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 776 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspen Capital Management, LLC
Boise, ID |
Jan 29, 2026 Q4 2025 |
73,666
shares
|
$3.32 Million
0.85% of portfolio
|
Q4 2025
Reduced 1.91%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
73,299
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
72,297
shares
|
$3.26 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Regions Financial Corp
|
Jan 27, 2026 Q4 2025 |
72,152
shares
|
$3.25 Million
0.02% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 15, 2026 Q4 2025 |
71,273
shares
|
$3.21 Million
1.47% of portfolio
|
Q4 2025
Reduced 1.08%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
69,379
shares
|
$3.12 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
69,363
shares
|
$3.12 Million
1.08% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
69,220
shares
|
$3.12 Million
0.06% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
68,385
shares
|
$3.08 Million
1.61% of portfolio
|
Q4 2023
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 13, 2026 Q4 2025 |
67,707
shares
|
$3.05 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
67,011
shares
|
$3.02 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
66,155
shares
|
$2.98 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
65,323
shares
|
$2.94 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
64,387
shares
|
$2.9 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
|
$2.89 Million
1.04% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
63,882
shares
|
$2.88 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
63,016
shares
|
$2.84 Million
2.22% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 16, 2026 Q4 2025 |
62,935
shares
|
$2.83 Million
1.69% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
62,281
shares
|
$2.81 Million
0.43% of portfolio
|
Q4 2025
Added 18.37%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
61,963
shares
|
$2.79 Million
0.95% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
60,240
shares
|
$2.71 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
57,181
shares
|
$2.58 Million
0.05% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
57,136
shares
|
$2.57 Million
1.7% of portfolio
|
Q3 2025
Reduced 27.96%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
56,897
shares
|
$2.56 Million
1.38% of portfolio
|
Q3 2025
Reduced 10.66%
|
|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
56,037
shares
|
$2.52 Million
0.39% of portfolio
|
Q4 2025
Added 0.67%
|
|