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Dimensional US Marketwide Value ETF (DFUV) Institutional Ownership

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$43.50 +0.17 (+0.39%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Number of
Institutional Buyers
(last 12 months)
363
Total
Institutional Inflows
(last 12 months)
$1.60B
Number of
Institutional Sellers
(last 12 months)
285
Total
Institutional Outflows
(last 12 months)
$817.68M
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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
7/25/2025Atria Wealth Solutions Inc.19,048$807K0.0%+1.7%0.007%
7/25/2025Envestnet Portfolio Solutions Inc.154,479$6.53M0.0%-0.3%0.056%
7/25/2025Wealth Architects LLC731,241$30.92M3.1%+2.6%0.267%
7/25/2025Sequoia Financial Advisors LLC388,473$16.43M0.1%-3.9%0.142%
7/25/2025Ruedi Wealth Management Inc.352,788$14.92M4.4%-0.5%0.129%
7/25/2025MGO One Seven LLC6,504$275K0.0%+25.1%0.002%
7/25/2025Index Fund Advisors Inc.5,267,199$222.70M12.5%-2.6%1.925%
7/25/2025LRI Investments LLC549,843$23.25M1.8%+3.7%0.201%
7/25/2025CWM LLC80,712$3.41M0.0%+3.4%0.030%
7/25/2025Sovereign Financial Group Inc.6,925$293K0.1%N/A0.003%
7/24/2025 JFS Wealth Advisors LLC151,338$6.40M0.4%-4.9%0.055%
7/24/2025 Robertson Stephens Wealth Management LLC64,652$2.73M0.1%+0.6%0.024%
7/24/2025 IFP Advisors Inc19,028$805K0.0%+403.0%0.007%
7/24/2025 Blair William & Co. IL45,331$1.92M0.0%+3.9%0.017%
7/24/2025 Wealth Advisors Northwest LLC80,621$3.41M1.8%-3.9%0.029%
7/23/2025 Allegiance Financial Group Advisory Services LLC22,114$935K0.2%-4.0%0.008%
7/23/2025 Sax Wealth Advisors LLC827,304$34.98M2.1%-3.0%0.297%
7/23/2025 TPG Financial Advisors LLC12,570$531K0.2%-14.8%0.005%
7/23/2025 Bellevue Asset Management LLC3,743$158K0.1%N/A0.001%
7/23/2025 Wealth Management Nebraska713,723$30.08M4.3%+0.2%0.256%
7/23/2025 Asset Planning Corporation29,156$1.23M0.7%-13.5%0.010%
7/23/2025 Roundview Capital LLC7,626$322K0.0%N/A0.003%
7/23/2025 HMV Wealth Advisors LLC92,068$3.89M2.6%+24.7%0.033%
7/23/2025 Pillar Financial Advisors LLC353,768$14.96M10.3%-0.1%0.127%
7/23/2025 Prime Capital Investment Advisors LLC31,800$1.34M0.0%-93.4%0.011%
7/22/2025 Evensky & Katz LLC117,279$4.96M0.3%-2.0%0.042%
7/22/2025 Confluence Wealth Services Inc.306,141$12.94M0.7%+13.5%0.110%
7/22/2025 AWM Capital LLC20,017$846K0.1%-4.0%0.007%
7/22/2025 Valeo Financial Advisors LLC28,572$1.21M0.0%+1.1%0.010%
7/22/2025 David Wealth Management LLC21,032$889K0.7%-1.5%0.008%
7/22/2025 Beacon Financial Advisory LLC37,062$1.57M0.4%+2.0%0.013%
7/22/2025 Marietta Wealth Management LLC20,970$887K0.1%-4.1%0.008%
7/22/2025 Simplicity Wealth LLC234,898$9.93M0.4%+100.7%0.084%
7/22/2025 Berger Financial Group Inc17,304$732K0.0%-9.4%0.006%
7/22/2025 Noble Family Wealth LLC11,592$490K0.1%N/A0.004%
7/21/2025 QRG Capital Management Inc.13,128$555K0.0%-8.1%0.005%
7/21/2025 Keb Asset Management LLC789,310$33.37M8.3%-3.9%0.283%
7/21/2025 Ameritas Advisory Services LLC2,021$85K0.0%N/A0.001%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,730,157$115.43M2.6%-1.2%0.979%
7/21/2025 Yeomans Consulting Group Inc.106,269$4.55M1.9%+3.9%0.038%
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7/21/2025 1900 Wealth Management LLC529,134$22.37M1.7%-2.5%0.190%
7/21/2025 Family CFO Inc53,193$2.25M1.1%+7.6%0.019%
7/21/2025 Abacus Planning Group Inc.438,020$18.52M2.0%N/A0.157%
7/21/2025 Hilltop National Bank2,497$106K0.0%N/A0.001%
7/21/2025 Matauro LLC52,835$2.23M0.4%-8.4%0.019%
7/18/2025 TruNorth Capital Management LLC163,735$6.92M1.5%-0.1%0.059%
7/18/2025 Benchmark Wealth Management LLC22,530$953K0.4%+32.9%0.008%
7/18/2025 Meritas Wealth Management LLC589,224$24.91M13.7%-1.7%0.211%
7/18/2025 Parkwoods Wealth Partners LLC692,196$29.27M16.9%+2.2%0.248%
7/18/2025 PBMares Wealth Management LLC364,462$15.41M2.8%+1.2%0.131%
7/18/2025 Bridge Generations Wealth Management LLC79,311$3.35M2.0%-19.3%0.028%
7/18/2025 Truist Financial Corp134,576$5.69M0.0%+0.8%0.048%
7/18/2025 FMB Wealth Management107,000$4.52M2.2%+1.2%0.038%
7/17/2025 Melfa Wealth Management Inc.63,068$2.67M1.7%-0.9%0.023%
7/17/2025 DiNuzzo Private Wealth Inc.472,193$19.96M2.4%-1.4%0.173%
7/17/2025 Dopkins Wealth Management LLC453,430$19.17M8.6%+0.6%0.166%
7/17/2025 Lauterbach Financial Advisors LLC261,559$11.06M6.1%-0.3%0.096%
7/17/2025 Northwest Wealth Management LLC138,330$5.85M1.1%+3.0%0.051%
7/17/2025 Claris Advisors LLC MO393,977$16.66M5.8%-7.6%0.144%
7/17/2025 Janney Montgomery Scott LLC19,218$813K0.0%+4.7%0.007%
7/17/2025 Elser Financial Planning Inc955,604$40.42M2.4%+12,942.2%0.349%
7/17/2025 Oakworth Capital Inc.12,818$542K0.0%+33.8%0.005%
7/17/2025 Heritage Investment Group Inc.936,355$39.59M6.8%-1.1%0.342%
7/17/2025 Smith Salley Wealth Management7,344$311K0.0%N/A0.003%
7/17/2025 Symmetry Partners LLC645,665$27.30M3.4%-4.7%0.236%
7/17/2025 Porter White Investment Advisors Inc.954,169$40.34M18.8%-0.4%0.349%
7/17/2025 Stone Summit Wealth LLC46,692$1.97M0.6%-6.5%0.017%
7/17/2025 Willow Creek Wealth Management Inc.1,085,073$45.88M4.1%-1.0%0.397%
7/17/2025 XY Planning Network Inc.20,588$870K0.3%+85.3%0.008%
7/16/2025 Jentner Corp69,363$2.93M0.8%-10.8%0.025%
7/16/2025 Squire Investment Management Company LLC280,810$11.87M4.4%-3.2%0.103%
7/16/2025 TRU Independence Asset Management 2 LLC28,275$1.20M0.8%-17.8%0.010%
7/16/2025 Signaturefd LLC18,989$803K0.0%-1.7%0.007%
7/16/2025 Gradient Capital Advisors LLC133,613$5.65M1.7%+3.3%0.049%
7/16/2025 Vestia Personal Wealth Advisors233,367$9.87M6.4%+11.4%0.085%
7/16/2025 Moisand Fitzgerald Tamayo LLC572,044$24.19M3.1%-2.5%0.209%
7/16/2025 Kathmere Capital Management LLC20,578$870K0.1%+38.2%0.008%
7/16/2025 Embree Financial Group147,416$6.23M0.9%-21.4%0.054%
7/16/2025 Strategic Investment Solutions Inc. IL167,712$7.09M2.1%-21.3%0.061%
7/16/2025 Five Oceans Advisors7,933$335K0.1%+44.3%0.003%
7/16/2025 TCI Wealth Advisors Inc.2,741,948$115.93M7.9%+10.8%1.002%
7/16/2025 Perigon Wealth Management LLC13,607$575K0.0%+3.3%0.005%
7/16/2025 Plancorp LLC6,006,250$253.94M8.8%-5.1%2.195%
7/15/2025 Level Financial Advisors199,691$8.44M2.6%-0.2%0.073%
7/15/2025 Signet Financial Management LLC4,787$202K0.0%N/A0.002%
7/15/2025 Total Wealth Planning LLC116,292$4.92M0.6%-3.3%0.043%
7/15/2025 Mather Group LLC.590,903$24.98M0.3%-5.1%0.216%
7/15/2025 Evanson Asset Management LLC1,324,237$55.99M3.6%+1.0%0.484%
7/15/2025 Kraft Asset Management LLC281,152$11.89M11.1%-4.4%0.103%
7/15/2025 Bannerman Wealth Management Group LLC39,275$1.66M1.3%-2.6%0.014%
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7/15/2025 Vannoy Advisory Group Inc.100,719$4.26M2.9%+1.0%0.037%
7/15/2025 Maseco LLP2,078,846$87.85M3.3%N/A0.760%
7/15/2025 Axis Wealth Partners LLC69,277$2.93M1.9%+3.3%0.025%
7/15/2025 Fifth Third Bancorp19,904$842K0.0%-4.5%0.007%
7/15/2025 Eaton Financial Holdings Company LLC16,361$692K0.2%N/A0.006%
7/15/2025 RTD Financial Advisors Inc.241,535$10.21M1.3%-0.9%0.088%
7/15/2025 Kelly Financial Group LLC5,117$216K0.0%N/A0.002%
7/15/2025 Fortitude Family Office LLC1,040$44K0.0%+31.6%0.000%
7/15/2025 Cordant Inc.46,908$1.98M1.0%+28.0%0.017%
7/14/2025 Kooman & Associates438,020$18.52M6.3%+0.7%0.160%
(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, 627 institutional investors and hedge funds held shares of Dimensional US Marketwide Value ETF. The most heavily invested institutionals were Mercer Global Advisors Inc. ADV ($1.29B), Envestnet Asset Management Inc. ($1.26B), Savant Capital LLC ($734.80M), Focus Partners Wealth ($612.97M), Buckingham Strategic Wealth LLC ($534.76M), Corient Private Wealth LLC ($439.68M), 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 494 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. ($12.80M), Mercer Global Advisors Inc. ADV ($11.04M), Savant Capital LLC ($5.37M), Elser Financial Planning Inc ($2.88M), Raymond James Financial Inc. ($2.54M), 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 39,322,298 shares in the last 24 months. This purchase volume represents approximately $1.60B in transactions.

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

Of the 284 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), Index Fund Advisors Inc. ($1.42M), M Holdings Securities Inc. ($1.20M), Elser Financial Planning Inc ($978.21K), Symmetry Partners LLC ($634.72K), and Savant Capital LLC ($557.42K).

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

Institutional investors have sold a total of 19,855,175 shares in the last 24 months. This volume of shares sold represents approximately $817.68M in transactions.


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This page (NYSEARCA:DFUV) was last updated on 7/25/2025 by MarketBeat.com Staff
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