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 757 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $10.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
41,902
shares
|
$1.86 Million
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
41,408
shares
|
$1.84 Million
0.3% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
41,280
shares
|
$1.83 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
41,164
shares
|
$1.83 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
40,632
shares
|
$1.8 Million
0.11% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
40,418
shares
|
$1.79 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
39,855
shares
|
$1.77 Million
0.55% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
38,992
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
38,209
shares
|
$1.69 Million
0.9% of portfolio
|
Q3 2025
Added 12.51%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
37,604
shares
|
$1.67 Million
0.61% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
37,278
shares
|
$1.65 Million
0.11% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
36,805
shares
|
$1.63 Million
0.22% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
36,357
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
35,976
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
35,500
shares
|
$1.57 Million
0.13% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
35,195
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2025
Added 84.3%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
35,159
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
35,118
shares
|
$1.56 Million
0.11% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
34,892
shares
|
$1.55 Million
0.42% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
33,446
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Added 101.75%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
32,970
shares
|
$1.46 Million
0.18% of portfolio
|
Q4 2024
Added 15.91%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
32,807
shares
|
$1.45 Million
0.47% of portfolio
|
Q3 2025
Reduced 49.86%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
32,792
shares
|
$1.45 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
32,323
shares
|
$1.43 Million
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
32,161
shares
|
$1.43 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.38%
|