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 |
|---|---|---|---|---|---|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
25,578
shares
|
$1.05 Million
0.22% of portfolio
|
Q2 2022
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
24,902
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
24,585
shares
|
$1.01 Million
0.54% of portfolio
|
Q2 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
24,097
shares
|
$987,495
0.02% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
23,717
shares
|
$971,922
0.39% of portfolio
|
Q2 2024
Reduced 17.33%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
23,554
shares
|
$965,242
0.02% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
23,537
shares
|
$964,546
0.08% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Better Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
23,419
shares
|
$959,710
0.3% of portfolio
|
Q1 2025
Reduced 51.65%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
23,407
shares
|
$959,218
0.51% of portfolio
|
Q1 2025
Reduced 16.29%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
23,400
shares
|
$958,931
0.11% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
23,205
shares
|
$950,940
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
23,036
shares
|
$944,015
0.29% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
22,935
shares
|
$939,876
0.01% of portfolio
|
Q3 2023
Added 0.36%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
22,734
shares
|
$931,639
0.33% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
22,680
shares
|
$929,426
0.06% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
22,521
shares
|
$922,910
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
22,399
shares
|
$917,911
0.55% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
22,219
shares
|
$910,534
0.0% of portfolio
|
Q3 2022
Added 5.25%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
22,216
shares
|
$910,411
0.74% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
21,870
shares
|
$896,232
0.14% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
21,788
shares
|
$892,872
0.01% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Apr 10, 2025 Q1 2025 |
21,616
shares
|
$885,823
0.79% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
21,488
shares
|
$880,578
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
21,375
shares
|
$875,947
0.27% of portfolio
|
Q3 2022
New holding
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
21,359
shares
|
$875,291
0.74% of portfolio
|
Q4 2024
New holding
|