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 |
|---|---|---|---|---|---|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
69,277
shares
|
$3.09 Million
1.92% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
68,385
shares
|
$3.05 Million
1.61% of portfolio
|
Q4 2023
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
67,707
shares
|
$3.02 Million
1.18% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
67,602
shares
|
$3.02 Million
0.06% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
67,289
shares
|
$3.01 Million
1.26% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
66,509
shares
|
$2.97 Million
1.08% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
66,155
shares
|
$2.95 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
65,425
shares
|
$2.92 Million
0.89% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
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%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
63,689
shares
|
$2.84 Million
1.57% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
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 |
Jul 17, 2025 Q2 2025 |
63,068
shares
|
$2.82 Million
1.69% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
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 |
Jul 09, 2025 Q2 2025 |
60,240
shares
|
$2.69 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
57,684
shares
|
$2.58 Million
0.52% of portfolio
|
Q2 2025
Reduced 13.5%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
57,113
shares
|
$2.55 Million
0.05% of portfolio
|
Q2 2025
Added 40.33%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
56,948
shares
|
$2.54 Million
1.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
55,807
shares
|
$2.49 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
54,401
shares
|
$2.43 Million
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
54,306
shares
|
$2.43 Million
1.31% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
53,841
shares
|
$2.4 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
52,835
shares
|
$2.36 Million
0.42% of portfolio
|
Q2 2025
Reduced 8.4%
|