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 709 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 $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
21,359
shares
|
$873,369
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
21,219
shares
|
$867,644
0.21% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
21,092
shares
|
$862,451
0.02% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
21,053
shares
|
$860,857
0.61% of portfolio
|
Q1 2024
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
20,574
shares
|
$841,270
0.05% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
20,574
shares
|
$841,270
0.59% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
20,543
shares
|
$840,003
0.75% of portfolio
|
Q2 2024
Reduced 15.61%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
20,396
shares
|
$833,992
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
20,376
shares
|
$833,174
0.03% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
20,354
shares
|
$832,275
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
20,341
shares
|
$831,743
0.01% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
20,332
shares
|
$831,375
0.0% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Feb 11, 2025 Q4 2024 |
20,253
shares
|
$828,145
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
20,250
shares
|
$828,022
0.0% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
19,730
shares
|
$806,759
0.02% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
19,266
shares
|
$787,786
0.01% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
19,206
shares
|
$785,333
0.27% of portfolio
|
Q3 2024
Reduced 58.88%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
19,084
shares
|
$780,344
0.15% of portfolio
|
Q2 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
19,012
shares
|
$777,400
0.0% of portfolio
|
Q4 2024
Reduced 47.49%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
19,009
shares
|
$777,278
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
18,297
shares
|
$748,164
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
18,262
shares
|
$746,733
0.24% of portfolio
|
Q4 2024
Reduced 16.43%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 02, 2025 Q4 2024 |
18,234
shares
|
$745,588
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
18,118
shares
|
$740,845
0.02% of portfolio
|
Q3 2024
Added 146.81%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
18,000
shares
|
$736,020
0.29% of portfolio
|
Q4 2024
Added 0.41%
|