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Dimensional US Marketwide Value ETF (DFUV) Institutional Ownership

Dimensional US Marketwide Value ETF logo
$52.06 +0.62 (+1.21%)
As of 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)
387
Total
Institutional Inflows
(last 12 months)
$1.77B
Number of
Institutional Sellers
(last 12 months)
342
Total
Institutional Outflows
(last 12 months)
$2.07B
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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
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%
5/5/2026 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%
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%
4/22/2026 Lam Group Inc.129,431$6.27M3.4%-0.7%0.047%
4/22/2026 Vannoy Advisory Group Inc.100,205$4.86M3.1%-0.6%0.036%
4/22/2026 Janney Montgomery Scott LLC23,785$1.15M0.0%+24.7%0.009%
4/21/2026 Tumwater Wealth Management LLC81,230$3.94M1.6%-3.3%0.029%
4/21/2026 Verus Financial Partners Inc.751,341$37.93M3.4%+25.7%0.270%
4/21/2026 Maseco LLP2,021,042$97.89M3.1%-0.6%0.727%
4/21/2026 Peirce Capital Management LLC194,554$9.43M3.7%-1.1%0.070%
4/20/2026 Corundum Group Inc.4,331$210K0.1%N/A0.002%
4/20/2026 Factor Wealth Management LTD718,370$34.81M6.5%+33.0%0.258%
4/20/2026 Dopkins Wealth Management LLC405,795$19.67M7.9%-4.9%0.146%
4/20/2026 Blue Trust Inc.45,732$2.22M0.0%+1.4%0.016%
4/20/2026 RFG Advisory LLC10,083$489K0.0%+11.9%0.004%
4/20/2026 Apella Capital LLC1,074,939$54.75M0.8%+45.6%0.387%
4/17/2026 Krilogy Financial LLC14,900$752K0.0%-1.7%0.005%
4/17/2026 Kaufman Rossin Wealth LLC14,976$726K0.4%-42.3%0.005%
4/17/2026 Clark Asset Management LLC58,170$2.82M0.3%+6.1%0.021%
4/17/2026 Brookstone Capital Management8,661$420K0.0%+5.4%0.003%
4/17/2026 Capstone Wealth Management LLC212,076$10.28M7.2%-0.6%0.076%
4/16/2026 Balboa Wealth Partners20,233$980K0.2%-4.6%0.007%
4/16/2026 Sprinkle Financial Consultants LLC157,001$7.61M3.5%-5.7%0.056%
4/16/2026 JDH Wealth Management LLC218,920$10.61M7.2%-2.3%0.079%
3/17/2026Rockefeller Capital Management L.P.84,842$3.95M0.0%-1.1%0.031%
3/12/2026Farmers National Bank28,465$1.33M0.3%-1.2%0.010%
3/9/2026Corient Private Wealth LLC9,951,259$463.63M0.5%+51.1%3.611%
3/4/2026Rehmann Capital Advisory Group18,352$855K0.0%-7.6%0.007%
3/2/2026 Cogent Strategic Wealth LLC110,957$5.39M5.9%N/A0.040%
2/27/2026 Strategic Investment Solutions Inc. IL130,612$6.09M1.5%-10.4%0.047%
2/26/2026 BDFS Capital LLC5,027$234K0.1%N/A0.002%
2/24/2026 TRU Independence Asset Management 2 LLC24,623$1.15M0.7%-9.9%0.009%
2/23/2026Beaird Harris Wealth Management LLC1,269,014$59.12M4.1%-0.9%0.460%
2/23/2026McMill Wealth Management352,175$16.41M4.6%-50.6%0.128%
2/23/2026 MV Capital Management Inc.1,867$87K0.0%N/A0.001%
2/20/2026SB Capital Management Inc264,597$12.33M4.5%N/A0.096%
2/20/2026Wick Capital Partners LLC13,147$613K0.0%-53.6%0.005%
2/19/2026Professional Financial Solutions LLC ADV294,258$13.71M12.9%N/A0.107%
2/19/2026Compound Planning Inc.185,504$8.64M0.3%-18.7%0.067%
2/19/2026 Axxcess Wealth Management LLC7,689$358K0.0%N/A0.003%
2/19/2026Corient Private Wealth LLC9,946,239$463.40M0.2%+51.0%3.609%
2/18/2026Mercer Global Advisors Inc. ADV39,863,226$1.86B2.8%+4.5%14.464%
2/18/2026Beacon Pointe Advisors LLC1,319,434$61.47M0.4%+8.5%0.479%
2/18/2026FAS Wealth Partners Inc.41,177$1.92M0.1%+17.3%0.015%


DFUV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFUV shares?

During the previous two years, 705 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.

Which institutional investors have been buying Dimensional US Marketwide Value ETF's stock?

Of the 560 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).

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

Institutional investors have bought a total of 39,336,808 shares in the last 24 months. This purchase volume represents approximately $1.77B in transactions.

Which of Dimensional US Marketwide Value ETF's major shareholders have been selling company stock?

Of the 342 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 ($653.26K), and RW Investment Management LLC ($632.09K).

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

Institutional investors have sold a total of 46,518,125 shares in the last 24 months. This volume of shares sold represents approximately $2.07B in transactions.


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This page (NYSEARCA:DFUV) was last updated on 5/5/2026 by MarketBeat.com Staff.
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