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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)
371
Total
Institutional Inflows
(last 12 months)
$1.33B
Number of
Institutional Sellers
(last 12 months)
303
Total
Institutional Outflows
(last 12 months)
$967.02M
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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
10/2/2025Trust Co of the South1,771,785$79.18M13.1%-0.7%0.647%
10/2/2025Helen Stephens Group LLC32,792$1.47M0.3%N/A0.012%
9/26/2025Corient Private Wealth LLC8,254,673$349.01M0.5%-21.6%3.015%
9/23/2025RS Crum Inc.446,275$18.87M4.5%+6.5%0.163%
9/22/2025Caldwell Trust Co7,089$300K0.0%N/A0.003%
9/12/2025Valeo Financial Advisors LLC28,572$1.21M0.0%+1.1%0.010%
9/4/2025Osaic Holdings Inc.256,118$10.83M0.0%+23.8%0.094%
8/27/2025Orion Porfolio Solutions LLC20,478$866K0.0%+4.1%0.007%
8/18/2025Geneos Wealth Management Inc.1,231$52K0.0%-87.7%0.000%
8/15/2025Corient Private Wealth LLC10,143,865$428.88M0.5%-3.7%3.705%
8/15/2025Captrust Financial Advisors156,909$6.63M0.0%+0.2%0.057%
8/15/2025Vident Advisory LLC5,707$241K0.0%N/A0.002%
8/15/2025Visionary Wealth Advisors125,704$5.32M0.3%+4.3%0.046%
8/15/2025Seneschal Advisors LLC161,476$6.83M5.4%+0.8%0.059%
8/15/2025Smartleaf Asset Management LLC39,793$1.68M0.1%+47.7%0.015%
8/15/2025Orion Porfolio Solutions LLC20,478$866K0.0%+4.1%0.007%
8/15/2025MML Investors Services LLC89,837$3.80M0.0%+6.4%0.033%
8/15/2025Monograph Wealth Advisors LLC792,768$33.52M4.1%+20.5%0.290%
8/15/2025EP Wealth Advisors LLC288,112$12.18M0.1%+17.7%0.105%
8/15/2025Curi Capital LLC57,113$2.42M0.0%+40.3%0.021%
8/15/2025Bank of America Corp DE158,515$6.70M0.0%+32.7%0.058%
8/15/2025AQR Capital Management LLC177,302$7.50M0.0%+73.7%0.065%
8/14/2025Raymond James Financial Inc.1,321,744$55.88M0.0%+0.1%0.483%
8/14/2025Betterment LLC17,041$720K0.0%+87.3%0.006%
8/14/2025Quantinno Capital Management LP69,321$2.93M0.0%+92.7%0.025%
8/14/2025Ieq Capital LLC51,820$2.19M0.0%+61.1%0.019%
8/14/2025NewEdge Advisors LLC38,992$1.65M0.0%-5.8%0.014%
8/14/2025Qube Research & Technologies Ltd1,721$73K0.0%-62.9%0.001%
8/14/2025Cerity Partners LLC2,630,826$111.23M0.2%+8.8%0.961%
8/13/2025Cresset Asset Management LLC111,077$4.70M0.0%+15.3%0.041%
8/13/2025Brown Advisory Inc.42,710$1.81M0.0%-10.8%0.016%
8/13/2025M Holdings Securities Inc.193,132$8.15M1.4%+112.8%0.071%
8/13/2025Annandale Capital LLC118,214$5.00M0.4%+1.7%0.043%
8/13/2025Baird Financial Group Inc.29,492$1.25M0.0%+3.2%0.011%
8/13/2025Parkworth Wealth Management Inc.86,301$3.65M2.6%-0.7%0.032%
8/13/2025EverSource Wealth Advisors LLC173,672$7.34M0.3%+38.1%0.063%
8/13/2025CW Advisors LLC12,854$543K0.0%+3.5%0.005%
8/13/2025Pinkerton Wealth LLC5,265$223K0.0%N/A0.002%
8/13/2025Beacon Pointe Advisors LLC1,374,720$58.12M0.6%+0.7%0.502%
8/13/2025Grove Street Fiduciary LLC6,544$277K0.1%-7.1%0.002%
8/13/2025ARK & TLK Investments LLC65,425$2.77M0.9%+1.5%0.024%
8/13/2025VestGen Advisors LLC11,108$470K0.0%+76.1%0.004%
8/13/2025Lido Advisors LLC11,302$478K0.0%+26.9%0.004%
8/13/2025Tobias Financial Advisors Inc.210,155$8.89M1.5%-0.7%0.077%
8/13/2025Measured Wealth Private Client Group LLC27,552$1.17M0.3%-5.2%0.010%
8/13/2025Northwestern Mutual Wealth Management Co.108,277$4.58M0.0%-5.3%0.040%
8/13/2025Choreo LLC1,395,734$59.01M0.8%-12.4%0.510%
8/13/2025Russell Investments Group Ltd.3,520$149K0.0%+117.3%0.001%
8/12/2025Farmers National Bank30,422$1.29M0.3%-8.5%0.011%
8/12/2025Steward Partners Investment Advisory LLC16,436$695K0.0%-37.2%0.006%
8/12/2025Burk Holdings LLC203,636$8.61M5.4%N/A0.074%
8/12/2025Foster Dykema Cabot & Partners LLC2,540$107K0.0%-49.3%0.001%
8/12/2025Global Retirement Partners LLC45,889$1.94M0.0%N/A0.017%
8/12/2025Legacy Financial Group Inc.454,608$19.22M5.7%+1.1%0.166%
8/12/2025AlphaCore Capital LLC8,742$370K0.0%+50.9%0.003%
8/12/2025MAI Capital Management220,639$9.33M0.1%-10.6%0.081%
8/12/2025JPMorgan Chase & Co.241,144$10.20M0.0%-11.3%0.088%
8/12/2025Absolute Capital Management LLC20,532$868K0.4%-8.3%0.007%
8/12/2025GDS Wealth Management8,481$359K0.0%-19.1%0.003%
8/11/2025VSM Wealth Advisory LLC203,074$8.60M2.9%+20,207.4%0.074%
8/11/2025Wealthspire Advisors LLC206,188$8.72M0.0%-2.3%0.075%
8/11/2025Wescott Financial Advisory Group LLC846,904$35.81M3.4%-0.3%0.310%
8/11/2025Root Financial Partners LLC954,172$40.34M3.9%-29.9%0.349%
8/11/2025Mosaic Family Wealth Partners LLC342,052$14.46M1.8%-1.1%0.125%
8/8/2025Rockefeller Capital Management L.P.86,571$3.66M0.0%-13.3%0.032%
8/8/2025Pinney & Scofield Inc.327,255$13.84M9.4%-0.7%0.120%
8/8/2025Cetera Investment Advisers362,103$15.31M0.0%-3.1%0.132%
8/8/2025Creative Planning5,251,545$222.04M0.2%-0.8%1.920%
8/8/2025Altiora Financial Group LLC303,439$12.83M2.5%-1.3%0.111%
8/8/2025Truepoint Inc.2,010,213$84.99M2.1%+9.7%0.735%
8/8/2025Grandfield & Dodd LLC6,583$278K0.0%-8.7%0.002%
8/8/2025Sittner & Nelson LLC3,698$156K0.1%-18.0%0.001%
8/8/2025Francis Financial Inc.51,179$2.16M0.5%-0.7%0.019%
8/8/2025D Orazio & Associates Inc.14,143$598K0.1%-9.5%0.005%
8/8/2025First Western Trust Bank9,953$421K0.0%-4.1%0.004%
8/8/2025Renasant Bank17,757$751K0.5%-1.4%0.006%
8/8/2025PNC Financial Services Group Inc.49,311$2.09M0.0%+8.0%0.018%
8/7/2025CENTRAL TRUST Co19,826$838K0.0%+48.7%0.007%
8/7/2025Timonier Family Office LTD.753,224$31.85M11.9%+4.0%0.275%
8/7/2025Samalin Investment Counsel LLC36,595$1.55M0.6%+6.3%0.013%
8/7/2025Allworth Financial LP726,137$30.70M0.1%-0.3%0.265%
8/7/2025Addison Advisors LLC278,489$11.78M2.9%-9.0%0.102%
8/7/2025Tillman Hartley LLC759,096$32.10M8.9%-10.5%0.277%
8/7/2025TFO Wealth Partners LLC549,037$23.21M4.1%+0.2%0.201%
8/7/2025Fonville Wealth Management LLC55,807$2.36M0.6%-2.2%0.020%
8/7/2025PFG Advisors100,144$4.23M0.1%+7.0%0.037%
8/7/2025Midwest Trust Co23,015$973K0.0%N/A0.008%
8/7/2025Parkside Financial Bank & Trust33,988$1.44M0.2%-3.1%0.012%
8/7/2025Prudent Man Investment Management Inc.451,218$18.46M10.1%-0.2%0.165%
8/6/2025Disciplined Investors L.L.C.6,079$257K0.2%-5.5%0.002%
8/6/2025Valued Wealth Advisors LLC49,133$2.08M1.1%-4.8%0.018%
8/6/2025AE Wealth Management LLC14,135$598K0.0%+5.2%0.005%
8/6/2025Bryn Mawr Trust Advisors LLC11,324$479K0.0%+79.5%0.004%
8/6/2025Savant Capital LLC16,717,079$706.80M4.4%-3.3%6.110%
8/6/2025Modera Wealth Management LLC2,273,790$96.14M1.2%-1.6%0.831%
8/6/2025SouthState Corp3,813$161K0.0%-13.8%0.001%
8/6/2025Summit Wealth Group LLC280,608$11.86M3.0%-1.8%0.103%
8/6/2025Atlantic Union Bankshares Corp309,390$13.08M0.3%N/A0.113%
8/6/2025Cloud Capital Management LLC33,960$1.44M0.9%-12.5%0.012%
8/5/2025WorthPointe LLC535,481$22.64M9.5%+0.3%0.196%
(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, 637 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 ($253.94M).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 504 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 32,131,458 shares in the last 24 months. This purchase volume represents approximately $1.33B in transactions.

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

Of the 302 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), Index Fund Advisors Inc. ($1.25M), M Holdings Securities Inc. ($1.20M), Savant Capital LLC ($1.14M), 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 23,310,055 shares in the last 24 months. This volume of shares sold represents approximately $967.02M in transactions.


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This page (NYSEARCA:DFUV) was last updated on 10/2/2025 by MarketBeat.com Staff
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