DFUV Institutional Ownership
Dimensional - US Marketwide Value ETF
1W: -0.8%
1M: -3.2%
3M: +0.7%
YTD: +17.7%
1Y: +24.4%
3Y: +69.5%
$55.48
+0.29 (+0.53%)
Weekly Expected Move ±1.2%
$54
$55
$55
$56
$57
Overview
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Holdings
Changes
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Institutional Ownership — DFUV
823
Institutional Holders
+43 vs prior quarter
0.0%
Ownership
+0.00pp
12B
Total Invested
71
New Positions
236
Increased
285
Reduced
25
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (847 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 43,369,886 | 2.4B | +1,032,854 | +2.4% | 17Q | SEC ↗ |
| 2 | Savant Capital, LLC | 15,249,311 | 846M | -148,711 | -1.0% | 17Q | SEC ↗ |
| 3 | Focus Partners Wealth | 14,217,663 | 789M | -477,368 | -3.2% | 11Q | SEC ↗ |
| 4 | Index Fund Advisors, Inc. | 5,787,541 | 321M | +48,788 | +0.9% | 17Q | SEC ↗ |
| 5 | Focus Partners Advisor Solutions, LLC | 4,999,844 | 277M | +49,879 | +1.0% | 17Q | SEC ↗ |
| 6 | NORTHERN TRUST CORP | 4,892,951 | 271M | -651,769 | -11.8% | 17Q | SEC ↗ |
| 7 | Creative Planning | 4,865,323 | 270M | -87,422 | -1.8% | 17Q | SEC ↗ |
| 8 | HighTower Advisors, LLC | 4,432,562 | 246M | -34,813 | -0.8% | 17Q | SEC ↗ |
| 9 | TCI Wealth Advisors, Inc. | 4,044,731 | 224M | +580,692 | +16.8% | 17Q | SEC ↗ |
| 10 | Corient Private Wealth LP | 3,801,714 | 211M | -5,934,329 | -61.0% | 15Q | SEC ↗ |
| 11 | Empirical Financial Services, LLC d.b. | 3,355,094 | 186M | +160,599 | +5.0% | 17Q | SEC ↗ |
| 12 | Plancorp, LLC | 3,242,114 | 180M | -2,316,845 | -41.7% | 17Q | SEC ↗ |
| 13 | Cerity Partners LLC | 2,644,308 | 147M | +111,516 | +4.4% | 16Q | SEC ↗ |
| 14 | Modera Wealth Management, LLC | 2,291,735 | 127M | +111,924 | +5.1% | 17Q | SEC ↗ |
| 15 | MASECO LLP | 1,999,281 | 111M | -21,761 | -1.1% | 5Q | SEC ↗ |
| 16 | Truepoint, Inc. | 1,902,222 | 106M | -40,900 | -2.1% | 17Q | SEC ↗ |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,853,369 | 103M | +46,703 | +2.6% | 14Q | SEC ↗ |
| 18 | Trust Co of the South | 1,722,466 | 96M | -4,709 | -0.3% | 11Q | SEC ↗ |
| 19 | JACKSON THORNTON WEALTH MANAGEMENT, LL | 1,669,238 | 93M | -4,816 | -0.3% | 17Q | SEC ↗ |
| 20 | RAYMOND JAMES FINANCIAL INC | 1,408,163 | 78M | +34,582 | +2.5% | 7Q | SEC ↗ |
| 21 | Beacon Pointe Advisors, LLC | 1,342,005 | 74M | -31,471 | -2.3% | 17Q | SEC ↗ |
| 22 | LPL Financial LLC | 1,341,644 | 74M | -25,041 | -1.8% | 17Q | SEC ↗ |
| 23 | Evanson Asset Management, LLC | 1,338,275 | 74M | +5,151 | +0.4% | 16Q | SEC ↗ |
| 24 | Evanson Financial, LLC NEW | 1,317,420 | 73M | — | +0.0% | 1Q | SEC ↗ |
| 25 | CHOREO, LLC | 1,283,006 | 71M | +3,898 | +0.3% | 17Q | SEC ↗ |
| 26 | Foster Group, Inc. | 1,263,263 | 70M | -10,739 | -0.8% | 17Q | SEC ↗ |
| 27 | Beaird Harris Wealth Management, LLC | 1,193,244 | 66M | -31,556 | -2.6% | 17Q | SEC ↗ |
| 28 | Forum Financial Management, LP | 1,159,212 | 64M | -14,380 | -1.2% | 17Q | SEC ↗ |
| 29 | Pathstone Holdings, LLC | 1,133,788 | 63M | -26,176 | -2.3% | 11Q | SEC ↗ |
| 30 | Apella Capital, LLC | 1,070,075 | 59M | -4,864 | -0.5% | 13Q | SEC ↗ |
| 31 | Parkwoods Wealth Partners, LLC | 1,063,093 | 59M | +38,217 | +3.7% | 8Q | SEC ↗ |
| 32 | SACHEM HILL LLC | 1,047,542 | 58M | -13,328 | -1.3% | 17Q | SEC ↗ |
| 33 | MONOGRAPH WEALTH ADVISORS, LLC | 1,022,464 | 57M | +7,596 | +0.7% | 17Q | SEC ↗ |
| 34 | Triune Financial Partners, LLC | 981,939 | 54M | +25,534 | +2.7% | 17Q | SEC ↗ |
| 35 | Team Hewins, LLC | 951,799 | 53M | -12,567 | -1.3% | 15Q | SEC ↗ |
| 36 | Factor Wealth Management LTD | 948,209 | 53M | +229,839 | +32.0% | 7Q | SEC ↗ |
| 37 | TFC Financial Management, Inc. | 905,753 | 50M | -3,404 | -0.4% | 17Q | SEC ↗ |
| 38 | KEB ASSET MANAGEMENT, LLC | 900,330 | 50M | +51,184 | +6.0% | 17Q | SEC ↗ |
| 39 | Porter White Investment Advisors, Inc. | 886,806 | 49M | -91,137 | -9.3% | 15Q | SEC ↗ |
| 40 | Elser Financial Planning, Inc | 882,671 | 49M | -9,309 | -1.0% | 9Q | SEC ↗ |
| 41 | Smartleaf Asset Management LLC | 847,220 | 47M | — | +0.0% | 11Q | SEC ↗ |
| 42 | Disciplined Equity Management, Inc. | 838,894 | 47M | +30,190 | +3.7% | 17Q | SEC ↗ |
| 43 | Heritage Investment Group, Inc. | 836,665 | 46M | -8,811 | -1.0% | 17Q | SEC ↗ |
| 44 | Verus Financial Partners, Inc. | 833,515 | 46M | +82,174 | +10.9% | 17Q | SEC ↗ |
| 45 | Guardian Wealth Management, LLC | 824,333 | 46M | -19,177 | -2.3% | 3Q | SEC ↗ |
| 46 | SAX WEALTH ADVISORS, LLC | 814,035 | 45M | +2,029 | +0.2% | 17Q | SEC ↗ |
| 47 | EARNED WEALTH ADVISORS, LLC | 792,213 | 44M | -8,272 | -1.0% | 17Q | SEC ↗ |
| 48 | Integrated Wealth Concepts LLC | 770,681 | 43M | +11,634 | +1.5% | 17Q | SEC ↗ |
| 49 | Timonier Family Office, LTD. NEW | 769,971 | 43M | — | +0.0% | 1Q | SEC ↗ |
| 50 | Wescott Financial Advisory Group, LLC | 754,353 | 42M | -17,394 | -2.3% | 17Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Evanson Financial, LLC | 1,317,420 | 73M |
| Timonier Family Office, LTD. | 769,971 | 43M |
| TWO SIGMA INVESTMENTS, LP | 383,500 | 21M |
| Summit Portfolio Management, LTD. | 146,929 | 8M |
| Wolfstich Capital, LLC | 111,097 | 6M |
| CITADEL ADVISORS LLC | 106,428 | 6M |
| MARSHALL WACE, LLP | 89,715 | 5M |
| Platform Wealth Management, LLC | 80,137 | 4M |
| Global Retirement Partners, LLC | 47,615 | 3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 47,522 | 3M |
| Diversify Advisory Services, LLC | 38,380 | 2M |
| Nuveen, LLC | 30,545 | 2M |
| Brand Asset Management Group, Inc. | 26,893 | 1M |
| Fort Point Capital Partners LLC | 25,180 | 1M |
| Bleakley Financial Group, LLC | 19,922 | 1M |
| PDS Planning, Inc | 16,846 | 935K |
| Painted Porch Advisors LLC | 16,728 | 928K |
| Manchester Capital Management LLC | 13,939 | 773K |
| Tower Research Capital LLC (TRC) | 13,151 | 730K |
| Liberty Capital Management, Inc. | 10,742 | 596K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| McMill Wealth Management | 352,175 | 20M |
| TIAA TRUST, NATIONAL ASSOCIATION | 79,399 | 4M |
| Quadrature Capital Ltd | 47,631 | 3M |
| RENAISSANCE TECHNOLOGIES LLC | 35,100 | 2M |
| EVOKE WEALTH, LLC | 18,118 | 1M |
| Balefire, LLC | 12,807 | 711K |
| VERITY Wealth Advisors | 12,775 | 709K |
| MIDLAND WEALTH ADVISORS, LLC | 12,492 | 693K |
| JANE STREET GROUP, LLC | 12,425 | 689K |
| 49 WEALTH MANAGEMENT, LLC | 9,013 | 500K |
| SIGNATURE ESTATE & INVESTMENT ADVIS | 8,259 | 458K |
| INTEGRITY ALLIANCE, LLC. | 7,780 | 432K |
| Whalen Wealth Management Inc. | 7,036 | 390K |
| Capital Planning Advisors, LLC | 6,738 | 374K |
| Orion Porfolio Solutions, LLC | 5,610 | 311K |
| CORTLAND ASSOCIATES INC/MO | 5,530 | 307K |
| Willis Johnson & Associates, Inc. | 5,504 | 305K |
| Ascentis Independent Advisors | 5,460 | 303K |
| Cambridge Financial Group, LLC | 5,360 | 297K |
| Henrickson Nauta Wealth Advisors, I | 4,894 | 272K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Corient Private Wealth LP | -5,934,329 | -61.0% | 3,801,714 |
| Plancorp, LLC | -2,316,845 | -41.7% | 3,242,114 |
| NORTHERN TRUST CORP | -651,769 | -11.8% | 4,892,951 |
| Focus Partners Wealth | -477,368 | -3.2% | 14,217,663 |
| Allworth Financial LP | -399,205 | -36.2% | 704,814 |
| Kooman & Associates | -335,212 | -71.4% | 134,098 |
| Root Financial Partners, LLC | -247,324 | -43.1% | 326,498 |
| Vise Technologies, Inc. | -221,562 | -45.8% | 261,922 |
| M Holdings Securities, Inc. | -212,032 | -27.6% | 557,561 |
| Savant Capital, LLC | -148,711 | -1.0% | 15,249,311 |
| Addison Advisors LLC | -140,886 | -51.5% | 132,726 |
| Porter White Investment Advisors, I | -91,137 | -9.3% | 886,806 |
| Creative Planning | -87,422 | -1.8% | 4,865,323 |
| EverSource Wealth Advisors, LLC | -68,901 | -36.5% | 119,826 |
| ENVESTNET ASSET MANAGEMENT INC | -66,976 | -8.9% | 681,475 |
| Mariner, LLC | -54,212 | -7.4% | 675,012 |
| WPWealth LLP | -52,915 | -8.8% | 547,549 |
| Blue Trust, Inc. | -42,057 | -92.0% | 3,675 |
| Truepoint, Inc. | -40,900 | -2.1% | 1,902,222 |
| HighTower Advisors, LLC | -34,813 | -0.8% | 4,432,562 |