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 741 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
96,558
shares
|
$4.31 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
94,115
shares
|
$4.2 Million
0.34% of portfolio
|
Q3 2022
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
92,346
shares
|
$4.12 Million
1.0% of portfolio
|
Q2 2023
Added 40.51%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
92,284
shares
|
$4.12 Million
0.94% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
92,068
shares
|
$4.11 Million
2.55% of portfolio
|
Q2 2025
Added 24.69%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
90,476
shares
|
$4.04 Million
0.31% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
89,837
shares
|
$4.01 Million
0.01% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
88,307
shares
|
$3.94 Million
0.01% of portfolio
|
Q2 2023
Added 27.65%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
87,525
shares
|
$3.91 Million
0.04% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
86,571
shares
|
$3.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.27%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
86,301
shares
|
$3.85 Million
2.63% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
84,677
shares
|
$3.78 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
80,712
shares
|
$3.6 Million
0.01% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
80,621
shares
|
$3.6 Million
1.8% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
79,311
shares
|
$3.54 Million
2.03% of portfolio
|
Q2 2025
Reduced 19.3%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
79,068
shares
|
$3.53 Million
0.01% of portfolio
|
Q3 2023
Reduced 27.55%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Jul 31, 2025 Q2 2025 |
78,330
shares
|
$3.5 Million
0.93% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
75,617
shares
|
$3.38 Million
0.01% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
75,104
shares
|
$3.35 Million
0.12% of portfolio
|
Q2 2024
Added 37.7%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
74,353
shares
|
$3.32 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
74,249
shares
|
$3.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
72,297
shares
|
$3.23 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
69,684
shares
|
$3.11 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
69,363
shares
|
$3.1 Million
1.08% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
69,321
shares
|
$3.1 Million
0.01% of portfolio
|
Q2 2025
Added 92.67%
|