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 760 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
69,363
shares
|
$3.11 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%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
69,220
shares
|
$3.1 Million
0.06% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
68,385
shares
|
$3.06 Million
1.61% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
68,311
shares
|
$3.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.36%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Nov 04, 2025 Q3 2025 |
67,781
shares
|
$3.03 Million
0.83% of portfolio
|
Q3 2025
Added 39.06%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
67,707
shares
|
$3.03 Million
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
67,011
shares
|
$3 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
66,155
shares
|
$2.96 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
65,327
shares
|
$2.92 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
65,323
shares
|
$2.92 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
64,652
shares
|
$2.89 Million
0.09% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
64,387
shares
|
$2.88 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
64,228
shares
|
$2.88 Million
1.04% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
63,076
shares
|
$2.82 Million
2.3% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
62,903
shares
|
$2.82 Million
1.65% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
61,963
shares
|
$2.77 Million
0.95% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
60,240
shares
|
$2.7 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
58,103
shares
|
$2.6 Million
0.5% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
57,136
shares
|
$2.56 Million
1.7% of portfolio
|
Q3 2025
Reduced 27.96%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
57,113
shares
|
$2.56 Million
0.05% of portfolio
|
Q2 2025
Added 40.33%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
56,897
shares
|
$2.55 Million
1.38% of portfolio
|
Q3 2025
Reduced 10.66%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
55,715
shares
|
$2.49 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
55,664
shares
|
$2.49 Million
0.4% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
55,472
shares
|
$2.48 Million
0.32% of portfolio
|
Q3 2025
Added 11.56%
|