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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
MERCER GLOBAL ADVISORS INC /ADV34,232,617$1.41B3.24%+2,743,42913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding30,630,164$1.26B-3,411,570Timeline
Focus Partners Wealthgroup of 2 filers holding19,528,946$805M+502,826Timeline
Savant Capital, LLCin group Savant Capital, LLC16,861,316$695M5.88%-1,095,62713F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP10,530,346$434M0.71%-214,59113F-HRTimelineGroup
Plancorp, LLC6,328,398$261M10.34%-45,29913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,136,156$253M0.04%+169,41813F-HRTimelineGroup
Index Fund Advisors, Inc.5,409,149$223M13.79%-751,23713F-HRTimeline
Creative Planningin group Creative Planning5,295,811$218M0.21%-94,33013F-HRTimelineGroup
HighTower Advisors, LLC4,773,457$197M0.27%-120,54013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,838,771$117M0.22%-51,35413F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,762,034$114M2.94%+126,74613F-HRTimeline
TCI Wealth Advisors, Inc.2,475,796$102M8.17%+188,03113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,418,447$99.7M0.2%-67,92313F-HRTimelineGroup
Modera Wealth Management, LLC2,309,668$95.2M1.29%-53,05213F-HRTimeline
Truepoint, Inc.1,833,182$75.5M2.05%+21,43313F-HRTimeline
Trust Co of the South1,798,400$74.1M15.48%-21,78813F-HRTimeline
CHOREO, LLC1,592,768$65.6M1.02%-289,38513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,720,713$65.6M8.71%-44413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,442,182$59.4M0.26%-18713F-HRTimelineGroup
Beacon Pointe Advisors, LLC1,365,506$56.3M0.63%+25,04313F-HRTimeline
Root Financial Partners, LLC1,360,879$56.1M5.98%-158,05413F-HRTimeline
Foster Group, Inc.1,337,763$55.1M2.06%-9,70713F-HRTimeline
LPL Financial LLC1,330,981$54.8M0.02%+148,42613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,320,565$54.4M0.02%+96,51613F-HRTimelineGroup
Evanson Asset Management, LLC1,310,922$54M3.83%-25,75813F-HRTimeline
Beaird Harris Wealth Management, LLC1,284,060$52.9M4.5%-11,87913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,214,794$50.1M0.83%-112,67513F-HRTimelineGroup
RW Investment Management LLC1,199,203$49.4M6.07%-52,27313F-HRTimeline
Willow Creek Wealth Management Inc.1,095,961$45.2M4.4%+8,12513F-HRTimeline
SACHEM HILL LLC1,084,199$44.7M8.78%-10,65713F-HRTimeline
Team Hewins, LLC1,075,463$44.3M17.22%-11,72813F-HR/ATimeline
Porter White Investment Advisors, Inc.958,305$39.5M19.52%-7,57813F-HRTimeline
Heritage Investment Group, Inc.946,728$39M7.33%-24,31813F-HRTimeline
TFC Financial Management, Inc.942,242$38.8M5.94%-14,79413F-HRTimeline
Triune Financial Partners, LLC918,417$37.8M12.02%-2,61113F-HRTimeline
SAX WEALTH ADVISORS, LLC852,592$35.1M2.51%-8,65513F-HRTimeline
American Investment Services, Inc.850,684$35.1M6.17%-34,73813F-HRTimeline
Wescott Financial Advisory Group, LLC849,792$35M3.63%-4,71913F-HRTimeline
Tillman Hartley LLC848,588$35M10.17%-30,20813F-HRTimeline
KEB ASSET MANAGEMENT, LLC821,515$33.9M9.63%+16,98013F-HRTimeline
Efficient Frontier Advisors LLC803,399$33.1M21.54%+10113F-HRTimeline
DIXON FNANCIAL SERVICES, INC.775,179$31.9M17.27%-3,56813F-HRTimeline
Planning Center, Inc.771,087$31.8M3.76%-3,38913F-HRTimeline
CARDIFF PARK ADVISORS, LLC745,500$30.7M2.97%-6,09613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC744,985$30.7M0.04%+28,23713F-HRTimeline
Heritage Wealth Management, Inc./Texas728,145$30M17.38%+12,65213F-HRTimeline
Timonier Family Office, LTD.724,177$29.8M13.2%+63,56913F-HRTimeline
Wealth Architects, LLC712,921$29.4M3.24%+23,59313F-HR/ATimeline
Wealth Management Nebraskain group Wealth Management Nebraska711,999$29.3M4.46%-23,51513F-HRTimelineGroup
ASPIRIANT, LLC702,495$28.9M1%+6,60313F-HRTimeline
Integrated Wealth Concepts LLC701,284$28.9M0.34%+3,44013F-HRTimeline
Allworth Financial LP728,180$28.6M0.16%-13,49013F-HRTimeline
Disciplined Equity Management, Inc.681,866$28.1M19.54%+7,53813F-HRTimeline
Symmetry Partners, LLC677,408$27.9M3.88%-44,53613F-HRTimeline
Parkwoods Wealth Partners, LLC677,388$27.9M18.86%+22,97513F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC657,868$27.1M3.69%+1,26513F-HRTimeline
Financial Engines Advisors L.L.C.635,513$26.2M0.06%-10,19113F-HRTimeline
MATHER GROUP, LLC.622,937$25.7M0.3%+302,33913F-HRTimeline
McLean Asset Management Corp685,109$24.8M8.2%-19,41113F-HRTimeline
Meritas Wealth Management, LLC599,378$24.7M14.49%-11,72913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP587,461$24.2M0.61%+21,36713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC586,765$24.2M3.35%-11,67713F-HRTimeline
ShankerValleau Wealth Advisors, Inc.582,391$24M7.79%+36,17113F-HRTimeline
TFO Wealth Partners, LLC548,175$22.6M4.48%-5,31213F-HRTimeline
1900 WEALTH MANAGEMENT LLC542,562$22.4M1.86%-8,98213F-HRTimeline
EARNED WEALTH ADVISORS, LLC536,471$22.1M4.85%+2,62513F-HRTimeline
WorthPointe, LLC534,081$22M10.04%-45,66113F-HRTimeline
LRI Investments, LLC530,110$21.8M2.11%+507,72813F-HRTimeline
Mariner, LLCin group Mariner, LLC526,979$21.7M0.04%+86,54413F-HRTimelineGroup
BAYSHORE ASSET MANAGEMENT, LLC519,089$21.4M10.66%+2,94613F-HRTimeline
Investmark Advisory Group LLC506,316$20.9M10.31%+5,29213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC479,179$19.7M7.67%-23213F-HRTimeline
DiNuzzo Private Wealth, Inc.479,139$19.7M2.49%-2,61513F-HRTimeline
Prime Capital Investment Advisors, LLC478,335$19.7M0.23%new13F-HRTimeline
BAKER BOYER NATIONAL BANK467,422$19.3M7.11%+4,97313F-HRTimeline
Apella Capital, LLC485,458$18.9M0.65%-1,05113F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC455,677$18.8M18.04%+3,03213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP455,533$18.8M0.02%+7,17713F-HRTimelineGroup
Factor Wealth Management LTD451,256$18.6M5.71%+28,26113F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC450,595$18.6M9.44%+4,03713F-HRTimeline
LEGACY FINANCIAL GROUP, INC.449,579$18.5M5.95%+3,76113F-HRTimeline
Prudent Man Investment Management, Inc.452,018$18.5M10.25%-60613F-HRTimeline
Kooman & Associates435,064$17.9M6.58%+1,24113F-HRTimeline
CLARIS ADVISORS, LLC / MO /426,385$17.6M6.55%+33,68913F-HRTimeline
Farther Finance Advisors, LLC426,417$17.6M0.45%-10,46913F-HRTimeline
RS CRUM INC.419,177$17.3M4.65%-1,81913F-HRTimeline
Sequoia Financial Advisors, LLC404,406$16.7M0.13%+35,49813F-HRTimeline
Grunden Financial Advisory, Inc.383,854$15.8M7.68%-16,59113F-HRTimeline
Dynamic Advisor Solutions LLC374,168$15.4M0.51%+3,82313F-HRTimeline
Cetera Investment Advisers373,818$15.4M0.03%-149,64013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC371,556$15.2M10.21%+1,21513F-HRTimeline
OneDigital Investment Advisors LLC360,578$14.9M0.18%-15,69213F-HRTimeline
PBMares Wealth Management LLC360,119$14.8M2.97%-21,91913F-HRTimeline
Ruedi Wealth Management, Inc.354,670$14.6M4.57%-6,70613F-HRTimeline
Pillar Financial Advisors, LLC354,047$14.6M10.87%-66713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC345,808$14.3M2.03%+1,47413F-HRTimeline
Larson Financial Group LLC343,605$14.2M0.67%-5,39713F-HRTimeline
WPWealth LLP341,669$14.1M2.78%+20,83713F-HRTimeline
Austin Asset Management Co Inc338,165$13.9M2.9%-25,76913F-HRTimeline
PINNEY & SCOFIELD, INC.329,470$13.6M9.83%-5,12913F-HRTimeline
Navigoe, LLC326,182$13.4M11.64%+4,18113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management317,204$13.1M0.42%+9,49613F-HRTimelineGroup
Financial Synergies Wealth Advisors, In…316,132$13M1.59%+1,07013F-HRTimeline
Sandy Spring Bank307,842$12.7M0.53%-21,24513F-HRTimeline
Altiora Financial Group, LLC307,573$12.7M2.69%+5,52113F-HRTimeline
Addison Advisors LLC306,042$12.6M3.44%+8,77613F-HRTimeline
Diversified Portfolios, Inc.303,213$12.5M1.31%-1,27913F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC294,231$12.1M11.1%-17,55913F-HRTimeline
Compound Planning, Inc.290,875$12M0.55%new13F-HRTimeline
Squire Investment Management Company, L…289,974$11.9M4.98%+6,29913F-HRTimeline
Summit Wealth Group, LLC285,710$11.8M3.44%+21,62413F-HRTimeline
UBS Group AGin group UBS Group AG282,145$11.6M<0.01%+23,64513F-HRTimelineGroup
New Dimensions Wealth Management, LLC278,230$11.5M11.46%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO271,846$11.2M<0.01%+37,29613F-HRTimelineGroup
Lauterbach Financial Advisors, LLC262,352$10.8M6.74%-36613F-HRTimeline
Graves Light Lenhart Wealth, Inc.256,317$10.6M1.3%+14,11013F-HRTimeline
Confluence Wealth Services, Inc.269,725$10.4M0.66%+31,81913F-HRTimeline
MAI Capital Management246,911$10.2M0.08%+79113F-HRTimeline
Bridgewater Advisors Inc.257,301$10.1M0.88%+36313F-HRTimeline
BIP Wealth, LLC245,170$10.1M0.66%+11,55913F-HRTimeline
EP Wealth Advisors, LLC244,856$10.1M0.08%-10,44913F-HRTimeline
RTD Financial Advisors, Inc.243,848$10M1.35%-30,61813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding233,028$9.6M-65,790Timeline
Sprinkle Financial Consultants LLC228,005$9.4M5.96%-9,13613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY220,805$9.1M<0.01%+30,04313F-HRTimelineGroup
JDH Wealth Management, LLC215,014$8.86M7.6%+3,74913F-HRTimeline
Strategic Investment Solutions, Inc. /IL213,141$8.78M2.55%-51,26313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.211,648$8.72M1.69%-3,67713F-HRTimeline
Wealthspire Advisors, LLC211,065$8.7M0.05%-1,42513F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS209,450$8.63M6.83%+15,23113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.206,857$8.52M0.02%+28,24413F-HRTimelineGroup
RF&L WEALTH MANAGEMENT, LLC205,316$8.46M6.05%-3,94013F-HRTimeline
Werba Rubin Papier Wealth Management205,305$8.46M1.84%-71613F-HRTimeline
Burk Holdings LLC203,476$8.39M6.33%+19,48213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN200,531$8.26M<0.01%+8,38513F-HRTimelineGroup
Level Financial Advisors200,088$8.25M2.8%-12013F-HRTimeline
Capstone Wealth Management, LLC199,729$8.23M8.2%+1,06313F-HRTimeline
Ariadne Wealth Management, LP203,316$8.16M4.26%-1,62813F-HRTimeline
Embree Financial Group187,498$7.73M1.29%-33,95213F-HRTimeline
Peirce Capital Management, LLC185,326$7.64M3.78%-3,05013F-HRTimeline
Aegis Wealth Management LLC173,864$7.16M4.21%-1,88513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC172,511$7.11M0.26%-1,48113F-HRTimeline
TruNorth Capital Management, LLC163,977$6.76M1.68%-69713F-HRTimeline
Seneschal Advisors, LLC160,211$6.6M5.67%-46113F-HRTimeline
JFS WEALTH ADVISORS, LLC159,185$6.56M0.44%-19,88913F-HRTimeline
Versant Capital Management, Inc159,004$6.55M1.1%+5313F-HRTimeline
Colorado Capital Management, Inc.158,732$6.54M3.05%-2,26113F-HRTimeline
Wealthstream Advisors, Inc.157,147$6.48M1.21%-2,14713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS156,610$6.45M0.02%-23,11113F-HRTimeline
Woodward Financial Advisors, Inc.155,861$6.42M3.04%+2213F-HRTimeline
CarsonAllaria Wealth Management, Ltd.151,076$6.23M3.61%-52713F-HRTimeline
Cherry Tree Wealth Management, LLC149,649$6.17M1.49%+1,71813F-HRTimeline
Kondo Wealth Advisors, Inc.148,084$6.1M3.01%-1,24013F-HRTimeline
WNY Asset Management, LLC146,338$6.03M0.72%-6,29813F-HRTimeline
Shearwater Capital LLC144,613$5.96M4.19%-4213F-HR/ATimeline
EnRich Financial Partners LLC139,178$5.74M1.93%-1,59013F-HRTimeline
Abacus Wealth Partners, LLC139,080$5.73M0.86%-1,89513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC134,335$5.54M1.1%+5,09513F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS134,254$5.53M2.24%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP133,568$5.5M0.01%-2,11713F-HRTimelineGroup
Lutz Financial Services LLC132,691$5.47M0.45%-4,46413F-HRTimeline
BOK Financial Private Wealth, Inc.132,594$5.46M0.41%-1,05213F-HRTimeline
LAM GROUP, INC.130,252$5.37M3.95%-1,60213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP130,346$5.33M<0.01%+34,28213F-HR/ATimelineGroup
Gradient Capital Advisors, LLC129,346$5.33M1.74%+69513F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV127,393$5.25M1.49%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…125,781$5.18M0.28%013F-HRTimelineGroup
GEM Asset Management, LLC123,256$5.07M2.84%-2,71613F-HRTimeline
Verdence Capital Advisors LLC120,891$4.98M0.38%013F-HRTimeline
Visionary Wealth Advisors120,546$4.97M0.3%+4,08113F-HRTimeline
Total Wealth Planning, LLC120,268$4.96M0.76%-3,67813F-HRTimeline
Evensky & Katz LLC119,710$4.93M0.33%-2,04413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/119,455$4.92M<0.01%+2,47113F-HRTimelineGroup
Hemington Wealth Management117,940$4.86M0.75%-3,49413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding117,929$4.86M-1,329Timeline
Simplicity Wealth,LLC117,016$4.82M0.37%+111,44813F-HRTimeline
Annandale Capital, LLC116,238$4.79M0.9%-2,39213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…114,368$4.71M<0.01%+11,59913F-HRTimelineGroup
Cambridge Investment Research Advisors,…113,729$4.69M0.02%-4,27713F-HRTimeline
Intelligent Financial Strategies113,433$4.67M2.44%-1,65013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…110,031$4.53M0.04%-1,15413F-HRTimelineGroup
SwitchPoint Financial Planning, LLC108,690$4.48M4.25%+20113F-HRTimeline
FMB WEALTH MANAGEMENT105,775$4.36M2.41%013F-HRTimeline
Yeomans Consulting Group, Inc.102,289$4.22M1.63%+3,12113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC102,100$4.21M<0.01%+34,44113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA102,072$4.21M<0.01%+1,86313F-HR/ATimelineGroup
Trace Wealth Advisors, LLC100,674$4.15M3.7%+1,68213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…99,820$4.11M0.01%+1,89013F-HRTimelineGroup
Vannoy Advisory Group, Inc.99,769$4.11M3.05%+28313F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC98,273$4.05M2.54%-24113F-HRTimeline
Investment Advisory Group, LLC98,192$4.05M1.35%013F-HRTimeline
Pacific Asset Management, LLC97,483$4.02M3.6%-20513F-HRTimeline
TIAAgroup of 2 filers holding96,937$3.99M-44Timeline
Summit Financial Strategies, Inc.96,577$3.98M0.4%-1,35013F-HRTimeline
Cresset Asset Management, LLC96,375$3.97M0.02%-4,03813F-HRTimeline
AG Asset Advisory, LLC95,502$3.94M4.04%+5,15913F-HRTimeline
CFS Investment Advisory Services, LLC95,474$3.93M0.35%-6,25113F-HRTimeline
PFG Advisors93,632$3.86M0.22%+6,44013F-HRTimeline
M Holdings Securities, Inc.90,759$3.74M0.62%-5,11213F-HRTimeline