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 |
|---|---|---|---|---|---|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
51,953
shares
|
$2.32 Million
1.98% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
51,820
shares
|
$2.31 Million
0.01% of portfolio
|
Q2 2025
Added 61.09%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
51,611
shares
|
$2.3 Million
0.07% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
51,421
shares
|
$2.3 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
51,317
shares
|
$2.29 Million
0.99% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
51,314
shares
|
$2.29 Million
0.42% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
51,179
shares
|
$2.29 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
49,726
shares
|
$2.22 Million
0.31% of portfolio
|
Q2 2025
Added 27.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
49,311
shares
|
$2.2 Million
0.0% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
49,133
shares
|
$2.19 Million
1.08% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
48,741
shares
|
$2.18 Million
0.54% of portfolio
|
Q2 2025
Added 25.54%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
48,335
shares
|
$2.16 Million
0.34% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
46,908
shares
|
$2.09 Million
0.96% of portfolio
|
Q2 2025
Added 27.96%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
46,692
shares
|
$2.09 Million
0.62% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
46,620
shares
|
$2.08 Million
0.72% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
46,021
shares
|
$2.06 Million
0.92% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
46,012
shares
|
$2.05 Million
0.02% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
45,889
shares
|
$2.05 Million
0.05% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
45,331
shares
|
$2.02 Million
0.01% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,311
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Added 20.65%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
43,377
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
42,710
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
42,498
shares
|
$1.9 Million
0.79% of portfolio
|
Q2 2025
Added 354050.0%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
41,813
shares
|
$1.87 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
41,525
shares
|
$1.85 Million
0.57% of portfolio
|
Q2 2025
Added 0.01%
|