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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
MERCER GLOBAL ADVISORS INC /ADV38,135,706$1.7B2.84%+2,035,83813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding18,460,544$825M+556,537Timeline
Savant Capital, LLCin group Savant Capital, LLC15,995,409$715M4.34%-296,97913F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP6,585,782$294M0.46%-1,668,89113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,957,271$266M0.03%-131,36713F-HRTimelineGroup
Plancorp, LLC5,836,699$261M8.18%-169,55113F-HRTimeline
Index Fund Advisors, Inc.5,827,280$260M12.63%+560,08113F-HRTimeline
Creative Planningin group Creative Planning5,128,384$229M0.18%-123,16113F-HRTimelineGroup
HighTower Advisors, LLC4,557,544$204M0.23%-31,17413F-HRTimeline
TCI Wealth Advisors, Inc.3,041,107$136M8.11%+299,15913F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,881,660$129M2.59%+151,50313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,784,461$125M0.19%-55,80413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,513,989$112M0.18%-116,83713F-HRTimelineGroup
Modera Wealth Management, LLC2,241,492$100M1.16%-32,29813F-HRTimeline
MASECO LLP2,036,965$91.1M4.41%-41,88113F-HRTimeline
Truepoint, Inc.1,983,157$88.6M2.06%-27,05613F-HRTimeline
Trust Co of the South1,771,785$79.2M13.14%-12,84213F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,688,611$76M7.71%-26,82713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,392,063$62.2M0.02%+70,31913F-HRTimelineGroup
LPL Financial LLC1,336,043$59.7M0.02%-4,42813F-HRTimeline
Evanson Asset Management, LLC1,317,812$58.9M3.32%-6,42513F-HRTimeline
CHOREO, LLC1,310,816$58.6M0.76%-84,91813F-HRTimeline
Foster Group, Inc.1,301,273$58.2M1.83%-31,68613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,297,580$58M0.22%-119,16013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC1,280,572$57.2M4.06%-17,98213F-HRTimeline
Beacon Pointe Advisors, LLC1,216,153$54.3M0.46%-158,56713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,200,838$53.7M0.73%-5,54413F-HRTimelineGroup
Willow Creek Wealth Management Inc.1,080,534$48.3M3.98%-4,53913F-HRTimeline
SACHEM HILL LLC1,046,138$46.8M9.35%-23,63413F-HRTimeline
Root Financial Partners, LLC1,005,619$44.9M2.77%+51,44713F-HRTimeline
Team Hewins, LLC986,089$44.1M14.88%-69,77513F-HRTimeline
Porter White Investment Advisors, Inc.964,880$43.1M18.51%+10,71113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC951,740$42.5M4.3%+158,97213F-HRTimeline
Triune Financial Partners, LLC941,843$42.1M10.6%+31,92813F-HRTimeline
TFC Financial Management, Inc.931,429$41.6M5.33%-9,59013F-HRTimeline
Parkwoods Wealth Partners, LLC924,248$41.3M14.09%+232,05213F-HRTimeline
Heritage Investment Group, Inc.919,965$41.1M6.58%-16,39013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding878,084$39.2M-31,028,795Timeline
Wescott Financial Advisory Group, LLC849,891$38M3.41%+2,98713F-HRTimeline
SAX WEALTH ADVISORS, LLC832,056$37.2M2%+4,75213F-HRTimeline
Apella Capital, LLC821,903$36.3M0.81%-11,26913F-HRTimeline
Planning Center, Inc.798,856$35.7M3.75%+1,77513F-HRTimeline
KEB ASSET MANAGEMENT, LLC793,705$35.5M7.96%+4,39513F-HRTimeline
Timonier Family Office, LTD.788,770$35.3M11.55%+35,54613F-HRTimeline
Disciplined Equity Management, Inc.772,762$34.5M18.79%+25,89613F-HRTimeline
DIXON FNANCIAL SERVICES, INC.764,905$34.2M15.57%-6,37713F-HRTimeline
Tillman Hartley LLC747,890$33.4M8.65%-11,20613F-HRTimeline
CARDIFF PARK ADVISORS, LLC742,223$33.2M2.55%-4,07213F-HRTimeline
Allworth Financial LP725,131$32.4M0.14%-1,00613F-HRTimeline
ASPIRIANT, LLC725,093$32.4M0.99%+4,48013F-HRTimeline
Wealth Architects, LLC714,006$31.9M3.01%-17,23513F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska713,540$31.9M3.8%-18313F-HRTimelineGroup
McMill Wealth Management713,540$31.9M9.09%new13F-HRTimeline
Integrated Wealth Concepts LLC713,055$31.9M0.28%+5,49913F-HRTimeline
Mariner, LLCin group Mariner, LLC708,329$31.7M0.04%-5,16413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC703,555$31.4M0.04%-24,51613F-HRTimeline
Heritage Wealth Management, Inc./Texas678,866$30.3M13.38%+5,50513F-HRTimeline
McLean Asset Management Corp633,102$28.5M5.88%-41,53313F-HRTimeline
Symmetry Partners, LLC628,491$28.1M3.06%-17,17413F-HRTimeline
RW Investment Management LLC615,583$27.5M2.84%-579,82013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP598,833$26.8M0.55%+6,37113F-HRTimeline
ShankerValleau Wealth Advisors, Inc.588,752$26.3M6.75%+99413F-HRTimeline
Premier Financial Group588,137$26.1M6.99%-1,81913F-HRTimeline
Meritas Wealth Management, LLC579,141$25.9M12.82%-10,08313F-HRTimeline
MATHER GROUP, LLC.571,643$25.5M0.26%-19,26013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC565,076$25.3M2.98%-6,96813F-HRTimeline
TFO Wealth Partners, LLC554,729$24.8M4.04%+5,69213F-HRTimeline
LRI Investments, LLC547,891$24.5M2%-1,95213F-HRTimeline
WPWealth LLP536,318$24M3.92%+52,13813F-HRTimeline
WorthPointe, LLC534,861$23.9M8.96%-62013F-HRTimeline
EARNED WEALTH ADVISORS, LLC533,531$23.8M3.93%-9,67913F-HRTimeline
1900 WEALTH MANAGEMENT LLC520,638$23.3M1.58%-8,49613F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC505,967$22.6M9.7%-2,46913F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC504,001$22.5M17.77%+23,70513F-HRTimeline
American Investment Services, Inc.484,639$21.7M5.2%-12,78613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP474,597$21.2M0.02%+3,11513F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.470,667$20.9M2.37%-1,52613F-HRTimeline
LEGACY FINANCIAL GROUP, INC.462,483$20.7M5.67%+7,87513F-HRTimeline
RS CRUM INC.458,057$20.5M4.55%+11,78213F-HRTimeline
Kooman & Associates456,957$20.4M6.3%+18,93713F-HRTimeline
Sequoia Financial Advisors, LLC455,979$20.4M0.12%+67,50613F-HRTimeline
Factor Wealth Management LTD455,670$20.4M5.09%-17,71213F-HRTimeline
BAKER BOYER NATIONAL BANK452,214$20.2M6.71%-1,99913F-HRTimeline
Farther Finance Advisors, LLC448,606$20M0.3%+27,03013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC429,405$19.2M8.1%-24,02513F-HRTimeline
Financial Engines Advisors L.L.C.416,741$18.6M0.04%+1,93913F-HRTimeline
Prudent Man Investment Management, Inc.451,218$18.5M10.25%013F-HRTimeline
Grunden Financial Advisory, Inc.395,758$17.7M7.19%+16,83313F-HRTimeline
Cetera Investment Advisers392,716$17.6M0.02%+30,61313F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC391,554$17.5M5.86%-29,89413F-HRTimeline
Dynamic Advisor Solutions LLC379,065$16.9M0.49%+2,98313F-HRTimeline
CLARIS ADVISORS, LLC / MO /393,977$16.7M5.79%013F-HRTimeline
PBMares Wealth Management LLC358,429$16M2.6%-6,03313F-HRTimeline
Pillar Financial Advisors, LLC351,401$15.7M9.86%-2,36713F-HRTimeline
Ruedi Wealth Management, Inc.350,596$15.7M4.39%-2,19213F-HRTimeline
UBS Group AGin group UBS Group AG348,557$15.6M<0.01%+20,35313F-HRTimelineGroup
OneDigital Investment Advisors LLC341,801$15.3M0.16%-6,21613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC341,792$15.2M1.79%-26013F-HRTimeline
Austin Asset Management Co Inc332,657$14.9M2.71%-5,73313F-HRTimeline
Confluence Wealth Services, Inc.331,486$14.8M0.73%+25,34513F-HRTimeline
Navigoe, LLC327,159$14.6M9.33%+12,82113F-HRTimeline
Larson Financial Group LLC326,739$14.6M0.51%-6,28713F-HRTimeline
PINNEY & SCOFIELD, INC.325,421$14.5M9.03%-1,83413F-HRTimeline
Financial Synergies Wealth Advisors, In…321,384$14.4M1.45%+4,15413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management315,003$14.1M0.48%-3,18913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO314,461$14.1M<0.01%+73,31713F-HR/ATimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp310,740$13.9M0.26%+1,35013F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC310,665$13.9M3.14%+286,94813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC310,473$13.9M0.01%+133,17113F-HRTimelineGroup
ANDREWS, LUCIA WEALTH MANAGEMENT LLC303,328$13.6M8.17%-6,79813F-HRTimeline
Diversified Portfolios, Inc.300,840$13.4M1.19%-2,22913F-HRTimeline
Graves Light Lenhart Wealth, Inc.294,215$13.1M1.46%+21,97913F-HRTimeline
Altiora Financial Group, LLC293,499$13.1M2.4%-9,94013F-HRTimeline
Summit Wealth Group, LLC293,034$13.1M3.17%+12,42613F-HRTimeline
Savvy Advisors, Inc.292,722$13.1M0.6%new13F-HRTimeline
Sterling Wealth Management, Inc.291,231$13M3.95%-8,02413F-HRTimeline
Squire Investment Management Company, L…286,555$12.8M4.17%+5,74513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.287,149$12.8M0.02%+31,03113F-HRTimelineGroup
New Dimensions Wealth Management, LLC284,232$12.7M11.13%+4,55313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY279,843$12.5M<0.01%+13,28813F-HR/ATimelineGroup
BIP Wealth, LLC278,873$12.5M0.62%+22,88613F-HRTimeline
Addison Advisors LLC270,523$12.1M2.8%-7,96613F-HRTimeline
Lauterbach Financial Advisors, LLC260,697$11.7M5.86%-86213F-HRTimeline
Bridgewater Advisors Inc.258,319$11.5M0.8%+83513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC246,642$11M0.05%-10,22313F-HRTimelineGroup
VESTIA PERSONAL WEALTH ADVISORS243,449$10.9M6.31%+10,08213F-HRTimeline
Investmark Advisory Group LLC238,673$10.7M4.63%-231,85613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN233,383$10.4M<0.01%+16,47513F-HRTimelineGroup
RTD Financial Advisors, Inc.230,438$10.3M1.24%-11,09713F-HRTimeline
Compound Planning, Inc.228,068$10.2M0.33%-15,97613F-HRTimeline
JDH Wealth Management, LLC225,483$10.1M7.15%-2,28713F-HRTimeline
MAI Capital Management221,644$9.91M0.06%+1,00513F-HRTimeline
Capstone Wealth Management, LLC214,913$9.6M7.39%+4,50113F-HRTimeline
Burk Holdings LLC211,669$9.46M5.05%+8,03313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.209,997$9.38M1.43%-15813F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC207,556$9.28M5.44%+1,56013F-HRTimeline
Versant Capital Management, Inc206,155$9.21M1.25%-2,37213F-HRTimeline
Wealthspire Advisors, LLC204,098$9.12M0.05%-2,09013F-HRTimeline
Level Financial Advisors197,843$8.84M2.49%-1,84813F-HRTimeline
Peirce Capital Management, LLC195,635$8.74M3.63%+9,08213F-HRTimeline
Werba Rubin Papier Wealth Management187,068$8.36M1.35%-41713F-HRTimeline
Financial Harvest, LLC180,953$8.09M5.45%-4,65013F-HRTimeline
Strathmore Capital Advisors, Inc.174,741$7.81M3.2%-2,70213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…170,685$7.63M0.3%-2,98713F-HRTimelineGroup
Sprinkle Financial Consultants LLC169,783$7.59M4.24%+16113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP168,242$7.51M0.01%+21,54813F-HRTimelineGroup
Visionary Wealth Advisors167,671$7.49M0.35%+41,96713F-HRTimeline
Ariadne Wealth Management, LP163,838$7.4M3.32%-3,01113F-HRTimeline
Seneschal Advisors, LLC164,756$7.36M5.34%+3,28013F-HRTimeline
Aegis Wealth Management LLC163,952$7.33M3.92%-9,91213F-HRTimeline
TruNorth Capital Management, LLC163,506$7.31M1.45%-22913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC160,899$7.19M0.23%-75713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/159,368$7.12M<0.01%+85313F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA159,206$7.12M<0.01%+59,00313F-HRTimelineGroup
Woodward Financial Advisors, Inc.155,913$6.97M2.66%+2513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP153,603$6.86M0.01%+19,02713F-HRTimelineGroup
Quantinno Capital Management LP153,580$6.86M0.02%+84,25913F-HRTimeline
Wealthstream Advisors, Inc.153,470$6.86M1.04%-3,58813F-HRTimeline
JFS WEALTH ADVISORS, LLC150,930$6.75M0.39%-40813F-HRTimeline
Kondo Wealth Advisors, Inc.146,284$6.54M2.64%-3,14213F-HRTimeline
Strategic Investment Solutions, Inc. /IL145,726$6.51M1.72%-21,98613F-HRTimeline
CarsonAllaria Wealth Management, Ltd.143,825$6.43M3.34%-7,09813F-HRTimeline
Cherry Tree Wealth Management, LLC142,683$6.38M1.4%-6,88213F-HRTimeline
Shearwater Capital LLC141,244$6.31M3.75%-3,36913F-HRTimeline
WNY Asset Management, LLC140,154$6.26M0.6%-1,86313F-HRTimeline
EnRich Financial Partners LLC135,337$6.05M1.72%-1,15213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC135,319$6.05M1%-3,01113F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS134,254$6M1.87%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS133,296$5.96M0.01%-23,61313F-HRTimeline
Gradient Capital Advisors, LLC132,726$5.93M1.59%-88713F-HRTimeline
Colorado Capital Management, Inc.132,093$5.9M2.28%-42813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding131,532$5.88M-4,162Timeline
LAM GROUP, INC.130,272$5.82M3.61%+513F-HRTimeline
Lutz Financial Services LLC127,966$5.72M0.41%-2,72213F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV127,393$5.69M1.28%013F-HRTimeline
Abacus Wealth Partners, LLC127,324$5.69M0.82%-6213F-HRTimeline
BOK Financial Private Wealth, Inc.124,354$5.56M0.35%-8,21013F-HRTimeline
GEM Asset Management, LLC123,085$5.52M2.62%+24513F-HRTimeline
Embree Financial Group121,015$5.41M0.73%-26,40113F-HRTimeline
Weinberger Asset Management, Inc118,536$5.3M1.92%+19,12113F-HRTimeline
Cambridge Investment Research Advisors,…117,031$5.23M0.01%+3,95813F-HRTimeline
Simplicity Wealth,LLC116,756$5.22M0.3%-118,14213F-HRTimeline
Verdence Capital Advisors LLC115,091$5.22M0.3%-5,80013F-HRTimeline
Evensky & Katz LLC116,343$5.2M0.3%-93613F-HRTimeline
PFG Advisors115,681$5.17M0.21%+15,53713F-HRTimeline
Hemington Wealth Management115,604$5.17M0.67%-2,33613F-HRTimeline
Total Wealth Planning, LLC113,917$5.09M0.59%-2,37513F-HRTimeline
Yeomans Consulting Group, Inc.109,164$4.88M1.69%+2,89513F-HRTimeline
Intelligent Financial Strategies107,939$4.82M2.35%-2,84913F-HRTimeline
FMB WEALTH MANAGEMENT107,000$4.78M2.03%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…106,288$4.75M0.03%-40813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…106,147$4.74M<0.01%-2,13013F-HRTimelineGroup
TIAAgroup of 2 filers holding104,851$4.69M+6,562Timeline
SwitchPoint Financial Planning, LLC103,319$4.62M3.34%+21913F-HRTimeline
FMR LLCin group FMR LLC101,180$4.52M<0.01%+11,57413F-HRTimelineGroup
Trace Wealth Advisors, LLC101,158$4.52M3.38%013F-HRTimeline
Vannoy Advisory Group, Inc.100,090$4.47M2.92%-62913F-HRTimeline
Investment Advisory Group, LLC98,192$4.39M1.19%013F-HRTimeline
Summit Financial Strategies, Inc.96,558$4.32M0.37%013F-HRTimeline
Pacific Asset Management, LLC92,102$4.12M2.79%+8913F-HRTimeline