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 640 institutions that hold shares in the stock, with a total of 267 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
27,438
shares
|
$1.2 Million
0.7% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
26,937
shares
|
$1.17 Million
0.14% of portfolio
|
Q1 2024
Reduced 16.84%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
26,598
shares
|
$1.16 Million
0.07% of portfolio
|
Q2 2022
Reduced -0.0%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,510
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
26,425
shares
|
$1.15 Million
0.09% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
26,250
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
26,065
shares
|
$1.14 Million
0.18% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
25,825
shares
|
$1.13 Million
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
25,578
shares
|
$1.12 Million
0.22% of portfolio
|
Q2 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
25,482
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
24,835
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
24,741
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2024
Added 34.64%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
24,623
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
24,585
shares
|
$1.07 Million
0.53% of portfolio
|
Q2 2022
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
24,474
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
23,717
shares
|
$1.03 Million
0.45% of portfolio
|
Q2 2024
Reduced 17.33%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
23,680
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2024
Added 14.51%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
23,440
shares
|
$1.02 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
23,430
shares
|
$1.02 Million
0.44% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
23,400
shares
|
$1.02 Million
0.12% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
23,399
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
23,221
shares
|
$1.01 Million
0.34% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
23,205
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
22,935
shares
|
$999,966
0.01% of portfolio
|
Q3 2023
Added 0.36%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
22,819
shares
|
$994,908
0.03% of portfolio
|
Q3 2024
Reduced 2.98%
|