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 |
|---|---|---|---|---|---|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
36,783
shares
|
$1.51 Million
0.25% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
36,659
shares
|
$1.5 Million
0.79% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
36,357
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
36,338
shares
|
$1.49 Million
0.5% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
35,980
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
35,887
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
35,500
shares
|
$1.45 Million
0.13% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
35,072
shares
|
$1.44 Million
0.19% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
34,815
shares
|
$1.43 Million
0.12% of portfolio
|
Q1 2025
Added 21.45%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
34,519
shares
|
$1.41 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
34,426
shares
|
$1.41 Million
0.61% of portfolio
|
Q1 2025
Added 21.76%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
34,401
shares
|
$1.41 Million
1.22% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
34,298
shares
|
$1.41 Million
0.12% of portfolio
|
Q1 2025
Reduced 33.43%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
33,697
shares
|
$1.38 Million
0.82% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
33,242
shares
|
$1.36 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
32,970
shares
|
$1.35 Million
0.2% of portfolio
|
Q4 2024
Added 15.91%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
32,751
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
32,323
shares
|
$1.32 Million
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
32,168
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
Applied Capital LLC
|
Apr 22, 2025 Q1 2025 |
32,147
shares
|
$1.32 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
31,834
shares
|
$1.3 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
31,809
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
31,553
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
31,511
shares
|
$1.29 Million
0.31% of portfolio
|
Q2 2023
Reduced 60.49%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
31,454
shares
|
$1.29 Million
0.05% of portfolio
|
Q1 2025
Reduced 85.09%
|