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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
15,731
shares
|
$702,546
0.01% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
15,726
shares
|
$702,323
0.14% of portfolio
|
Q3 2023
Reduced 5.61%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
15,371
shares
|
$686,468
0.19% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
15,216
shares
|
$679,546
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
15,205
shares
|
$679,055
0.02% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
15,037
shares
|
$671,552
0.06% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
14,833
shares
|
$662,441
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
14,652
shares
|
$654,358
0.05% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
14,594
shares
|
$651,768
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
14,594
shares
|
$651,768
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
14,422
shares
|
$644,086
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,336
shares
|
$640,245
0.0% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
14,330
shares
|
$639,977
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
14,278
shares
|
$637,655
0.51% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
14,237
shares
|
$635,824
0.14% of portfolio
|
Q3 2024
Added 95.86%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
14,155
shares
|
$632,162
0.04% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
14,143
shares
|
$631,626
0.09% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
14,135
shares
|
$631,269
0.01% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
14,014
shares
|
$625,865
0.3% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
13,981
shares
|
$624,391
0.03% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
13,867
shares
|
$619,300
0.15% of portfolio
|
Q2 2022
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
13,765
shares
|
$614,744
0.21% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
13,607
shares
|
$607,688
0.01% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
13,593
shares
|
$607,063
0.1% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
13,557
shares
|
$605,455
0.04% of portfolio
|
Q2 2025
Reduced 1.78%
|