Institutional Ownership Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV). We have compiled data on the 729 institutions that hold shares in the stock, with a total of 274 Million shares, which have been reported (via 13F filing form) to have a value of $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
34,232,617
shares
|
$1.4 Billion
3.28% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
30,475,238
shares
|
$1.25 Billion
0.42% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
17,294,893
shares
|
$709 Million
5.4% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,427,184
shares
|
$591 Million
6.31% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
10,530,346
shares
|
$432 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
7,636,123
shares
|
$313 Million
14.27% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
6,328,398
shares
|
$259 Million
10.4% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
6,136,156
shares
|
$251 Million
0.04% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
5,409,149
shares
|
$222 Million
14.29% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,295,811
shares
|
$217 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
4,773,457
shares
|
$196 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
4,654,595
shares
|
$191 Million
3.12% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
4,566,496
shares
|
$187 Million
29.1% of portfolio
|
Q4 2023
Reduced 0.69%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
2,969,692
shares
|
$122 Million
30.86% of portfolio
|
Q4 2022
Reduced 1.94%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,838,771
shares
|
$116 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
2,762,034
shares
|
$113 Million
2.96% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
2,475,796
shares
|
$101 Million
8.84% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,418,447
shares
|
$99.1 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
2,309,668
shares
|
$94.7 Million
1.31% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
2,121,390
shares
|
$86.9 Million
19.95% of portfolio
|
Q1 2024
Reduced 5.35%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
1,833,182
shares
|
$75.1 Million
2.1% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
1,798,400
shares
|
$73.7 Million
15.48% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
1,790,104
shares
|
$73.4 Million
18.64% of portfolio
|
Q3 2022
Added 4.25%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
1,720,713
shares
|
$70.5 Million
8.99% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,700,391
shares
|
$69.7 Million
3.54% of portfolio
|
Q3 2022
New holding
|