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 |
|---|---|---|---|---|---|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
17,757
shares
|
$793,027
0.56% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
17,426
shares
|
$778,245
0.08% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
17,351
shares
|
$774,895
0.15% of portfolio
|
Q2 2022
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
17,304
shares
|
$772,796
0.06% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
17,170
shares
|
$766,812
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Aug 08, 2025 Q2 2025 |
17,148
shares
|
$765,829
0.54% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
17,065
shares
|
$762,122
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
17,056
shares
|
$761,720
0.6% of portfolio
|
Q2 2025
Reduced 21.1%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,041
shares
|
$761,051
0.0% of portfolio
|
Q2 2025
Added 87.33%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
17,010
shares
|
$759,666
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
16,970
shares
|
$757,880
0.22% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
16,925
shares
|
$755,870
0.16% of portfolio
|
Q2 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
16,918
shares
|
$755,557
0.11% of portfolio
|
Q1 2025
Added 74.39%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
16,821
shares
|
$751,225
0.34% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
16,768
shares
|
$748,858
0.01% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
16,602
shares
|
$741,445
0.42% of portfolio
|
Q4 2022
New holding
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
16,487
shares
|
$736,309
0.44% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
16,467
shares
|
$735,416
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
16,436
shares
|
$734,031
0.01% of portfolio
|
Q2 2025
Reduced 37.19%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
16,409
shares
|
$732,825
0.02% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
16,361
shares
|
$730,682
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
16,187
shares
|
$722,911
0.18% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
16,117
shares
|
$719,785
0.01% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
15,811
shares
|
$706,119
0.02% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
15,754
shares
|
$703,573
0.3% of portfolio
|
Q1 2023
Reduced 0.2%
|