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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

736 managers (741 13F filers) reported a position in DFUV shares at 2025-12-31, 222,653,238 shares in all. 35 filers opened a position and 23 filers sold out during the quarter.

Managers
736
13F filers
741
New
35
Added
216
Reduced
235
Sold out
23
Shares held by filers
222,653,238

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MERCER GLOBAL ADVISORS INC /ADV39,863,226$1.86B2.83%+1,727,52013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding19,404,209$904M+943,665Timeline
Savant Capital, LLCin group Savant Capital, LLC15,777,842$735M4.18%-217,56713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP9,951,259$464M0.63%+3,365,47713F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,885,246$274M0.03%-72,02513F-HRTimelineGroup
Index Fund Advisors, Inc.5,733,670$267M12.54%-93,61013F-HRTimeline
Plancorp, LLC5,720,442$267M8.06%-116,25713F-HRTimeline
Creative Planningin group Creative Planning5,039,285$235M0.17%-89,09913F-HRTimelineGroup
HighTower Advisors, LLC4,531,643$211M0.23%-25,90113F-HRTimeline
TCI Wealth Advisors, Inc.3,319,491$155M8.53%+278,38413F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,058,248$142M2.56%+176,58813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,702,280$130M0.18%-82,18113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,476,371$115M0.17%-37,61813F-HRTimelineGroup
Modera Wealth Management, LLC2,194,706$102M1.18%-46,78613F-HRTimeline
MASECO LLP2,032,404$94.7M4.12%-4,56113F-HRTimeline
Truepoint, Inc.1,966,611$91.6M2.06%-16,54613F-HRTimeline
Trust Co of the South1,762,073$82.1M13.2%-9,71213F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,690,520$81.5M7.7%+1,90913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,365,295$63.6M0.02%-26,76813F-HRTimelineGroup
LPL Financial LLC1,355,344$63.1M0.02%+19,30113F-HRTimeline
Evanson Asset Management, LLC1,333,124$62.1M3.35%+15,31213F-HRTimeline
Beacon Pointe Advisors, LLC1,319,434$61.5M0.43%+103,28113F-HRTimeline
CHOREO, LLC1,301,006$61.1M0.78%-9,81013F-HRTimeline
Foster Group, Inc.1,281,493$59.7M1.8%-19,78013F-HRTimeline
Beaird Harris Wealth Management, LLC1,269,014$59.1M4.07%-11,55813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,235,981$57.6M0.22%-61,59913F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP1,190,941$55.5M0.72%-9,89713F-HRTimelineGroup
SACHEM HILL LLC1,064,945$49.6M9.64%+18,80713F-HRTimeline
Triune Financial Partners, LLC947,622$46.3M10.82%+5,77913F-HRTimeline
Porter White Investment Advisors, Inc.973,576$45.4M18.6%+8,69613F-HRTimeline
Team Hewins, LLC971,148$45.2M14.58%-14,94113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC968,443$45.1M4.43%+16,70313F-HRTimeline
Parkwoods Wealth Partners, LLC942,335$43.9M12.92%+18,08713F-HRTimeline
TFC Financial Management, Inc.917,022$42.7M5.36%-14,40713F-HRTimeline
Heritage Investment Group, Inc.870,598$40.6M6.17%-49,36713F-HRTimeline
Guardian Wealth Management, LLC855,118$39.8M12.63%13F-HRTimeline
Smartleaf Asset Management LLC826,929$38.8M1.47%+786,29713F-HRTimeline
KEB ASSET MANAGEMENT, LLC828,285$38.6M7.82%+34,58013F-HRTimeline
SAX WEALTH ADVISORS, LLC813,382$37.9M1.78%-18,67413F-HRTimeline
Disciplined Equity Management, Inc.802,309$37.4M19.37%+29,54713F-HRTimeline
EARNED WEALTH ADVISORS, LLC797,379$37.1M2.63%+263,84813F-HR/ATimeline
Wescott Financial Advisory Group, LLC770,002$35.9M3.13%-79,88913F-HRTimeline
Timonier Family Office, LTD.765,891$35.7M11.32%-22,87913F-HRTimeline
DIXON FNANCIAL SERVICES, INC.760,873$35.4M15.72%-4,03213F-HRTimeline
Planning Center, Inc.758,134$35.3M3.61%-40,72213F-HRTimeline
Apella Capital, LLC738,218$34.4M0.68%-83,68513F-HRTimeline
Tillman Hartley LLC735,476$34.3M8.6%-12,41413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP719,062$33.5M0.68%+120,22913F-HRTimeline
ASPIRIANT, LLC718,099$33.5M0.96%-6,99413F-HRTimeline
Allworth Financial LP716,744$33.4M0.14%-8,38713F-HRTimeline
Wealth Architects, LLC710,843$33.1M2.98%-3,16313F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska708,882$33M3.78%-4,65813F-HRTimelineGroup
Richard Young Associates, Ltd.704,459$32.8M25.63%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC680,592$31.7M2.61%-61,63113F-HRTimeline
Heritage Wealth Management, Inc./Texas675,745$31.5M13.66%-3,12113F-HRTimeline
Mariner, LLCin group Mariner, LLC669,616$31.2M0.04%-38,71313F-HRTimelineGroup
Root Financial Partners, LLC663,011$30.9M1.6%-342,60813F-HRTimeline
M Holdings Securities, Inc.659,432$30.7M2.2%+640,25613F-HRTimeline
Integrated Wealth Concepts LLC658,113$30.7M0.36%-54,94213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC652,738$30.4M0.04%-50,81713F-HRTimeline
McLean Asset Management Corp627,711$30.3M5.44%-5,39113F-HRTimeline
Verus Financial Partners, Inc.597,541$29.1M2.68%+571,13213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding615,043$28.7M-263,041Timeline
Three Arch Wealth Management LLC602,251$28.1M5.26%13F-HRTimeline
Premier Financial Group585,877$27.4M7.15%-2,26013F-HRTimeline
Symmetry Partners, LLC586,045$27.3M1.62%-42,44613F-HRTimeline
ShankerValleau Wealth Advisors, Inc.580,854$27.1M7.33%-7,89813F-HRTimeline
WPWealth LLP580,288$27M4.23%+43,97013F-HRTimeline
WorthPointe, LLC565,215$26.3M6.92%+30,35413F-HRTimeline
Meritas Wealth Management, LLC563,721$26.3M12.63%-15,42013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC556,567$25.9M2.93%-8,50913F-HRTimeline
TFO Wealth Partners, LLC556,420$25.9M3.88%+1,69113F-HRTimeline
LRI Investments, LLC546,827$25.5M2.06%-1,06413F-HRTimeline
Factor Wealth Management LTD540,018$25.2M5.43%+84,34813F-HRTimeline
Petersen Hastings Wealth Advisors Inc.516,437$24.1M2.31%13F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC513,951$23.9M9.77%+7,98413F-HRTimeline
1900 WEALTH MANAGEMENT LLC513,436$23.9M1.53%-7,20213F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC505,243$23.5M18.43%+1,24213F-HRTimeline
American Investment Services, Inc.485,791$22.6M5.25%+1,15213F-HRTimeline
Vise Technologies, Inc.483,484$22.5M0.44%+458,18813F-HRTimeline
MATHER GROUP, LLC.483,072$22.5M0.23%-88,57113F-HRTimeline
Prudent Man Investment Management, Inc.480,048$22.4M7.52%+28,83013F-HRTimeline
Farther Finance Advisors, LLC477,636$22.3M0.24%+29,03013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP474,029$22.1M0.02%-56813F-HRTimelineGroup
LEGACY FINANCIAL GROUP, INC.471,369$22M5.76%+8,88613F-HRTimeline
RS CRUM INC.468,574$21.8M4.36%+10,51713F-HRTimeline
Kooman & Associates468,453$21.8M6.46%+11,49613F-HRTimeline
DiNuzzo Private Wealth, Inc.465,337$21.7M2.36%-5,33013F-HRTimeline
Sequoia Financial Advisors, LLC451,026$21M0.12%-4,95313F-HRTimeline
Cetera Investment Advisers447,732$20.9M0.02%+55,01613F-HRTimeline
BAKER BOYER NATIONAL BANK443,276$20.7M6.23%-8,93813F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC426,581$19.9M8.12%-2,82413F-HRTimeline
Financial Engines Advisors L.L.C.412,531$19.2M0.04%-4,21013F-HRTimeline
CLARIS ADVISORS, LLC / MO /399,783$18.6M5.68%+5,80613F-HRTimeline
Grunden Financial Advisory, Inc.397,270$18.5M7.23%+1,51213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC391,958$18.3M6.01%+40413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC383,830$17.9M0.01%+73,35713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding379,237$17.7M+30,680Timeline
Confluence Wealth Services, Inc.358,022$16.7M0.69%+26,53613F-HRTimeline
McMill Wealth Management352,175$16.4M4.61%-361,36513F-HRTimeline
Pillar Financial Advisors, LLC339,248$15.8M9.53%-12,15313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC337,190$15.7M1.72%-4,60213F-HRTimeline
Ruedi Wealth Management, Inc.333,365$15.5M4.07%-17,23113F-HRTimeline
Austin Asset Management Co Inc331,156$15.4M2.53%-1,50113F-HRTimeline
OneDigital Investment Advisors LLC328,297$15.3M0.15%-13,50413F-HRTimeline
Graves Light Lenhart Wealth, Inc.324,902$15.1M1.61%+30,68713F-HRTimeline
Financial Synergies Wealth Advisors, In…324,195$15.1M1.46%+2,81113F-HRTimeline
Larson Financial Group LLC321,383$15M0.5%-5,35613F-HRTimeline
PINNEY & SCOFIELD, INC.319,499$14.9M8.45%-5,92213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management319,337$14.9M0.5%+4,33413F-HRTimelineGroup
Navigoe, LLC318,082$14.8M9.15%-9,07713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.317,738$14.8M0.02%+30,58913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO307,572$14.3M<0.01%-6,88913F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp305,641$14.2M0.27%-5,09913F-HRTimelineGroup
Summit Wealth Group, LLC300,827$14M3.27%+7,79313F-HRTimeline
Diversified Portfolios, Inc.299,719$14M1.16%-1,12113F-HRTimeline
Savvy Advisors, Inc.296,739$13.8M0.45%+4,01713F-HRTimeline
Squire Investment Management Company, L…295,274$13.8M4.16%+8,71913F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …294,258$13.7M12.85%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY290,199$13.5M<0.01%+10,35613F-HR/ATimelineGroup
Sterling Wealth Management, Inc.286,966$13.4M3.81%-4,26513F-HRTimeline
BIP Wealth, LLC286,035$13.3M0.47%+7,16213F-HRTimeline
Dynamic Advisor Solutions LLC285,487$13.3M0.43%-93,57813F-HRTimeline
New Dimensions Wealth Management, LLC279,039$13M11.12%-5,19313F-HRTimeline
Altiora Financial Group, LLC278,793$13M2.24%-14,70613F-HRTimeline
Addison Advisors LLC275,014$12.8M2.88%+4,49113F-HRTimeline
Bridgewater Advisors Inc.257,582$12.6M0.82%-73713F-HRTimeline
Quantinno Capital Management LP267,614$12.5M0.03%+114,03413F-HRTimeline
Frankly Finances, LLC265,830$12.4M11.74%13F-HR/ATimeline
SB Capital Management Inc264,597$12.3M4.52%13F-HRTimeline
Lauterbach Financial Advisors, LLC260,734$12.1M5.94%+3713F-HRTimeline
EP Wealth Advisors, LLC259,781$12.1M0.06%13F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC259,133$12.1M7.18%-44,19513F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS245,078$12M6.08%+1,62913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN246,405$11.5M<0.01%+13,02213F-HRTimelineGroup
Investmark Advisory Group LLC234,473$10.9M4.65%-4,20013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC232,424$10.8M0.04%-14,21813F-HRTimelineGroup
RTD Financial Advisors, Inc.229,310$10.7M1.3%-1,12813F-HRTimeline
JDH Wealth Management, LLC224,116$10.4M7.16%-1,36713F-HRTimeline
Burk Holdings LLC217,007$10.1M4.82%+5,33813F-HRTimeline
Capstone Wealth Management, LLC213,293$9.94M7.25%-1,62013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.209,709$9.77M1.38%-28813F-HRTimeline
Versant Capital Management, Inc204,850$9.54M1.2%-1,30513F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC204,461$9.53M5.34%-3,09513F-HRTimeline
Greenspring Advisors, LLC203,801$9.5M0.58%+172,29013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP197,398$9.2M0.01%+29,15613F-HRTimelineGroup
Peirce Capital Management, LLC196,768$9.17M3.65%+1,13313F-HRTimeline
MAI Capital Management196,718$9.17M0.05%-24,92613F-HRTimeline
Level Financial Advisors194,861$9.08M2.4%-2,98213F-HRTimeline
Wealthspire Advisors, LLC192,653$8.98M0.07%-11,44513F-HRTimeline
Visionary Wealth Advisors190,217$8.86M0.4%+22,54613F-HRTimeline
Werba Rubin Papier Wealth Management186,562$8.69M2.36%-50613F-HRTimeline
Compound Planning, Inc.185,504$8.64M0.26%-42,56413F-HRTimeline
Walsh & Associates, LLC181,107$8.44M8.32%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…180,368$8.4M0.31%+9,68313F-HRTimelineGroup
Financial Harvest, LLC180,042$8.39M5.18%-91113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/179,274$8.35M<0.01%+19,90613F-HRTimelineGroup
Ariadne Wealth Management, LP162,914$8.14M3.36%-92413F-HRTimeline
Strathmore Capital Advisors, Inc.168,276$7.84M2.57%-6,46513F-HRTimeline
Belleair Asset Management, LLC168,153$7.83M7.46%13F-HRTimeline
Sprinkle Financial Consultants LLC166,538$7.76M3.94%-3,24513F-HRTimeline
CWM, LLCin group CWM, LLC166,004$7.73M0.02%+97,69313F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC165,380$7.71M1.9%-145,28513F-HRTimeline
TruNorth Capital Management, LLC163,516$7.62M1.45%+1013F-HRTimeline
Seneschal Advisors, LLC161,619$7.53M5.55%-3,13713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC160,353$7.47M0.24%-54613F-HRTimeline
Woodward Financial Advisors, Inc.155,934$7.26M2.72%+2113F-HRTimeline
JFS WEALTH ADVISORS, LLC153,637$7.16M0.4%+2,70713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP153,555$7.15M0.01%-4813F-HRTimelineGroup
Lutz Financial Services LLC152,015$7.08M0.48%+24,04913F-HRTimeline
Aegis Wealth Management LLC147,057$6.85M3.87%-16,89513F-HRTimeline
Kondo Wealth Advisors, Inc.145,973$6.8M2.6%-31113F-HRTimeline
CarsonAllaria Wealth Management, Ltd.141,869$6.61M3.28%-1,95613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC137,292$6.4M1.01%+1,97313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS135,804$6.33M0.01%+2,50813F-HRTimeline
Shearwater Capital LLC134,352$6.26M3.59%-6,89213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS134,254$6.25M1.87%013F-HRTimeline
EnRich Financial Partners LLC132,822$6.19M1.69%-2,51513F-HRTimeline
Cherry Tree Wealth Management, LLC130,859$6.1M1.29%-11,82413F-HRTimeline
Strategic Investment Solutions, Inc. /IL130,612$6.09M1.46%-15,11413F-HRTimeline
Gradient Capital Advisors, LLC130,449$6.08M1.57%-2,27713F-HRTimeline
Colorado Capital Management, Inc.130,431$6.08M2.28%-1,66213F-HRTimeline
LAM GROUP, INC.130,385$6.07M3.48%+11313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding130,278$6.07M-1,254Timeline
Weinberger Asset Management, Inc129,457$6.03M2.17%+10,92113F-HRTimeline
GEM Asset Management, LLC125,788$6M2.67%+2,70313F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV127,393$5.94M1.28%013F-HRTimeline
Annandale Capital, LLC126,224$5.88M0.96%-57213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA124,717$5.81M<0.01%-34,48913F-HRTimelineGroup
Abacus Wealth Partners, LLC124,630$5.81M0.57%-2,69413F-HRTimeline
BOK Financial Private Wealth, Inc.124,354$5.79M0.35%013F-HRTimeline
Cambridge Investment Research Advisors,…123,170$5.74M0.02%+6,13913F-HRTimeline
COGENT STRATEGIC WEALTH LLC110,957$5.39M5.88%13F-HRTimeline
Simplicity Wealth,LLC115,554$5.38M0.32%-1,20213F-HRTimeline
Evensky & Katz LLC115,447$5.38M0.3%-89613F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.114,340$5.33M5.24%13F-HRTimeline
Yeomans Consulting Group, Inc.112,065$5.22M1.53%+2,90113F-HRTimeline
PFG Advisors109,388$5.1M0.25%-6,29313F-HRTimeline
FMR LLCin group FMR LLC107,054$4.99M<0.01%+5,87413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…106,945$4.98M<0.01%+79813F-HR/ATimelineGroup