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 640 institutions that hold shares in the stock, with a total of 267 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
13,173
shares
|
$574,342
0.3% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
13,169
shares
|
$574,168
0.08% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
13,162
shares
|
$573,863
0.0% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
13,115
shares
|
$571,814
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
12,944
shares
|
$564,358
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
12,913
shares
|
$563,006
0.06% of portfolio
|
Q3 2022
Reduced 33.4%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
12,780
shares
|
$557,208
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
12,775
shares
|
$556,990
0.37% of portfolio
|
Q3 2022
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
12,675
shares
|
$552,630
0.15% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
12,384
shares
|
$539,942
0.09% of portfolio
|
Q3 2024
Reduced 24.02%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,355
shares
|
$538,678
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
12,273
shares
|
$535,102
0.27% of portfolio
|
Q2 2024
Reduced 14.97%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
12,257
shares
|
$534,405
0.17% of portfolio
|
Q2 2023
Reduced 42.41%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
12,064
shares
|
$525,990
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
11,930
shares
|
$520,148
0.0% of portfolio
|
Q3 2024
Added 13.75%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
11,925
shares
|
$519,930
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
11,778
shares
|
$513,520
0.04% of portfolio
|
Q3 2024
Reduced 35.15%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
11,519
shares
|
$502,228
0.36% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
11,512
shares
|
$501,923
0.01% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
11,505
shares
|
$501,618
0.0% of portfolio
|
Q1 2024
Reduced 28.59%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
11,376
shares
|
$495,993
0.24% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
11,339
shares
|
$494,380
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
11,320
shares
|
$493,552
0.04% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
11,307
shares
|
$492,985
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
11,288
shares
|
$492,156
0.08% of portfolio
|
Q3 2024
Added 0.42%
|