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Dimensional US Marketwide Value ETF (DFUV) Institutional Ownership

Dimensional US Marketwide Value ETF logo
$43.19 +0.23 (+0.54%)
As of 07/3/2025 05:00 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)
344
Total
Institutional Inflows
(last 12 months)
$1.45B
Number of
Institutional Sellers
(last 12 months)
277
Total
Institutional Outflows
(last 12 months)
$754.70M
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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
7/3/2025McLean Asset Management Corp674,635$28.98M7.6%-1.5%0.247%
7/3/2025Trust Co of the South1,784,627$75.45M13.4%-0.8%0.654%
6/27/2025Goldman Sachs Group Inc.4,901$202K0.0%N/A0.002%
6/11/2025Kondo Wealth Advisors Inc.148,084$6.10M3.0%-0.8%0.053%
5/30/2025Porter White Investment Advisors Inc.958,305$39.45M19.6%N/A0.352%
5/28/2025Intrua Financial LLC5,927$244K0.0%-13.2%0.002%
5/27/2025Advisors Capital Management LLC6,748$278K0.0%N/A0.002%
5/23/2025Triune Financial Partners LLC918,417$37.85M12.0%-0.3%0.337%
5/20/2025Focus Partners Wealth14,874,351$612.97M1.5%+2.8%5.459%
5/16/2025Goldman Sachs Group Inc.4,901$202K0.0%N/A0.002%
5/16/2025Jones Financial Companies Lllp3,991$161K0.0%-95.8%0.001%
5/16/2025Plancorp LLC6,328,398$260.79M10.3%-0.7%2.324%
5/16/2025NewEdge Advisors LLC41,379$1.71M0.0%-9.1%0.015%
5/16/2025Integrated Wealth Concepts LLC701,284$28.90M0.3%+0.5%0.258%
5/16/2025Investmark Advisory Group LLC506,316$20.87M10.3%+1.1%0.186%
5/16/2025Jentner Corp77,733$3.20M1.0%-5.0%0.029%
5/16/2025Beaird Harris Wealth Management LLC1,284,060$52.92M4.5%-0.9%0.472%
5/16/2025AQR Capital Management LLC102,100$4.21M0.0%+50.9%0.037%
5/16/2025AlTi Global Inc.8,530$352K0.0%-4.2%0.003%
5/16/2025Ancora Advisors LLC38,756$1.60M0.0%-16.7%0.014%
5/15/2025EP Wealth Advisors LLC244,856$10.09M0.1%-4.1%0.090%
5/15/2025Focus Partners Advisor Solutions LLC4,654,595$191.82M2.9%+2.2%1.709%
5/15/2025Royal Bank of Canada102,072$4.21M0.0%+1.9%0.037%
5/15/2025Betterment LLC9,097$375K0.0%+4.2%0.003%
5/15/2025Trace Wealth Advisors LLC100,674$4.15M3.7%+1.7%0.037%
5/15/2025MAI Capital Management246,911$10.18M0.1%+0.3%0.091%
5/15/2025Baird Financial Group Inc.28,567$1.18M0.0%-5.1%0.010%
5/14/2025Ieq Capital LLC32,168$1.33M0.0%+12.9%0.012%
5/14/2025Samalin Investment Counsel LLC34,426$1.42M0.6%+21.8%0.013%
5/14/2025Northwestern Mutual Wealth Management Co.114,368$4.71M0.0%+11.3%0.042%
5/14/2025Sax Wealth Advisors LLC852,592$35.14M2.5%-1.0%0.313%
5/14/2025Kestra Advisory Services LLC233,028$9.60M0.0%-19.9%0.086%
5/14/2025Wescott Financial Advisory Group LLC849,792$35.02M3.6%-0.6%0.312%
5/14/2025Compound Planning Inc.290,875$11.99M0.5%N/A0.107%
5/14/2025CW Advisors LLC12,417$516K0.0%N/A0.005%
5/14/2025M Holdings Securities Inc.90,759$3.74M0.6%-5.3%0.033%
5/13/2025RW Investment Management LLC1,199,203$49.42M6.1%-4.2%0.440%
5/13/2025Aptus Capital Advisors LLC54,385$2.24M0.0%-1.6%0.020%
5/13/2025Northern Trust Corp6,136,156$252.87M0.0%+2.8%2.253%
5/13/2025Raymond James Financial Inc.1,320,565$54.42M0.0%+7.9%0.485%
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5/13/2025Cresset Asset Management LLC96,375$3.97M0.0%-4.0%0.035%
5/13/2025American Investment Services Inc.850,684$35.06M6.2%-3.9%0.312%
5/13/2025Evensky & Katz LLC119,710$4.93M0.3%-1.7%0.044%
5/13/2025Francis Financial Inc.51,542$2.12M0.5%-0.6%0.019%
5/13/2025Ariadne Wealth Management LP203,316$8.16M4.3%-0.8%0.075%
5/13/2025Annandale Capital LLC116,238$4.79M0.3%-2.0%0.043%
5/13/2025HighTower Advisors LLC4,773,457$196.71M0.3%-2.5%1.753%
5/12/2025Financial Engines Advisors L.L.C.635,513$26.19M0.1%-1.6%0.233%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors10,565$435K0.0%-3.6%0.004%
5/12/2025Operose Advisors LLC6,744$278K0.1%-5.0%0.002%
5/12/2025SouthState Corp4,425$182K0.0%N/A0.002%
5/12/2025Basso Capital Management L.P.16,800$692K0.6%-56.5%0.006%
5/12/2025Fiduciary Family Office LLC6,366$262K0.1%N/A0.002%
5/12/2025Measured Wealth Private Client Group LLC29,077$1.20M0.4%-1.4%0.011%
5/12/2025Summit Financial Strategies Inc.96,577$3.98M0.4%-1.4%0.035%
5/12/2025Truepoint Inc.1,833,182$75.55M2.0%+1.2%0.673%
5/12/2025AlphaCore Capital LLC5,795$239K0.0%N/A0.002%
5/9/2025Silver Oak Advisory Group Inc.23,407$964K0.5%-16.3%0.009%
5/9/2025Keb Asset Management LLC821,515$33.86M9.6%+2.1%0.302%
5/9/2025Pinney & Scofield Inc.329,470$13.58M9.8%-1.5%0.121%
5/9/2025Navigoe LLC326,182$13.44M11.6%+1.3%0.120%
5/9/2025Hemington Wealth Management117,940$4.86M0.8%-2.9%0.043%
5/9/2025Exencial Wealth Advisors LLC172,511$7.11M0.3%-0.9%0.063%
5/9/2025Cascade Wealth Advisors Inc57,439$2.20M1.5%-17.6%0.021%
5/9/2025Renasant Bank18,005$742K0.5%-14.5%0.007%
5/9/2025Wealthspire Advisors LLC211,065$8.70M0.1%-0.7%0.078%
5/9/2025Atria Wealth Solutions Inc.18,725$772K0.0%-2.8%0.007%
5/9/2025Empower Advisory Group LLC12,158$501K0.0%-5.9%0.004%
5/9/2025Strategic Investment Solutions Inc. IL213,141$8.78M2.6%-19.4%0.078%
5/9/2025Earned Wealth Advisors LLC536,471$22.11M4.9%+0.5%0.197%
5/9/2025Commonwealth Equity Services LLC744,985$30.70M0.0%+3.9%0.274%
5/9/2025Blair William & Co. IL43,642$1.80M0.0%+0.8%0.016%
5/9/2025Liberty Wealth Management LLC19,417$800K0.0%+51.4%0.007%
5/9/2025PNC Financial Services Group Inc.45,644$1.88M0.0%-4.1%0.017%
5/8/2025Altiora Financial Group LLC307,573$12.68M2.7%+1.8%0.113%
5/8/2025Tarbox Family Office Inc.41,813$1.72M0.3%-1.1%0.015%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,762,034$113.82M2.9%+4.8%1.014%
5/8/2025Tillman Hartley LLC848,588$34.97M10.2%-3.4%0.312%
5/8/2025Abacus Wealth Partners LLC139,080$5.73M0.9%-1.3%0.051%
5/8/2025Modera Wealth Management LLC2,309,668$95.18M1.3%-2.2%0.848%
5/8/2025TFO Wealth Partners LLC548,175$22.59M4.5%-1.0%0.201%
5/8/2025Aegis Wealth Management LLC173,864$7.17M4.2%-1.1%0.064%
5/8/2025Arkadios Wealth Advisors31,454$1.30M0.0%-85.1%0.012%
5/8/2025Squire Investment Management Company LLC289,974$11.95M5.0%+2.2%0.106%
5/8/2025Cozad Asset Management Inc.9,375$386K0.0%-11.0%0.003%
5/7/2025Lutz Financial Services LLC132,691$5.47M0.4%-3.3%0.049%
5/7/2025Evermay Wealth Management LLC1,275$53K0.0%-19.2%0.000%
5/7/2025AWM Capital LLC20,849$859K0.1%-3.9%0.008%
5/7/2025Werba Rubin Papier Wealth Management205,305$8.46M1.8%-0.3%0.075%
5/7/2025Wealthstream Advisors Inc.157,147$6.48M1.2%-1.3%0.058%
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5/7/2025Seneschal Advisors LLC160,211$6.60M5.7%-0.3%0.059%
5/7/2025LPL Financial LLC1,330,981$54.85M0.0%+12.6%0.489%
5/7/2025AG Asset Advisory LLC95,502$3.94M4.0%+5.7%0.035%
5/7/2025Angeles Wealth Management LLC34,298$1.41M0.1%-33.4%0.013%
5/7/2025Drive Wealth Management LLC19,271$794K0.2%N/A0.007%
5/6/2025Assetmark Inc.3,300$136K0.0%+215.8%0.001%
5/6/2025Cetera Investment Advisers373,818$15.41M0.0%-28.6%0.137%
5/6/2025Avantax Advisory Services Inc.31,809$1.31M0.0%+1.2%0.012%
5/6/2025Benningfield Financial Advisors LLC455,677$18.78M18.0%+0.7%0.167%
5/6/2025AE Wealth Management LLC13,434$554K0.0%+38.2%0.005%
(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, 612 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 ($260.79M).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 477 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), Raymond James Financial Inc. ($2.54M), Trust Co of the South ($1.94M), Elser Financial Planning Inc ($1.93M), and Pathstone Holdings LLC ($1.51M).

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

Institutional investors have bought a total of 35,887,885 shares in the last 24 months. This purchase volume represents approximately $1.45B in transactions.

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

Of the 277 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. ($1.28M), M Holdings Securities Inc. ($1.20M), Elser Financial Planning Inc ($978.21K), Symmetry Partners LLC ($602.98K), 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 18,379,214 shares in the last 24 months. This volume of shares sold represents approximately $754.70M in transactions.


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This page (NYSEARCA:DFUV) was last updated on 7/4/2025 by MarketBeat.com Staff
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