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 771 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Hill Financial Advisors, Inc.
|
Jan 20, 2026 Q4 2025 |
15,726
shares
|
$708,299
0.14% of portfolio
|
Q3 2023
Reduced 5.61%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Nov 10, 2025 Q3 2025 |
15,725
shares
|
$708,254
0.46% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
15,687
shares
|
$706,542
0.04% of portfolio
|
Q3 2025
Added 15.71%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
15,680
shares
|
$706,227
0.01% of portfolio
|
Q4 2025
Reduced 2.37%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
15,525
shares
|
$699,246
0.01% of portfolio
|
Q4 2025
Added 3.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
15,379
shares
|
$692,670
0.0% of portfolio
|
Q3 2025
Added 44.89%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
15,371
shares
|
$692,309
0.19% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
15,245
shares
|
$686,634
0.01% of portfolio
|
Q3 2025
Reduced 10.38%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
15,239
shares
|
$686,364
0.39% of portfolio
|
Q4 2025
Reduced 1.94%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
15,227
shares
|
$685,824
0.02% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
15,216
shares
|
$685,328
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
15,216
shares
|
$685,328
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
15,205
shares
|
$684,833
0.02% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
15,037
shares
|
$677,266
0.06% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
14,598
shares
|
$657,493
0.03% of portfolio
|
Q3 2025
Added 32.07%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
14,594
shares
|
$657,313
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
14,594
shares
|
$657,313
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
14,422
shares
|
$649,566
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Shore Point Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
14,373
shares
|
$647,359
0.24% of portfolio
|
Q4 2025
Added 1.86%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
14,336
shares
|
$645,693
0.0% of portfolio
|
Q3 2025
Reduced 26.57%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
14,330
shares
|
$645,423
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
14,279
shares
|
$643,126
0.0% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
14,237
shares
|
$641,234
0.14% of portfolio
|
Q3 2024
Added 95.86%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
14,155
shares
|
$637,541
0.04% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
14,150
shares
|
$637,316
0.02% of portfolio
|
Q3 2025
Added 27.39%
|
|