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Dimensional US Marketwide Value ETF (DFUV) Institutional Ownership

Dimensional US Marketwide Value ETF logo
$57.68 +0.12 (+0.21%)
As of 08/14/2026 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)
328
Total
Institutional Inflows
(last 12 months)
$1.45B
Number of
Institutional Sellers
(last 12 months)
280
Total
Institutional Outflows
(last 12 months)
$1.86B
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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%
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%
6/10/2026 FAS Wealth Partners Inc.36,189$1.75M0.1%-12.1%0.013%
6/9/2026 Robinswood Financial LLC13,117$636K0.8%N/A0.005%
6/8/2026 Farmers National Bank27,509$1.33M0.3%-3.4%0.010%
6/4/2026 Fischer 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%
5/19/2026 NewEdge 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%
5/19/2026 Arkadios Wealth Advisors97,740$4.74M0.1%+299.3%0.035%
5/18/2026Sunbelt Securities Inc.6,288$305K0.0%N/A0.002%
5/18/2026 EverSource 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%
5/16/2026 Quantinno 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%
5/15/2026 Gateway Wealth Partners LLC7,788$377K0.0%N/A0.003%
5/15/2026 Everest Financial Group LLC9,484$460K0.1%N/A0.003%
5/15/2026Waverly Advisors LLC26,450$1.28M0.0%+13.3%0.010%
5/15/2026 Bridgewater Advisors Inc.257,917$13.57M0.8%+0.1%0.093%
5/14/2026 Renaissance Technologies LLC35,100$1.70M0.0%N/A0.013%
5/14/2026 Compound Planning Inc.208,319$10.10M0.3%+12.3%0.075%
5/14/2026 Lido Advisors LLC9,955$482K0.0%-20.1%0.004%
5/14/2026Monograph Wealth Advisors LLC1,014,868$49.18M4.7%+4.8%0.365%
5/13/2026 Cetera Investment Advisers456,868$22.14M0.0%+2.0%0.164%
5/13/2026 American Investment Services Inc.480,336$23.28M5.2%-1.1%0.173%
5/13/2026 Sachem Hill LLC1,060,870$51.41M10.0%-0.4%0.381%
5/12/2026 Cascade Wealth Advisors Inc93,113$4.88M2.0%+4.0%0.033%
5/8/2026 PNC Financial Services Group Inc.52,714$2.56M0.0%+7.0%0.019%
5/8/2026 Cassaday & 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%
5/7/2026 Crescent Grove Advisors LLC4,682$227K0.0%N/A0.002%
5/6/2026 Benningfield Financial Advisors LLC506,819$24.56M19.4%+0.3%0.182%
5/6/2026 Zhang Financial LLC68,010$3.30M0.1%-2.9%0.024%
5/6/2026 Modera Wealth Management LLC2,179,811$105.63M1.3%-0.7%0.784%
5/6/2026 Assetmark Inc.5,124$248K0.0%-8.4%0.002%
5/6/2026 Angeles Wealth Management LLC9,684$469K0.0%+16.0%0.003%
5/6/2026 Independent Financial Group LLC5,073$246K0.0%N/A0.002%
5/5/2026 Financial Harvest LLC174,932$8.48M5.0%-2.8%0.063%
5/5/2026 D.A. Davidson & CO.17,989$872K0.0%+3.5%0.006%
5/5/2026Signet Financial Management LLC4,563$221K0.0%-4.7%0.002%
5/5/2026 Sanctuary Advisors LLC9,882$479K0.0%-6.1%0.004%
5/5/2026 Cogent Strategic Wealth LLC110,017$5.33M5.5%-0.8%0.040%
5/5/2026 Avantax Planning Partners Inc.20,528$995K0.0%-2.9%0.007%
5/4/2026 Summit Wealth Group LLC311,177$15.08M3.5%+3.4%0.112%
5/4/2026 Lutz 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%
5/4/2026 Ruedi 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%
5/2/2026 Navigoe LLC321,287$15.57M9.2%+1.0%0.115%
5/2/2026 Diversify Wealth Management LLC31,117$1.59M0.0%N/A0.011%
5/1/2026 Fifth Third Bancorp29,905$1.45M0.0%+34.9%0.011%
5/1/2026 Summit Financial Strategies Inc.95,351$4.62M0.4%-1.3%0.034%
5/1/2026 Simplicity 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%
4/30/2026 Team 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%
4/30/2026 Triune Financial Partners LLC956,405$46.35M11.0%+0.9%0.344%
4/30/2026 Mosaic Family Wealth Partners LLC335,593$16.26M1.7%-0.5%0.121%
4/30/2026 Kestra Advisory Services LLC257,029$12.46M0.0%+10.6%0.092%
4/30/2026 Money 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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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%
4/30/2026 Austin 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%
4/29/2026 Nicholas Hoffman & Company LLC.51,119$2.48M0.1%-10.4%0.018%
4/29/2026 American Capital Advisory LLC3,209$156K0.1%-22.1%0.001%
4/29/2026 Jackson Thornton Wealth Management LLC1,674,054$83.60M7.4%-1.0%0.602%
4/29/2026 Integrated Advisors Network LLC23,264$1.13M0.1%-8.0%0.008%
4/29/2026 Intelligent Financial Strategies83,718$4.06M2.1%-21.6%0.030%


DFUV Institutional Ownership - Frequently Asked Questions

During the previous two years, 693 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 548 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: Corient Private Wealth LLC ($6.73M), Mercer Global Advisors Inc. ADV ($3.76M), Raymond James Financial Inc. ($2.62M), Envestnet Asset Management Inc. ($2.19M), 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 30,961,291 shares in the last 24 months. This purchase volume represents approximately $1.45B in transactions.

Of the 280 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 ($2.28M), Savant Capital LLC ($939.24K), Focus Partners Advisor Solutions LLC ($759.53K), RW Investment Management LLC ($579.82K), Root Financial Partners LLC ($431.80K), and McMill Wealth Management ($361.37K).

Institutional investors have sold a total of 41,455,532 shares in the last 24 months. This volume of shares sold represents approximately $1.86B in transactions.


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Institutional ownership data for NYSEARCA:DFUV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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