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Dimensional US Marketwide Value ETF (DFUV) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Number of
Institutional Buyers
(last 12 months)
247
Total
Institutional Inflows
(last 12 months)
$1.26B
Number of
Institutional Sellers
(last 12 months)
228
Total
Institutional Outflows
(last 12 months)
$267.50M
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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
5/15/2024Ascent Group LLC10,849$444K0.0%N/A0.004%
5/15/2024Beaird Harris Wealth Management LLC1,338,540$54.75M5.3%-0.6%0.511%
5/15/2024Kestra Advisory Services LLC291,796$11.93M0.1%+4.9%0.111%
5/15/2024 LRI Investments LLC8,814$353K0.0%N/A0.003%
5/14/2024 Cadence Bank14,026$574K0.0%-2.6%0.005%
5/14/2024 EP Wealth Advisors LLC257,674$10.54M0.1%-2.7%0.098%
5/14/2024 Andrews Lucia Wealth Management LLC368,318$15.06M10.7%+0.6%0.141%
5/14/2024 TFO Wealth Partners LLC591,420$24.19M4.7%-5.7%0.226%
5/14/2024 Sax Wealth Advisors LLC846,892$34.64M4.0%+9.0%0.323%
5/14/2024 Northwest Wealth Management LLC90,725$3.71M1.0%+10.5%0.035%
5/14/2024 Kraft Asset Management LLC336,500$13.76M11.1%-2.0%0.129%
5/14/2024 RB Capital Management LLC9,493$388K0.1%-2.6%0.004%
5/13/2024 Bessemer Group Inc.7,212$295K0.0%-46.3%0.003%
5/13/2024 Index Fund Advisors Inc.6,690,245$273.63M15.1%-1.5%2.555%
5/13/2024 O Shaughnessy Asset Management LLC12,369$506K0.0%+39.6%0.005%
5/10/2024 Osaic Holdings Inc.548,844$22.45M0.1%+8.0%0.210%
5/10/2024 TIAA Trust National Association81,980$3.35M0.0%-2.9%0.031%
5/10/2024 Truepoint Inc.1,935,135$79.15M2.2%-4.0%0.739%
5/9/2024 Forum Financial Management LP1,401,536$57.32M1.0%-2.8%0.535%
5/9/2024 Orion Portfolio Solutions LLC29,578$1.21M0.0%-9.3%0.011%
5/9/2024 Coho Partners Ltd.6,644$272K0.0%-21.3%0.003%
5/9/2024 Renasant Bank21,053$861K0.6%N/A0.008%
5/9/2024 D Orazio & Associates Inc.15,631$639K0.1%-1.7%0.006%
5/8/2024 US Bancorp DE62,931$2.57M0.0%+1.8%0.024%
5/8/2024 Russell Investments Group Ltd.1,578$65K0.0%-24.7%0.001%
5/8/2024 QRG Capital Management Inc.8,096$331K0.0%-4.0%0.003%
5/7/2024 WNY Asset Management LLC164,230$6.72M1.0%+2.0%0.063%
5/7/2024 TCI Wealth Advisors Inc.2,120,588$86.73M8.5%+1.9%0.810%
5/7/2024 CarsonAllaria Wealth Management Ltd.150,239$6.15M3.9%+24.5%0.057%
5/7/2024 Oppenheimer & Co. Inc.10,028$410K0.0%N/A0.004%
5/7/2024 PFG Advisors71,644$2.93M0.2%+5.5%0.027%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,135,636$87.35M2.6%+3.4%0.816%
5/6/2024 Envestnet Portfolio Solutions Inc.170,490$6.97M0.0%-9.0%0.065%
5/6/2024 Ruedi Wealth Management Inc.424,484$17.36M7.3%-1.3%0.162%
5/6/2024DiNuzzo Private Wealth Inc.499,584$20.43M2.8%-0.3%0.191%
5/4/2024 Hemington Wealth Management125,328$5.13M1.9%-0.3%0.048%
5/4/2024 Disciplined Equity Management Inc.679,318$27.78M18.5%+4.5%0.260%
5/4/2024 Team Hewins LLC1,153,940$47.20M6.5%-1.0%0.442%
5/4/2024 Csenge Advisory Group6,269$256K0.0%-44.4%0.002%
5/3/2024 Embree Financial Group179,983$7.36M1.4%+12.4%0.069%
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5/3/2024 Larson Financial Group LLC373,138$15.26M1.2%-3.3%0.143%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors19,438$795K0.1%+72.9%0.007%
5/3/2024 Rehmann Capital Advisory Group20,277$829K0.1%+6.0%0.008%
5/3/2024 Lutz Financial Services LLC143,081$5.85M0.5%-0.4%0.055%
5/3/2024 Liberty Wealth Management LLC27,950$1.14M0.2%+15.1%0.011%
5/3/2024 Absolute Capital Management LLC30,336$1.24M0.8%-9.4%0.012%
5/2/2024 Financial Counselors Inc.18,429$754K0.0%N/A0.007%
5/2/2024 Choreo LLC1,870,636$76.51M2.0%+1.4%0.716%
5/1/2024 Cherry Tree Wealth Management LLC153,266$6.27M1.6%-0.8%0.059%
5/1/2024 Intelligence Driven Advisers LLC5,567$228K0.0%N/A0.002%
5/1/2024 Blue Trust Inc.43,429$1.78M0.0%-28.8%0.017%
5/1/2024 BOK Financial Private Wealth Inc.142,415$5.83M0.4%-5.3%0.055%
5/1/2024 Mission Wealth Management LP53,132$2.17M0.1%-0.6%0.020%
5/1/2024 Bridgewater Advisors Inc.253,899$10.38M1.6%-0.3%0.097%
5/1/2024 Sequoia Financial Advisors LLC294,115$12.03M0.1%-1.4%0.113%
4/30/2024 TFC Financial Management Inc.999,904$40.90M7.3%-3.7%0.383%
4/30/2024 Hartline Investment Corp31,055$1.27M0.2%N/A0.012%
4/30/2024 Valued Wealth Advisors LLC43,234$1.77M1.3%-3.8%0.017%
4/30/2024 RF&L Wealth Management LLC225,663$9.23M7.1%-4.1%0.086%
4/30/2024 M Financial Asset Management Inc.209,561$8.57M25.0%-0.4%0.080%
4/29/2024Commonwealth Equity Services LLC754,839$30.87M0.1%+3.0%0.289%
4/29/2024 FAS Wealth Partners Inc.29,067$1.19M0.1%+3.0%0.011%
4/29/2024 Greenleaf Trust5,221$214K0.0%N/A0.002%
4/29/2024 PBMares Wealth Management LLC380,589$15.57M4.1%-0.1%0.146%
4/29/2024 RAM Investment Partners LLC34,307$1.40M0.4%-5.5%0.013%
4/29/2024 Intelligent Financial Strategies120,727$4.94M3.1%-2.3%0.046%
4/27/2024 Glass Jacobson Investment Advisors llc68,693$2.81M1.1%-1.7%0.026%
4/27/2024 Capital Performance Advisors LLP529,868$21.67M8.3%-0.4%0.203%
4/27/2024 Austin Asset Management Co Inc390,850$15.99M3.5%-3.0%0.150%
4/26/2024 LifeSteps Financial Inc.1,467$60K0.0%N/A0.001%
4/26/2024 Sprinkle Financial Consultants LLC239,509$9.80M8.4%+0.2%0.092%
4/26/2024 Heritage Wealth Management Inc. Texas594,391$24.31M15.8%+3.3%0.228%
4/25/2024 Allworth Financial LP410,227$16.78M0.1%+1.2%0.157%
4/25/2024 Osborne Partners Capital Management LLC6,086$249K0.0%N/A0.002%
4/25/2024 TNF LLC10,674$422K0.2%+9.8%0.004%
4/25/2024 Capital Investment Advisory Services LLC10,558$432K0.0%+1,534.4%0.004%
4/25/2024 Valeo Financial Advisors LLC34,987$1.38M0.0%-2.7%0.013%
4/25/2024 Keb Asset Management LLC768,445$31.43M10.7%-0.1%0.294%
4/25/2024 IFG Advisors LLC17,492$715K0.2%+19.8%0.007%
4/25/2024 Cambridge Investment Research Advisors Inc.152,441$6.24M0.0%-25.6%0.058%
4/24/2024 Zhang Financial LLC76,907$3.15M0.2%+12.3%0.029%
4/24/2024 1900 Wealth Management LLC584,755$23.92M2.2%-0.9%0.224%
4/23/2024Busey Bank31,112$1.27M0.0%+15.2%0.012%
4/23/2024 Global Retirement Partners LLC41,931$1.72M0.1%+2.3%0.016%
4/23/2024 Live Oak Private Wealth LLC9,531$390K0.1%+24.1%0.004%
4/23/2024 Fifth Third Bancorp15,892$650K0.0%-3.6%0.006%
4/23/2024 Revisor Wealth Management LLC24,236$947K0.4%+146.6%0.009%
4/23/2024 Raymond James Financial Services Advisors Inc.928,871$37.99M0.1%+6.8%0.356%
4/22/2024 Confluence Wealth Services Inc.134,856$5.52M0.5%+29.8%0.052%
4/22/2024 Rockwood Wealth Management LLC6,755$276K0.0%N/A0.003%
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4/22/2024 Oakworth Capital Inc.6,412$262K0.0%-47.5%0.002%
4/22/2024 Sollinda Capital Management LLC10,924$447K0.1%N/A0.004%
4/20/2024 BetterWealth LLC51,608$2.11M0.7%-6.8%0.020%
4/20/2024 Dean Jacobson Financial Services LLC5,057$207K0.2%N/A0.002%
4/19/2024 RTD Financial Advisors Inc.289,432$11.84M1.6%-2.2%0.111%
4/19/2024 AWM Capital LLC25,368$1.04M0.2%-1.8%0.010%
4/19/2024 Altiora Financial Group LLC316,969$12.96M3.5%+1.6%0.121%
4/18/2024 Total Wealth Planning LLC151,718$6.21M1.1%-10.5%0.060%
4/18/2024 Measured Wealth Private Client Group LLC34,252$1.40M0.5%-1.5%0.014%
4/18/2024 Francis Financial Inc.62,272$2.55M0.8%-10.3%0.025%
(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, 573 institutional investors and hedge funds held shares of Dimensional US Marketwide Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($729.85M), Savant Capital LLC ($605.64M), Mercer Global Advisors Inc. ADV ($602.10M), Buckingham Strategic Wealth LLC ($534.76M), Corient Private Wealth LLC ($411.75M), Index Fund Advisors Inc. ($273.63M), and Plancorp LLC ($231.73M).Learn more on DFUV's institutional investors.

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

Of the 539 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. ($19.61M), Savant Capital LLC ($15.60M), Mercer Global Advisors Inc. ADV ($9.97M), Balasa Dinverno & Foltz LLC ($7.66M), Index Fund Advisors Inc. ($7.24M), Northern Trust Corp ($5.98M), and Creative Planning ($5.92M).

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

Institutional investors have bought a total of 182,501,171 shares in the last 24 months. This purchase volume represents approximately $5.93B in transactions.

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

Of the 274 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: Modera Wealth Management LLC ($1.05M), Carlson Capital Management ($712.12K), Truepoint Inc. ($653.61K), Buckingham Strategic Partners LLC ($546.14K), Symmetry Partners LLC ($518.21K), Northern Trust Corp ($292.68K), and Index Fund Advisors Inc. ($289.36K).

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

Institutional investors have sold a total of 11,784,821 shares in the last 24 months. This volume of shares sold represents approximately $415.65M in transactions.


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This page (NYSEARCA:DFUV) was last updated on 5/16/2024 by MarketBeat.com Staff

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