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Dimensional US Marketwide Value ETF (DFUV) Institutional Ownership

Dimensional US Marketwide Value ETF logo
$41.57 -0.17 (-0.41%)
As of 03/27/2025 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)
326
Total
Institutional Inflows
(last 12 months)
$1.33B
Number of
Institutional Sellers
(last 12 months)
234
Total
Institutional Outflows
(last 12 months)
$528.90M
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DFUV Institutional Buying and Selling by Quarter

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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
3/24/2025Avant Financial Advisors LLC9,363$383K0.3%N/A0.003%
3/19/2025M1 Capital Management LLC8,666$355K0.2%N/A0.003%
3/19/2025Northeast Planning Associates INC. NH9,551$391K0.4%N/A0.004%
3/17/2025 Wealth Enhancement Advisory Services LLC2,890,125$118.26M0.2%-0.7%1.104%
3/14/2025Tableaux LLC5,173$212K0.2%N/A0.002%
3/7/2025 Aegis Wealth Management LLC175,749$7.19M4.9%N/A0.067%
3/7/2025 Bannerman Wealth Management Group LLC41,110$1.68M1.4%N/A0.016%
3/6/2025 AG Asset Advisory LLC90,343$3.70M3.7%N/A0.035%
3/3/2025 American Investment Services Inc.885,422$36.23M6.3%-1.1%0.338%
2/28/2025 Brooklyn FI LLC64,148$2.72M0.4%N/A0.025%
2/27/2025 XY Planning Network Inc.11,112$455K0.3%N/A0.004%
2/25/2025 Heck Capital Advisors LLC1,628$67K0.0%N/A0.001%
2/25/2025 Integrated Advisors Network LLC31,537$1.29M0.1%+2.7%0.012%
2/21/2025 WNY Asset Management LLC152,636$6.25M0.8%-1.1%0.058%
2/21/2025 Aurdan Capital Management LLC6,644$272K0.1%N/A0.003%
2/20/2025 Forum Financial Management LP1,327,469$54.32M0.9%+8.6%0.507%
2/19/2025 Pinney & Scofield Inc.334,599$13.69M10.5%N/A0.128%
2/18/2025 Wick Capital Partners LLC22,910$937K0.3%N/A0.009%
2/18/2025 GTS Securities LLC9,052$370K0.0%-74.1%0.003%
2/18/2025 Investmark Advisory Group LLC501,024$20.50M10.1%+2.3%0.191%
2/18/2025 Legacy Financial Group Inc.445,818$18.24M5.9%+1.4%0.170%
2/18/2025 Mosaic Family Wealth Partners LLC344,334$14.09M2.0%-1.2%0.132%
2/18/2025 Orion Capital Management LLC2,465$101K0.0%N/A0.001%
2/18/2025 JDM Financial Group LLC1,898$78K0.0%+57.2%0.001%
2/18/2025 Monograph Wealth Advisors LLC656,603$26.87M3.6%+1.2%0.251%
2/18/2025 Focus Partners Advisor Solutions LLC4,556,275$186.44M3.1%+31.4%1.740%
2/18/2025 Mpwm Advisory Solutions LLC11,703$479K0.4%N/A0.004%
2/17/2025 Visionary Wealth Advisors116,465$4.77M0.3%+16.4%0.044%
2/17/2025 Trace Wealth Advisors LLC98,992$4.05M3.6%N/A0.038%
2/17/2025 Triune Financial Partners LLC921,028$37.69M11.9%+2.0%0.352%
2/17/2025 Quadcap Wealth Management LLC32,970$1.35M0.2%+15.9%0.013%
2/17/2025 Pathstone Holdings LLC1,442,369$59.02M0.3%-1.4%0.551%
2/17/2025 NorthRock Partners LLC11,285$462K0.0%N/A0.004%
2/17/2025 Focus Partners Wealth14,468,305$592.11M1.6%+0.6%5.526%
2/17/2025 Francis Financial Inc.51,845$2.12M0.5%-5.1%0.020%
2/17/2025 Fiduciary Trust Co30,680$1.26M0.0%-2.6%0.012%
2/17/2025 EP Wealth Advisors LLC255,305$10.45M0.1%-4.8%0.098%
2/17/2025 Colonial Trust Co SC9,701$397K0.1%-11.2%0.004%
2/17/2025 Cornerstone Financial Group LLC NE 17,931$734K0.7%N/A0.007%
2/17/2025 Cresset Asset Management LLC100,413$4.11M0.0%-30.2%0.038%
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2/17/2025 Cetera Investment Advisers523,458$21.42M0.0%+22.1%0.200%
2/17/2025 Captrust Financial Advisors179,721$7.35M0.0%+4.4%0.069%
2/17/2025 Cardiff Park Advisors LLC751,596$30.76M2.9%-0.2%0.287%
2/17/2025 Baird Financial Group Inc.30,100$1.23M0.0%+9.1%0.011%
2/17/2025 Bank of America Corp DE116,984$4.79M0.0%+153.6%0.045%
2/17/2025 BIP Wealth LLC233,611$9.56M0.6%+10.2%0.089%
2/17/2025 Ameriprise Financial Inc.9,742$399K0.0%N/A0.004%
2/17/2025 Ancora Advisors LLC46,531$1.90M0.0%-28.7%0.018%
2/17/2025 Aptus Capital Advisors LLC55,263$2.26M0.0%+11.5%0.021%
2/14/2025 Mercer Global Advisors Inc. ADV31,489,188$1.29B3.1%-10.8%12.028%
2/14/2025 Jane Street Group LLC7,688$315K0.0%-71.0%0.003%
2/14/2025 Wick Capital Partners LLC3,013$123K0.0%N/A0.001%
2/14/2025 Navigoe LLC322,001$13.18M12.9%N/A0.123%
2/14/2025 Northern Trust Corp5,966,738$244.16M0.0%+0.4%2.279%
2/14/2025 Beacon Pointe Advisors LLC1,340,463$54.85M0.6%+0.9%0.512%
2/14/2025 Betterment LLC8,728$357K0.0%+39.8%0.003%
2/14/2025 Oak Wealth Advisors LLC21,375$875K0.7%N/A0.008%
2/14/2025 Berger Financial Group Inc19,009$778K0.1%N/A0.007%
2/14/2025 Integrated Wealth Concepts LLC697,844$28.56M0.3%-28.8%0.267%
2/14/2025 IHT Wealth Management LLC20,376$834K0.0%-2.4%0.008%
2/14/2025 Stifel Financial Corp448,356$18.35M0.0%+0.7%0.171%
2/14/2025 OneDigital Investment Advisors LLC376,270$15.40M0.2%+0.9%0.144%
2/14/2025 WPWealth LLP320,832$13.13M2.7%+2.4%0.123%
2/14/2025 MML Investors Services LLC83,383$3.41M0.0%+0.3%0.032%
2/14/2025 Forum Financial Management LP1,305,440$53.42M0.9%+6.8%0.499%
2/14/2025 Freedom Investment Management Inc.51,765$2.12M0.2%-1.9%0.020%
2/14/2025 Bridge Generations Wealth Management LLC98,514$4.03M2.7%N/A0.038%
2/13/2025 Tobias Financial Advisors Inc.215,325$8.81M1.8%-1.1%0.082%
2/13/2025 Strategic Investment Solutions Inc. IL264,404$10.08M3.3%+25.2%0.101%
2/13/2025 NewEdge Advisors LLC45,514$1.86M0.0%+8.3%0.017%
2/13/2025 Operose Advisors LLC7,101$291K0.1%+115.7%0.003%
2/13/2025 United Capital Financial Advisors LLC111,185$4.55M0.0%+13.3%0.042%
2/13/2025 M Holdings Securities Inc.95,871$3.92M0.6%-12.0%0.037%
2/13/2025 Rossby Financial LCC11,937$488K0.3%N/A0.005%
2/13/2025 Mariner LLC440,435$18.02M0.0%+4.9%0.168%
2/13/2025 Rockefeller Capital Management L.P.97,930$4.01M0.0%+2.3%0.037%
2/13/2025 KDK Private Wealth Management LLC21,488$879K0.9%N/A0.008%
2/13/2025 Glass Jacobson Investment Advisors llc66,717$2.73M0.9%-0.8%0.025%
2/13/2025 Seneschal Advisors LLC160,672$6.58M5.5%N/A0.061%
2/13/2025 Accredited Investors Inc.9,825$402K0.0%+20.1%0.004%
2/13/2025 EnRich Financial Partners LLC140,768$5.76M1.9%-0.8%0.054%
2/13/2025 Bessemer Group Inc.1,344$55K0.0%-81.4%0.001%
2/13/2025 One Degree Advisors Inc5,108$218K0.1%-32.9%0.002%
2/13/2025 Raymond James Financial Inc.1,224,048$50.09M0.0%N/A0.468%
2/13/2025 Advisory Services Network LLC10,044$411K0.0%+10.6%0.004%
2/13/2025 Bank of Montreal Can31,197$1.28M0.0%-6.9%0.012%
2/13/2025 Cerity Partners LLC2,486,370$101.74M0.2%-0.9%0.950%
2/13/2025 Annandale Capital LLC118,630$4.85M0.8%-3.0%0.045%
2/13/2025 Envestnet Asset Management Inc.33,877,455$1.39B0.4%+2.8%12.940%
2/13/2025 Wells Fargo & Company MN192,146$7.86M0.0%+12.5%0.073%
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2/13/2025 First Western Trust Bank10,421$426K0.0%-5.7%0.004%
2/12/2025 Wescott Financial Advisory Group LLC854,511$34.97M3.6%-4.9%0.326%
2/12/2025 Martin Worley Group72,413$2.96M1.9%N/A0.028%
2/12/2025 Disciplined Investors L.L.C.6,542$269K0.3%N/A0.002%
2/12/2025 Prudent Man Investment Management Inc.452,624$18.52M10.3%N/A0.173%
2/12/2025 O Shaughnessy Asset Management LLC16,463$674K0.0%+2.9%0.006%
2/12/2025 CIBC Private Wealth Group LLC10,432$430K0.0%+245.0%0.004%
2/12/2025 ARK & TLK Investments LLC62,040$2.54M0.9%+2.6%0.024%
2/12/2025 JPMorgan Chase & Co.234,550$9.60M0.0%+2.9%0.090%
2/12/2025 Foundation Wealth Management LLC PA57,314$2.35M1.1%N/A0.022%
(Data available from 1/1/2016 forward)

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DFUV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFUV shares?

During the previous two years, 598 institutional investors and hedge funds held shares of Dimensional US Marketwide Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.39B), Mercer Global Advisors Inc. ADV ($1.29B), Savant Capital LLC ($734.80M), Focus Partners Wealth ($592.11M), Buckingham Strategic Wealth LLC ($534.76M), Corient Private Wealth LLC ($439.68M), and Plancorp LLC ($260.81M).Learn more on DFUV's institutional investors.

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

Of the 474 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. ($14.49M), Mercer Global Advisors Inc. ADV ($11.04M), Savant Capital LLC ($8.59M), Cerity Partners LLC ($2.56M), Raymond James Financial Inc. ($2.45M), Trust Co of the South ($1.94M), and Elser Financial Planning Inc ($1.93M).

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

Institutional investors have bought a total of 79,556,687 shares in the last 24 months. This purchase volume represents approximately $2.95B in transactions.

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

Of the 328 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: Mercer Global Advisors Inc. ADV ($3.80M), M Holdings Securities Inc. ($1.23M), Symmetry Partners LLC ($977.38K), Modera Wealth Management LLC ($900.73K), Index Fund Advisors Inc. ($819.22K), Truepoint Inc. ($776.99K), and Carlson Capital Management ($691.45K).

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

Institutional investors have sold a total of 20,910,828 shares in the last 24 months. This volume of shares sold represents approximately $806.47M in transactions.


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This page (NYSEARCA:DFUV) was last updated on 3/28/2025 by MarketBeat.com Staff
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