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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
MERCER GLOBAL ADVISORS INC /ADV36,099,868$1.53B3.43%+1,867,25113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding31,906,879$1.35B+1,276,715Timeline
Focus Partners Wealthgroup of 2 filers holding17,904,007$757M-1,624,939Timeline
Savant Capital, LLCin group Savant Capital, LLC16,292,388$689M4.95%-568,92813F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP8,254,673$349M0.46%-2,275,67313F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,088,638$257M0.04%-47,51813F-HRTimelineGroup
Plancorp, LLC6,006,250$254M8.8%-322,14813F-HRTimeline
Index Fund Advisors, Inc.5,267,199$223M12.5%-141,95013F-HRTimeline
Creative Planningin group Creative Planning5,251,545$222M0.19%-44,26613F-HRTimelineGroup
HighTower Advisors, LLC4,588,718$194M0.24%-184,73913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,840,265$123M0.2%+1,49413F-HRTimeline
TCI Wealth Advisors, Inc.2,741,948$116M7.95%+266,15213F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,730,157$115M2.61%-31,87713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,630,826$111M0.2%+212,37913F-HRTimelineGroup
Modera Wealth Management, LLC2,273,790$96.1M1.19%-35,87813F-HRTimeline
MASECO LLP2,078,846$87.9M3.34%13F-HRTimeline
Truepoint, Inc.2,010,213$85M2.12%+177,03113F-HRTimeline
Trust Co of the South1,784,627$75.5M13.4%-13,77313F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,715,438$73.5M8.42%-5,27513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,416,740$59.9M0.24%-25,44213F-HRTimelineGroup
CHOREO, LLC1,395,734$59M0.82%-197,03413F-HRTimeline
Beacon Pointe Advisors, LLC1,374,720$58.1M0.61%+9,21413F-HRTimeline
LPL Financial LLC1,340,471$56.7M0.02%+9,49013F-HRTimeline
Foster Group, Inc.1,332,959$56.4M1.93%-4,80413F-HRTimeline
Evanson Asset Management, LLC1,324,237$56M3.48%+13,31513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,321,744$55.9M0.02%+1,17913F-HRTimelineGroup
Beaird Harris Wealth Management, LLC1,298,554$54.9M4.25%+14,49413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,206,382$51M0.78%-8,41213F-HRTimelineGroup
RW Investment Management LLC1,195,403$50.5M5.63%-3,80013F-HRTimeline
Willow Creek Wealth Management Inc.1,085,073$45.9M4.13%-10,88813F-HRTimeline
SACHEM HILL LLC1,069,772$45.2M9.23%-14,42713F-HRTimeline
Team Hewins, LLC1,055,864$44.6M16.1%-19,59913F-HRTimeline
Root Financial Partners, LLC954,172$40.3M3.9%-406,70713F-HRTimeline
Porter White Investment Advisors, Inc.954,169$40.3M18.79%-4,13613F-HRTimeline
TFC Financial Management, Inc.941,019$39.8M5.45%-1,22313F-HRTimeline
Heritage Investment Group, Inc.936,355$39.6M6.82%-10,37313F-HRTimeline
Triune Financial Partners, LLC909,915$38.5M10.59%-8,50213F-HRTimeline
Wescott Financial Advisory Group, LLC846,904$35.8M3.43%-2,88813F-HRTimeline
Apella Capital, LLC833,172$35.6M0.96%+347,71413F-HRTimeline
SAX WEALTH ADVISORS, LLC827,304$35M2.11%-25,28813F-HRTimeline
Planning Center, Inc.797,081$33.7M3.73%+25,99413F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC792,768$33.5M4.13%+134,90013F-HRTimeline
KEB ASSET MANAGEMENT, LLC789,310$33.4M8.31%-32,20513F-HRTimeline
DIXON FNANCIAL SERVICES, INC.771,282$32.6M16.47%-3,89713F-HRTimeline
Tillman Hartley LLC759,096$32.1M9.07%-89,49213F-HRTimeline
Efficient Frontier Advisors LLC757,534$32M20.33%-45,86513F-HRTimeline
Timonier Family Office, LTD.753,224$31.8M11.91%+29,04713F-HRTimeline
Disciplined Equity Management, Inc.746,866$31.6M18.54%+65,00013F-HRTimeline
CARDIFF PARK ADVISORS, LLC746,295$31.6M2.73%+79513F-HRTimeline
Wealth Architects, LLC731,241$30.9M3.14%+18,32013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC728,071$30.8M0.04%-16,91413F-HRTimeline
Allworth Financial LP726,137$30.7M0.15%-2,04313F-HRTimeline
ASPIRIANT, LLC720,613$30.5M0.97%+18,11813F-HRTimeline
Mariner, LLCin group Mariner, LLC713,493$30.2M0.04%+186,51413F-HRTimelineGroup
Wealth Management Nebraskain group Wealth Management Nebraska713,723$30.1M4.07%+1,72413F-HRTimelineGroup
Integrated Wealth Concepts LLC707,556$29.9M0.3%+6,27213F-HRTimeline
Parkwoods Wealth Partners, LLC692,196$29.3M16.89%+14,80813F-HRTimeline
McLean Asset Management Corp674,635$29M7.61%-10,47413F-HRTimeline
Heritage Wealth Management, Inc./Texas673,361$28.5M14.15%-54,78413F-HRTimeline
Symmetry Partners, LLC645,665$27.3M3.36%-31,74313F-HRTimeline
Premier Financial Group589,956$25.4M7.05%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP592,462$25M0.55%+5,00113F-HRTimeline
MATHER GROUP, LLC.590,903$25M0.27%-32,03413F-HRTimeline
Meritas Wealth Management, LLC589,224$24.9M13.69%-10,15413F-HRTimeline
ShankerValleau Wealth Advisors, Inc.587,758$24.9M7.09%+5,36713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC572,044$24.2M3.06%-14,72113F-HRTimeline
LRI Investments, LLC549,843$23.2M1.97%+19,73313F-HRTimeline
TFO Wealth Partners, LLC549,037$23.2M4.09%+86213F-HRTimeline
EARNED WEALTH ADVISORS, LLC543,210$23M4.5%+6,73913F-HRTimeline
WorthPointe, LLC535,481$22.6M9.52%+1,40013F-HRTimeline
1900 WEALTH MANAGEMENT LLC529,134$22.4M1.69%-13,42813F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC508,436$21.5M9.82%-10,65313F-HRTimeline
American Investment Services, Inc.497,425$21M5.37%-353,25913F-HRTimeline
WPWealth LLP484,180$20.5M3.69%+142,51113F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC480,296$20.3M17.53%+24,61913F-HRTimeline
Factor Wealth Management LTD473,382$20M5.48%+22,12613F-HRTimeline
DiNuzzo Private Wealth, Inc.472,193$20M2.37%-6,94613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP471,482$19.9M0.02%+15,94913F-HRTimelineGroup
Investmark Advisory Group LLC470,529$19.9M9.32%-35,78713F-HRTimeline
LEGACY FINANCIAL GROUP, INC.454,608$19.2M5.68%+5,02913F-HRTimeline
BAKER BOYER NATIONAL BANK454,213$19.2M6.62%-13,20913F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC453,430$19.2M8.6%+2,83513F-HRTimeline
RS CRUM INC.446,275$18.9M4.52%+27,09813F-HRTimeline
Kooman & Associates438,020$18.5M6.26%+2,95613F-HRTimeline
Prudent Man Investment Management, Inc.451,218$18.5M10.25%-80013F-HRTimeline
Farther Finance Advisors, LLC421,576$17.8M0.36%-4,84113F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC421,448$17.8M6.33%-57,73113F-HRTimeline
Financial Engines Advisors L.L.C.414,802$17.5M0.04%-220,71113F-HRTimeline
CLARIS ADVISORS, LLC / MO /393,977$16.7M5.8%-32,40813F-HRTimeline
Sequoia Financial Advisors, LLC388,473$16.4M0.11%-15,93313F-HRTimeline
Grunden Financial Advisory, Inc.378,925$16M7.07%-4,92913F-HRTimeline
Dynamic Advisor Solutions LLC376,082$15.9M0.49%+1,91413F-HRTimeline
PBMares Wealth Management LLC364,462$15.4M2.82%+4,34313F-HRTimeline
Cetera Investment Advisers362,103$15.3M0.03%-11,71513F-HRTimeline
Pillar Financial Advisors, LLC353,768$15M10.33%-27913F-HRTimeline
Ruedi Wealth Management, Inc.352,788$14.9M4.42%-1,88213F-HRTimeline
OneDigital Investment Advisors LLC348,017$14.7M0.16%-12,56113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC342,052$14.5M1.84%-3,75613F-HRTimeline
Austin Asset Management Co Inc338,390$14.3M2.79%+22513F-HRTimeline
Larson Financial Group LLC333,026$14.1M0.57%-10,57913F-HRTimeline
UBS Group AGin group UBS Group AG328,204$13.9M<0.01%+46,05913F-HRTimelineGroup
PINNEY & SCOFIELD, INC.327,255$13.8M9.37%-2,21513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management318,192$13.5M0.48%+98813F-HRTimelineGroup
Financial Synergies Wealth Advisors, In…317,230$13.4M1.46%+1,09813F-HRTimeline
Navigoe, LLC314,338$13.3M10.03%-11,84413F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC310,126$13.1M8.52%-61,43013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp309,390$13.1M0.3%new13F-HRTimelineGroup
Confluence Wealth Services, Inc.306,141$12.9M0.71%+36,41613F-HRTimeline
Altiora Financial Group, LLC303,439$12.8M2.51%-4,13413F-HRTimeline
Diversified Portfolios, Inc.303,069$12.8M1.22%-14413F-HRTimeline
Sterling Wealth Management, Inc.299,255$12.7M4.31%13F-HRTimeline
EP Wealth Advisors, LLC288,112$12.2M0.08%+43,25613F-HRTimeline
New Dimensions Wealth Management, LLC279,679$11.9M10.9%+1,44913F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC281,152$11.9M11.06%-13,07913F-HRTimeline
Squire Investment Management Company, L…280,810$11.9M4.38%-9,16413F-HRTimeline
Summit Wealth Group, LLC280,608$11.9M3.05%-5,10213F-HRTimeline
Addison Advisors LLC278,489$11.8M2.94%-27,55313F-HRTimeline
Graves Light Lenhart Wealth, Inc.272,236$11.5M1.37%+15,91913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY266,555$11.3M<0.01%+45,75013F-HRTimelineGroup
Bridgewater Advisors Inc.257,484$11.1M0.85%+18313F-HRTimeline
Lauterbach Financial Advisors, LLC261,559$11.1M6.08%-79313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC256,865$10.9M0.05%+23,83713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.256,118$10.8M0.02%+49,26113F-HR/ATimelineGroup
BIP Wealth, LLC255,987$10.8M0.67%+10,81713F-HRTimeline
Compound Planning, Inc.244,044$10.3M0.39%-46,83113F-HRTimeline
RTD Financial Advisors, Inc.241,535$10.2M1.31%-2,31313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO241,144$10.2M<0.01%-30,70213F-HRTimelineGroup
Simplicity Wealth,LLC234,898$9.93M0.41%+117,88213F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS233,367$9.87M6.76%+23,91713F-HRTimeline
JDH Wealth Management, LLC227,770$9.63M7.37%+12,75613F-HRTimeline
MAI Capital Management220,639$9.33M0.06%-26,27213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN216,908$9.17M<0.01%+16,37713F-HRTimelineGroup
Capstone Wealth Management, LLC210,412$8.9M7.8%+10,68313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.210,155$8.89M1.52%-1,49313F-HRTimeline
Versant Capital Management, Inc208,527$8.82M1.34%+49,52313F-HRTimeline
Wealthspire Advisors, LLC206,188$8.72M0.05%-4,87713F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC205,996$8.71M5.61%+68013F-HRTimeline
Burk Holdings LLC203,636$8.61M5.39%+16013F-HRTimeline
VSM Wealth Advisory, LLC203,074$8.6M2.84%+202,07413F-HRTimeline
Level Financial Advisors199,691$8.44M2.63%-39713F-HRTimeline
M Holdings Securities, Inc.193,132$8.15M1.4%+102,37313F-HRTimeline
Werba Rubin Papier Wealth Management187,485$7.93M1.49%-17,82013F-HRTimeline
Peirce Capital Management, LLC186,553$7.89M3.5%+1,22713F-HRTimeline
Financial Harvest, LLC185,603$7.85M5.87%new13F-HRTimeline
Strathmore Capital Advisors, Inc.177,443$7.61M3.37%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC177,302$7.5M0.01%+75,20213F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…173,672$7.34M0.33%+47,89113F-HRTimelineGroup
Ariadne Wealth Management, LP166,849$7.28M3.48%-36,46713F-HRTimeline
Sprinkle Financial Consultants LLC169,622$7.17M4.38%-58,38313F-HRTimeline
Aegis Wealth Management LLC173,864$7.16M4.3%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL167,712$7.09M2.14%-45,42913F-HRTimeline
TruNorth Capital Management, LLC163,735$6.92M1.54%-24213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC161,656$6.83M0.24%-10,85513F-HRTimeline
Seneschal Advisors, LLC161,476$6.83M5.38%+1,26513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/158,515$6.7M<0.01%+39,06013F-HRTimelineGroup
Wealthstream Advisors, Inc.157,058$6.64M1.1%-8913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS156,909$6.63M0.01%+29913F-HRTimeline
Woodward Financial Advisors, Inc.155,888$6.59M2.71%+2713F-HRTimeline
JFS WEALTH ADVISORS, LLC151,338$6.4M0.41%-7,84713F-HRTimeline
Kondo Wealth Advisors, Inc.149,426$6.4M2.82%+1,34213F-HRTimeline
CarsonAllaria Wealth Management, Ltd.150,923$6.38M3.42%-15313F-HRTimeline
Cherry Tree Wealth Management, LLC149,565$6.32M1.47%-8413F-HRTimeline
Embree Financial Group147,416$6.23M0.94%-40,08213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP146,694$6.18M<0.01%+16,34813F-HRTimelineGroup
Shearwater Capital LLC144,613$6.11M3.85%013F-HRTimeline
WNY Asset Management, LLC142,017$6M0.66%-4,32113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC138,330$5.85M1.06%+3,99513F-HRTimeline
EnRich Financial Partners LLC136,489$5.77M1.77%-2,68913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding135,694$5.74M+17,765Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP134,576$5.69M0.01%+1,00813F-HRTimelineGroup
FIRST NATIONAL BANK SIOUX FALLS134,254$5.68M2.08%013F-HRTimeline
Gradient Capital Advisors, LLC133,613$5.65M1.67%+4,26713F-HRTimeline
BOK Financial Private Wealth, Inc.132,564$5.6M0.37%-3013F-HRTimeline
Colorado Capital Management, Inc.132,521$5.6M2.4%-26,21113F-HRTimeline
Lutz Financial Services LLC130,688$5.53M0.43%-2,00313F-HRTimeline
LAM GROUP, INC.130,267$5.51M3.68%+1513F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV127,393$5.39M1.33%013F-HRTimeline
Abacus Wealth Partners, LLC127,386$5.39M0.82%-11,69413F-HRTimeline
Visionary Wealth Advisors125,704$5.31M0.27%+5,15813F-HRTimeline
GEM Asset Management, LLC122,840$5.24M2.69%-41613F-HRTimeline
Verdence Capital Advisors LLC120,891$5.11M0.35%013F-HRTimeline
Annandale Capital, LLC118,214$5M0.92%+1,97613F-HRTimeline
Hemington Wealth Management117,940$4.99M0.72%013F-HRTimeline
Evensky & Katz LLC117,279$4.96M0.3%-2,43113F-HRTimeline
Total Wealth Planning, LLC116,292$4.92M0.62%-3,97613F-HRTimeline
Cambridge Investment Research Advisors,…113,073$4.78M0.01%-65613F-HRTimeline
Intelligent Financial Strategies110,788$4.68M2.49%-2,64513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…108,277$4.58M<0.01%-6,09113F-HRTimelineGroup
Yeomans Consulting Group, Inc.106,269$4.55M1.88%+3,98013F-HRTimeline
FMB WEALTH MANAGEMENT107,000$4.52M2.15%+1,22513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…106,696$4.51M0.04%-3,33513F-HRTimelineGroup
SwitchPoint Financial Planning, LLC103,100$4.36M3.57%-5,59013F-HRTimeline
Trace Wealth Advisors, LLC101,158$4.28M3.49%+48413F-HRTimeline
Vannoy Advisory Group, Inc.100,719$4.26M2.94%+95013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA100,203$4.24M<0.01%-1,86913F-HR/ATimelineGroup
PFG Advisors100,144$4.23M0.2%+6,51213F-HRTimeline
Weinberger Asset Management, Inc99,415$4.2M1.62%+12,45713F-HRTimeline
TIAAgroup of 2 filers holding98,289$4.16M+1,352Timeline
Investment Advisory Group, LLC98,192$4.15M1.26%013F-HRTimeline
AG Asset Advisory, LLC98,134$4.15M3.61%+2,63213F-HRTimeline