Free Trial
→ 24/7 Automated Profits in Crypto (From Crypto Swap Profits) (Ad) Free DFUV Stock Alerts

Dimensional US Marketwide Value ETF (DFUV) Institutional Ownership

Dimensional US Marketwide Value ETF logo
$43.09 +0.50 (+1.17%)
As of 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)
266
Total
Institutional Inflows
(last 12 months)
$1.01B
Number of
Institutional Sellers
(last 12 months)
219
Total
Institutional Outflows
(last 12 months)
$330.56M
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Heritage Wealth Management Inc. Texas715,493$29.28M17.2%+8.5%0.273%
1/17/2025 Yeomans Consulting Group Inc.99,168$4.06M1.5%-0.8%0.038%
1/17/2025 Janney Montgomery Scott LLC14,629$599K0.0%+22.6%0.006%
1/17/2025 Kraft Asset Management LLC311,790$13.12M10.1%-2.9%0.119%
1/17/2025 Capstone Wealth Management LLC198,666$8.13M7.9%N/A0.076%
1/17/2025 Monterey Private Wealth Inc.15,322$627K0.2%-2.3%0.006%
1/16/2025 Aspiriant LLC695,892$28.48M1.0%-0.3%0.266%
1/16/2025 Abacus Wealth Partners LLC140,975$5.77M0.9%-3.4%0.054%
1/16/2025 Colorado Capital Management Inc.160,993$6.59M3.2%-9.1%0.061%
1/16/2025 Meritas Wealth Management LLC611,107$25.01M15.0%-3.1%0.233%
1/16/2025 Bridgewater Advisors Inc.256,938$10.69M1.1%+0.2%0.098%
1/16/2025 UMB Bank n.a.7,299$299K0.0%+33.5%0.003%
1/16/2025 Evanson Asset Management LLC1,336,680$54.70M3.9%+0.1%0.511%
1/16/2025 Bayshore Asset Management LLC516,143$21.12M9.7%-1.5%0.197%
1/15/2025 Arkadios Wealth Advisors211,001$8.63M0.5%+22.5%0.081%
1/15/2025 Sax Wealth Advisors LLC861,247$35.24M2.8%+2.9%0.329%
1/15/2025 Andrews Lucia Wealth Management LLC370,341$15.44M10.3%-0.8%0.141%
1/15/2025 Householder Group Estate & Retirement Specialist LLC4,172$170K0.1%+7.1%0.002%
1/15/2025 RF&L Wealth Management LLC209,256$8.56M6.1%-1.2%0.080%
1/15/2025 Total Wealth Planning LLC123,946$5.07M0.8%-3.4%0.047%
1/15/2025 Lauer Wealth LLC11,150$456K0.3%+4.7%0.004%
1/15/2025 Cypress Wealth Services LLC59,275$2.43M0.5%-3.3%0.023%
1/15/2025 Cordant Inc.38,436$1.57M0.8%-5.1%0.015%
1/14/2025 Apella Capital LLC486,509$19.91M0.8%-0.7%0.186%
1/14/2025 Safeguard Financial LLC13,409$549K0.1%+120.3%0.005%
1/14/2025 Graves Light Lenhart Wealth Inc.242,207$9.91M1.2%+1.4%0.093%
1/14/2025 Professional Financial Advisors LLC18,297$749K0.2%N/A0.007%
1/13/2025 AdvisorNet Financial Inc3,542$145K0.0%-26.8%0.001%
1/13/2025 Kades & Cheifetz LLC11,835$484K0.2%+22.1%0.005%
1/13/2025 Brookstone Capital Management10,389$425K0.0%-31.1%0.004%
1/10/2025 Wealth Enhancement Advisory Services LLC2,909,586$121.30M0.3%0.0%1.111%
1/10/2025 ORG Partners LLC6,060$248K0.0%N/A0.002%
1/10/2025 Fortitude Family Office LLC790$32K0.0%+50.8%0.000%
1/8/2025 Shearwater Capital LLC144,655$5.92M4.0%-0.7%0.055%
1/7/2025 Strathmore Capital Advisors Inc.190,437$7.79M5.7%N/A0.073%
1/6/2025 ShankerValleau Wealth Advisors Inc.546,220$22.35M7.2%-1.5%0.209%
1/3/2025 Versant Capital Management Inc158,951$6.50M1.4%-1.4%0.061%
1/2/2025 Peirce Capital Management LLC188,376$7.71M4.0%-4.4%0.072%
1/2/2025 Trust Co of the South1,820,188$74.48M15.2%-0.9%0.695%
12/26/2024JPMorgan Chase & Co.227,937$9.50M0.0%-5.2%0.087%
I was wrong. Dead wrong. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
12/2/2024Beaird Harris Wealth Management LLC1,311,972$54.70M4.8%-0.5%0.501%
11/25/2024Sanctuary Advisors LLC14,386$634K0.0%N/A0.005%
11/18/2024Rehmann Capital Advisory Group19,809$826K0.1%-5.4%0.008%
11/18/2024JDM Financial Group LLC1,207$50K0.0%N/A0.000%
11/15/2024LRI Investments LLC22,382$968K0.1%+153.9%0.009%
11/15/2024Glass Jacobson Investment Advisors llc67,227$2.80M0.9%-1.3%0.026%
11/15/2024MML Investors Services LLC83,122$3.47M0.0%+6.1%0.032%
11/15/2024Orion Portfolio Solutions LLC30,418$1.27M0.0%+2.6%0.012%
11/15/2024EP Wealth Advisors LLC268,117$11.18M0.1%+3.3%0.102%
11/15/2024Jane Street Group LLC26,510$1.11M0.0%N/A0.010%
11/15/2024Stifel Financial Corp445,118$18.56M0.0%+0.3%0.170%
11/15/2024Quantinno Capital Management LP36,416$1.52M0.0%+135.8%0.014%
11/15/2024Integrated Wealth Concepts LLC980,262$40.87M0.5%+1.1%0.374%
11/15/2024Investmark Advisory Group LLC489,753$20.42M9.9%+2.4%0.187%
11/15/2024HighTower Advisors LLC4,912,648$204.80M0.3%-1.9%1.876%
11/14/2024Kiely Wealth Advisory Group Inc.6,965$304K0.2%N/A0.003%
11/14/2024Captrust Financial Advisors172,110$7.18M0.0%+29.1%0.066%
11/14/2024Kingfisher Capital LLC14,237$594K0.1%+95.9%0.005%
11/14/2024Rockefeller Capital Management L.P.95,758$3.99M0.0%+8.7%0.037%
11/14/2024Teachers Insurance & Annuity Association of America22,672$945K1.4%N/A0.009%
11/14/2024Financial Counselors Inc.19,337$806K0.0%+1.4%0.007%
11/13/2024WorthPointe LLC585,093$24.39M10.3%-0.1%0.223%
11/13/2024Freedom Investment Management Inc.52,775$2.20M0.2%-11.3%0.020%
11/13/2024RS Crum Inc.416,363$17.36M4.1%+7.0%0.159%
11/13/2024Carlson Capital Management37,065$1.55M0.1%-8.7%0.014%
11/13/2024FMR LLC68,161$2.84M0.0%+88.5%0.026%
11/13/2024D.A. Davidson & CO.17,718$739K0.0%+5.7%0.007%
11/13/2024Truvestments Capital LLC716$30K0.0%N/A0.000%
11/12/2024Larson Financial Group LLC354,000$14.76M0.8%-2.1%0.135%
11/12/2024Wescott Financial Advisory Group LLC898,235$37.45M4.0%+0.0%0.343%
11/12/2024Truepoint Inc.1,823,412$76.02M2.0%-0.8%0.696%
11/12/2024Advisory Services & Investments LLC207,396$8.65M5.9%-18.5%0.079%
11/12/2024M Holdings Securities Inc.108,989$4.54M1.1%-90.8%0.042%
11/12/2024Cerity Partners LLC2,510,125$104.65M0.2%+3.0%0.959%
11/12/2024Great Valley Advisor Group Inc.16,409$684K0.0%-3.1%0.006%
11/12/2024CFS Investment Advisory Services LLC102,360$4.27M0.4%-0.7%0.039%
11/12/2024RW Investment Management LLC1,357,995$56.62M7.0%+1.1%0.519%
11/12/2024Running Point Capital Advisors LLC19,206$801K0.3%-58.9%0.007%
11/8/2024Silver Oak Advisory Group Inc.28,373$1.18M0.6%-4.8%0.011%
11/8/2024Bellwether Advisors LLC4,865$203K0.0%N/A0.002%
11/8/2024Howe & Rusling Inc.3,677$153K0.0%N/A0.001%
11/8/2024Summit Wealth Group LLC255,453$10.65M3.1%+1,041.1%0.098%
11/8/2024BIP Wealth LLC211,899$8.83M0.6%+15.4%0.081%
11/7/2024Caprock Group LLC24,741$1.03M0.0%+34.6%0.009%
11/7/2024Pathstone Holdings LLC1,463,212$61.01M0.3%-0.9%0.559%
11/7/2024First Western Trust Bank11,048$461K0.0%-2.9%0.004%
11/7/2024MAI Capital Management247,814$10.33M0.1%-1.1%0.095%
11/6/2024Adero Partners LLC45,905$1.91M0.1%-7.8%0.018%
11/6/2024Cassady Schiller Wealth Management LLC67,393$2.81M1.0%-0.7%0.026%
11/6/2024Heritage Investment Group Inc.988,838$41.23M7.8%-1.5%0.378%
24/7 Automated Profits in Crypto (Ad)

What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast world of passive crypto income, where you set up a dependable income stream that works for you, whether you're at your computer or living your life.

>> Secure Your Spot On The Groundbreaking Workshop Here
11/6/2024Squire Investment Management Company LLC265,974$11.09M5.3%+6.5%0.102%
11/6/2024OneDigital Investment Advisors LLC372,843$15.54M0.2%+109.6%0.142%
11/6/2024Diversified Portfolios Inc.304,492$12.69M1.4%-0.4%0.116%
11/6/2024Dopkins Wealth Management LLC281,099$11.72M9.5%-34.7%0.107%
11/5/2024Aptus Capital Advisors LLC49,544$2.07M0.0%-1.4%0.019%
11/5/2024Apollon Wealth Management LLC22,819$951K0.0%-3.0%0.009%
11/5/2024Vestia Personal Wealth Advisors181,216$7.55M6.2%+2.8%0.069%
11/5/2024Northwest Wealth Management LLC94,282$3.93M0.9%+5.4%0.036%
11/4/2024tru Independence LLC21,852$911K0.3%-7.2%0.008%
11/4/2024Addison Advisors LLC288,403$12.02M3.3%+16.4%0.110%
(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, 534 institutional investors and hedge funds held shares of Dimensional US Marketwide Value ETF. The most heavily invested institutionals were Mercer Global Advisors Inc. ADV ($1.10B), Envestnet Asset Management Inc. ($1.07B), Savant Capital LLC ($720.72M), Buckingham Strategic Wealth LLC ($534.76M), Corient Private Wealth LLC ($411.75M), Index Fund Advisors Inc. ($263.82M), and Plancorp LLC ($258.11M).Learn more on DFUV's institutional investors.

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

Of the 421 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: Envestnet Asset Management Inc. ($15.08M), Mercer Global Advisors Inc. ADV ($12.69M), Savant Capital LLC ($8.59M), Creative Planning ($4.83M), TFO TDC LLC ($3.91M), Cerity Partners LLC ($2.56M), 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 81,400,656 shares in the last 24 months. This purchase volume represents approximately $2.90B in transactions.

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

Of the 308 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: M Holdings Securities Inc. ($1.11M), Symmetry Partners LLC ($977.38K), Modera Wealth Management LLC ($873.35K), Truepoint Inc. ($765.33K), Carlson Capital Management ($693.66K), Index Fund Advisors Inc. ($651.48K), and Wealth Enhancement Advisory Services LLC ($588.33K).

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

Institutional investors have sold a total of 15,455,572 shares in the last 24 months. This volume of shares sold represents approximately $577.90M in transactions.


Related Companies

This page (NYSEARCA:DFUV) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
This coin could surge during Trump’s first week in office.
Juan has never had a losing trade on Bitcoin. And he booked gains of 312% on Chainlink … Now, he says one v...
Weiss Ratings | Sponsored
Elon’s New AI Firm REVEALED
Nvidia’s AI chip … the H100 … has been the holy grail of artificial intelligence… Until now. Because Elo...
Paradigm Press | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored