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Dimensional US Marketwide Value ETF (DFUV) Institutional Ownership

Dimensional US Marketwide Value ETF logo
$54.89 0.00 (0.00%)
As of 06/12/2026 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)
389
Total
Institutional Inflows
(last 12 months)
$1.71B
Number of
Institutional Sellers
(last 12 months)
329
Total
Institutional Outflows
(last 12 months)
$2.01B
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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
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%
5/22/2026 WNY Asset Management LLC122,439$5.93M0.6%N/A0.044%
5/21/2026 BankChampaign National Association4,549$220K0.2%N/A0.002%
5/19/2026 Western Wealth Management LLC4,779$232K0.0%N/A0.002%
5/19/2026 NewEdge Advisors LLC32,577$1.58M0.0%-15.1%0.012%
5/19/2026 Bank 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%
5/18/2026 Sunbelt Securities Inc.6,288$305K0.0%N/A0.002%
5/18/2026 EverSource Wealth Advisors LLC188,727$9.15M0.3%+4.6%0.068%
5/18/2026 Royal Bank of Canada117,609$5.70M0.0%-5.7%0.042%
5/18/2026 Empowered 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%
5/15/2026 Cardiff 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%
5/15/2026 Waverly 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%
5/14/2026 Monograph 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%
5/7/2026 Earned 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%
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5/5/2026 D.A. Davidson & CO.17,989$872K0.0%+3.5%0.006%
5/5/2026 Signet 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%
4/30/2026 Summit Portfolio Management LTD.146,929$7.12M4.6%N/A0.053%
4/30/2026 Integrity Investment Advisors LLC7,335$355K0.2%N/A0.003%
4/30/2026 SwitchPoint 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%
4/28/2026 Planning Center Inc.711,348$34.47M3.5%-6.2%0.256%
4/28/2026 Kathmere Capital Management LLC23,959$1.16M0.1%+16.4%0.009%
4/28/2026 Ascentis Independent Advisors5,460$265K0.0%N/A0.002%
4/28/2026 HBE Wealth Management LLC12,759$618K0.5%-1.6%0.005%
4/28/2026 Powerhouse Assets LLC18,654$904K0.8%+15.2%0.007%
4/28/2026 Beacon Financial Advisory LLC33,491$1.62M0.4%-2.3%0.012%
4/28/2026 QRG Capital Management Inc.4,320$209K0.0%-27.6%0.002%
4/27/2026 TCI Wealth Advisors Inc.3,464,039$167.87M8.9%+4.4%1.246%
4/27/2026 BIP Wealth LLC282,450$13.69M0.6%-1.3%0.102%
4/27/2026 Turtle Creek Wealth Advisors LLC673$33K0.0%N/A0.000%
4/27/2026 Legacy Financial Group Inc.468,036$22.68M6.0%-0.7%0.168%
4/27/2026 Gordian Advisors LLC5,189$251K0.2%N/A0.002%
4/27/2026 Private Advisor Group LLC41,839$2.03M0.0%-1.6%0.015%
4/27/2026 Trademark Financial Management LLC4,280$207K0.1%N/A0.002%
4/25/2026 Axis Wealth Partners LLC77,890$3.78M2.0%+2.7%0.028%
4/25/2026 Bayshore Asset Management LLC518,316$25.12M10.0%+0.8%0.186%
4/25/2026 BetterWealth LLC18,261$885K0.2%-2.0%0.007%
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4/24/2026 Root Financial Partners LLC573,822$27.81M1.3%-13.5%0.206%
4/24/2026 Keb Asset Management LLC849,146$41.15M7.9%+2.5%0.305%
4/24/2026 Squire Investment Management Company LLC298,002$14.44M4.0%+0.9%0.107%
4/24/2026 Verus Wealth Management LLC29,765$1.44M1.3%-1.0%0.011%
4/24/2026 Acorn Financial Advisory Services Inc. ADV7,369$357K0.0%-20.0%0.003%
4/23/2026 Mayflower Financial Advisors LLC22,255$1.08M0.1%N/A0.008%
4/23/2026 Forum Financial Management LP1,173,592$56.87M0.8%-1.5%0.422%
4/23/2026 Guardian Wealth Management LLC843,510$40.88M12.4%-1.4%0.303%
4/23/2026 McLean Asset Management Corp614,532$29.78M5.2%-2.1%0.221%
4/23/2026 Apollon Wealth Management LLC19,827$961K0.0%-9.2%0.007%


DFUV Institutional Ownership - Frequently Asked Questions

During the previous two years, 714 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 569 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), Elser Financial Planning Inc ($2.88M), Raymond James Financial Inc. ($2.62M), Maseco LLP ($2.08M), and Focus Partners Advisor Solutions LLC ($2.04M).

Institutional investors have bought a total of 37,704,399 shares in the last 24 months. This purchase volume represents approximately $1.71B in transactions.

Of the 329 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), Plancorp LLC ($607.96K), and RW Investment Management LLC ($579.82K).

Institutional investors have sold a total of 45,228,322 shares in the last 24 months. This volume of shares sold represents approximately $2.01B in transactions.


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This page (NYSEARCA:DFUV) was last updated on 6/15/2026 by MarketBeat.com Staff.
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