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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

765 managers (770 13F filers) reported a position in DFUV shares at 2026-03-31, 225,867,331 shares in all. 50 filers opened a position and 15 filers sold out during the quarter.

Managers
765
13F filers
770
New
50
Added
231
Reduced
256
Sold out
15
Shares held by filers
225,867,331

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 /ADV42,337,032$2.05B3.04%+2,473,80613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding19,644,996$952M+240,787Timeline
Savant Capital, LLCin group Savant Capital, LLC15,398,022$746M3.61%-379,82013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP9,736,043$472M0.68%-215,21613F-HRTimelineGroup
Index Fund Advisors, Inc.5,738,753$278M12.51%+5,08313F-HRTimeline
Plancorp, LLC5,558,959$278M7.9%-161,48313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,544,720$269M0.04%-340,52613F-HRTimelineGroup
Creative Planningin group Creative Planning4,952,745$240M0.16%-86,54013F-HRTimelineGroup
HighTower Advisors, LLC4,467,375$216M0.23%-64,26813F-HRTimeline
TCI Wealth Advisors, Inc.3,464,039$168M8.91%+144,54813F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,194,495$155M2.69%+136,24713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,532,792$123M0.17%+56,42113F-HRTimelineGroup
Modera Wealth Management, LLC2,179,811$106M1.27%-14,89513F-HRTimeline
MASECO LLP2,021,042$97.9M3.07%-11,36213F-HRTimeline
Truepoint, Inc.1,943,122$94.2M2.1%-23,48913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,806,666$87.9M0.19%-895,61413F-HRTimeline
Trust Co of the South1,727,175$83.7M13.46%-34,89813F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,674,054$83.6M7.52%-16,46613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,373,581$66.6M0.02%+8,28613F-HRTimelineGroup
Beacon Pointe Advisors, LLC1,373,476$66.6M0.35%+54,04213F-HRTimeline
LPL Financial LLC1,366,685$66.2M0.02%+11,34113F-HRTimeline
Evanson Asset Management, LLC1,338,275$64.9M3.48%+5,15113F-HRTimeline
CHOREO, LLC1,279,108$62M0.76%-21,89813F-HRTimeline
Foster Group, Inc.1,274,002$61.7M1.84%-7,49113F-HRTimeline
Beaird Harris Wealth Management, LLC1,224,800$59.4M4.03%-44,21413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,173,592$56.9M0.8%-17,34913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,159,964$56.2M0.22%-76,01713F-HRTimelineGroup
Apella Capital, LLC1,074,939$54.7M0.81%+336,72113F-HRTimeline
Allworth Financial LP1,104,019$53.5M0.22%+387,27513F-HRTimeline
SACHEM HILL LLC1,060,870$51.4M9.96%-4,07513F-HRTimeline
Parkwoods Wealth Partners, LLC1,024,876$49.7M12.18%+82,54113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC1,014,868$49.2M4.66%+46,42513F-HRTimeline
Porter White Investment Advisors, Inc.977,943$47.4M18.98%+4,36713F-HRTimeline
Team Hewins, LLC964,366$46.7M13.89%-6,78213F-HRTimeline
Triune Financial Partners, LLC956,405$46.3M11.02%+8,78313F-HRTimeline
TFC Financial Management, Inc.909,157$44.1M5.43%-7,86513F-HRTimeline
Elser Financial Planning, Inc891,980$43.1M2.09%+884,65313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding866,839$42M+251,796Timeline
KEB ASSET MANAGEMENT, LLC849,146$41.1M7.88%+20,86113F-HRTimeline
Heritage Investment Group, Inc.845,476$41M6.2%-25,12213F-HRTimeline
Guardian Wealth Management, LLC843,510$40.9M12.4%-11,60813F-HRTimeline
Smartleaf Asset Management LLC847,220$40.3M1.45%+20,29113F-HRTimeline
Disciplined Equity Management, Inc.808,704$39.2M19.69%+6,39513F-HRTimeline
EARNED WEALTH ADVISORS, LLC800,485$38.8M2.59%+3,10613F-HRTimeline
M Holdings Securities, Inc.769,593$38.7M2.61%+110,16113F-HRTimeline
Verus Financial Partners, Inc.751,341$37.9M3.4%+153,80013F-HRTimeline
SAX WEALTH ADVISORS, LLC812,006$37.8M1.83%-1,37613F-HRTimeline
Wescott Financial Advisory Group, LLC771,747$37.4M3.28%+1,74513F-HRTimeline
Integrated Wealth Concepts LLC759,047$36.8M0.29%+100,93413F-HRTimeline
DIXON FNANCIAL SERVICES, INC.750,565$36.4M16.33%-10,30813F-HRTimeline
Mariner, LLCin group Mariner, LLC729,224$35.3M0.04%+59,60813F-HRTimelineGroup
Factor Wealth Management LTD718,370$34.8M6.55%+178,35213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP713,110$34.6M0.72%-5,95213F-HRTimeline
Tillman Hartley LLC711,422$34.5M8.66%-24,05413F-HRTimeline
Planning Center, Inc.711,348$34.5M3.49%-46,78613F-HRTimeline
Richard Young Associates, Ltd.710,025$34.4M26.13%+5,56613F-HRTimeline
ASPIRIANT, LLC708,215$34.3M0.98%-9,88413F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska706,853$34.3M3.47%-2,02913F-HRTimelineGroup
Wealth Architects, LLC700,295$33.9M3.02%-10,54813F-HRTimeline
Heritage Wealth Management, Inc./Texas687,946$33.3M14.25%+12,20113F-HRTimeline
CARDIFF PARK ADVISORS, LLC641,341$31.1M2.49%-39,25113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC625,503$30.3M0.04%-27,23513F-HRTimeline
McLean Asset Management Corp614,532$29.8M5.21%-13,17913F-HRTimeline
Three Arch Wealth Management LLC601,260$29.1M5.24%-99113F-HRTimeline
WPWealth LLP600,464$29.1M4.45%+20,17613F-HRTimeline
RW Investment Management LLC587,440$28.5M2.76%13F-HRTimeline
Premier Financial Group574,917$28M4.77%-10,96013F-HRTimeline
ShankerValleau Wealth Advisors, Inc.575,666$27.9M7.86%-5,18813F-HRTimeline
Root Financial Partners, LLC573,822$27.8M1.29%-89,18913F-HRTimeline
Farther Finance Advisors, LLC561,231$27.3M0.26%+83,59513F-HRTimeline
TFO Wealth Partners, LLC559,190$27.1M3.68%+2,77013F-HRTimeline
Meritas Wealth Management, LLC558,686$27.1M12.24%-5,03513F-HRTimeline
Symmetry Partners, LLC546,249$26.5M1.51%-39,79613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC544,583$26.4M2.84%-11,98413F-HRTimeline
LRI Investments, LLC544,342$26.4M2.34%-2,48513F-HRTimeline
WorthPointe, LLC519,954$25.2M6.87%-45,26113F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC518,316$25.1M10%+4,36513F-HRTimeline
Petersen Hastings Wealth Advisors Inc.510,338$24.7M2.27%-6,09913F-HRTimeline
1900 WEALTH MANAGEMENT LLC508,250$24.6M1.58%-5,18613F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC506,819$24.6M19.38%+1,57613F-HRTimeline
American Investment Services, Inc.480,336$23.3M5.19%-5,45513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP478,562$23.2M0.02%+4,53313F-HRTimelineGroup
MATHER GROUP, LLC.477,984$23.2M0.23%-5,08813F-HRTimeline
RS CRUM INC.470,251$22.8M4.41%+1,67713F-HRTimeline
Kooman & Associates469,310$22.7M6.78%+85713F-HRTimeline
LEGACY FINANCIAL GROUP, INC.468,036$22.7M5.99%-3,33313F-HRTimeline
Vise Technologies, Inc.483,484$22.5M0.44%013F-HRTimeline
Prudent Man Investment Management, Inc.479,619$22.3M7.52%-42913F-HRTimeline
Cetera Investment Advisers456,868$22.1M0.02%+9,13613F-HRTimeline
DiNuzzo Private Wealth, Inc.455,449$22.1M2.38%-9,88813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC445,689$21.6M0.01%+61,85913F-HRTimelineGroup
BAKER BOYER NATIONAL BANK442,147$21.4M6.44%-1,12913F-HRTimeline
Sequoia Financial Advisors, LLC435,624$21.1M0.12%-15,40213F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC427,492$20.7M12.09%new13F-HRTimeline
UBS Group AGgroup of 2 filers holding412,243$20M+33,006Timeline
DOPKINS WEALTH MANAGEMENT, LLC405,795$19.7M7.9%-20,78613F-HRTimeline
CLARIS ADVISORS, LLC / MO /394,038$19.1M5.71%-5,74513F-HRTimeline
Financial Engines Advisors L.L.C.386,382$18.7M0.04%-26,14913F-HRTimeline
Confluence Wealth Services, Inc.371,306$18M0.7%+13,28413F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC365,388$17.7M5.92%-26,57013F-HRTimeline
Graves Light Lenhart Wealth, Inc.353,811$17.1M1.78%+28,90913F-HRTimeline
Quantinno Capital Management LP339,017$16.4M0.03%+71,40313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC335,593$16.3M1.66%-1,59713F-HRTimeline
Pillar Financial Advisors, LLC333,437$16.2M9.44%-5,81113F-HRTimeline
Ruedi Wealth Management, Inc.329,582$16M4.11%-3,78313F-HRTimeline
Austin Asset Management Co Inc326,638$15.8M2.6%-4,51813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management325,948$15.8M0.54%+6,61113F-HRTimelineGroup
Navigoe, LLC321,287$15.6M9.19%+3,20513F-HRTimeline
Savvy Advisors, Inc.320,173$15.5M0.42%+23,43413F-HRTimeline
Larson Financial Group LLC319,918$15.5M0.5%-1,46513F-HRTimeline
Financial Synergies Wealth Advisors, In…317,935$15.4M1.47%-6,26013F-HRTimeline
PINNEY & SCOFIELD, INC.317,449$15.4M8.3%-2,05013F-HRTimeline
OneDigital Investment Advisors LLC315,939$15.3M0.15%-12,35813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp314,421$15.2M0.29%+8,78013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO318,534$15.1M<0.01%+10,96213F-HR/ATimelineGroup
Summit Wealth Group, LLC311,177$15.1M3.46%+10,35013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.299,195$14.5M0.02%-18,54313F-HRTimelineGroup
Squire Investment Management Company, L…298,002$14.4M4.01%+2,72813F-HRTimeline
Diversified Portfolios, Inc.294,450$14.3M1.17%-5,26913F-HRTimeline
Dynamic Advisor Solutions LLC292,661$14.2M0.45%+7,17413F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …292,336$14.2M12.6%-1,92213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY287,126$13.9M<0.01%-3,07313F-HRTimelineGroup
Sterling Wealth Management, Inc.285,040$13.8M3.79%-1,92613F-HRTimeline
BIP Wealth, LLC282,450$13.7M0.56%-3,58513F-HRTimeline
Bridgewater Advisors Inc.257,917$13.6M0.81%+33513F-HRTimeline
Altiora Financial Group, LLC279,484$13.5M2.23%+69113F-HRTimeline
New Dimensions Wealth Management, LLC277,530$13.4M11.44%-1,50913F-HRTimeline
Addison Advisors LLC273,612$13.3M2.93%-1,40213F-HRTimeline
Frankly Finances, LLC268,240$13M11.76%+2,41013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN262,120$12.7M<0.01%+15,71513F-HR/ATimelineGroup
ANDREWS, LUCIA WEALTH MANAGEMENT LLC260,431$12.6M7.54%+1,29813F-HRTimeline
Lauterbach Financial Advisors, LLC258,255$12.5M6.11%-2,47913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC257,029$12.5M0.05%+24,60513F-HRTimelineGroup
VESTIA PERSONAL WEALTH ADVISORS249,589$12.1M5.68%+4,51113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/243,493$11.8M<0.01%+215,92513F-HRTimelineGroup
EP Wealth Advisors, LLC241,099$11.7M0.06%-18,68213F-HRTimeline
Burk Holdings LLC227,189$11M4.72%+10,18213F-HRTimeline
Investmark Advisory Group LLC227,057$11M4.71%-7,41613F-HRTimeline
RTD Financial Advisors, Inc.221,461$10.7M1.32%-7,84913F-HRTimeline
JDH Wealth Management, LLC218,920$10.6M7.15%-5,19613F-HRTimeline
Capstone Wealth Management, LLC212,076$10.3M7.17%-1,21713F-HRTimeline
Compound Planning, Inc.208,319$10.1M0.31%+22,81513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.205,269$9.95M1.38%-4,44013F-HRTimeline
Versant Capital Management, Inc204,894$9.93M0.98%+4413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP205,233$9.81M<0.01%+7,83513F-HRTimelineGroup
RF&L WEALTH MANAGEMENT, LLC200,932$9.74M7.29%-3,52913F-HRTimeline
Greenspring Advisors, LLC199,911$9.69M0.59%-3,89013F-HRTimeline
MAI Capital Management194,802$9.44M0.05%-1,91613F-HRTimeline
Peirce Capital Management, LLC194,554$9.43M3.69%-2,21413F-HRTimeline
Level Financial Advisors193,167$9.36M2.39%-1,69413F-HRTimeline
Visionary Wealth Advisors191,693$9.29M0.41%+1,47613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…188,727$9.15M0.28%+8,35913F-HR/ATimelineGroup
Walsh & Associates, LLC187,026$9.06M8.99%+5,91913F-HRTimeline
Werba Rubin Papier Wealth Management184,971$8.96M1.25%-1,59113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/184,478$8.94M<0.01%+5,20413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP180,199$8.73M0.01%+26,64413F-HRTimelineGroup
Wealthspire Advisors, LLC178,351$8.64M0.07%-14,30213F-HRTimeline
Strathmore Capital Advisors, Inc.168,130$8.6M2.43%-14613F-HRTimeline
Financial Harvest, LLC174,932$8.48M4.99%-5,11013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC171,652$8.32M2.02%+6,27213F-HRTimeline
Belleair Asset Management, LLC168,153$8.15M7.43%013F-HRTimeline
CWM, LLCin group CWM, LLC167,038$8.09M0.02%+1,03413F-HRTimelineGroup
TruNorth Capital Management, LLC163,527$7.92M1.52%+1113F-HRTimeline
Ariadne Wealth Management, LP162,925$7.9M3.54%+1113F-HRTimeline
Seneschal Advisors, LLC162,247$7.86M5.84%+62813F-HRTimeline
Sprinkle Financial Consultants LLC157,001$7.61M3.51%-9,53713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC154,713$7.5M0.23%-5,64013F-HRTimeline
Woodward Financial Advisors, Inc.156,403$7.43M2.86%+46913F-HRTimeline
JFS WEALTH ADVISORS, LLC152,003$7.37M0.41%-1,63413F-HRTimeline
Lutz Financial Services LLC150,558$7.3M0.49%-1,45713F-HRTimeline
Summit Portfolio Management, LTD.146,929$7.12M4.58%13F-HRTimeline
Kondo Wealth Advisors, Inc.142,951$6.93M2.61%-3,02213F-HRTimeline
Weinberger Asset Management, Inc141,417$6.85M2.57%+11,96013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS134,254$6.78M1.85%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.138,441$6.71M3.31%-3,42813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC135,865$6.58M0.99%-1,42713F-HRTimeline
Aegis Wealth Management LLC135,837$6.58M3.76%-11,22013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS135,622$6.57M0.01%-18213F-HRTimeline
Abacus Wealth Partners, LLC135,411$6.56M0.6%+10,78113F-HRTimeline
Shearwater Capital LLC133,062$6.45M3.38%-1,29013F-HRTimeline
EnRich Financial Partners LLC131,624$6.38M1.69%-1,19813F-HRTimeline
Strategic Investment Solutions, Inc. /IL130,123$6.31M1.52%-48913F-HRTimeline
Cherry Tree Wealth Management, LLC129,946$6.3M1.33%-91313F-HRTimeline
LAM GROUP, INC.129,431$6.27M3.45%-95413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…128,383$6.22M<0.01%+21,43813F-HRTimelineGroup
HUB Investment Partners, LLC127,631$6.18M0.15%+122,42813F-HRTimeline
GEM Asset Management, LLC127,468$6.18M2.73%+1,68013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV127,393$6.17M1.34%013F-HRTimeline
Colorado Capital Management, Inc.127,074$6.16M2.3%-3,35713F-HRTimeline
Gradient Capital Advisors, LLC125,919$6.1M1.58%-4,53013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding125,351$6.07M-4,927Timeline
Annandale Capital, LLC125,209$6.07M1%-1,01513F-HRTimeline
Cambridge Investment Research Advisors,…124,587$6.04M0.02%+1,41713F-HRTimeline
BOK Financial Private Wealth, Inc.124,098$6.01M0.36%-25613F-HRTimeline
FMR LLCin group FMR LLC123,526$5.99M<0.01%+16,47213F-HRTimelineGroup
WNY Asset Management, LLC122,439$5.93M0.61%13F-HRTimeline
Merit Financial Group, LLC117,682$5.7M0.04%+87,43713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA117,609$5.7M<0.01%-7,10813F-HRTimelineGroup
FORTERIS WEALTH MANAGEMENT INC.117,257$5.68M5.44%+2,91713F-HRTimeline
PFG Advisors116,621$5.65M0.28%+7,23313F-HRTimeline