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Dimensional US Marketwide Value ETF (DFUV) Institutional Ownership

Dimensional US Marketwide Value ETF logo
$40.90 +0.52 (+1.29%)
(As of 12/20/2024 04:32 PM 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)
271
Total
Institutional Inflows
(last 12 months)
$1.10B
Number of
Institutional Sellers
(last 12 months)
221
Total
Institutional Outflows
(last 12 months)
$342.48M
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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
12/2/2024 Beaird Harris Wealth Management LLC1,311,972$54.70M4.8%-0.5%0.501%
11/25/2024 Sanctuary Advisors LLC14,386$634K0.0%N/A0.005%
11/18/2024 Rehmann Capital Advisory Group19,809$826K0.1%-5.4%0.008%
11/18/2024 JDM Financial Group LLC1,207$50K0.0%N/A0.000%
11/15/2024 LRI Investments LLC22,382$968K0.1%+153.9%0.009%
11/15/2024 Glass Jacobson Investment Advisors llc67,227$2.80M0.9%-1.3%0.026%
11/15/2024 MML Investors Services LLC83,122$3.47M0.0%+6.1%0.032%
11/15/2024 Orion Portfolio Solutions LLC30,418$1.27M0.0%+2.6%0.012%
11/15/2024 EP Wealth Advisors LLC268,117$11.18M0.1%+3.3%0.102%
11/15/2024 Jane Street Group LLC26,510$1.11M0.0%N/A0.010%
11/15/2024 Stifel Financial Corp445,118$18.56M0.0%+0.3%0.170%
11/15/2024 Quantinno Capital Management LP36,416$1.52M0.0%+135.8%0.014%
11/15/2024 Integrated Wealth Concepts LLC980,262$40.87M0.5%+1.1%0.374%
11/15/2024 Investmark Advisory Group LLC489,753$20.42M9.9%+2.4%0.187%
11/15/2024 HighTower Advisors LLC4,912,648$204.80M0.3%-1.9%1.876%
11/14/2024 Kiely Wealth Advisory Group Inc.6,965$304K0.2%N/A0.003%
11/14/2024 Captrust Financial Advisors172,110$7.18M0.0%+29.1%0.066%
11/14/2024 Kingfisher Capital LLC14,237$594K0.1%+95.9%0.005%
11/14/2024 Rockefeller Capital Management L.P.95,758$3.99M0.0%+8.7%0.037%
11/14/2024 Teachers Insurance & Annuity Association of America22,672$945K1.4%N/A0.009%
11/14/2024 Financial Counselors Inc.19,337$806K0.0%+1.4%0.007%
11/13/2024 WorthPointe LLC585,093$24.39M10.3%-0.1%0.223%
11/13/2024 Freedom Investment Management Inc.52,775$2.20M0.2%-11.3%0.020%
11/13/2024 RS Crum Inc.416,363$17.36M4.1%+7.0%0.159%
11/13/2024 Carlson Capital Management37,065$1.55M0.1%-8.7%0.014%
11/13/2024 FMR LLC68,161$2.84M0.0%+88.5%0.026%
11/13/2024 D.A. Davidson & CO.17,718$739K0.0%+5.7%0.007%
11/13/2024 Truvestments Capital LLC716$30K0.0%N/A0.000%
11/12/2024Larson Financial Group LLC354,000$14.76M0.8%-2.1%0.135%
11/12/2024 Wescott Financial Advisory Group LLC898,235$37.45M4.0%+0.0%0.343%
11/12/2024 Truepoint Inc.1,823,412$76.02M2.0%-0.8%0.696%
11/12/2024 Advisory Services & Investments LLC207,396$8.65M5.9%-18.5%0.079%
11/12/2024 M Holdings Securities Inc.108,989$4.54M1.1%-90.8%0.042%
11/12/2024 Cerity Partners LLC2,510,125$104.65M0.2%+3.0%0.959%
11/12/2024 Great Valley Advisor Group Inc.16,409$684K0.0%-3.1%0.006%
11/12/2024 CFS Investment Advisory Services LLC102,360$4.27M0.4%-0.7%0.039%
11/12/2024 RW Investment Management LLC1,357,995$56.62M7.0%+1.1%0.519%
11/12/2024 Running Point Capital Advisors LLC19,206$801K0.3%-58.9%0.007%
11/8/2024 Silver Oak Advisory Group Inc.28,373$1.18M0.6%-4.8%0.011%
11/8/2024 Bellwether Advisors LLC4,865$203K0.0%N/A0.002%
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11/8/2024 Howe & Rusling Inc.3,677$153K0.0%N/A0.001%
11/8/2024 Summit Wealth Group LLC255,453$10.65M3.1%+1,041.1%0.098%
11/8/2024 BIP Wealth LLC211,899$8.83M0.6%+15.4%0.081%
11/7/2024 Caprock Group LLC24,741$1.03M0.0%+34.6%0.009%
11/7/2024 Pathstone Holdings LLC1,463,212$61.01M0.3%-0.9%0.559%
11/7/2024 First Western Trust Bank11,048$461K0.0%-2.9%0.004%
11/7/2024 MAI Capital Management247,814$10.33M0.1%-1.1%0.095%
11/6/2024 Adero Partners LLC45,905$1.91M0.1%-7.8%0.018%
11/6/2024 Cassady Schiller Wealth Management LLC67,393$2.81M1.0%-0.7%0.026%
11/6/2024 Heritage Investment Group Inc.988,838$41.23M7.8%-1.5%0.378%
11/6/2024 Squire Investment Management Company LLC265,974$11.09M5.3%+6.5%0.102%
11/6/2024 OneDigital Investment Advisors LLC372,843$15.54M0.2%+109.6%0.142%
11/6/2024 Diversified Portfolios Inc.304,492$12.69M1.4%-0.4%0.116%
11/6/2024 Dopkins Wealth Management LLC281,099$11.72M9.5%-34.7%0.107%
11/5/2024 Aptus Capital Advisors LLC49,544$2.07M0.0%-1.4%0.019%
11/5/2024 Apollon Wealth Management LLC22,819$951K0.0%-3.0%0.009%
11/5/2024 Vestia Personal Wealth Advisors181,216$7.55M6.2%+2.8%0.069%
11/5/2024 Northwest Wealth Management LLC94,282$3.93M0.9%+5.4%0.036%
11/4/2024 tru Independence LLC21,852$911K0.3%-7.2%0.008%
11/4/2024 Addison Advisors LLC288,403$12.02M3.3%+16.4%0.110%
11/4/2024 TRU Independence Asset Management 2 LLC48,037$2.00M1.7%N/A0.018%
11/4/2024 1900 Wealth Management LLC584,755$23.92M2.2%+2.5%0.223%
11/4/2024 Disciplined Investments LLC70,679$2.95M1.5%-1.3%0.027%
11/2/2024 Austin Asset Management Co Inc376,925$15.71M3.2%-1.0%0.144%
11/1/2024 Tillman Hartley LLC878,739$36.64M10.9%+13.8%0.336%
11/1/2024 Lauterbach Financial Advisors LLC268,656$11.20M6.8%+0.6%0.103%
11/1/2024 CWA Asset Management Group LLC13,503$563K0.0%N/A0.005%
11/1/2024 Triune Financial Partners LLC902,984$37.65M11.8%N/A0.345%
11/1/2024 Capital Performance Advisors LLP532,313$22.19M6.7%+1.3%0.203%
11/1/2024 Stone Point Wealth LLC51,332$2.14M0.7%-0.8%0.020%
10/31/2024 Washington Trust Bank5,271$220K0.0%N/A0.002%
10/31/2024 Bridgewater Advisors Inc.256,551$10.72M1.1%+0.9%0.098%
10/31/2024 Wealth Architects LLC701,948$29.26M3.3%-1.5%0.268%
10/31/2024 American Capital Advisory LLC2,092$87K0.1%+3,386.7%0.001%
10/30/2024 RTD Financial Advisors Inc.284,699$11.87M1.5%-0.7%0.109%
10/30/2024 M Financial Asset Management Inc.146,926$6.13M23.8%-21.5%0.056%
10/30/2024 Beacon Financial Advisory LLC39,493$1.65M0.6%+3.2%0.015%
10/30/2024 Tobias Financial Advisors Inc.217,734$9.08M1.8%-0.3%0.083%
10/30/2024 QRG Capital Management Inc.18,319$764K0.0%+93.7%0.007%
10/30/2024 Lutz Financial Services LLC137,477$5.73M0.5%-0.2%0.053%
10/29/2024 Forum Financial Management LP1,222,203$50.95M0.8%-3.1%0.467%
10/29/2024 Angeles Wealth Management LLC55,598$2.32M0.2%-9.5%0.021%
10/29/2024 Confluence Wealth Services Inc.175,632$7.32M0.5%+9.5%0.067%
10/29/2024 Pure Financial Advisors LLC17,833$743K0.0%+23.9%0.007%
10/29/2024 Sollinda Capital Management LLC12,675$528K0.1%-6.4%0.005%
10/29/2024 Symmetry Partners LLC612,574$25.54M6.1%-47.7%0.234%
10/29/2024 Chicago Partners Investment Group LLC48,194$2.02M0.1%-18.4%0.018%
10/29/2024 Farther Finance Advisors LLC425,551$17.74M0.7%+140.8%0.163%
10/28/2024 Murphy Pohlad Asset Management LLC4,920$205K0.1%N/A0.002%
10/28/2024 Fonville Wealth Management LLC57,974$2.42M0.8%-1.5%0.022%
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10/28/2024 US Bancorp DE67,064$2.80M0.0%+7.4%0.026%
10/25/2024 Voisard Asset Management Group Inc.12,944$540K0.2%N/A0.005%
10/25/2024 JFS Wealth Advisors LLC179,655$7.49M0.5%-0.6%0.069%
10/25/2024 Intelligent Financial Strategies116,633$4.86M2.7%-2.4%0.045%
10/25/2024 Nicholas Hoffman & Company LLC.67,358$2.81M0.1%-1.0%0.026%
10/25/2024 PBMares Wealth Management LLC384,238$16.02M3.3%+0.5%0.147%
10/24/2024 TCI Wealth Advisors Inc.2,243,112$93.52M7.9%+3.2%0.857%
10/24/2024 Lauer Wealth LLC10,650$447K0.3%+36.8%0.004%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors34,398$1.43M0.2%+9.1%0.013%
10/24/2024 Salomon & Ludwin LLC1,929$80K0.0%-35.6%0.001%
(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, 530 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 418 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 81,135,514 shares in the last 24 months. This purchase volume represents approximately $2.88B in transactions.

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

Of the 304 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 ($1.02M), 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 ($587.62K).

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

Institutional investors have sold a total of 15,615,330 shares in the last 24 months. This volume of shares sold represents approximately $582.06M in transactions.


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This page (NYSEARCA:DFUV) was last updated on 12/22/2024 by MarketBeat.com Staff
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