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Dimensional US Marketwide Value ETF (DFUV) Institutional Ownership

Dimensional US Marketwide Value ETF logo
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Institutional Ownership Changes (13F Filings) for Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Number of
Institutional Buyers
(last 12 months)
326
Total
Institutional Inflows
(last 12 months)
$1.42B
Number of
Institutional Sellers
(last 12 months)
289
Total
Institutional Outflows
(last 12 months)
$2.12B
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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
10/14/2026Wolfstich Capital LLC64,984$3.60M1.4%-41.5%0.024%
10/14/2026Sachem Hill LLC1,048,773$57.68M10.2%+0.1%0.382%
10/14/2026Triumph Capital Management59,209$3.26M0.6%+3.1%0.022%
10/14/2026Navigate Wealth Management LLC58,329$3.26M2.0%-7.0%0.021%
10/14/2026Guardian Wealth Management LLC771,090$42.41M12.0%-6.5%0.280%
10/14/2026Foundation Wealth Management LLC PA52,995$2.92M1.0%-1.5%0.019%
10/14/2026Signal Advisors Wealth LLC9,333$513K0.0%-6.5%0.003%
10/14/2026GEM Asset Management LLC125,158$6.88M2.8%-0.2%0.046%
10/14/2026Foster Group Inc.1,252,955$68.91M1.9%-0.8%0.456%
10/13/2026Forvis Mazars Wealth Advisors LLC6,999$385K0.0%N/A0.003%
10/13/2026Vannoy Advisory Group Inc.100,205$5.51M3.2%+0.2%0.036%
10/13/2026Level Financial Advisors188,163$10.35M2.3%-1.1%0.068%
10/13/2026Sax Wealth Advisors LLC791,903$43.56M1.2%-2.7%0.288%
10/10/2026RTD Financial Advisors Inc.216,414$11.90M1.3%-1.0%0.079%
10/9/2026Graves Light Lenhart Wealth Inc.425,611$23.41M2.1%+5.6%0.155%
10/8/2026Factor Wealth Management LTD976,097$53.69M8.4%+2.9%0.355%
10/8/2026Farther Finance Advisors LLC577,232$31.75M0.2%-0.9%0.210%
10/8/2026Apella Capital LLC1,072,946$59.50M0.8%+0.3%0.390%
10/8/2026Gradient Investments LLC9,427$518K0.0%-89.7%0.003%
10/8/2026Valeo Financial Advisors LLC35,291$1.94M0.0%+23.2%0.013%
10/8/2026HWG Holdings LP4,323$238K0.1%N/A0.002%
10/7/2026Steph & Co.446$25K0.0%N/A0.000%
10/7/2026Wealth Enhancement Trust Services Inc.19,548$1.08M0.1%-2.7%0.007%
10/6/2026Juncture Wealth Strategies LLC318,553$17.52M4.5%-4.8%0.116%
10/5/2026Baker Tilly Wealth Management LLC160,433$8.82M1.7%-3.6%0.058%
10/5/2026Ferguson Wellman Capital Management Inc.16,093$885K0.0%-42.0%0.006%
10/2/2026 CX Institutional4,390$241K0.0%-33.1%0.002%
10/2/2026 Versant Capital Management Inc203,873$11.21M0.9%+0.2%0.074%
9/23/2026QRG Capital Management Inc.8,783$483K0.0%+103.3%0.003%
9/23/2026Envestnet Portfolio Solutions Inc.118,784$6.53M0.0%+0.3%0.043%
9/23/2026Envestnet Asset Management Inc.681,475$37.49M0.0%-8.9%0.248%
9/21/2026Premier Financial Group566,861$31.18M6.8%-1.4%0.204%
9/15/2026Cherry Tree Wealth Management LLC129,342$7.12M1.3%-0.5%0.047%
9/9/2026Sequoia Financial Advisors LLC420,699$23.14M0.1%-3.4%0.152%
9/9/2026AG Asset Advisory LLC108,845$5.99M4.8%-3.8%0.039%
9/9/2026Summit Financial Strategies Inc.94,869$5.22M0.4%-0.5%0.034%
9/9/2026Concorde Asset Management LLC4,511$248K0.1%N/A0.002%
9/9/2026Integrated Wealth Concepts LLC770,681$42.40M0.2%+1.5%0.278%
9/9/2026RFG Advisory LLC9,744$536K0.0%-3.4%0.004%
9/9/2026NewEdge Advisors LLC45,490$2.50M0.0%+18.7%0.016%
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9/9/2026IFP Advisors Inc49,362$2.72M0.0%+15.5%0.018%
9/9/2026XY Planning Network Inc.32,284$1.78M0.2%-2.1%0.012%
9/8/2026Allworth Financial LP704,814$38.77M0.2%-36.2%0.254%
9/8/2026Waverly Advisors LLC28,395$1.56M0.0%+7.4%0.010%
9/4/2026Parkside Financial Bank & Trust41,844$2.30M0.2%+42.7%0.015%
9/2/2026Range Advisory LLC13,292$731K0.1%+3.5%0.005%
9/2/2026Citadel Advisors LLC106,428$5.86M0.0%N/A0.038%
8/27/2026Corient Private Wealth LP3,801,714$209.13M0.3%-61.0%1.370%
8/25/2026Tobias Financial Advisors Inc.201,189$11.07M1.3%-2.0%0.073%
8/23/2026Ameritas Advisory Services LLC4,731$260K0.0%N/A0.002%
8/23/2026Andrews Lucia Wealth Management LLC269,708$14.84M7.8%+3.6%0.097%
8/23/2026Bayshore Asset Management LLC506,330$27.85M9.4%-2.3%0.182%
8/23/2026Operose Advisors LLC14,057$773K0.1%-10.7%0.005%
8/23/2026Angeles Wealth Management LLC8,838$486K0.0%-8.7%0.003%
8/22/2026NI Acquisitions Company LLC3,159$174K0.1%N/A0.001%
8/22/2026TOP Private Wealth LLC.539$30K0.0%N/A0.000%
8/21/2026WorthPointe LLC505,062$27.78M6.7%-2.9%0.182%
8/21/2026Greenspring Advisors LLC181,842$10.00M0.5%-9.0%0.066%
8/21/2026Rinkey Investments4,031$222K0.1%N/A0.001%
8/20/2026Nwam LLC4,915$270K0.0%N/A0.002%
8/20/2026Wedbush Securities Inc.73,982$4.60M0.1%+1,679.3%0.027%
7/10/2026JFS Wealth Advisors LLC131,869$7.25M0.4%-13.2%0.047%
7/10/2026DiNuzzo Private Wealth Inc.452,669$24.90M2.5%-0.6%0.163%
7/10/2026Peirce Capital Management LLC178,595$9.83M3.6%-8.2%0.064%
7/10/2026Prosperity Planning Inc.3,710$204K0.0%N/A0.001%
7/10/2026ShankerValleau Wealth Advisors Inc.544,043$29.93M7.9%-5.5%0.196%
7/10/2026Wealthcare Advisory Partners LLC22,330$1.23M0.0%-25.9%0.008%
7/9/2026Sax Wealth Advisors LLC814,035$44.78M1.7%+0.2%0.293%
7/8/2026Beaird Harris Wealth Management LLC1,193,244$65.64M4.1%-2.6%0.430%
7/8/2026Colorado Capital Management Inc.113,213$6.23M2.1%-10.9%0.041%
7/8/2026Williams & Novak LLC12,493$687K0.5%-13.0%0.004%
7/8/2026Strategic Investment Solutions Inc. IL153,175$8.43M1.9%+17.7%0.055%
7/8/2026Factor Wealth Management LTD948,209$52.16M7.9%+32.0%0.341%
7/8/2026Shearwater Capital LLC123,241$6.78M3.2%-7.4%0.044%
7/8/2026Apella Capital LLC1,070,075$58.76M0.8%-0.5%0.385%
7/8/2026Westmount Partners LLC59,582$3.28M0.7%-1.1%0.021%
7/8/202655 North Private Wealth LLC99,009$5.45M1.1%+25.9%0.036%
7/8/2026Clark Asset Management LLC61,519$3.38M0.3%+5.8%0.022%
7/8/2026Evanson Financial LLC1,317,420$72.47M3.6%N/A0.474%
7/7/2026Foster Group Inc.1,263,263$69.49M1.8%-0.8%0.454%
7/7/2026Quad Cities Investment Group LLC9,657$531K0.2%-6.0%0.003%
7/7/2026Dynamic Advisor Solutions LLC286,985$15.79M0.4%-1.9%0.103%
7/7/2026Graves Light Lenhart Wealth Inc.402,895$22.16M2.1%+13.9%0.145%
7/7/2026GAMMA 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%
7/1/2026Trust 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%
6/9/2026Robinswood Financial LLC13,117$636K0.8%N/A0.005%
INSANE DRONE FOOTAGE (Ad)

New drone footage shows a mysterious factory rising at one of Elon Musk's most secure facilities, cleared and built in a matter of weeks. James Altucher says the site could go live as soon as October 21 and has put together a free presentation explaining what is happening inside and why the timing matters.tc pixel

Watch the free presentation before the October 21 deadline.
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%
5/21/2026BankChampaign 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%


DFUV Institutional Ownership - Frequently Asked Questions

During the previous two years, 698 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 551 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 30,229,346 shares in the last 24 months. This purchase volume represents approximately $1.42B in transactions.

Of the 286 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. ($31.07M), Corient Private Wealth LP ($5.93M), 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 Allworth Financial LP ($408.60K).

Institutional investors have sold a total of 45,683,506 shares in the last 24 months. This volume of shares sold represents approximately $2.12B in transactions.


Related Companies

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 10/14/2026. New 13F filings are added each quarter as they're published.
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