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 |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
41,280
shares
|
$1.84 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
41,181
shares
|
$1.84 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
40,493
shares
|
$1.81 Million
0.5% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
39,793
shares
|
$1.78 Million
0.15% of portfolio
|
Q2 2025
Added 47.73%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
39,275
shares
|
$1.75 Million
1.27% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
38,992
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
38,012
shares
|
$1.7 Million
0.28% of portfolio
|
Q2 2025
Added 30.15%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
37,278
shares
|
$1.66 Million
0.11% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
37,062
shares
|
$1.66 Million
0.46% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
36,794
shares
|
$1.64 Million
0.23% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
36,737
shares
|
$1.64 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
36,595
shares
|
$1.63 Million
0.63% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
36,357
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
35,785
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
35,500
shares
|
$1.59 Million
0.13% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
35,386
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
35,195
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Added 84.3%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
35,159
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
34,971
shares
|
$1.56 Million
0.12% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
34,459
shares
|
$1.54 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
33,988
shares
|
$1.52 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
33,960
shares
|
$1.52 Million
0.94% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
33,446
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2025
Added 101.75%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
32,970
shares
|
$1.47 Million
0.18% of portfolio
|
Q4 2024
Added 15.91%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
32,323
shares
|
$1.44 Million
0.26% of portfolio
|
Q4 2022
New holding
|