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 757 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 $10.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
55,093
shares
|
$2.44 Million
0.95% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
55,093
shares
|
$2.44 Million
0.97% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
54,401
shares
|
$2.41 Million
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
54,306
shares
|
$2.41 Million
1.31% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
52,617
shares
|
$2.33 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
51,820
shares
|
$2.3 Million
0.01% of portfolio
|
Q2 2025
Added 61.09%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
51,545
shares
|
$2.29 Million
1.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
51,542
shares
|
$2.29 Million
0.4% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
51,518
shares
|
$2.28 Million
1.94% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
51,421
shares
|
$2.28 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
49,311
shares
|
$2.19 Million
0.0% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
48,335
shares
|
$2.14 Million
0.34% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
48,244
shares
|
$2.14 Million
0.52% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
47,576
shares
|
$2.11 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2025 Q3 2025 |
47,571
shares
|
$2.11 Million
0.96% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
46,842
shares
|
$2.08 Million
0.97% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
25 LLC
St. Louis, MO |
Oct 16, 2025 Q3 2025 |
46,629
shares
|
$2.07 Million
0.71% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
46,012
shares
|
$2.04 Million
0.02% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Oct 20, 2025 Q3 2025 |
45,831
shares
|
$2.03 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
45,331
shares
|
$2.01 Million
0.01% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
45,326
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,311
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2024
Added 20.65%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
45,274
shares
|
$2.01 Million
0.58% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
43,775
shares
|
$1.94 Million
0.02% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
42,710
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.84%
|