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Dimensional US Marketwide Value ETF (DFUV) Institutional Ownership

Dimensional US Marketwide Value ETF logo
$55.46 +0.24 (+0.43%)
As of 07/24/2026 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)
360
Total
Institutional Inflows
(last 12 months)
$1.59B
Number of
Institutional Sellers
(last 12 months)
307
Total
Institutional Outflows
(last 12 months)
$1.95B
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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
7/10/2026 JFS Wealth Advisors LLC131,869$7.25M0.4%-13.2%0.047%
7/10/2026 DiNuzzo Private Wealth Inc.452,669$24.90M2.5%-0.6%0.163%
7/10/2026 Peirce Capital Management LLC178,595$9.83M3.6%-8.2%0.064%
7/10/2026 Prosperity Planning Inc.3,710$204K0.0%N/A0.001%
7/10/2026 ShankerValleau Wealth Advisors Inc.544,043$29.93M7.9%-5.5%0.196%
7/10/2026 Wealthcare Advisory Partners LLC22,330$1.23M0.0%-25.9%0.008%
7/9/2026 Sax Wealth Advisors LLC814,035$44.78M1.7%+0.2%0.293%
7/8/2026 Beaird Harris Wealth Management LLC1,193,244$65.64M4.1%-2.6%0.429%
7/8/2026 Colorado Capital Management Inc.113,213$6.23M2.1%-10.9%0.041%
7/8/2026 Williams & Novak LLC12,493$687K0.5%-13.0%0.004%
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7/8/2026 Strategic Investment Solutions Inc. IL153,175$8.43M1.9%+17.7%0.055%
7/8/2026 Factor Wealth Management LTD948,209$52.16M7.9%+32.0%0.341%
7/8/2026 Shearwater Capital LLC123,241$6.78M3.2%-7.4%0.044%
7/8/2026 Apella Capital LLC1,070,075$58.76M0.8%-0.5%0.385%
7/8/2026 Westmount Partners LLC59,582$3.28M0.7%-1.1%0.021%
7/8/2026 55 North Private Wealth LLC99,009$5.45M1.1%+25.9%0.036%
7/8/2026 Clark Asset Management LLC61,519$3.38M0.3%+5.8%0.022%
7/8/2026 Evanson Financial LLC1,317,420$72.47M3.6%N/A0.474%
7/7/2026 Foster Group Inc.1,263,263$69.49M1.8%-0.8%0.454%
7/7/2026 Quad Cities Investment Group LLC9,657$531K0.2%-6.0%0.003%
7/7/2026 Dynamic Advisor Solutions LLC286,985$15.79M0.4%-1.9%0.103%
7/7/2026 Graves Light Lenhart Wealth Inc.402,895$22.16M2.1%+13.9%0.145%
7/7/2026 GAMMA Investing LLC5,025$276K0.0%N/A0.002%
7/2/2026 Versant Capital Management Inc203,515$11.20M1.0%-0.7%0.073%
7/2/2026 CX Institutional6,563$361K0.0%+119.4%0.002%
7/1/2026 Trust Co of the South1,722,466$94.75M13.3%-0.3%0.619%
6/18/2026Western Wealth Management LLC4,779$232K0.0%N/A0.002%
6/10/2026FAS Wealth Partners Inc.36,189$1.75M0.1%-12.1%0.013%
6/9/2026 Robinswood Financial LLC13,117$636K0.8%N/A0.005%
6/8/2026Farmers National Bank27,509$1.33M0.3%-3.4%0.010%
6/4/2026Fischer Investment Strategies LLC427,492$20.72M12.1%N/A0.154%
5/22/2026WNY Asset Management LLC122,439$5.93M0.6%N/A0.044%
5/21/2026 BankChampaign National Association4,549$220K0.2%N/A0.002%
5/19/2026Western Wealth Management LLC4,779$232K0.0%N/A0.002%
5/19/2026NewEdge Advisors LLC32,577$1.58M0.0%-15.1%0.012%
5/19/2026Bank of America Corp DE184,478$8.94M0.0%+2.9%0.066%
5/19/2026Arkadios Wealth Advisors97,740$4.74M0.1%+299.3%0.035%
5/18/2026Sunbelt Securities Inc.6,288$305K0.0%N/A0.002%
5/18/2026EverSource Wealth Advisors LLC188,727$9.15M0.3%+4.6%0.068%
5/18/2026Royal Bank of Canada117,609$5.70M0.0%-5.7%0.042%
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5/18/2026Empowered Funds LLC36,672$1.78M0.0%+3.1%0.013%
5/16/2026Quantinno Capital Management LP339,017$16.43M0.0%+26.7%0.122%
5/15/2026Cardiff Park Advisors LLC641,341$31.08M2.5%-5.8%0.231%
5/15/2026Gateway Wealth Partners LLC7,788$377K0.0%N/A0.003%
5/15/2026Everest Financial Group LLC9,484$460K0.1%N/A0.003%
5/15/2026Waverly Advisors LLC26,450$1.28M0.0%+13.3%0.010%
5/15/2026Bridgewater Advisors Inc.257,917$13.57M0.8%+0.1%0.093%
5/14/2026Renaissance Technologies LLC35,100$1.70M0.0%N/A0.013%
5/14/2026Compound Planning Inc.208,319$10.10M0.3%+12.3%0.075%
5/14/2026Lido Advisors LLC9,955$482K0.0%-20.1%0.004%
5/14/2026Monograph Wealth Advisors LLC1,014,868$49.18M4.7%+4.8%0.365%
5/13/2026Cetera Investment Advisers456,868$22.14M0.0%+2.0%0.164%
5/13/2026American Investment Services Inc.480,336$23.28M5.2%-1.1%0.173%
5/13/2026Sachem Hill LLC1,060,870$51.41M10.0%-0.4%0.381%
5/12/2026Cascade Wealth Advisors Inc93,113$4.88M2.0%+4.0%0.033%
5/8/2026PNC Financial Services Group Inc.52,714$2.56M0.0%+7.0%0.019%
5/8/2026Cassaday & Co Wealth Management LLC1,352$66K0.0%N/A0.000%
5/7/2026Earned Wealth Advisors LLC800,485$38.79M2.6%+0.4%0.288%
5/7/2026 Balefire LLC12,807$621K0.1%N/A0.005%
5/7/2026Crescent Grove Advisors LLC4,682$227K0.0%N/A0.002%
5/6/2026Benningfield Financial Advisors LLC506,819$24.56M19.4%+0.3%0.182%
5/6/2026Zhang Financial LLC68,010$3.30M0.1%-2.9%0.024%
5/6/2026Modera Wealth Management LLC2,179,811$105.63M1.3%-0.7%0.784%
5/6/2026Assetmark Inc.5,124$248K0.0%-8.4%0.002%
5/6/2026Angeles Wealth Management LLC9,684$469K0.0%+16.0%0.003%
5/6/2026 Independent Financial Group LLC5,073$246K0.0%N/A0.002%
5/5/2026Financial Harvest LLC174,932$8.48M5.0%-2.8%0.063%
5/5/2026D.A. Davidson & CO.17,989$872K0.0%+3.5%0.006%
5/5/2026Signet Financial Management LLC4,563$221K0.0%-4.7%0.002%
5/5/2026Sanctuary Advisors LLC9,882$479K0.0%-6.1%0.004%
5/5/2026Cogent Strategic Wealth LLC110,017$5.33M5.5%-0.8%0.040%
5/5/2026Avantax Planning Partners Inc.20,528$995K0.0%-2.9%0.007%
5/4/2026Summit Wealth Group LLC311,177$15.08M3.5%+3.4%0.112%
5/4/2026Lutz Financial Services LLC150,558$7.30M0.5%-1.0%0.054%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,194,495$154.81M2.7%+4.5%1.148%
5/4/2026Ruedi Wealth Management Inc.329,582$15.97M4.1%-1.1%0.118%
5/2/2026 Navigate Wealth Management LLC63,383$3.23M2.3%N/A0.023%
5/2/2026Navigoe LLC321,287$15.57M9.2%+1.0%0.115%
5/2/2026Diversify Wealth Management LLC31,117$1.59M0.0%N/A0.011%
5/1/2026Fifth Third Bancorp29,905$1.45M0.0%+34.9%0.011%
5/1/2026Summit Financial Strategies Inc.95,351$4.62M0.4%-1.3%0.034%
5/1/2026Simplicity Wealth LLC113,007$5.48M0.3%-2.2%0.041%
5/1/2026 Sequoia Financial Advisors LLC435,624$21.11M0.1%-3.4%0.157%
4/30/2026Team Hewins LLC964,366$46.73M13.9%-0.7%0.347%
4/30/2026 Valued Wealth Advisors LLC43,457$2.11M0.9%-5.8%0.016%
4/30/2026Triune Financial Partners LLC956,405$46.35M11.0%+0.9%0.344%
4/30/2026Mosaic Family Wealth Partners LLC335,593$16.26M1.7%-0.5%0.121%
4/30/2026Kestra Advisory Services LLC257,029$12.46M0.0%+10.6%0.092%
4/30/2026Money Concepts Capital Corp13,418$650K0.0%N/A0.005%
4/30/2026Summit Portfolio Management LTD.146,929$7.12M4.6%N/A0.053%
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Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

4/30/2026 Integrity Investment Advisors LLC7,335$355K0.2%N/A0.003%
4/30/2026SwitchPoint Financial Planning LLC97,085$4.71M3.2%-0.9%0.035%
4/30/2026Austin Asset Management Co Inc326,638$15.83M2.7%-1.4%0.117%
4/30/2026 CFS Investment Advisory Services LLC41,065$2.09M0.1%-44.7%0.015%
4/30/2026 Frankly Finances LLC268,240$13.00M11.8%+0.9%0.096%
4/29/2026Nicholas Hoffman & Company LLC.51,119$2.48M0.1%-10.4%0.018%
4/29/2026American Capital Advisory LLC3,209$156K0.1%-22.1%0.001%
4/29/2026Jackson Thornton Wealth Management LLC1,674,054$83.60M7.4%-1.0%0.602%
4/29/2026Integrated Advisors Network LLC23,264$1.13M0.1%-8.0%0.008%
4/29/2026Intelligent Financial Strategies83,718$4.06M2.1%-21.6%0.030%


DFUV Institutional Ownership - Frequently Asked Questions

During the previous two years, 706 institutional investors and hedge funds held shares of Dimensional US Marketwide Value ETF. The most heavily invested institutionals were Mercer Global Advisors Inc. ADV ($1.86B), Savant Capital LLC ($735.09M), Focus Partners Wealth ($688.03M), Corient Private Wealth LLC ($463.63M), Northern Trust Corp ($274.19M), Index Fund Advisors Inc. ($267.13M), and Plancorp LLC ($266.52M).Learn more on Dimensional US Marketwide Value ETF's institutional investors.

Of the 564 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: Mercer Global Advisors Inc. ADV ($6.94M), Corient Private Wealth LLC ($6.73M), Envestnet Asset Management Inc. ($5.32M), Raymond James Financial Inc. ($2.62M), Maseco LLP ($2.08M), Focus Partners Advisor Solutions LLC ($2.04M), and Elser Financial Planning Inc ($1.93M).

Institutional investors have bought a total of 34,380,046 shares in the last 24 months. This purchase volume represents approximately $1.59B in transactions.

Of the 307 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: Envestnet Asset Management Inc. ($31.01M), Corient Private Wealth LLC ($2.66M), Savant Capital LLC ($1.52M), Focus Partners Advisor Solutions LLC ($875.95K), Root Financial Partners LLC ($838.50K), RW Investment Management LLC ($579.82K), and McMill Wealth Management ($361.37K).

Institutional investors have sold a total of 43,698,723 shares in the last 24 months. This volume of shares sold represents approximately $1.95B in transactions.


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This page (NYSEARCA:DFUV) was last updated on 7/25/2026 by MarketBeat.com Staff.
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