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 |
|---|---|---|---|---|---|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
31,112
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2024
Added 15.24%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Apr 22, 2025 Q1 2025 |
30,208
shares
|
$1.24 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
30,186
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
29,712
shares
|
$1.22 Million
0.88% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
29,206
shares
|
$1.2 Million
0.24% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
29,077
shares
|
$1.19 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
28,928
shares
|
$1.19 Million
0.3% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
28,567
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
28,546
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
28,368
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
28,339
shares
|
$1.16 Million
0.37% of portfolio
|
Q1 2025
Added 23.7%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
28,261
shares
|
$1.16 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
27,741
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2024
Reduced 29.57%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
27,628
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
27,321
shares
|
$1.12 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
26,937
shares
|
$1.1 Million
0.11% of portfolio
|
Q1 2024
Reduced 16.84%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
26,642
shares
|
$1.09 Million
1.02% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
26,598
shares
|
$1.09 Million
0.06% of portfolio
|
Q2 2022
Reduced -0.0%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
26,518
shares
|
$1.09 Million
0.09% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
26,325
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
26,264
shares
|
$1.08 Million
0.17% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
26,215
shares
|
$1.07 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
26,168
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
25,855
shares
|
$1.06 Million
0.05% of portfolio
|
Q1 2025
Reduced 18.02%
|
|
|
Pictet North America Advisors Sa
|
Apr 28, 2025 Q1 2025 |
25,825
shares
|
$1.06 Million
0.11% of portfolio
|
Q2 2022
New holding
|