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Dimensional US Marketwide Value ETF (DFUV) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Number of
Institutional Buyers
(last 12 months)
378
Total
Institutional Inflows
(last 12 months)
$1.38B
Number of
Institutional Sellers
(last 12 months)
310
Total
Institutional Outflows
(last 12 months)
$965.92M
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DFUV Institutional Buying and Selling by Quarter

Dimensional US Marketwide Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/24/2025Washington Trust Bank4,538$203K0.0%N/A0.002%
10/24/2025Warwick Investment Management Inc.51,542$2.30M0.4%+0.4%0.019%
10/24/2025Axis Wealth Partners LLC74,892$3.35M2.0%+8.1%0.027%
10/24/2025Forum Financial Management LP1,200,838$53.67M0.7%-0.5%0.437%
10/24/2025Hemington Wealth Management115,604$5.17M0.7%-2.0%0.042%
10/24/2025TFC Financial Management Inc.931,429$41.63M5.3%-1.0%0.339%
10/24/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors55,472$2.48M0.3%+11.6%0.020%
10/24/2025Austin Asset Management Co Inc332,657$14.87M2.8%-1.7%0.121%
10/24/2025Tarbox Family Office Inc.41,164$1.84M0.3%-1.2%0.015%
10/24/2025Colorado Capital Management Inc.132,093$5.90M2.3%-0.3%0.048%
10/23/2025Capital Investment Advisors LLC16,060$718K0.0%+8.3%0.006%
10/23/2025Cortland Associates Inc. MO10,350$463K0.1%N/A0.004%
10/23/2025Guidance Point Advisors LLC4,505$201K0.0%N/A0.002%
10/23/2025Summit Wealth Group LLC293,034$13.10M3.2%+4.4%0.107%
10/23/2025Moisand Fitzgerald Tamayo LLC565,076$25.25M3.0%-1.2%0.206%
10/23/2025Clarity Capital Advisors LLC56,897$2.54M1.4%-10.7%0.021%
10/23/2025Investmark Advisory Group LLC238,673$10.67M4.6%-49.3%0.087%
10/23/2025Spire Wealth Management315,003$14.08M0.5%-1.0%0.115%
10/23/2025CX Institutional2,970$133K0.0%+130.4%0.001%
10/22/2025 Index Fund Advisors Inc.5,827,280$260.42M12.6%+10.6%2.121%
10/22/2025 Cerity Partners LLC2,513,989$112.35M0.2%-4.4%0.915%
10/22/2025 TRU Independence Asset Management 2 LLC27,338$1.22M0.8%-3.3%0.010%
10/22/2025 Stone Summit Wealth LLC45,274$2.02M0.6%-3.0%0.016%
10/22/2025 Greenspring Advisors LLC31,511$1.41M0.2%N/A0.011%
10/22/2025 Commonwealth Equity Services LLC703,555$31.44M0.0%-3.4%0.256%
10/22/2025 Disciplined Equity Management Inc.772,762$34.54M18.8%+3.5%0.281%
10/22/2025 Porter White Investment Advisors Inc.964,880$43.12M18.5%+1.1%0.351%
10/22/2025 Earned Wealth Advisors LLC533,531$23.84M3.9%-1.8%0.194%
10/22/2025 Vannoy Advisory Group Inc.100,090$4.47M2.9%-0.6%0.036%
10/21/2025 BetterWealth LLC18,641$833K0.2%-20.4%0.007%
10/21/2025 Global Retirement Partners LLC45,326$2.03M0.0%-1.2%0.017%
10/21/2025 TruNorth Capital Management LLC163,506$7.31M1.4%-0.1%0.060%
10/21/2025 Signaturefd LLC20,262$906K0.0%+6.7%0.007%
10/21/2025 Intelligent Financial Strategies107,939$4.82M2.3%-2.6%0.039%
10/21/2025 Kooman & Associates456,957$20.42M6.3%+4.3%0.166%
10/21/2025 Applied Capital LLC31,404$1.40M0.6%-2.4%0.011%
10/21/2025 SJS Investment Consulting Inc.26,169$1.17M0.2%-24.1%0.010%
10/21/2025 Financial Consulate Inc.2,535$113K0.0%N/A0.001%
10/21/2025 My Personal CFO LLC55,093$2.46M1.0%N/A0.020%
10/21/2025 TFO Wealth Partners LLC554,729$24.79M4.0%+1.0%0.202%
10/21/2025 Mather Group LLC.571,643$25.55M0.3%-3.3%0.208%
10/20/2025 Premier Financial Group588,137$26.15M7.0%-0.3%0.214%
10/20/2025 Merit Financial Group LLC29,092$1.30M0.0%-17.8%0.011%
10/20/2025 Lauer Wealth LLC4,500$201K0.1%-26.8%0.002%
10/20/2025 Marietta Wealth Management LLC20,410$912K0.1%-2.7%0.007%
10/20/2025 Sax Wealth Advisors LLC832,056$37.19M2.0%+0.6%0.303%
10/20/2025 Squire Investment Management Company LLC286,555$12.81M4.2%+2.0%0.104%
10/20/2025 Mustard Seed Financial LLC22,445$1.00M0.6%+1.0%0.008%
10/20/2025 Pure Financial Advisors LLC18,501$827K0.0%+3.3%0.007%
10/17/2025 1900 Wealth Management LLC520,638$23.27M1.6%-1.6%0.190%
10/17/2025 WorthPointe LLC534,861$23.90M9.0%-0.1%0.195%
10/17/2025 Total Wealth Planning LLC113,917$5.09M0.6%-2.0%0.041%
10/17/2025 Clune & Associates LTD.455,670$20.36M5.1%-3.7%0.166%
10/17/2025 Perigon Wealth Management LLC14,991$670K0.0%+10.2%0.005%
10/17/2025 Sovereign Financial Group Inc.9,295$415K0.1%+34.2%0.003%
10/17/2025 Apella Capital LLC821,903$36.25M0.8%-1.4%0.299%
10/17/2025 Apollon Wealth Management LLC23,230$1.04M0.0%-1.4%0.008%
10/16/2025 OLIO Financial Planning4,814$215K0.1%-17.6%0.002%
10/16/2025 Cordant Inc.47,571$2.13M1.0%+1.4%0.017%
10/16/2025 Triune Financial Partners LLC941,843$42.09M10.6%+3.5%0.343%
10/16/2025 Blue Trust Inc.43,775$1.96M0.0%+0.9%0.016%
10/16/2025 Shearwater Capital LLC141,244$6.31M3.7%-2.3%0.051%
10/16/2025 Quad Cities Investment Group LLC10,298$460K0.2%-6.5%0.004%
10/16/2025 Yeomans Consulting Group Inc.109,164$4.88M1.7%+2.7%0.040%
10/15/2025 CWM LLC68,311$3.05M0.0%-15.4%0.025%
10/15/2025 Weinberger Asset Management Inc118,536$5.30M1.9%+19.2%0.043%
10/15/2025 Vestia Personal Wealth Advisors243,449$10.88M5.9%+4.3%0.089%
10/15/2025 Private Trust Co. NA9,274$414K0.0%-24.9%0.003%
10/15/2025 Level Financial Advisors197,843$8.84M2.5%-0.9%0.072%
10/15/2025 Symmetry Partners LLC628,491$28.09M3.1%-2.7%0.229%
10/15/2025 Cypress Wealth Services LLC52,617$2.35M0.4%-2.3%0.019%
10/15/2025 Plancorp LLC5,836,699$260.84M8.2%-2.8%2.126%
10/15/2025 Bannerman Wealth Management Group LLC26,180$1.17M0.9%-33.3%0.010%
10/14/2025 RTD Financial Advisors Inc.230,438$10.30M1.2%-4.6%0.084%
10/14/2025 DiNuzzo Private Wealth Inc.470,667$20.92M2.4%-0.3%0.171%
10/14/2025 Farther Finance Advisors LLC448,606$20.05M0.3%+6.4%0.163%
10/14/2025 Juncture Wealth Strategies LLC391,554$17.50M5.9%-7.1%0.143%
10/14/2025 Meritas Wealth Management LLC579,141$25.88M12.8%-1.7%0.211%
10/14/2025 Kaufman Rossin Wealth LLC25,704$1.15M0.6%-9.3%0.009%
10/14/2025 Northwest Wealth Management LLC135,319$6.05M1.0%-2.2%0.049%
10/14/2025 Parkwoods Wealth Partners LLC924,248$41.31M14.1%+33.5%0.337%
10/14/2025 Financial Harvest LLC180,953$8.09M5.5%-2.5%0.066%
10/14/2025 Dopkins Wealth Management LLC429,405$19.19M8.1%-5.3%0.156%
10/14/2025 Brighton Jones LLC27,807$1.24M0.0%-2.0%0.010%
10/14/2025 Foster Group Inc.1,301,273$58.15M1.8%-2.4%0.474%
10/14/2025 Evanson Asset Management LLC1,317,812$58.89M3.4%-0.5%0.480%
10/14/2025 TCI Wealth Advisors Inc.3,041,107$135.91M8.1%+10.9%1.107%
10/10/2025 Navigoe LLC327,159$14.62M9.3%+4.1%0.119%
10/10/2025 Arlington Financial Advisors LLC17,905$800K0.1%N/A0.007%
10/10/2025 HMV Wealth Advisors LLC90,856$4.06M2.2%-1.3%0.033%
10/10/2025 Matauro LLC55,664$2.49M0.4%+5.4%0.020%
10/10/2025 Abound Wealth Management2,482$111K0.0%N/A0.001%
10/10/2025 Arbor Wealth Advisors LLC19,151$856K0.6%-6.8%0.007%
10/9/2025 Baker Tilly Wealth Management LLC310,665$13.88M3.1%+1,209.9%0.113%
10/9/2025 Capstone Wealth Management LLC214,913$9.60M7.4%+2.1%0.078%
10/9/2025 LVM Capital Management Ltd. MI7,391$330K0.0%N/A0.003%
10/9/2025 ShankerValleau Wealth Advisors Inc.588,752$26.31M6.8%+0.2%0.214%
10/9/2025 Dynamic Advisor Solutions LLC379,065$16.94M0.5%+0.8%0.138%
10/9/2025 Embree Financial Group121,015$5.41M0.7%-17.9%0.044%
10/9/2025 Wealth Advisors Northwest LLC72,051$3.22M1.6%-10.6%0.026%
(Data available from 1/1/2016 forward)

DFUV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFUV shares?

During the previous two years, 647 institutional investors and hedge funds held shares of Dimensional US Marketwide Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.34B), Mercer Global Advisors Inc. ADV ($1.29B), Savant Capital LLC ($706.80M), Focus Partners Wealth ($612.97M), Buckingham Strategic Wealth LLC ($534.76M), Corient Private Wealth LLC ($349.01M), and Plancorp LLC ($260.84M).Learn more on Dimensional US Marketwide Value ETF's institutional investors.

Which institutional investors have been buying Dimensional US Marketwide Value ETF's stock?

Of the 512 institutional investors that purchased Dimensional US Marketwide Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($8.79M), Mercer Global Advisors Inc. ADV ($5.60M), Savant Capital LLC ($4.25M), Elser Financial Planning Inc ($2.88M), Raymond James Financial Inc. ($2.55M), Maseco LLP ($2.08M), and Trust Co of the South ($1.94M).

How much institutional buying is happening at Dimensional US Marketwide Value ETF?

Institutional investors have bought a total of 33,276,213 shares in the last 24 months. This purchase volume represents approximately $1.38B in transactions.

Which of Dimensional US Marketwide Value ETF's major shareholders have been selling company stock?

Of the 309 institutional investors that sold Dimensional US Marketwide Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mercer Global Advisors Inc. ADV ($3.80M), Envestnet Asset Management Inc. ($3.40M), Corient Private Wealth LLC ($2.80M), M Holdings Securities Inc. ($1.20M), Savant Capital LLC ($1.14M), Index Fund Advisors Inc. ($1.06M), and Elser Financial Planning Inc ($978.21K).

How much institutional selling is happening at Dimensional US Marketwide Value ETF?

Institutional investors have sold a total of 23,214,337 shares in the last 24 months. This volume of shares sold represents approximately $965.92M in transactions.


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This page (NYSEARCA:DFUV) was last updated on 10/24/2025 by MarketBeat.com Staff
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