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Dimensional US Marketwide Value ETF (DFUV) Institutional Ownership

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$38.57
+0.04 (+0.10%)
(As of 04/18/2024 ET)
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Institutional Ownership Changes (13F Filings) for Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Number of
Institutional Buyers
(last 12 months)
284
Total
Institutional Inflows
(last 12 months)
$1.80B
Number of
Institutional Sellers
(last 12 months)
244
Total
Institutional Outflows
(last 12 months)
$339.17M
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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
4/18/2024Total Wealth Planning LLC151,718$6.21M1.1%-10.5%0.060%
4/18/2024Measured Wealth Private Client Group LLC34,252$1.40M0.5%-1.5%0.014%
4/18/2024Francis Financial Inc.62,272$2.55M0.8%-10.3%0.025%
4/18/2024Advisory Services & Investments LLC264,440$10.82M7.5%-4.5%0.105%
4/17/2024Gradient Capital Advisors LLC130,352$5.33M2.0%+0.3%0.052%
4/17/2024Private Ocean LLC216,788$8.87M0.9%-3.7%0.086%
4/17/2024Meritas Wealth Management LLC644,452$26.36M18.3%-1.2%0.257%
4/16/2024Newton One Investments LLC8,183$335K0.1%-3.5%0.003%
4/16/2024Moisand Fitzgerald Tamayo LLC628,903$25.72M3.9%-2.5%0.250%
4/16/2024Dixon Fnancial Services Inc.796,371$32.57M18.0%-0.9%0.317%
4/16/2024Cypress Wealth Services LLC61,558$2.52M0.6%-0.7%0.025%
4/16/2024Colorado Capital Management Inc.182,918$7.48M4.3%+1.7%0.073%
4/16/2024Wealth Enhancement Advisory Services LLC3,306,152$135.22M0.3%-5.3%1.317%
4/15/2024Wealthcare Capital Management LLC8,007$327K0.0%-8.3%0.003%
4/15/2024Wealthcare Advisory Partners LLC24,721$1.01M0.0%+44.0%0.010%
4/15/2024S.A. Mason LLC603$25K0.0%N/A0.000%
4/15/2024Aspiriant LLC709,099$29.00M1.2%-0.3%0.282%
4/15/2024Cascade Wealth Advisors Inc72,966$2.86M2.4%N/A0.029%
4/15/2024Brookstone Capital Management13,849$566K0.0%+12.6%0.006%
4/15/2024Schoolcraft Capital LLC1,020,146$41.72M9.8%-2.6%0.406%
4/13/2024 Evanson Asset Management LLC1,310,254$53.59M4.2%+0.0%0.522%
4/13/2024 Quad Cities Investment Group LLC11,002$450K0.3%+5.2%0.004%
4/12/2024 Dynamic Advisor Solutions LLC224,294$9.17M0.3%+6.8%0.089%
4/12/2024 Financial Synergies Wealth Advisors Inc.309,522$12.66M1.7%-13.1%0.123%
4/12/2024 Carlson Capital Management41,504$1.70M0.1%-93.8%0.017%
4/12/2024 AdvisorNet Financial Inc4,840$198K0.0%-91.3%0.002%
4/12/2024 Baker Boyer National Bank515,287$21.08M7.3%-1.0%0.205%
4/12/2024 Murphy Pohlad Asset Management LLC4,920$201K0.1%N/A0.002%
4/12/2024 Cherrydale Wealth Management LLC19,622$803K0.4%-26.7%0.008%
4/11/2024 Grey Fox Wealth Advisors LLC4,894$200K0.1%N/A0.002%
4/11/2024 Soundmark Wealth Management LLC264,524$10.82M4.8%-3.2%0.105%
4/10/2024Trust Co of the South1,874,459$76.67M17.7%-3.2%0.746%
4/10/2024 McLean Asset Management Corp721,056$29.19M10.0%-2.8%0.287%
4/10/2024 Apella Capital LLC432,018$17.49M0.9%-0.9%0.172%
4/10/2024 Abacus Wealth Partners LLC149,372$6.11M1.0%-3.6%0.059%
4/9/2024 Foster Group Inc.1,483,831$60.69M3.0%-1.5%0.591%
4/9/2024 Mather Group LLC.438,969$16.34M0.3%-0.8%0.175%
4/8/2024 Evensky & Katz LLC123,299$5.04M0.4%-1.3%0.049%
4/5/2024 Juncture Wealth Strategies LLC411,784$16.84M7.2%+37.9%0.164%
4/3/2024 Efficient Frontier Advisors LLC792,463$32.41M25.7%+1.8%0.316%
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4/3/2024 Versant Capital Management Inc162,184$6.63M1.9%-1.5%0.065%
4/2/2024 Symmetry Partners LLC1,086,644$44.44M3.5%-17.6%0.433%
4/2/2024 Peirce Capital Management LLC181,579$7.43M4.1%+0.9%0.072%
3/14/2024Leo Wealth LLC15,173$565K0.1%N/A0.006%
3/14/2024Yeomans Consulting Group Inc.99,824$3.72M1.8%N/A0.040%
3/1/2024ARK & TLK Investments LLC60,744$2.26M0.7%N/A0.024%
3/1/2024Goldman Sachs Group Inc.27,428$1.02M0.0%N/A0.011%
2/28/2024EP Wealth Advisors LLC264,768$9.86M0.1%+0.7%0.105%
2/27/2024Beaird Harris Wealth Management LLC1,346,884$50.13M5.3%+0.3%0.536%
2/26/2024Integrated Advisors Network LLC30,809$1.15M0.1%-1.2%0.012%
2/23/2024Chicago Partners Investment Group LLC60,642$2.24M0.1%-5.5%0.024%
2/21/2024WNY Asset Management LLC161,087$6.00M1.0%-4.8%0.064%
2/20/2024Able Wealth Management LLC811$30K0.0%N/A0.000%
2/16/2024Harbour Investments Inc.5,537$206K0.0%-39.5%0.002%
2/15/2024Mercer Global Advisors Inc. ADV20,153,681$750.12M2.3%+13.9%8.026%
2/15/2024Townsquare Capital LLC7,678$286K0.0%-55.7%0.003%
2/15/2024Moneta Group Investment Advisors LLC81,365$3.03M0.1%+21.0%0.032%
2/15/2024Websterrogers Financial Advisors LLC48,124$1.79M0.7%-1.4%0.019%
2/15/2024Modera Wealth Management LLC2,451,895$91.26M1.5%-1.8%0.976%
2/15/2024Freedom Investment Management Inc.59,516$2.22M0.2%N/A0.024%
2/15/2024Buckingham Strategic Partners LLC1,596,781$59.43M2.9%-25.5%0.636%
2/15/2024Buckingham Strategic Wealth LLC14,367,598$534.76M6.4%-1.2%5.722%
2/15/2024Baird Financial Group Inc.16,017$596K0.0%+13.5%0.006%
2/15/2024Comerica Bank36,510$1.36M0.0%+443.1%0.015%
2/14/2024Royal Bank of Canada82,175$3.06M0.0%-28.9%0.033%
2/14/2024Midland Wealth Advisors LLC15,322$570K0.0%N/A0.006%
2/14/2024Pathstone Holdings LLC1,509,327$56.17M0.3%N/A0.601%
2/14/2024Kestra Advisory Services LLC278,074$10.35M0.1%+1.0%0.111%
2/14/2024Creative Planning4,252,316$158.27M0.2%-1.6%1.693%
2/14/2024Northwest Wealth Management LLC82,122$3.06M0.9%+20.1%0.033%
2/14/2024Elevate Wealth Advisory Inc.11,738$437K0.4%N/A0.005%
2/14/2024Visionary Wealth Advisors99,866$3.72M0.3%-0.9%0.040%
2/14/2024Cresset Asset Management LLC150,942$5.62M0.0%-5.4%0.060%
2/14/2024Wescott Financial Advisory Group LLC974,313$36.26M5.1%+0.6%0.388%
2/14/2024CFS Investment Advisory Services LLC102,825$3.83M0.7%+1.8%0.041%
2/13/2024Angeles Wealth Management LLC63,148$2.35M0.3%-5.3%0.025%
2/13/2024Envestnet Asset Management Inc.19,608,985$729.85M0.3%+10.6%7.809%
2/13/2024Northern Trust Corp5,831,377$217.04M0.0%+1.3%2.322%
2/13/2024Exencial Wealth Advisors LLC227,062$8.45M0.3%+3.0%0.090%
2/13/2024Cetera Advisor Networks LLC121,703$4.53M0.0%+7.8%0.048%
2/13/2024Goldman Sachs Group Inc.27,428$1.02M0.0%N/A0.011%
2/13/2024Advisory Services & Investments LLC276,929$10.31M7.6%+0.3%0.110%
2/13/2024Legacy Financial Group Inc.436,928$16.26M7.1%+2.5%0.174%
2/13/2024Jones Financial Companies Lllp4,983$185K0.0%+44.7%0.002%
2/13/2024Vannoy Advisory Group Inc.98,863$3.68M3.0%N/A0.039%
2/12/2024American Investment Services Inc.934,846$34.80M6.6%-0.6%0.372%
2/12/2024Sprinkle Financial Consultants LLC238,962$8.89M9.1%N/A0.095%
2/12/2024Keb Asset Management LLC768,873$28.62M10.5%-1.3%0.306%
2/12/2024Evoke Wealth LLC18,118$674K0.0%+146.8%0.007%
2/12/2024Avestar Capital LLC9,163$341K0.0%N/A0.004%
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2/12/2024WorthPointe LLC590,320$21.97M11.2%+1.9%0.235%
2/12/2024TFO Wealth Partners LLC627,280$23.35B4.8%-1.9%0.250%
2/12/2024RS Crum Inc.207,810$7.74M2.4%+11.6%0.083%
2/12/2024Stifel Financial Corp432,798$16.11M0.0%+707.7%0.172%
2/12/2024Steward Partners Investment Advisory LLC27,773$1.03M0.0%+109.9%0.011%
2/12/2024Parallel Advisors LLC24,596$915K0.0%-10.4%0.010%
2/12/2024Cantor Fitzgerald Investment Advisors L.P.27,599$1.03M0.1%N/A0.011%
2/9/2024Advisory Services Network LLC4,081$152K0.0%N/A0.002%
2/9/2024Orion Portfolio Solutions LLC32,604$1.21M0.0%-12.4%0.013%
2/9/2024Team Hewins LLC1,165,113$43.37M6.5%-2.6%0.464%
(Data available from 1/1/2016 forward)

DFUV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFUV shares?

During the previous two years, 580 institutional investors and hedge funds held shares of Dimensional US Marketwide Value ETF. The most heavily invested institutionals were TFO Wealth Partners LLC ($23.35B), Mercer Global Advisors Inc. ADV ($750.12M), Envestnet Asset Management Inc. ($729.85M), Savant Capital LLC ($605.64M), Buckingham Strategic Wealth LLC ($534.76M), Corient Private Wealth LLC ($411.75M), and CI Private Wealth LLC ($384.44M).Learn more on DFUV's institutional investors.

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

Of the 549 institutional investors that purchased Dimensional US Marketwide Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Moneta Group Investment Advisors LLC ($45.75M), Envestnet Asset Management Inc. ($19.61M), Savant Capital LLC ($16.27M), Mercer Global Advisors Inc. ADV ($14.43M), CI Private Wealth LLC ($11.48M), Balasa Dinverno & Foltz LLC ($7.66M), and Index Fund Advisors Inc. ($7.24M).

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

Institutional investors have bought a total of 246,703,289 shares in the last 24 months. This purchase volume represents approximately $8.08B in transactions.

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

Of the 282 institutional investors that sold Dimensional US Marketwide Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cerity Partners LLC ($2.10M), Modera Wealth Management LLC ($1.09M), Carlson Capital Management ($712.12K), Truepoint Inc. ($573.52K), Buckingham Strategic Partners LLC ($546.14K), Symmetry Partners LLC ($518.21K), and Northern Trust Corp ($292.68K).

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

Institutional investors have sold a total of 13,906,209 shares in the last 24 months. This volume of shares sold represents approximately $483.33M in transactions.


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This page (NYSEARCA:DFUV) was last updated on 4/18/2024 by MarketBeat.com Staff

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