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 590 institutions that hold shares in the stock, with a total of 242 Million shares, which have been reported (via 13F filing form) to have a value of $9.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
25,793,306
shares
|
$1.03 Billion
3.0% of portfolio
|
Q1 2024
Added 27.98%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
24,008,758
shares
|
$961 Million
0.37% of portfolio
|
Q1 2024
Added 22.44%
|
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
16,583,503
shares
|
$664 Million
7.85% of portfolio
|
Q1 2024
Added 1.92%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
14,506,375
shares
|
$581 Million
6.73% of portfolio
|
Q1 2024
Added 0.97%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
10,966,838
shares
|
$439 Million
0.71% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
7,636,123
shares
|
$306 Million
14.27% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Index Fund Advisors, Inc.
|
May 13, 2024 Q1 2024 |
6,690,245
shares
|
$268 Million
15.44% of portfolio
|
Q1 2024
Reduced 1.53%
|
|
|
Plancorp, LLC
|
May 14, 2024 Q1 2024 |
6,651,940
shares
|
$266 Million
11.84% of portfolio
|
Q1 2024
Reduced 1.93%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
5,981,099
shares
|
$239 Million
0.04% of portfolio
|
Q1 2024
Added 2.57%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
4,950,363
shares
|
$198 Million
0.33% of portfolio
|
Q1 2024
Added 1017.05%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
4,566,496
shares
|
$183 Million
29.1% of portfolio
|
Q4 2023
Reduced 0.69%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
4,173,439
shares
|
$167 Million
0.19% of portfolio
|
Q1 2024
Reduced 1.85%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
3,446,126
shares
|
$138 Million
4.43% of portfolio
|
Q1 2024
Added 115.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
3,306,152
shares
|
$132 Million
0.37% of portfolio
|
Q1 2024
Reduced 5.34%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
2,969,692
shares
|
$119 Million
30.86% of portfolio
|
Q4 2022
Reduced 1.94%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
2,471,525
shares
|
$98.9 Million
0.27% of portfolio
|
Q1 2024
Added 1.55%
|
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
2,440,025
shares
|
$97.6 Million
1.53% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 06, 2024 Q1 2024 |
2,135,636
shares
|
$85.5 Million
2.64% of portfolio
|
Q1 2024
Added 3.41%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
2,121,390
shares
|
$84.9 Million
19.95% of portfolio
|
Q1 2024
Reduced 5.35%
|
|
|
Tci Wealth Advisors, Inc.
|
May 07, 2024 Q1 2024 |
2,120,588
shares
|
$84.9 Million
8.94% of portfolio
|
Q1 2024
Added 1.87%
|
|
|
Truepoint, Inc.
|
May 09, 2024 Q1 2024 |
1,935,135
shares
|
$77.4 Million
2.29% of portfolio
|
Q1 2024
Reduced 3.97%
|
|
|
Trust CO Of The South
Greensboro, NC |
Apr 10, 2024 Q1 2024 |
1,874,459
shares
|
$75 Million
17.71% of portfolio
|
Q1 2024
Reduced 3.2%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
1,870,636
shares
|
$74.9 Million
1.97% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
1,790,104
shares
|
$71.6 Million
18.64% of portfolio
|
Q3 2022
Added 4.25%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,700,391
shares
|
$68 Million
3.54% of portfolio
|
Q3 2022
New holding
|
|