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Dimensional US Marketwide Value ETF (DFUV) Institutional Ownership

Dimensional US Marketwide Value ETF logo
$38.11 +0.13 (+0.34%)
As of 04/17/2025 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)
329
Total
Institutional Inflows
(last 12 months)
$1.33B
Number of
Institutional Sellers
(last 12 months)
249
Total
Institutional Outflows
(last 12 months)
$483.55M
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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
4/18/2025Planning Center Inc.771,087$31.78M3.8%-0.4%0.282%
4/18/2025Colorado Capital Management Inc.158,732$6.54M3.0%-1.4%0.058%
4/18/2025CENTRAL TRUST Co13,335$550K0.0%-3.9%0.005%
4/18/2025Five Oceans Advisors5,496$226K0.1%-4.8%0.002%
4/17/2025RS Crum Inc.419,177$17.27M4.7%-0.4%0.153%
4/17/2025Claris Advisors LLC MO426,385$17.57M6.5%+8.6%0.156%
4/17/2025QRG Capital Management Inc.14,280$588K0.0%-35.3%0.005%
4/17/2025Adero Partners LLC41,280$1.70M0.1%-5.1%0.015%
4/17/2025Janney Montgomery Scott LLC18,362$757K0.0%+25.5%0.007%
4/17/2025Sprinkle Financial Consultants LLC228,005$9.40M6.0%-3.9%0.083%
4/17/2025Mission Wealth Management LP587,461$24.21M0.6%+3.8%0.215%
4/17/2025GEM Asset Management LLC123,256$5.07M2.8%-2.2%0.045%
4/17/20251900 Wealth Management LLC542,562$22.36M1.9%-1.6%0.198%
4/17/2025Bayshore Asset Management LLC519,089$21.39M10.7%+0.6%0.190%
4/17/2025Brighton Jones LLC27,628$1.14M0.0%-1.0%0.010%
4/17/2025Ritholtz Wealth Management5,530$228K0.0%N/A0.002%
4/17/2025Dynamic Advisor Solutions LLC374,168$15.42M0.5%+1.0%0.137%
4/16/2025 CRA Financial Services LLC18,664$769K0.1%+104.1%0.007%
4/16/2025 Lam Group Inc.130,252$5.37M3.9%-1.2%0.048%
4/16/2025 Capstone Wealth Management LLC199,729$8.23M8.2%+0.5%0.073%
4/16/2025 Wealth Enhancement Advisory Services LLC2,838,771$116.99M0.2%-1.8%1.038%
4/16/2025 Matauro LLC57,677$2.38M0.5%-2.5%0.021%
4/16/2025 Meritas Wealth Management LLC599,378$24.70M14.5%-1.9%0.219%
4/16/2025 ShankerValleau Wealth Advisors Inc.582,391$24M7.8%+6.6%0.213%
4/16/2025 HMV Wealth Advisors LLC73,840$3.04M2.4%-3.2%0.027%
4/16/2025 Steele Capital Management Inc.10,564$435K0.0%N/A0.004%
4/16/2025 RTD Financial Advisors Inc.243,848$10.05M1.4%-11.2%0.089%
4/16/2025 Wealth Advisors Northwest LLC83,873$3.46M2.2%-0.7%0.031%
4/16/2025 Everhart Financial Group Inc.5,591$230K0.0%N/A0.002%
4/16/2025 Schoolcraft Capital LLC1,084,199$44.68M8.8%-1.0%0.397%
4/15/2025 Total Wealth Planning LLC120,268$4.96M0.8%-3.0%0.044%
4/15/2025 Fifth Third Bancorp20,834$859K0.0%+2.9%0.008%
4/15/2025 Zhang Financial LLC70,350$2.90M0.2%+7.0%0.026%
4/15/2025 Bannerman Wealth Management Group LLC40,332$1.66M1.4%-1.9%0.015%
4/15/2025 CX Institutional1,289$53K0.0%N/A0.000%
4/15/2025 Integrated Advisors Network LLC25,855$1.07M0.1%-18.0%0.009%
4/15/2025 Simplicity Wealth LLC117,016$4.82M0.4%+2,001.6%0.043%
4/14/2025 Farther Finance Advisors LLC426,417$17.55M0.4%-2.4%0.156%
4/14/2025 Clarity Capital Advisors LLC65,103$2.68M1.8%-5.8%0.024%
4/14/2025 25 LLC46,600$1.92M0.8%-2.8%0.017%
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4/14/2025 Pillar Financial Advisors LLC354,047$14.59M10.9%-0.2%0.130%
4/14/2025 Disciplined Equity Management Inc.681,866$28.10M19.6%+1.1%0.249%
4/14/2025 Rockwood Wealth Management LLC10,227$421K0.0%+28.0%0.004%
4/11/2025 Disciplined Investments LLC66,454$2.74M1.3%-4.5%0.024%
4/11/2025 Safeguard Financial LLC5,653$233K0.1%-57.8%0.002%
4/11/2025 Foster Group Inc.1,337,763$55.13M2.1%-0.7%0.489%
4/10/2025 Cypress Wealth Services LLC54,759$2.26M0.5%-7.6%0.020%
4/10/2025 Apella Capital LLC485,458$18.93M0.6%-0.2%0.178%
4/10/2025 CGN Advisors LLC5,938$245K0.0%N/A0.002%
4/10/2025 Rialto Wealth Management LLC40,487$1.67M0.5%-1.9%0.015%
4/9/2025 RFG Advisory LLC9,256$381K0.0%+4.4%0.003%
4/9/2025 McLean Asset Management Corp685,109$28.23M8.3%-2.8%0.251%
4/9/2025 Graves Light Lenhart Wealth Inc.256,317$10.56M1.3%+5.8%0.094%
4/9/2025 Quad Cities Investment Group LLC10,983$453K0.2%-3.9%0.004%
4/9/2025 Archer Investment Management LLC5,405$223K0.2%-42.0%0.002%
4/9/2025 Websterrogers Financial Advisors LLC41,519$1.71M0.6%-1.3%0.015%
4/8/2025 Weinberger Asset Management Inc86,958$3.58M1.5%+1.7%0.032%
4/7/2025 Benchmark Wealth Management LLC16,947$698K0.3%N/A0.006%
4/1/2025 Trust Co of the South1,798,400$74.11M15.5%-1.2%0.660%
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%
3/7/2025Aegis 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%
3/6/2025AG Asset Advisory LLC90,343$3.70M3.7%N/A0.035%
3/3/2025American Investment Services Inc.885,422$36.23M6.3%-1.1%0.338%
2/28/2025Brooklyn FI LLC64,148$2.72M0.4%N/A0.025%
2/27/2025XY Planning Network Inc.11,112$455K0.3%N/A0.004%
2/25/2025Heck Capital Advisors LLC1,628$67K0.0%N/A0.001%
2/25/2025 Integrated Advisors Network LLC31,537$1.29M0.1%+2.7%0.012%
2/21/2025WNY Asset Management LLC152,636$6.25M0.8%-1.1%0.058%
2/21/2025Aurdan Capital Management LLC6,644$272K0.1%N/A0.003%
2/20/2025Forum Financial Management LP1,327,469$54.32M0.9%+8.6%0.507%
2/19/2025Pinney & Scofield Inc.334,599$13.69M10.5%N/A0.128%
2/18/2025Wick Capital Partners LLC22,910$937K0.3%N/A0.009%
2/18/2025GTS Securities LLC9,052$370K0.0%-74.1%0.003%
2/18/2025Investmark Advisory Group LLC501,024$20.50M10.1%+2.3%0.191%
2/18/2025Legacy Financial Group Inc.445,818$18.24M5.9%+1.4%0.170%
2/18/2025Mosaic Family Wealth Partners LLC344,334$14.09M2.0%-1.2%0.132%
2/18/2025Orion Capital Management LLC2,465$101K0.0%N/A0.001%
2/18/2025JDM Financial Group LLC1,898$78K0.0%+57.2%0.001%
2/18/2025Monograph Wealth Advisors LLC656,603$26.87M3.6%+1.2%0.251%
2/18/2025Focus Partners Advisor Solutions LLC4,556,275$186.44M3.1%+31.4%1.740%
2/18/2025Mpwm Advisory Solutions LLC11,703$479K0.4%N/A0.004%
2/17/2025Visionary Wealth Advisors116,465$4.77M0.3%+16.4%0.044%
2/17/2025Trace Wealth Advisors LLC98,992$4.05M3.6%N/A0.038%
2/17/2025Triune Financial Partners LLC921,028$37.69M11.9%+2.0%0.352%
2/17/2025Quadcap Wealth Management LLC32,970$1.35M0.2%+15.9%0.013%
The U.S. just rewrote the rules of retirement (Ad)

For decades, Wall Street told retirees to stick with big names, stay diversified, and live off dividends. But Tim Plaehn says those rules no longer apply — and the 2025 trade war is exposing just how fragile that plan really was. Tim just released a video briefing explaining how the global shift is hammering traditional income stocks — and how a few U.S.-focused companies are built to weather the chaos.

Watch the 2025 Trade War dividend protection briefing now
2/17/2025Pathstone Holdings LLC1,442,369$59.02M0.3%-1.4%0.551%
2/17/2025NorthRock Partners LLC11,285$462K0.0%N/A0.004%
2/17/2025Focus Partners Wealth14,468,305$592.11M1.6%+0.6%5.526%
2/17/2025Francis Financial Inc.51,845$2.12M0.5%-5.1%0.020%
2/17/2025Fiduciary Trust Co30,680$1.26M0.0%-2.6%0.012%
2/17/2025EP Wealth Advisors LLC255,305$10.45M0.1%-4.8%0.098%
2/17/2025Colonial Trust Co SC9,701$397K0.1%-11.2%0.004%
2/17/2025Cornerstone Financial Group LLC NE 17,931$734K0.7%N/A0.007%
2/17/2025Cresset Asset Management LLC100,413$4.11M0.0%-30.2%0.038%
2/17/2025Cetera Investment Advisers523,458$21.42M0.0%+22.1%0.200%
(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, 601 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 476 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 79,027,521 shares in the last 24 months. This purchase volume represents approximately $2.94B in transactions.

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

Of the 339 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 ($945.25K), Modera Wealth Management LLC ($900.73K), Index Fund Advisors Inc. ($819.22K), Truepoint Inc. ($776.99K), and Carlson Capital Management ($676.53K).

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

Institutional investors have sold a total of 20,805,493 shares in the last 24 months. This volume of shares sold represents approximately $804.82M in transactions.


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This page (NYSEARCA:DFUV) was last updated on 4/18/2025 by MarketBeat.com Staff
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