Go Pro
→ Iran War Shock: What I Was Told In That Private Meeting (From Banyan Hill Publishing) (Ad)tc pixel Free DFUV Stock Alerts

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
Compare

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
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
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%
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%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
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%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
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.


Related Companies

This page (NYSEARCA:DFUV) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Three oil giants buried the same discovery for 50 years
In 1976, Chevron tapped an energy source with no fuel costs, no carbon, and no supply chain - then killed the ...
Behind the Markets | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel