Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Dimensional US Marketwide Value ETF (DFUV) Institutional Ownership

Dimensional US Marketwide Value ETF logo
$43.33 -0.09 (-0.21%)
Closing price 08/15/2025 04:10 PM Eastern
Extended Trading
$43.34 +0.01 (+0.01%)
As of 08/15/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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)
$1.34B
Number of
Institutional Sellers
(last 12 months)
302
Total
Institutional Outflows
(last 12 months)
$870.49M
Get DFUV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional US Marketwide Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DFUV Institutional Buying and Selling by Quarter

Dimensional US Marketwide Value ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/15/2025 Vident Advisory LLC5,707$241K0.0%N/A0.002%
8/15/2025 Visionary Wealth Advisors125,704$5.32M0.3%+4.3%0.046%
8/15/2025 Seneschal Advisors LLC161,476$6.83M5.4%+0.8%0.059%
8/15/2025 Smartleaf Asset Management LLC39,793$1.68M0.1%+47.7%0.015%
8/15/2025 Orion Porfolio Solutions LLC20,478$866K0.0%+4.1%0.007%
8/15/2025 MML Investors Services LLC89,837$3.80M0.0%+6.4%0.033%
8/15/2025 Monograph Wealth Advisors LLC792,768$33.52M4.1%+20.5%0.290%
8/15/2025 EP Wealth Advisors LLC288,112$12.18M0.1%+17.7%0.105%
8/15/2025 Curi Capital LLC57,113$2.42M0.0%+40.3%0.021%
8/15/2025 Bank of America Corp DE158,515$6.70M0.0%+32.7%0.058%
8/15/2025 AQR Capital Management LLC177,302$7.50M0.0%+73.7%0.065%
8/14/2025 Raymond James Financial Inc.1,321,744$55.88M0.0%+0.1%0.483%
8/14/2025 Betterment LLC17,041$720K0.0%+87.3%0.006%
8/14/2025 Quantinno Capital Management LP69,321$2.93M0.0%+92.7%0.025%
8/14/2025 Ieq Capital LLC51,820$2.19M0.0%+61.1%0.019%
8/14/2025 NewEdge Advisors LLC38,992$1.65M0.0%-5.8%0.014%
8/14/2025 Qube Research & Technologies Ltd1,721$73K0.0%-62.9%0.001%
8/14/2025 Cerity Partners LLC2,630,826$111.23M0.2%+8.8%0.961%
8/13/2025 Cresset Asset Management LLC111,077$4.70M0.0%+15.3%0.041%
8/13/2025 Brown Advisory Inc.42,710$1.81M0.0%-10.8%0.016%
8/13/2025 M Holdings Securities Inc.193,132$8.15M1.4%+112.8%0.071%
8/13/2025 Annandale Capital LLC118,214$5.00M0.4%+1.7%0.043%
8/13/2025 Baird Financial Group Inc.29,492$1.25M0.0%+3.2%0.011%
8/13/2025 Parkworth Wealth Management Inc.86,301$3.65M2.6%-0.7%0.032%
8/13/2025 EverSource Wealth Advisors LLC173,672$7.34M0.3%+38.1%0.063%
8/13/2025 CW Advisors LLC12,854$543K0.0%+3.5%0.005%
8/13/2025 Pinkerton Wealth LLC5,265$223K0.0%N/A0.002%
8/13/2025 Beacon Pointe Advisors LLC1,374,720$58.12M0.6%+0.7%0.502%
8/13/2025 Grove Street Fiduciary LLC6,544$277K0.1%-7.1%0.002%
8/13/2025 ARK & TLK Investments LLC65,425$2.77M0.9%+1.5%0.024%
8/13/2025 VestGen Advisors LLC11,108$470K0.0%+76.1%0.004%
8/13/2025 Lido Advisors LLC11,302$478K0.0%+26.9%0.004%
8/13/2025 Tobias Financial Advisors Inc.210,155$8.89M1.5%-0.7%0.077%
8/13/2025 Measured Wealth Private Client Group LLC27,552$1.17M0.3%-5.2%0.010%
8/13/2025 Northwestern Mutual Wealth Management Co.108,277$4.58M0.0%-5.3%0.040%
8/13/2025 Choreo LLC1,395,734$59.01M0.8%-12.4%0.510%
8/13/2025 Russell Investments Group Ltd.3,520$149K0.0%+117.3%0.001%
8/12/2025 Farmers National Bank30,422$1.29M0.3%-8.5%0.011%
Genesis 14:13-17 [HIDDEN MEANING?] (Ad)

A mysterious Bible verse from Genesis may hold the key to unlocking what one expert calls an “American birthright” — a $150 trillion wealth vault that’s remained untouched for over a century. Jim Rickards believes President Trump is about to unleash it — and investors who move first could come out on top. The full story is now available.

Watch the presentation on America’s hidden birthright
8/12/2025 Steward Partners Investment Advisory LLC16,436$695K0.0%-37.2%0.006%
8/12/2025 Burk Holdings LLC203,636$8.61M5.4%N/A0.074%
8/12/2025 Foster Dykema Cabot & Partners LLC2,540$107K0.0%-49.3%0.001%
8/12/2025 Global Retirement Partners LLC45,889$1.94M0.0%N/A0.017%
8/12/2025 Legacy Financial Group Inc.454,608$19.22M5.7%+1.1%0.166%
8/12/2025 AlphaCore Capital LLC8,742$370K0.0%+50.9%0.003%
8/12/2025 MAI Capital Management220,639$9.33M0.1%-10.6%0.081%
8/12/2025 JPMorgan Chase & Co.241,144$10.20M0.0%-11.3%0.088%
8/12/2025 Absolute Capital Management LLC20,532$868K0.4%-8.3%0.007%
8/12/2025 GDS Wealth Management8,481$359K0.0%-19.1%0.003%
8/11/2025 VSM Wealth Advisory LLC203,074$8.60M2.9%+20,207.4%0.074%
8/11/2025 Wealthspire Advisors LLC206,188$8.72M0.0%-2.3%0.075%
8/11/2025 Wescott Financial Advisory Group LLC846,904$35.81M3.4%-0.3%0.310%
8/11/2025 Root Financial Partners LLC954,172$40.34M3.9%-29.9%0.349%
8/11/2025 Mosaic Family Wealth Partners LLC342,052$14.46M1.8%-1.1%0.125%
8/8/2025 Rockefeller Capital Management L.P.86,571$3.66M0.0%-13.3%0.032%
8/8/2025 Pinney & Scofield Inc.327,255$13.84M9.4%-0.7%0.120%
8/8/2025 Cetera Investment Advisers362,103$15.31M0.0%-3.1%0.132%
8/8/2025 Creative Planning5,251,545$222.04M0.2%-0.8%1.920%
8/8/2025 Altiora Financial Group LLC303,439$12.83M2.5%-1.3%0.111%
8/8/2025 Truepoint Inc.2,010,213$84.99M2.1%+9.7%0.735%
8/8/2025 Grandfield & Dodd LLC6,583$278K0.0%-8.7%0.002%
8/8/2025 Sittner & Nelson LLC3,698$156K0.1%-18.0%0.001%
8/8/2025 Francis Financial Inc.51,179$2.16M0.5%-0.7%0.019%
8/8/2025 D Orazio & Associates Inc.14,143$598K0.1%-9.5%0.005%
8/8/2025 First Western Trust Bank9,953$421K0.0%-4.1%0.004%
8/8/2025 Renasant Bank17,757$751K0.5%-1.4%0.006%
8/8/2025 PNC Financial Services Group Inc.49,311$2.09M0.0%+8.0%0.018%
8/7/2025 CENTRAL TRUST Co19,826$838K0.0%+48.7%0.007%
8/7/2025 Timonier Family Office LTD.753,224$31.85M11.9%+4.0%0.275%
8/7/2025 Samalin Investment Counsel LLC36,595$1.55M0.6%+6.3%0.013%
8/7/2025 Allworth Financial LP726,137$30.70M0.1%-0.3%0.265%
8/7/2025 Addison Advisors LLC278,489$11.78M2.9%-9.0%0.102%
8/7/2025 Tillman Hartley LLC759,096$32.10M8.9%-10.5%0.277%
8/7/2025 TFO Wealth Partners LLC549,037$23.21M4.1%+0.2%0.201%
8/7/2025 Fonville Wealth Management LLC55,807$2.36M0.6%-2.2%0.020%
8/7/2025 PFG Advisors100,144$4.23M0.1%+7.0%0.037%
8/7/2025 Midwest Trust Co23,015$973K0.0%N/A0.008%
8/7/2025 Parkside Financial Bank & Trust33,988$1.44M0.2%-3.1%0.012%
8/7/2025 Prudent Man Investment Management Inc.451,218$18.46M10.1%-0.2%0.165%
8/6/2025 Disciplined Investors L.L.C.6,079$257K0.2%-5.5%0.002%
8/6/2025 Valued Wealth Advisors LLC49,133$2.08M1.1%-4.8%0.018%
8/6/2025 AE Wealth Management LLC14,135$598K0.0%+5.2%0.005%
8/6/2025 Bryn Mawr Trust Advisors LLC11,324$479K0.0%+79.5%0.004%
8/6/2025 Savant Capital LLC16,717,079$706.80M4.4%-3.3%6.110%
8/6/2025 Modera Wealth Management LLC2,273,790$96.14M1.2%-1.6%0.831%
8/6/2025 SouthState Corp3,813$161K0.0%-13.8%0.001%
8/6/2025 Summit Wealth Group LLC280,608$11.86M3.0%-1.8%0.103%
8/6/2025 Atlantic Union Bankshares Corp309,390$13.08M0.3%N/A0.113%
8/6/2025 Cloud Capital Management LLC33,960$1.44M0.9%-12.5%0.012%
Genesis 14:13-17 [HIDDEN MEANING?] (Ad)

A mysterious Bible verse from Genesis may hold the key to unlocking what one expert calls an “American birthright” — a $150 trillion wealth vault that’s remained untouched for over a century. Jim Rickards believes President Trump is about to unleash it — and investors who move first could come out on top. The full story is now available.

Watch the presentation on America’s hidden birthright
8/5/2025 WorthPointe LLC535,481$22.64M9.5%+0.3%0.196%
8/5/2025 AG Asset Advisory LLC98,134$4.15M3.6%+2.8%0.036%
8/5/2025 Bank of Montreal Can27,992$1.18M0.0%-1.9%0.010%
8/5/2025 Mission Wealth Management LP592,462$25.05M0.5%+0.9%0.217%
8/5/2025 TIAA Trust National Association75,617$3.20M0.0%+1.8%0.028%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors9,484$401K0.0%-10.2%0.003%
8/5/2025 Benningfield Financial Advisors LLC480,296$20.31M17.5%+5.4%0.176%
8/4/2025 Leeward Financial Partners LLC8,430$356K0.1%+23.9%0.003%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors49,726$2.10M0.3%+27.5%0.018%
8/4/2025 Earned Wealth Advisors LLC543,210$22.97M4.5%+1.3%0.199%
(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, 635 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 ($428.88M), 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 503 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 32,451,273 shares in the last 24 months. This purchase volume represents approximately $1.34B 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), Index Fund Advisors Inc. ($1.25M), M Holdings Securities Inc. ($1.20M), Savant Capital LLC ($1.14M), Elser Financial Planning Inc ($978.21K), and Symmetry Partners LLC ($634.72K).

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

Institutional investors have sold a total of 21,027,828 shares in the last 24 months. This volume of shares sold represents approximately $870.49M in transactions.


Related Companies

This page (NYSEARCA:DFUV) was last updated on 8/16/2025 by MarketBeat.com Staff
From Our Partners
Musk’s Project Colossus could mint millionaires
I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...
Brownstone Research | Sponsored
Genesis 14:13-17 [HIDDEN MEANING?]
A mysterious Bible verse from Genesis may hold the key to unlocking what one expert calls an “American birthri...
Paradigm Press | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
Trump's New Plan to “Make China Pay”
Trump's AI Masterplan Could Crush China The White House just unleashed would could be the most aggressive e...
Stansberry Research | Sponsored
Is This Stock the 'Next Nvidia'?
'AI Bottleneck' Now Threatens Entire Magnificent 7 A new critical failure has appeared in the AI market, an...
Altimetry | Sponsored
When the levee breaks
The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was project...
Porter & Company | Sponsored
But this $20 American company could control the secret
The "Impossible" Chip That Runs on Pure Light Google's quantum computer shocked the world... but China DEMO...
The Oxford Club | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored