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 773 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 $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 22, 2026 Q4 2025 |
55,716
shares
|
$2.51 Million
0.53% of portfolio
|
Q4 2025
Added 0.0%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
55,472
shares
|
$2.5 Million
0.32% of portfolio
|
Q3 2025
Added 11.56%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Jan 27, 2026 Q4 2025 |
54,841
shares
|
$2.47 Million
0.27% of portfolio
|
Q4 2025
Added 107.49%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
54,539
shares
|
$2.46 Million
0.02% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Jan 15, 2026 Q4 2025 |
54,348
shares
|
$2.45 Million
0.92% of portfolio
|
Q4 2025
Reduced 1.35%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
53,866
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
53,267
shares
|
$2.4 Million
0.19% of portfolio
|
Q4 2025
Added 86.52%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
53,107
shares
|
$2.39 Million
0.36% of portfolio
|
Q4 2025
Reduced 8.6%
|
|
|
Frankly Finances, LLC
Winter Park, FL |
Jan 26, 2026 Q4 2025 |
51,792
shares
|
$2.33 Million
2.09% of portfolio
|
Q4 2025
New holding
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
51,723
shares
|
$2.33 Million
0.36% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
51,545
shares
|
$2.32 Million
1.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
51,518
shares
|
$2.32 Million
1.94% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
49,311
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
48,335
shares
|
$2.18 Million
0.34% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
48,244
shares
|
$2.17 Million
0.52% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
47,576
shares
|
$2.14 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
47,341
shares
|
$2.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
46,842
shares
|
$2.11 Million
0.97% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
46,314
shares
|
$2.09 Million
0.68% of portfolio
|
Q4 2025
Reduced 0.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
46,254
shares
|
$2.08 Million
0.02% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
45,326
shares
|
$2.04 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,311
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Added 20.65%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
45,274
shares
|
$2.04 Million
0.58% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
45,115
shares
|
$2.03 Million
0.02% of portfolio
|
Q4 2025
Added 3.06%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
44,999
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.73%
|
|