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 755 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $10.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
1,416,740
shares
|
$62.8 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
1,395,734
shares
|
$61.9 Million
0.82% of portfolio
|
Q2 2025
Reduced 12.37%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
1,374,720
shares
|
$61 Million
0.62% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,340,471
shares
|
$59.4 Million
0.02% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,321,744
shares
|
$58.6 Million
0.02% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,317,812
shares
|
$58.4 Million
3.76% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
1,301,273
shares
|
$57.7 Million
1.92% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,298,554
shares
|
$57.6 Million
4.62% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,204,826
shares
|
$53.4 Million
16.61% of portfolio
|
Q3 2022
Added 16.37%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
1,200,838
shares
|
$53.3 Million
0.83% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
1,195,403
shares
|
$53 Million
5.63% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,159,533
shares
|
$51.4 Million
0.25% of portfolio
|
Q2 2023
Added 18.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,110,093
shares
|
$49.2 Million
0.06% of portfolio
|
Q3 2024
Added 17.47%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
1,085,073
shares
|
$48.1 Million
4.34% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 12, 2025 Q2 2025 |
1,055,864
shares
|
$46.8 Million
16.1% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
1,046,138
shares
|
$46.4 Million
9.35% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,005,619
shares
|
$44.6 Million
2.77% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
980,556
shares
|
$43.5 Million
3.62% of portfolio
|
Q4 2023
Added 41.41%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
964,880
shares
|
$42.8 Million
18.51% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Oct 16, 2025 Q3 2025 |
941,843
shares
|
$41.8 Million
10.6% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
931,429
shares
|
$41.3 Million
5.43% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
924,248
shares
|
$41 Million
14.09% of portfolio
|
Q3 2025
Added 33.52%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
919,965
shares
|
$40.8 Million
6.72% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
900,470
shares
|
$39.9 Million
7.91% of portfolio
|
Q1 2023
Reduced 8.16%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
849,891
shares
|
$37.7 Million
3.82% of portfolio
|
Q3 2025
Added 0.35%
|