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 760 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
16,117
shares
|
$721,558
0.01% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
16,060
shares
|
$719,006
0.01% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
15,754
shares
|
$705,306
0.3% of portfolio
|
Q1 2023
Reduced 0.2%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
15,731
shares
|
$704,276
0.01% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
15,726
shares
|
$704,053
0.14% of portfolio
|
Q3 2023
Reduced 5.61%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
15,371
shares
|
$688,159
0.19% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
15,227
shares
|
$681,712
0.02% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
15,216
shares
|
$681,220
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
15,205
shares
|
$680,727
0.02% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
15,037
shares
|
$673,206
0.06% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
14,991
shares
|
$671,147
0.01% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
14,652
shares
|
$655,970
0.05% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
14,598
shares
|
$653,552
0.03% of portfolio
|
Q3 2025
Added 32.07%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
14,594
shares
|
$653,373
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
14,594
shares
|
$653,373
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
14,422
shares
|
$645,672
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,336
shares
|
$641,822
0.0% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
14,330
shares
|
$641,554
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
14,279
shares
|
$639,270
0.0% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
14,237
shares
|
$637,390
0.14% of portfolio
|
Q3 2024
Added 95.86%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
14,155
shares
|
$633,719
0.04% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
14,143
shares
|
$633,182
0.09% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
14,110
shares
|
$631,704
0.29% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
13,867
shares
|
$620,825
0.15% of portfolio
|
Q2 2022
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
13,843
shares
|
$619,751
0.03% of portfolio
|
Q3 2025
Reduced 0.99%
|