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 707 institutions that hold shares in the stock, with a total of 275 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
25,665
shares
|
$1.07 Million
0.6% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
25,578
shares
|
$1.06 Million
0.22% of portfolio
|
Q2 2022
New holding
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
24,651
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
Added 0.11%
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
24,585
shares
|
$1.02 Million
0.52% of portfolio
|
Q2 2022
New holding
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
24,145
shares
|
$1 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
23,717
shares
|
$984,729
0.39% of portfolio
|
Q2 2024
Reduced 17.33%
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
23,470
shares
|
$974,474
0.08% of portfolio
|
Q4 2024
Added 0.3%
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
23,440
shares
|
$973,228
0.14% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
23,400
shares
|
$971,568
0.11% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
23,205
shares
|
$963,471
0.0% of portfolio
|
Q2 2024
New holding
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
23,008
shares
|
$955,292
0.3% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
22,935
shares
|
$952,261
0.01% of portfolio
|
Q3 2023
Added 0.36%
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
22,910
shares
|
$951,223
0.3% of portfolio
|
Q4 2024
Added 660.37%
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
22,699
shares
|
$942,462
0.34% of portfolio
|
Q4 2024
Added 0.17%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
22,680
shares
|
$941,673
0.05% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
22,382
shares
|
$929,300
0.09% of portfolio
|
Q3 2024
Added 153.94%
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
22,219
shares
|
$922,532
0.0% of portfolio
|
Q3 2022
Added 5.25%
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
22,213
shares
|
$922,283
0.74% of portfolio
|
Q4 2024
Added 0.01%
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
22,062
shares
|
$916,014
0.01% of portfolio
|
Q4 2024
Added 20.43%
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
21,788
shares
|
$904,637
0.01% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
21,690
shares
|
$900,568
0.15% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
21,608
shares
|
$897,164
0.81% of portfolio
|
Q4 2024
New holding
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
21,488
shares
|
$892,181
0.91% of portfolio
|
Q4 2024
New holding
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
21,375
shares
|
$887,490
0.27% of portfolio
|
Q3 2022
New holding
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
21,375
shares
|
$887,490
0.67% of portfolio
|
Q4 2024
New holding
|