annandale Capital, LLC118,630$4.85M0.96%-3,64513F-HRTimeline
Cambridge Investment Research Advisors,…118,006$4.83M0.02%-35,93213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/116,984$4.79M<0.01%+70,85313F-HRTimelineGroup
Visionary Wealth Advisors116,465$4.77M0.28%+16,44813F-HRTimeline
Intelligent Financial Strategies115,083$4.71M2.61%-1,55013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…111,185$4.55M0.04%+13,01613F-HRTimelineGroup
SwitchPoint Financial Planning, LLC108,489$4.44M4.25%13F-HRTimeline
FMB WEALTH MANAGEMENT105,775$4.33M2.44%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…102,769$4.21M<0.01%+30,97713F-HRTimelineGroup
CFS Investment Advisory Services, LLC101,725$4.16M0.37%-63513F-HRTimeline
Cresset Asset Management, LLC100,413$4.11M0.02%-43,44413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA100,209$4.1M<0.01%-29,87213F-HRTimelineGroup
Vannoy Advisory Group, Inc.99,486$4.07M3.03%-65413F-HRTimeline
Yeomans Consulting Group, Inc.99,168$4.06M1.52%-82213F-HRTimeline
Trace Wealth Advisors, LLC98,992$4.05M3.63%13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC98,514$4.03M2.66%13F-HRTimeline
Investment Advisory Group, LLC98,192$4.02M1.35%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…97,930$4.01M0.01%+2,17213F-HRTimelineGroup
Summit Financial Strategies, Inc.97,927$4.01M0.44%-16213F-HRTimeline
Pacific Asset Management, LLC97,688$4M3.76%13F-HRTimeline
TIAAgroup of 2 filers holding96,981$3.97M-4,797Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP96,064$3.93M<0.01%+33,74713F-HRTimelineGroup