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 |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
88,307
shares
|
$3.62 Million
0.01% of portfolio
|
Q2 2023
Added 27.65%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
87,515
shares
|
$3.59 Million
0.05% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Apr 08, 2025 Q1 2025 |
86,958
shares
|
$3.56 Million
1.54% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
86,949
shares
|
$3.56 Million
2.86% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
May 15, 2025 Q1 2025 |
84,677
shares
|
$3.47 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
84,402
shares
|
$3.46 Million
0.01% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
83,873
shares
|
$3.44 Million
2.19% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
81,619
shares
|
$3.34 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
79,383
shares
|
$3.25 Million
1.05% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
79,068
shares
|
$3.24 Million
0.01% of portfolio
|
Q3 2023
Reduced 27.55%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
78,058
shares
|
$3.2 Million
0.01% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Jentner Corp
|
May 15, 2025 Q1 2025 |
77,733
shares
|
$3.19 Million
1.33% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
75,104
shares
|
$3.08 Million
0.12% of portfolio
|
Q2 2024
Added 37.7%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
74,382
shares
|
$3.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
74,265
shares
|
$3.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
73,840
shares
|
$3.03 Million
2.41% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
72,297
shares
|
$2.96 Million
1.7% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
70,350
shares
|
$2.88 Million
0.15% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
68,385
shares
|
$2.8 Million
1.61% of portfolio
|
Q4 2023
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
67,707
shares
|
$2.77 Million
1.18% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
67,502
shares
|
$2.77 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
67,048
shares
|
$2.75 Million
2.04% of portfolio
|
Q1 2025
Added 11.81%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
66,717
shares
|
$2.73 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
66,690
shares
|
$2.73 Million
0.65% of portfolio
|
Q4 2023
Reduced 1.01%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
66,454
shares
|
$2.72 Million
1.29% of portfolio
|
Q1 2025
Reduced 4.49%
|