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 |
|---|---|---|---|---|---|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
66,155
shares
|
$2.71 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
65,327
shares
|
$2.68 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
65,323
shares
|
$2.68 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
65,103
shares
|
$2.67 Million
1.76% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
64,483
shares
|
$2.64 Million
0.94% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
64,387
shares
|
$2.64 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
64,289
shares
|
$2.63 Million
0.09% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
63,662
shares
|
$2.61 Million
1.77% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
63,125
shares
|
$2.59 Million
2.41% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
61,963
shares
|
$2.54 Million
0.95% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
60,240
shares
|
$2.47 Million
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
57,677
shares
|
$2.36 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
57,439
shares
|
$2.35 Million
1.52% of portfolio
|
Q1 2025
Reduced 17.61%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
57,058
shares
|
$2.34 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
56,931
shares
|
$2.33 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
54,759
shares
|
$2.24 Million
0.48% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
54,385
shares
|
$2.23 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Apr 30, 2025 Q1 2025 |
52,069
shares
|
$2.13 Million
2.22% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
51,812
shares
|
$2.12 Million
0.19% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
51,592
shares
|
$2.11 Million
1.28% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
51,542
shares
|
$2.11 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
51,431
shares
|
$2.11 Million
0.07% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
51,075
shares
|
$2.09 Million
0.44% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
50,617
shares
|
$2.07 Million
1.06% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
49,960
shares
|
$2.05 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.53%
|