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 702 institutions that hold shares in the stock, with a total of 275 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
33,877,455
shares
|
$1.42 Billion
0.46% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
31,489,188
shares
|
$1.32 Billion
3.18% of portfolio
|
Q4 2024
Reduced 10.76%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
17,956,943
shares
|
$755 Million
5.98% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,427,184
shares
|
$607 Million
6.31% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
10,744,937
shares
|
$452 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
7,636,123
shares
|
$321 Million
14.27% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
6,373,697
shares
|
$268 Million
10.77% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
6,160,386
shares
|
$259 Million
14.03% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,966,738
shares
|
$251 Million
0.04% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
5,390,141
shares
|
$227 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
4,893,997
shares
|
$206 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
4,566,496
shares
|
$192 Million
29.1% of portfolio
|
Q4 2023
Reduced 0.69%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
4,556,275
shares
|
$192 Million
3.4% of portfolio
|
Q4 2024
Added 31.37%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
2,969,692
shares
|
$125 Million
30.86% of portfolio
|
Q4 2022
Reduced 1.94%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,909,586
shares
|
$122 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
2,635,288
shares
|
$111 Million
2.96% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,486,370
shares
|
$105 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
2,362,720
shares
|
$99.4 Million
1.19% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
2,287,765
shares
|
$96.2 Million
8.29% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
2,121,390
shares
|
$89.2 Million
19.95% of portfolio
|
Q1 2024
Reduced 5.35%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
1,882,153
shares
|
$79.1 Million
1.12% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
1,820,188
shares
|
$76.5 Million
15.17% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
1,811,749
shares
|
$76.2 Million
2.03% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
1,790,104
shares
|
$75.3 Million
18.64% of portfolio
|
Q3 2022
Added 4.25%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
1,721,157
shares
|
$72.4 Million
8.95% of portfolio
|
Q4 2024
Reduced 0.08%
|