Go Pro
→ SPCX Warning - and Worst News for Stocks in 50 Years (From TradeSmith) (Ad)tc pixel Free DFUV Stock Alerts

Dimensional US Marketwide Value ETF (DFUV) Institutional Ownership

Dimensional US Marketwide Value ETF logo
$54.85 0.00 (0.00%)
As of 07/2/2026 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)
388
Total
Institutional Inflows
(last 12 months)
$1.71B
Number of
Institutional Sellers
(last 12 months)
329
Total
Institutional Outflows
(last 12 months)
$2.01B
Get DFUV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional US Marketwide Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DFUV Institutional Buying and Selling by Quarter

Dimensional US Marketwide Value ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
6/10/2026FAS Wealth Partners Inc.36,189$1.75M0.1%-12.1%0.013%
6/9/2026Robinswood Financial LLC13,117$636K0.8%N/A0.005%
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%
5/18/2026Royal Bank of Canada117,609$5.70M0.0%-5.7%0.042%
5/18/2026Empowered Funds LLC36,672$1.78M0.0%+3.1%0.013%
5/16/2026Quantinno 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%
5/15/2026Gateway Wealth Partners LLC7,788$377K0.0%N/A0.003%
5/15/2026Everest Financial Group LLC9,484$460K0.1%N/A0.003%
5/15/2026Waverly Advisors LLC26,450$1.28M0.0%+13.3%0.010%
5/15/2026Bridgewater Advisors Inc.257,917$13.57M0.8%+0.1%0.093%
5/14/2026Renaissance Technologies LLC35,100$1.70M0.0%N/A0.013%
5/14/2026Compound Planning Inc.208,319$10.10M0.3%+12.3%0.075%
5/14/2026Lido Advisors LLC9,955$482K0.0%-20.1%0.004%
5/14/2026Monograph Wealth Advisors LLC1,014,868$49.18M4.7%+4.8%0.365%
5/13/2026Cetera Investment Advisers456,868$22.14M0.0%+2.0%0.164%
5/13/2026American Investment Services Inc.480,336$23.28M5.2%-1.1%0.173%
5/13/2026Sachem Hill LLC1,060,870$51.41M10.0%-0.4%0.381%
5/12/2026Cascade Wealth Advisors Inc93,113$4.88M2.0%+4.0%0.033%
5/8/2026PNC Financial Services Group Inc.52,714$2.56M0.0%+7.0%0.019%
5/8/2026Cassaday & Co Wealth Management LLC1,352$66K0.0%N/A0.000%
5/7/2026Earned Wealth Advisors LLC800,485$38.79M2.6%+0.4%0.288%
5/7/2026Balefire LLC12,807$621K0.1%N/A0.005%
5/7/2026Crescent Grove Advisors LLC4,682$227K0.0%N/A0.002%
5/6/2026Benningfield Financial Advisors LLC506,819$24.56M19.4%+0.3%0.182%
5/6/2026Zhang Financial LLC68,010$3.30M0.1%-2.9%0.024%
5/6/2026Modera Wealth Management LLC2,179,811$105.63M1.3%-0.7%0.784%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
5/6/2026Assetmark Inc.5,124$248K0.0%-8.4%0.002%
5/6/2026Angeles Wealth Management LLC9,684$469K0.0%+16.0%0.003%
5/6/2026Independent Financial Group LLC5,073$246K0.0%N/A0.002%
5/5/2026Financial Harvest LLC174,932$8.48M5.0%-2.8%0.063%
5/5/2026D.A. Davidson & CO.17,989$872K0.0%+3.5%0.006%
5/5/2026Signet Financial Management LLC4,563$221K0.0%-4.7%0.002%
5/5/2026Sanctuary Advisors LLC9,882$479K0.0%-6.1%0.004%
5/5/2026Cogent Strategic Wealth LLC110,017$5.33M5.5%-0.8%0.040%
5/5/2026Avantax Planning Partners Inc.20,528$995K0.0%-2.9%0.007%
5/4/2026Summit Wealth Group LLC311,177$15.08M3.5%+3.4%0.112%
5/4/2026Lutz Financial Services LLC150,558$7.30M0.5%-1.0%0.054%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,194,495$154.81M2.7%+4.5%1.148%
5/4/2026Ruedi Wealth Management Inc.329,582$15.97M4.1%-1.1%0.118%
5/2/2026Navigate Wealth Management LLC63,383$3.23M2.3%N/A0.023%
5/2/2026Navigoe LLC321,287$15.57M9.2%+1.0%0.115%
5/2/2026Diversify Wealth Management LLC31,117$1.59M0.0%N/A0.011%
5/1/2026Fifth Third Bancorp29,905$1.45M0.0%+34.9%0.011%
5/1/2026Summit Financial Strategies Inc.95,351$4.62M0.4%-1.3%0.034%
5/1/2026Simplicity Wealth LLC113,007$5.48M0.3%-2.2%0.041%
5/1/2026Sequoia Financial Advisors LLC435,624$21.11M0.1%-3.4%0.157%
4/30/2026Team Hewins LLC964,366$46.73M13.9%-0.7%0.347%
4/30/2026Valued Wealth Advisors LLC43,457$2.11M0.9%-5.8%0.016%
4/30/2026Triune Financial Partners LLC956,405$46.35M11.0%+0.9%0.344%
4/30/2026Mosaic Family Wealth Partners LLC335,593$16.26M1.7%-0.5%0.121%
4/30/2026Kestra Advisory Services LLC257,029$12.46M0.0%+10.6%0.092%
4/30/2026Money Concepts Capital Corp13,418$650K0.0%N/A0.005%
4/30/2026Summit Portfolio Management LTD.146,929$7.12M4.6%N/A0.053%
4/30/2026Integrity Investment Advisors LLC7,335$355K0.2%N/A0.003%
4/30/2026SwitchPoint Financial Planning LLC97,085$4.71M3.2%-0.9%0.035%
4/30/2026Austin Asset Management Co Inc326,638$15.83M2.7%-1.4%0.117%
4/30/2026CFS Investment Advisory Services LLC41,065$2.09M0.1%-44.7%0.015%
4/30/2026Frankly Finances LLC268,240$13.00M11.8%+0.9%0.096%
4/29/2026Nicholas Hoffman & Company LLC.51,119$2.48M0.1%-10.4%0.018%
4/29/2026American Capital Advisory LLC3,209$156K0.1%-22.1%0.001%
4/29/2026Jackson Thornton Wealth Management LLC1,674,054$83.60M7.4%-1.0%0.602%
4/29/2026Integrated Advisors Network LLC23,264$1.13M0.1%-8.0%0.008%
4/29/2026Intelligent Financial Strategies83,718$4.06M2.1%-21.6%0.030%
4/28/2026Planning Center Inc.711,348$34.47M3.5%-6.2%0.256%
4/28/2026Kathmere Capital Management LLC23,959$1.16M0.1%+16.4%0.009%
4/28/2026Ascentis Independent Advisors5,460$265K0.0%N/A0.002%
4/28/2026HBE Wealth Management LLC12,759$618K0.5%-1.6%0.005%
4/28/2026Powerhouse Assets LLC18,654$904K0.8%+15.2%0.007%
4/28/2026Beacon Financial Advisory LLC33,491$1.62M0.4%-2.3%0.012%
4/28/2026QRG Capital Management Inc.4,320$209K0.0%-27.6%0.002%
4/27/2026TCI Wealth Advisors Inc.3,464,039$167.87M8.9%+4.4%1.246%
4/27/2026BIP Wealth LLC282,450$13.69M0.6%-1.3%0.102%
4/27/2026Turtle Creek Wealth Advisors LLC673$33K0.0%N/A0.000%
4/27/2026Legacy Financial Group Inc.468,036$22.68M6.0%-0.7%0.168%
4/27/2026Gordian Advisors LLC5,189$251K0.2%N/A0.002%
4/27/2026Private Advisor Group LLC41,839$2.03M0.0%-1.6%0.015%
PH: Do THESE 4 things to your bank account now … (Ad)

In a few short months, the US government could gain unprecedented powers over personal bank accounts - including the ability to track every transaction or freeze funds. Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect.tc pixel

Discover all 4 steps to help protect your bank account now
4/27/2026Trademark Financial Management LLC4,280$207K0.1%N/A0.002%
4/25/2026Axis Wealth Partners LLC77,890$3.78M2.0%+2.7%0.028%
4/25/2026Bayshore Asset Management LLC518,316$25.12M10.0%+0.8%0.186%
4/25/2026BetterWealth LLC18,261$885K0.2%-2.0%0.007%
4/24/2026Root Financial Partners LLC573,822$27.81M1.3%-13.5%0.206%
4/24/2026Keb Asset Management LLC849,146$41.15M7.9%+2.5%0.305%
4/24/2026Squire Investment Management Company LLC298,002$14.44M4.0%+0.9%0.107%
4/24/2026Verus Wealth Management LLC29,765$1.44M1.3%-1.0%0.011%
4/24/2026Acorn Financial Advisory Services Inc. ADV7,369$357K0.0%-20.0%0.003%
4/23/2026Mayflower Financial Advisors LLC22,255$1.08M0.1%N/A0.008%


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 568 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 37,707,849 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 45,210,163 shares in the last 24 months. This volume of shares sold represents approximately $2.01B in transactions.


Related Companies

This page (NYSEARCA:DFUV) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Elon’s new "tollbooth"
The SpaceX IPO was valued at $1.75 trillion. But one analyst says fighting over those shares may be the wrong ...
Weiss Ratings | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Oil is settling in yuan now - here's what that means for gold
Saudi Arabia has terminated its 1974 petrodollar agreement with the United States - the deal that forced every...
Golden Portfolio | Sponsoredtc pixel