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 |
---|---|---|---|---|---|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
26,750
shares
|
$1.19 Million
0.1% of portfolio
|
Q2 2025
Added 27.68%
|
|
M Wealth Management, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
26,642
shares
|
$1.19 Million
1.04% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
26,598
shares
|
$1.19 Million
0.06% of portfolio
|
Q2 2022
Reduced -0.0%
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
26,431
shares
|
$1.18 Million
0.15% of portfolio
|
Q2 2025
Added 44.95%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
26,417
shares
|
$1.18 Million
0.05% of portfolio
|
Q2 2025
Added 2.17%
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
26,376
shares
|
$1.18 Million
0.17% of portfolio
|
Q2 2025
Added 0.43%
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
26,314
shares
|
$1.18 Million
0.12% of portfolio
|
Q2 2025
Added 0.38%
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
25,825
shares
|
$1.15 Million
0.11% of portfolio
|
Q2 2022
New holding
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
25,799
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Reduced 33.43%
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
25,578
shares
|
$1.14 Million
0.22% of portfolio
|
Q2 2022
New holding
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
25,490
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.96%
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
25,330
shares
|
$1.13 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
25,077
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
24,709
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
24,585
shares
|
$1.1 Million
0.5% of portfolio
|
Q2 2022
New holding
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
23,717
shares
|
$1.06 Million
0.37% of portfolio
|
Q2 2024
Reduced 17.33%
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
23,644
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
23,616
shares
|
$1.05 Million
0.08% of portfolio
|
Q2 2025
Added 0.34%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
23,554
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
23,419
shares
|
$1.05 Million
0.28% of portfolio
|
Q1 2025
Reduced 51.65%
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
23,407
shares
|
$1.05 Million
0.48% of portfolio
|
Q1 2025
Reduced 16.29%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
23,400
shares
|
$1.05 Million
0.09% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
23,205
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
23,015
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
22,935
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2023
Added 0.36%
|