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 756 institutions that hold shares in the stock, with a total of 278 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
36,099,868
shares
|
$1.6 Billion
3.16% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
16,354,855
shares
|
$725 Million
4.1% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,427,184
shares
|
$640 Million
6.31% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
8,254,673
shares
|
$366 Million
0.51% of portfolio
|
Q2 2025
Reduced 18.62%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
7,636,123
shares
|
$339 Million
14.27% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,088,638
shares
|
$270 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
5,836,699
shares
|
$259 Million
8.4% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
5,827,280
shares
|
$258 Million
13.13% of portfolio
|
Q3 2025
Added 10.63%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
5,251,545
shares
|
$233 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
4,588,718
shares
|
$204 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
4,566,496
shares
|
$203 Million
29.1% of portfolio
|
Q4 2023
Reduced 0.69%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
4,538,175
shares
|
$201 Million
2.73% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
3,041,107
shares
|
$135 Million
8.94% of portfolio
|
Q3 2025
Added 10.91%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
2,969,692
shares
|
$132 Million
30.86% of portfolio
|
Q4 2022
Reduced 1.94%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,784,461
shares
|
$123 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
2,730,157
shares
|
$121 Million
2.64% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
2,513,989
shares
|
$111 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
2,241,492
shares
|
$99.4 Million
1.19% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
2,121,390
shares
|
$94.1 Million
19.95% of portfolio
|
Q1 2024
Reduced 5.35%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
2,078,846
shares
|
$92.2 Million
3.34% of portfolio
|
Q2 2025
New holding
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
2,010,213
shares
|
$89.2 Million
2.17% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
1,790,104
shares
|
$79.4 Million
18.64% of portfolio
|
Q3 2022
Added 4.25%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2025 Q3 2025 |
1,771,785
shares
|
$78.6 Million
13.14% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,700,391
shares
|
$75.4 Million
3.54% of portfolio
|
Q3 2022
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,688,611
shares
|
$74.9 Million
7.77% of portfolio
|
Q3 2025
Reduced 1.56%
|