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Dimensional US Marketwide Value ETF (DFUV) Institutional Ownership

Dimensional US Marketwide Value ETF logo
$40.22 -0.07 (-0.17%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
346
Total
Institutional Inflows
(last 12 months)
$1.43B
Number of
Institutional Sellers
(last 12 months)
274
Total
Institutional Outflows
(last 12 months)
$755.29M
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DFUV Institutional Buying and Selling by Quarter

Dimensional US Marketwide Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Focus Partners Wealth14,874,351$612.97M1.5%+2.8%5.459%
5/16/2025 Goldman Sachs Group Inc.4,901$202K0.0%N/A0.002%
5/16/2025 Jones Financial Companies Lllp3,991$161K0.0%-95.8%0.001%
5/16/2025 Plancorp LLC6,328,398$260.79M10.3%-0.7%2.324%
5/16/2025 NewEdge Advisors LLC41,379$1.71M0.0%-9.1%0.015%
5/16/2025 Integrated Wealth Concepts LLC701,284$28.90M0.3%+0.5%0.258%
5/16/2025 Investmark Advisory Group LLC506,316$20.87M10.3%+1.1%0.186%
5/16/2025 Jentner Corp77,733$3.20M1.0%-5.0%0.029%
5/16/2025 Beaird Harris Wealth Management LLC1,284,060$52.92M4.5%-0.9%0.472%
5/16/2025 AQR Capital Management LLC102,100$4.21M0.0%+50.9%0.037%
5/16/2025 AlTi Global Inc.8,530$352K0.0%-4.2%0.003%
5/16/2025 Ancora Advisors LLC38,756$1.60M0.0%-16.7%0.014%
5/15/2025 EP Wealth Advisors LLC244,856$10.09M0.1%-4.1%0.090%
5/15/2025 Focus Partners Advisor Solutions LLC4,654,595$191.82M2.9%+2.2%1.709%
5/15/2025 Royal Bank of Canada102,072$4.21M0.0%+1.9%0.037%
5/15/2025 Betterment LLC9,097$375K0.0%+4.2%0.003%
5/15/2025 Trace Wealth Advisors LLC100,674$4.15M3.7%+1.7%0.037%
5/15/2025 MAI Capital Management246,911$10.18M0.1%+0.3%0.091%
5/15/2025 Baird Financial Group Inc.28,567$1.18M0.0%-5.1%0.010%
5/14/2025 Ieq Capital LLC32,168$1.33M0.0%+12.9%0.012%
5/14/2025 Samalin Investment Counsel LLC34,426$1.42M0.6%+21.8%0.013%
5/14/2025 Northwestern Mutual Wealth Management Co.114,368$4.71M0.0%+11.3%0.042%
5/14/2025 Sax Wealth Advisors LLC852,592$35.14M2.5%-1.0%0.313%
5/14/2025 Kestra Advisory Services LLC233,028$9.60M0.0%-19.9%0.086%
5/14/2025 Wescott Financial Advisory Group LLC849,792$35.02M3.6%-0.6%0.312%
5/14/2025 Compound Planning Inc.290,875$11.99M0.5%N/A0.107%
5/14/2025 CW Advisors LLC12,417$516K0.0%N/A0.005%
5/14/2025 M Holdings Securities Inc.90,759$3.74M0.6%-5.3%0.033%
5/13/2025 RW Investment Management LLC1,199,203$49.42M6.1%-4.2%0.440%
5/13/2025 Aptus Capital Advisors LLC54,385$2.24M0.0%-1.6%0.020%
5/13/2025 Northern Trust Corp6,136,156$252.87M0.0%+2.8%2.253%
5/13/2025 Raymond James Financial Inc.1,320,565$54.42M0.0%+7.9%0.485%
5/13/2025 Cresset Asset Management LLC96,375$3.97M0.0%-4.0%0.035%
5/13/2025 American Investment Services Inc.850,684$35.06M6.2%-3.9%0.312%
5/13/2025 Evensky & Katz LLC119,710$4.93M0.3%-1.7%0.044%
5/13/2025 Francis Financial Inc.51,542$2.12M0.5%-0.6%0.019%
5/13/2025 Ariadne Wealth Management LP203,316$8.16M4.3%-0.8%0.075%
5/13/2025 Annandale Capital LLC116,238$4.79M0.3%-2.0%0.043%
5/13/2025 HighTower Advisors LLC4,773,457$196.71M0.3%-2.5%1.753%
5/12/2025 Financial Engines Advisors L.L.C.635,513$26.19M0.1%-1.6%0.233%
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5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors10,565$435K0.0%-3.6%0.004%
5/12/2025 Operose Advisors LLC6,744$278K0.1%-5.0%0.002%
5/12/2025 SouthState Corp4,425$182K0.0%N/A0.002%
5/12/2025 Basso Capital Management L.P.16,800$692K0.6%-56.5%0.006%
5/12/2025 Fiduciary Family Office LLC6,366$262K0.1%N/A0.002%
5/12/2025 Measured Wealth Private Client Group LLC29,077$1.20M0.4%-1.4%0.011%
5/12/2025 Summit Financial Strategies Inc.96,577$3.98M0.4%-1.4%0.035%
5/12/2025 Truepoint Inc.1,833,182$75.55M2.0%+1.2%0.673%
5/12/2025 AlphaCore Capital LLC5,795$239K0.0%N/A0.002%
5/9/2025 Silver Oak Advisory Group Inc.23,407$964K0.5%-16.3%0.009%
5/9/2025 Keb Asset Management LLC821,515$33.86M9.6%+2.1%0.302%
5/9/2025 Pinney & Scofield Inc.329,470$13.58M9.8%-1.5%0.121%
5/9/2025 Navigoe LLC326,182$13.44M11.6%+1.3%0.120%
5/9/2025 Hemington Wealth Management117,940$4.86M0.8%-2.9%0.043%
5/9/2025 Exencial Wealth Advisors LLC172,511$7.11M0.3%-0.9%0.063%
5/9/2025 Cascade Wealth Advisors Inc57,439$2.20M1.5%-17.6%0.021%
5/9/2025 Renasant Bank18,005$742K0.5%-14.5%0.007%
5/9/2025 Wealthspire Advisors LLC211,065$8.70M0.1%-0.7%0.078%
5/9/2025 Atria Wealth Solutions Inc.18,725$772K0.0%-2.8%0.007%
5/9/2025 Empower Advisory Group LLC12,158$501K0.0%-5.9%0.004%
5/9/2025 Strategic Investment Solutions Inc. IL213,141$8.78M2.6%-19.4%0.078%
5/9/2025 Earned Wealth Advisors LLC536,471$22.11M4.9%+0.5%0.197%
5/9/2025 Commonwealth Equity Services LLC744,985$30.70M0.0%+3.9%0.274%
5/9/2025 Blair William & Co. IL43,642$1.80M0.0%+0.8%0.016%
5/9/2025 Liberty Wealth Management LLC19,417$800K0.0%+51.4%0.007%
5/9/2025 PNC Financial Services Group Inc.45,644$1.88M0.0%-4.1%0.017%
5/8/2025 Altiora Financial Group LLC307,573$12.68M2.7%+1.8%0.113%
5/8/2025 Tarbox Family Office Inc.41,813$1.72M0.3%-1.1%0.015%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,762,034$113.82M2.9%+4.8%1.014%
5/8/2025 Tillman Hartley LLC848,588$34.97M10.2%-3.4%0.312%
5/8/2025 Abacus Wealth Partners LLC139,080$5.73M0.9%-1.3%0.051%
5/8/2025 Modera Wealth Management LLC2,309,668$95.18M1.3%-2.2%0.848%
5/8/2025 TFO Wealth Partners LLC548,175$22.59M4.5%-1.0%0.201%
5/8/2025 Aegis Wealth Management LLC173,864$7.17M4.2%-1.1%0.064%
5/8/2025 Arkadios Wealth Advisors31,454$1.30M0.0%-85.1%0.012%
5/8/2025 Squire Investment Management Company LLC289,974$11.95M5.0%+2.2%0.106%
5/8/2025 Cozad Asset Management Inc.9,375$386K0.0%-11.0%0.003%
5/7/2025 Lutz Financial Services LLC132,691$5.47M0.4%-3.3%0.049%
5/7/2025 Evermay Wealth Management LLC1,275$53K0.0%-19.2%0.000%
5/7/2025 AWM Capital LLC20,849$859K0.1%-3.9%0.008%
5/7/2025 Werba Rubin Papier Wealth Management205,305$8.46M1.8%-0.3%0.075%
5/7/2025 Wealthstream Advisors Inc.157,147$6.48M1.2%-1.3%0.058%
5/7/2025 Seneschal Advisors LLC160,211$6.60M5.7%-0.3%0.059%
5/7/2025 LPL Financial LLC1,330,981$54.85M0.0%+12.6%0.489%
5/7/2025 AG Asset Advisory LLC95,502$3.94M4.0%+5.7%0.035%
5/7/2025 Angeles Wealth Management LLC34,298$1.41M0.1%-33.4%0.013%
5/7/2025 Drive Wealth Management LLC19,271$794K0.2%N/A0.007%
5/6/2025 Assetmark Inc.3,300$136K0.0%+215.8%0.001%
5/6/2025 Cetera Investment Advisers373,818$15.41M0.0%-28.6%0.137%
5/6/2025 Avantax Advisory Services Inc.31,809$1.31M0.0%+1.2%0.012%
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad)

A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

Be ready before the historic gold move. Get Garrett’s Top Four picks now.
5/6/2025 Benningfield Financial Advisors LLC455,677$18.78M18.0%+0.7%0.167%
5/6/2025 AE Wealth Management LLC13,434$554K0.0%+38.2%0.005%
5/6/2025 Wedbush Securities Inc.5,058$208K0.0%N/A0.002%
5/6/2025 WorthPointe LLC534,081$22.01M9.8%-7.9%0.196%
5/6/2025 Choreo LLC1,592,768$65.64M1.0%-15.4%0.585%
5/6/2025 PFG Advisors93,632$3.86M0.2%+7.4%0.034%
5/5/2025 Lauterbach Financial Advisors LLC262,352$10.81M6.7%-0.1%0.096%
5/5/2025 WNY Asset Management LLC146,338$6.03M0.7%-4.1%0.054%
5/5/2025 Aspen Capital Management LLC79,383$3.27M1.0%N/A0.029%
5/5/2025 TAGStone Capital Inc.50,617$2.09M1.0%+1.4%0.019%
(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, 608 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 DFUV's institutional investors.

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

Of the 476 institutional investors that purchased Dimensional US Marketwide Value ETF 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 70,095,619 shares in the last 24 months. This purchase volume represents approximately $2.66B in transactions.

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

Of the 355 institutional investors that sold Dimensional US Marketwide Value ETF 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. ($1.46M), M Holdings Securities Inc. ($1.23M), Symmetry Partners LLC ($989.78K), Elser Financial Planning Inc ($978.21K), and Carlson Capital Management ($676.53K).

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

Institutional investors have sold a total of 25,763,463 shares in the last 24 months. This volume of shares sold represents approximately $1.03B in transactions.



This page (NYSEARCA:DFUV) was last updated on 5/23/2025 by MarketBeat.com Staff
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