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 709 institutions that hold shares in the stock, with a total of 275 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
36,728
shares
|
$1.5 Million
0.25% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
36,572
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
36,416
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2024
Added 135.81%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
36,407
shares
|
$1.49 Million
0.43% of portfolio
|
Q1 2023
Reduced 2.1%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
36,357
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
35,500
shares
|
$1.45 Million
0.13% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
34,519
shares
|
$1.41 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
34,481
shares
|
$1.41 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
34,280
shares
|
$1.4 Million
0.04% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
34,023
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
32,970
shares
|
$1.35 Million
0.2% of portfolio
|
Q4 2024
Added 15.91%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
32,759
shares
|
$1.34 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
32,554
shares
|
$1.33 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
32,484
shares
|
$1.33 Million
0.33% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
32,323
shares
|
$1.32 Million
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
31,576
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
31,537
shares
|
$1.29 Million
0.06% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
31,511
shares
|
$1.29 Million
0.29% of portfolio
|
Q2 2023
Reduced 60.49%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
31,511
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
31,444
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
31,197
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
31,112
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2024
Added 15.24%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
30,680
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
30,342
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
30,208
shares
|
$1.24 Million
1.39% of portfolio
|
Q4 2024
New holding
|