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 730 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 |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
14,330
shares
|
$587,243
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
14,303
shares
|
$586,136
0.58% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
14,280
shares
|
$585,194
0.01% of portfolio
|
Q1 2025
Reduced 35.27%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
14,237
shares
|
$583,432
0.14% of portfolio
|
Q3 2024
Added 95.86%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
14,155
shares
|
$580,071
0.04% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
14,060
shares
|
$576,178
0.03% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
13,867
shares
|
$568,269
0.16% of portfolio
|
Q2 2022
New holding
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
13,802
shares
|
$565,605
0.04% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
13,750
shares
|
$563,475
0.23% of portfolio
|
Q1 2025
Added 15.19%
|
|
|
Shore Point Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
13,725
shares
|
$562,450
0.32% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
13,585
shares
|
$556,713
0.13% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
13,503
shares
|
$553,352
0.03% of portfolio
|
Q3 2024
Reduced 56.57%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
13,434
shares
|
$550,525
0.01% of portfolio
|
Q1 2025
Added 38.18%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
13,335
shares
|
$546,468
0.01% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
13,224
shares
|
$541,919
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
13,222
shares
|
$541,837
0.08% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
13,216
shares
|
$541,591
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
13,177
shares
|
$539,993
0.01% of portfolio
|
Q1 2025
Reduced 61.56%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
12,913
shares
|
$529,174
0.06% of portfolio
|
Q3 2022
Reduced 33.4%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
12,780
shares
|
$523,724
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
12,775
shares
|
$523,519
0.39% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
12,628
shares
|
$517,495
0.01% of portfolio
|
Q1 2025
Added 59.46%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
12,480
shares
|
$511,430
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
12,417
shares
|
$508,848
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,355
shares
|
$506,307
0.17% of portfolio
|
Q2 2022
New holding
|