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Public ownership evidence

Dimensional US Marketwide Value ETF (DFUV) Ownership Disclosures

Read DFUV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Pandowealth. LLC2025-12-312026-08-2914,431$672,337None
Pandowealth. LLC2026-03-312026-08-2914,395$697,562None
Corient Private Wealth LP2026-06-302026-08-283,801,714$209,132,275None
Dakota Wealth Management2025-09-302026-08-2715,245$681,300None
Dakota Wealth Management2025-12-312026-08-2715,245$710,265None
Dakota Wealth Management2026-03-312026-08-2712,673$614,134None
Financial Insights, Inc.2026-06-302026-08-264,852$266,909None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-26201,189$11,067,407None
Strategic Financial Services, Inc.2026-06-302026-08-259,875$543,224None
Kings Path Partners LLC2026-03-312026-08-222,013$97,550None
Pandowealth. LLC2026-06-302026-08-2114,546$800,152None
Rehmann Capital Advisory Group2026-06-302026-08-2117,959$987,938None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21195$10,727None
Archer Investment Corp2026-06-302026-08-2036$1,980None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2043,369,886$2,385,777,428None
Beacon Pointe Advisors, LLC2026-06-302026-08-191,342,005$73,823,671None
JDM Financial Group LLC2026-06-302026-08-191,898$104,409None
Orion Capital Management LLC2026-06-302026-08-199,189$505,487None
RB Capital Management, LLC2026-06-302026-08-198,599$473,054None
Concorde Asset Management, LLC2026-06-302026-08-194,511$248,150None
E-Wealth Partners, LLC2026-06-302026-08-188,295$456,331None
Strive Financial Group ,LLC2026-06-302026-08-18155$8,527None
WNY Asset Management, LLC2026-06-302026-08-18122,084$6,715,859None
Coastal Bridge Advisors, LLC2026-06-302026-08-185,719$314,602None
SwitchPoint Financial Planning, LLC2026-06-302026-08-1897,249$5,349,691None
Corient Private Wealth LP2026-06-302026-08-183,801,714$209,132,275None
Empowered Funds, LLC2026-06-302026-08-1834,672$1,907,307None
Pure Financial Advisors, LLC2026-06-302026-08-1820,938$1,151,800None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18103,633$5,706,262None
Equitable Holdings, Inc.2026-06-302026-08-1841,508$2,283,333None
Synergy Investment Management, LLC2026-06-302026-08-15719$39,562None
SEI INVESTMENTS CO2026-06-302026-08-157,394$406,740None
Seneschal Advisors, LLC2026-06-302026-08-15151,956$8,359,083None
Seneschal Advisors, LLC2026-06-302026-08-153,600$198,036None
JPL Wealth Management, LLC2026-06-302026-08-153,662$201,447None
Modern Wealth Management, LLC2026-06-302026-08-157,065$388,646None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-1523$1,265None
Vantage Point Financial LLC2026-06-302026-08-155,804$319,304None
Mutual Advisors, LLC2026-06-302026-08-1523,304$1,281,949None
COFG Advisors, LLC2026-06-302026-08-155,951$327,389None
Woodward Financial Advisors, Inc.2026-06-302026-08-15152,581$8,393,490None
Perennial Investment Advisors, LLC2026-06-302026-08-154,351$239,348None
Babb Wealth Advisors LLC2026-06-302026-08-1514,834$815,999None
NCM Capital Management, LLC2026-06-302026-08-1510,465$575,680None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-15792,213$43,579,618None
Wick Capital Partners, LLC2026-06-302026-08-1528,339$1,558,928None
Ameritas Advisory Services, LLC2026-06-302026-08-154,731$260,249None
Delos Wealth Advisors, LLC2026-06-302026-08-158,510$468,136None
Bellwether Advisors, LLC2026-06-302026-08-154,865$267,624None
MONOGRAPH WEALTH ADVISORS, LLC2026-06-302026-08-151,022,464$56,245,731None

90-day public filing window, up to 50 source positions.

Pandowealth. LLC ↗Pandowealth. LLC ↗Corient Private Wealth LP ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Financial Insights, Inc. ↗TOBIAS FINANCIAL ADVISORS, INC. ↗Strategic Financial Services, Inc. ↗Kings Path Partners LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.