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Dimensional US Marketwide Value ETF (DFUV) Institutional Ownership

Dimensional US Marketwide Value ETF logo
$41.39
-0.02 (-0.05%)
(As of 11/4/2024 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)
272
Total
Institutional Inflows
(last 12 months)
$1.27B
Number of
Institutional Sellers
(last 12 months)
231
Total
Institutional Outflows
(last 12 months)
$311.65M
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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
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%
11/4/2024TRU Independence Asset Management 2 LLC48,037$2.00M1.7%N/A0.018%
11/4/20241900 Wealth Management LLC584,755$23.92M2.2%+2.5%0.223%
11/4/2024Disciplined 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%
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%
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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%
10/24/2024 TruNorth Capital Management LLC164,662$6.87M2.0%+0.9%0.063%
10/24/2024 Kooman & Associates419,033$17.47M6.5%+4.0%0.160%
10/24/2024 Modera Wealth Management LLC2,390,093$99.64M1.3%-1.3%0.913%
10/24/2024 Wealth Enhancement Advisory Services LLC2,910,296$121.33M0.3%-11.5%1.112%
10/24/2024 Arkadios Wealth Advisors172,240$7.18M0.4%+24.0%0.066%
10/23/2024 Allworth Financial LP448,914$18.72M0.1%+8.1%0.171%
10/23/2024 Strategic Investment Solutions Inc. IL211,220$8.81M2.6%-3.3%0.081%
10/23/2024 HWG Holdings LP5,696$237K0.1%-17.1%0.002%
10/23/2024 Index Fund Advisors Inc.6,328,129$263.82M14.0%-2.8%2.417%
10/23/2024 Dixon Fnancial Services Inc.785,731$32.76M17.4%-0.5%0.300%
10/23/2024 Grey Fox Wealth Advisors LLC4,937$206K0.1%N/A0.002%
10/23/2024 Brighton Jones LLC27,789$1.16M0.0%+15.1%0.011%
10/22/2024 Sprinkle Financial Consultants LLC237,824$9.92M7.1%+0.4%0.091%
10/22/2024 BetterWealth LLC48,294$2.01M0.6%-1.0%0.018%
10/22/2024 Ruedi Wealth Management Inc.371,893$15.50M5.3%-6.8%0.142%
10/22/2024 Marietta Wealth Management LLC23,440$977K0.1%-4.4%0.009%
10/22/2024 Private Advisor Group LLC33,376$1.39M0.0%-3.2%0.013%
10/22/2024 Signaturefd LLC18,010$751K0.0%-5.2%0.007%
10/22/2024 Sequoia Financial Advisors LLC291,342$12.15M0.1%-0.9%0.111%
10/21/2024 Oakworth Capital Inc.6,412$267K0.0%-4.0%0.002%
10/21/2024 Bayshore Asset Management LLC523,953$21.84M9.8%-4.0%0.200%
10/21/2024 CarsonAllaria Wealth Management Ltd.150,223$6.26M3.6%-0.5%0.057%
10/19/2024Narus Financial Partners LLC16,807$701K0.3%-2.1%0.006%
10/19/2024Baker Boyer National Bank478,219$19.94M6.7%-2.0%0.183%
10/19/2024Cyndeo Wealth Partners LLC6,050$252K0.0%N/A0.002%
10/19/2024Werba Rubin Papier Wealth Management206,400$8.61M2.0%-0.6%0.079%
10/18/2024Embree Financial Group209,321$8.73M1.6%+7.4%0.080%
10/18/2024Fortress Wealth Management Inc.11,253$469K0.2%-8.2%0.004%
10/18/2024Kraft Asset Management LLC320,971$13.38M10.5%+0.7%0.123%
10/18/2024Vannoy Advisory Group Inc.100,140$4.18M3.0%+0.5%0.038%
10/18/2024Family CFO Inc38,754$1.62M0.9%+1.5%0.015%
10/17/2024Aspiriant LLC698,286$29.11M1.1%-1.6%0.267%
10/17/2024Well Done LLC5,684$237K0.0%-18.6%0.002%
10/17/2024Sax Wealth Advisors LLC836,677$34.88M3.1%-0.3%0.320%
10/17/2024Cordant Inc.40,484$1.69M0.9%-3.0%0.015%
10/17/2024DiNuzzo Private Wealth Inc.489,511$20.41M2.5%-1.1%0.187%
10/16/2024 Melfa Wealth Management Inc.63,930$2.67M1.8%-4.3%0.024%
10/16/2024 Summit Financial Strategies Inc.98,089$4.09M0.5%-0.3%0.037%
10/16/2024 Safeguard Financial LLC6,088$254K0.1%N/A0.002%
10/15/2024 PFG Advisors83,281$3.47M0.2%+6.6%0.032%
10/15/2024 Lockerman Financial Group Inc.6,433$268K0.5%-5.7%0.002%
10/15/2024 Aspect Partners LLC2,244$94K0.1%N/A0.001%
10/15/2024 Zhang Financial LLC65,616$2.74M0.2%-14.9%0.025%
10/12/2024 Andrews Lucia Wealth Management LLC373,474$14.67M10.4%+1.4%0.143%
10/11/2024 Creative Planning5,471,095$228.09M0.2%-2.4%2.090%
10/11/2024 Disciplined Equity Management Inc.688,142$28.69M18.1%-0.2%0.263%
10/10/2024 Total Wealth Planning LLC128,246$5.35M0.8%-2.6%0.049%
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10/10/2024 Level Financial Advisors202,205$8.43M3.2%-1.8%0.077%
10/10/2024 Valeo Financial Advisors LLC36,198$1.51M0.0%+3.5%0.014%
10/10/2024 Simplicity Wealth LLC122,852$5.12M0.5%+12.9%0.047%
10/9/2024 Juncture Wealth Strategies LLC454,641$18.95M7.3%+3.6%0.174%
10/9/2024 BWM Planning LLC67,707$2.82M1.3%N/A0.026%
10/9/2024 Moisand Fitzgerald Tamayo LLC609,201$25.40M3.5%-1.8%0.233%
10/9/2024 Colorado Capital Management Inc.177,091$7.38M3.7%-1.1%0.068%
10/9/2024 Pinnacle Bancorp Inc.1,061$44K0.0%-64.4%0.000%
10/9/2024 GEM Asset Management LLC121,364$5.06M2.9%-1.9%0.046%
10/9/2024 Grunden Financial Advisory Inc.403,664$16.83M8.3%+1.4%0.154%
(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, 529 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 424 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. ($15.37M), Mercer Global Advisors Inc. ADV ($13.14M), Savant Capital LLC ($8.59M), Creative Planning ($4.83M), TFO TDC LLC ($3.91M), Cerity Partners LLC ($2.49M), 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 84,535,008 shares in the last 24 months. This purchase volume represents approximately $2.97B 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: Symmetry Partners LLC ($1.02M), Modera Wealth Management LLC ($873.35K), Truepoint Inc. ($751.27K), Carlson Capital Management ($713.03K), Index Fund Advisors Inc. ($651.48K), Wealth Enhancement Advisory Services LLC ($587.62K), and Buckingham Strategic Partners LLC ($546.14K).

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

Institutional investors have sold a total of 14,258,430 shares in the last 24 months. This volume of shares sold represents approximately $524.07M in transactions.


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This page (NYSEARCA:DFUV) was last updated on 11/5/2024 by MarketBeat.com Staff
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