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Dimensional US Marketwide Value ETF (DFUV) Institutional Ownership

Dimensional US Marketwide Value ETF logo
$44.53 -0.29 (-0.65%)
Closing price 09/12/2025 04:10 PM Eastern
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$44.54 +0.01 (+0.02%)
As of 09/12/2025 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)
369
Total
Institutional Inflows
(last 12 months)
$1.33B
Number of
Institutional Sellers
(last 12 months)
303
Total
Institutional Outflows
(last 12 months)
$870.77M
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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
9/12/2025 Valeo Financial Advisors LLC28,572$1.21M0.0%+1.1%0.010%
9/4/2025 Osaic Holdings Inc.256,118$10.83M0.0%+23.8%0.094%
8/27/2025 Orion Porfolio Solutions LLC20,478$866K0.0%+4.1%0.007%
8/18/2025 Geneos Wealth Management Inc.1,231$52K0.0%-87.7%0.000%
8/15/2025 Corient Private Wealth LLC10,143,865$428.88M0.5%-3.7%3.705%
8/15/2025 Captrust Financial Advisors156,909$6.63M0.0%+0.2%0.057%
8/15/2025 Vident Advisory LLC5,707$241K0.0%N/A0.002%
8/15/2025 Visionary Wealth Advisors125,704$5.32M0.3%+4.3%0.046%
8/15/2025 Seneschal Advisors LLC161,476$6.83M5.4%+0.8%0.059%
8/15/2025 Smartleaf Asset Management LLC39,793$1.68M0.1%+47.7%0.015%
8/15/2025 Orion Porfolio Solutions LLC20,478$866K0.0%+4.1%0.007%
8/15/2025 MML Investors Services LLC89,837$3.80M0.0%+6.4%0.033%
8/15/2025 Monograph Wealth Advisors LLC792,768$33.52M4.1%+20.5%0.290%
8/15/2025 EP Wealth Advisors LLC288,112$12.18M0.1%+17.7%0.105%
8/15/2025 Curi Capital LLC57,113$2.42M0.0%+40.3%0.021%
8/15/2025 Bank of America Corp DE158,515$6.70M0.0%+32.7%0.058%
8/15/2025 AQR Capital Management LLC177,302$7.50M0.0%+73.7%0.065%
8/14/2025 Raymond James Financial Inc.1,321,744$55.88M0.0%+0.1%0.483%
8/14/2025 Betterment LLC17,041$720K0.0%+87.3%0.006%
8/14/2025 Quantinno Capital Management LP69,321$2.93M0.0%+92.7%0.025%
8/14/2025 Ieq Capital LLC51,820$2.19M0.0%+61.1%0.019%
8/14/2025 NewEdge Advisors LLC38,992$1.65M0.0%-5.8%0.014%
8/14/2025 Qube Research & Technologies Ltd1,721$73K0.0%-62.9%0.001%
8/14/2025 Cerity Partners LLC2,630,826$111.23M0.2%+8.8%0.961%
8/13/2025 Cresset Asset Management LLC111,077$4.70M0.0%+15.3%0.041%
8/13/2025 Brown Advisory Inc.42,710$1.81M0.0%-10.8%0.016%
8/13/2025 M Holdings Securities Inc.193,132$8.15M1.4%+112.8%0.071%
8/13/2025 Annandale Capital LLC118,214$5.00M0.4%+1.7%0.043%
8/13/2025 Baird Financial Group Inc.29,492$1.25M0.0%+3.2%0.011%
8/13/2025 Parkworth Wealth Management Inc.86,301$3.65M2.6%-0.7%0.032%
8/13/2025 EverSource Wealth Advisors LLC173,672$7.34M0.3%+38.1%0.063%
8/13/2025 CW Advisors LLC12,854$543K0.0%+3.5%0.005%
8/13/2025 Pinkerton Wealth LLC5,265$223K0.0%N/A0.002%
8/13/2025 Beacon Pointe Advisors LLC1,374,720$58.12M0.6%+0.7%0.502%
8/13/2025 Grove Street Fiduciary LLC6,544$277K0.1%-7.1%0.002%
8/13/2025 ARK & TLK Investments LLC65,425$2.77M0.9%+1.5%0.024%
8/13/2025 VestGen Advisors LLC11,108$470K0.0%+76.1%0.004%
8/13/2025 Lido Advisors LLC11,302$478K0.0%+26.9%0.004%
8/13/2025 Tobias Financial Advisors Inc.210,155$8.89M1.5%-0.7%0.077%
8/13/2025 Measured Wealth Private Client Group LLC27,552$1.17M0.3%-5.2%0.010%
8/13/2025 Northwestern Mutual Wealth Management Co.108,277$4.58M0.0%-5.3%0.040%
8/13/2025 Choreo LLC1,395,734$59.01M0.8%-12.4%0.510%
8/13/2025 Russell Investments Group Ltd.3,520$149K0.0%+117.3%0.001%
8/12/2025 Farmers National Bank30,422$1.29M0.3%-8.5%0.011%
8/12/2025 Steward Partners Investment Advisory LLC16,436$695K0.0%-37.2%0.006%
8/12/2025 Burk Holdings LLC203,636$8.61M5.4%N/A0.074%
8/12/2025 Foster Dykema Cabot & Partners LLC2,540$107K0.0%-49.3%0.001%
8/12/2025 Global Retirement Partners LLC45,889$1.94M0.0%N/A0.017%
8/12/2025 Legacy Financial Group Inc.454,608$19.22M5.7%+1.1%0.166%
8/12/2025 AlphaCore Capital LLC8,742$370K0.0%+50.9%0.003%
8/12/2025 MAI Capital Management220,639$9.33M0.1%-10.6%0.081%
8/12/2025 JPMorgan Chase & Co.241,144$10.20M0.0%-11.3%0.088%
8/12/2025 Absolute Capital Management LLC20,532$868K0.4%-8.3%0.007%
8/12/2025 GDS Wealth Management8,481$359K0.0%-19.1%0.003%
8/11/2025 VSM Wealth Advisory LLC203,074$8.60M2.9%+20,207.4%0.074%
8/11/2025 Wealthspire Advisors LLC206,188$8.72M0.0%-2.3%0.075%
8/11/2025 Wescott Financial Advisory Group LLC846,904$35.81M3.4%-0.3%0.310%
8/11/2025 Root Financial Partners LLC954,172$40.34M3.9%-29.9%0.349%
8/11/2025 Mosaic Family Wealth Partners LLC342,052$14.46M1.8%-1.1%0.125%
8/8/2025 Rockefeller Capital Management L.P.86,571$3.66M0.0%-13.3%0.032%
8/8/2025 Pinney & Scofield Inc.327,255$13.84M9.4%-0.7%0.120%
8/8/2025 Cetera Investment Advisers362,103$15.31M0.0%-3.1%0.132%
8/8/2025 Creative Planning5,251,545$222.04M0.2%-0.8%1.920%
8/8/2025 Altiora Financial Group LLC303,439$12.83M2.5%-1.3%0.111%
8/8/2025 Truepoint Inc.2,010,213$84.99M2.1%+9.7%0.735%
8/8/2025 Grandfield & Dodd LLC6,583$278K0.0%-8.7%0.002%
8/8/2025 Sittner & Nelson LLC3,698$156K0.1%-18.0%0.001%
8/8/2025 Francis Financial Inc.51,179$2.16M0.5%-0.7%0.019%
8/8/2025 D Orazio & Associates Inc.14,143$598K0.1%-9.5%0.005%
8/8/2025 First Western Trust Bank9,953$421K0.0%-4.1%0.004%
8/8/2025 Renasant Bank17,757$751K0.5%-1.4%0.006%
8/8/2025 PNC Financial Services Group Inc.49,311$2.09M0.0%+8.0%0.018%
8/7/2025 CENTRAL TRUST Co19,826$838K0.0%+48.7%0.007%
8/7/2025 Timonier Family Office LTD.753,224$31.85M11.9%+4.0%0.275%
8/7/2025 Samalin Investment Counsel LLC36,595$1.55M0.6%+6.3%0.013%
8/7/2025 Allworth Financial LP726,137$30.70M0.1%-0.3%0.265%
8/7/2025 Addison Advisors LLC278,489$11.78M2.9%-9.0%0.102%
8/7/2025 Tillman Hartley LLC759,096$32.10M8.9%-10.5%0.277%
8/7/2025 TFO Wealth Partners LLC549,037$23.21M4.1%+0.2%0.201%
8/7/2025 Fonville Wealth Management LLC55,807$2.36M0.6%-2.2%0.020%
8/7/2025 PFG Advisors100,144$4.23M0.1%+7.0%0.037%
8/7/2025 Midwest Trust Co23,015$973K0.0%N/A0.008%
8/7/2025 Parkside Financial Bank & Trust33,988$1.44M0.2%-3.1%0.012%
8/7/2025 Prudent Man Investment Management Inc.451,218$18.46M10.1%-0.2%0.165%
8/6/2025 Disciplined Investors L.L.C.6,079$257K0.2%-5.5%0.002%
8/6/2025 Valued Wealth Advisors LLC49,133$2.08M1.1%-4.8%0.018%
8/6/2025 AE Wealth Management LLC14,135$598K0.0%+5.2%0.005%
8/6/2025 Bryn Mawr Trust Advisors LLC11,324$479K0.0%+79.5%0.004%
8/6/2025 Savant Capital LLC16,717,079$706.80M4.4%-3.3%6.110%
8/6/2025 Modera Wealth Management LLC2,273,790$96.14M1.2%-1.6%0.831%
8/6/2025 SouthState Corp3,813$161K0.0%-13.8%0.001%
8/6/2025 Summit Wealth Group LLC280,608$11.86M3.0%-1.8%0.103%
8/6/2025 Atlantic Union Bankshares Corp309,390$13.08M0.3%N/A0.113%
8/6/2025 Cloud Capital Management LLC33,960$1.44M0.9%-12.5%0.012%
8/5/2025 WorthPointe LLC535,481$22.64M9.5%+0.3%0.196%
8/5/2025 AG Asset Advisory LLC98,134$4.15M3.6%+2.8%0.036%
8/5/2025 Bank of Montreal Can27,992$1.18M0.0%-1.9%0.010%
8/5/2025 Mission Wealth Management LP592,462$25.05M0.5%+0.9%0.217%
8/5/2025 TIAA Trust National Association75,617$3.20M0.0%+1.8%0.028%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors9,484$401K0.0%-10.2%0.003%
(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, 635 institutional investors and hedge funds held shares of Dimensional US Marketwide Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.34B), Mercer Global Advisors Inc. ADV ($1.29B), Savant Capital LLC ($706.80M), Focus Partners Wealth ($612.97M), Buckingham Strategic Wealth LLC ($534.76M), Corient Private Wealth LLC ($428.88M), and Plancorp LLC ($253.94M).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 502 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: Envestnet Asset Management Inc. ($8.79M), Mercer Global Advisors Inc. ADV ($5.60M), Savant Capital LLC ($4.25M), Elser Financial Planning Inc ($2.88M), Raymond James Financial Inc. ($2.55M), Maseco LLP ($2.08M), and Trust Co of the South ($1.94M).

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

Institutional investors have bought a total of 32,073,557 shares in the last 24 months. This purchase volume represents approximately $1.33B in transactions.

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

Of the 303 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: Mercer Global Advisors Inc. ADV ($3.80M), Envestnet Asset Management Inc. ($3.40M), Index Fund Advisors Inc. ($1.25M), M Holdings Securities Inc. ($1.20M), Savant Capital LLC ($1.14M), Elser Financial Planning Inc ($978.21K), and Symmetry Partners LLC ($634.72K).

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

Institutional investors have sold a total of 21,034,379 shares in the last 24 months. This volume of shares sold represents approximately $870.77M in transactions.


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This page (NYSEARCA:DFUV) was last updated on 9/13/2025 by MarketBeat.com Staff
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