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Disclosery

DFUV DIMENSIONAL ETF TRUST

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US MKTWIDE VALUE (fund)

Filings received so far for Q3 2026: 35 13F filers report a position in DFUV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Apella Capital, LLC1,072,946$59.5M0.76%+2,87113F-HRTimeline
Factor Wealth Management LTD976,097$53.7M8.21%+27,88813F-HRTimeline
Farther Finance Advisors, LLC577,232$31.7M0.22%-5,33513F-HRTimeline
Graves Light Lenhart Wealth, Inc.425,611$23.4M2.19%+22,71613F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC318,553$17.5M4.49%-16,17113F-HRTimeline
RTD Financial Advisors, Inc.216,414$11.9M1.3%-2,23213F-HRTimeline
Versant Capital Management, Inc203,873$11.2M0.96%+35813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC160,433$8.82M1.75%-6,07313F-HRTimeline
Sprinkle Financial Consultants LLC156,958$8.63M3.37%-1613F-HRTimeline
Valeo Financial Advisors, LLC35,291$1.94M0.04%+6,64813F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC25,514$1.4M0.8%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.19,548$1.08M0.11%-54013F-HRTimeline
Arbor Wealth Advisors LLC17,986$989K0.62%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC16,093$885K0.01%-11,64813F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC13,867$763K0.16%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp13,215$727K0.09%013F-HRTimelineGroup
Williams & Novak Wealth Management, LLC12,608$693K0.42%+11513F-HRTimeline
Wedmont Private Capital11,971$666K0.02%+813F-HRTimeline
Towneley Capital Management, Inc / DE10,158$559K0.11%+3713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,427$518K0.01%013F-HRTimelineGroup
Venture Visionary Partners LLC8,294$456K0.01%+1313F-HRTimeline
Montz Harcus Wealth Management LLC8,135$447K0.16%+3013F-HRTimeline
Ridgewood Investments LLC7,855$432K0.16%+813F-HRTimeline
Stonebridge Financial Group, LLC5,954$327K0.02%013F-HRTimeline
BOS Asset Management, LLC5,881$323K0.08%013F-HRTimeline
Everhart Financial Group, Inc.5,515$303K0.02%013F-HRTimeline
GAMMA Investing LLC5,025$276K0.01%013F-HRTimeline
CX Institutional4,390$241K0.01%-2,17313F-HRTimeline
HWG Holdings LP4,323$238K0.05%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,222$232K0.03%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC4,052$223K0.05%013F-HRTimeline
Prosperity Planning, Inc.3,710$204K0.05%013F-HRTimeline
Retirement Wealth Solutions LLC1,343$73.9K0.04%013F-HRTimeline
Investors Research Corp954$52.5K0.01%013F-HRTimeline
STEPH & CO446$24.5K0.01%013F-HRTimeline