DFUV · Dimensional U.S. Marketwide Value ETF ETF
$57.57
-0.09 (-0.16%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 7
Total Value: $229,897,458
Total Shares: 4,179,194
Institutional Ownership Trend
11 quarters
Holder Concentration
Across 7 13F filers · Δ vs Mar 31, 2026Top Holder
91.0%
+54.2 pts
Top 5
99.6%
−0.4 pts
Top 10
100.0%
0.0 pts
HHI
8,306
Highly concentrated+5,617
Quarterly Activity
vs Mar 31, 2026
New
6
Increased
1
Decreased
0
Sold Out
3
Unchanged
0
Holder count:
+3
Institutional value:
+7416.1%
Shares held:
+6521.1%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Range Advisory, LLC | +445 | 13,292 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 3,801,714 | $209,132,287 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. | 201,189 | $11,067,406 | |
| Mega CITADEL ADVISORS LLC | 106,428 | $5,854,604 | |
| Mid Parkside Financial Bank & Trust | 41,844 | $2,301,838 | |
| Mid Strategic Financial Services, Inc. | 9,875 | $543,223 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 23,204 | $1,124,465 | |
| Micro Pandowealth. LLC | 14,395 | $697,581 | |
| Mid Dakota Wealth Management | 12,673 | $614,133 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC DFUV | $209,132,287 | 90.97% | 3,801,714 | Shares | 2026-08-27 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. DFUV | $11,067,406 | 4.81% | 201,189 | Shares | 2026-08-25 | |
| Mega CITADEL ADVISORS LLC DFUV | $5,854,604 | 2.55% | 106,428 | Shares | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank DFUV | $2,301,838 | 1.00% | 41,844 | Shares | 2026-09-04 | |
| Small Range Advisory, LLC DFUV | $731,192 | 0.32% | 13,292 | Shares | 2026-09-02 | |
| Mid Strategic Financial Services, Inc. DFUV | $543,223 | 0.24% | 9,875 | Shares | 2026-08-24 | |
| Small Financial Insights, Inc. DFUV | $266,908 | 0.12% | 4,852 | Shares | 2026-08-25 |