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 729 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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
1,592,768
shares
|
$65.3 Million
1.0% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
1,442,182
shares
|
$59.1 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
1,365,506
shares
|
$56 Million
0.64% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
1,360,879
shares
|
$55.8 Million
5.98% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
1,337,763
shares
|
$54.8 Million
2.14% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,330,981
shares
|
$54.5 Million
0.02% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,320,565
shares
|
$54.1 Million
0.02% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,310,922
shares
|
$53.7 Million
4.07% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,284,060
shares
|
$52.6 Million
4.82% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
1,214,794
shares
|
$49.8 Million
0.95% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,204,826
shares
|
$49.4 Million
16.61% of portfolio
|
Q3 2022
Added 16.37%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
1,199,203
shares
|
$49.1 Million
6.07% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
1,165,113
shares
|
$47.7 Million
18.81% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,159,533
shares
|
$47.5 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
|
$45.5 Million
0.06% of portfolio
|
Q3 2024
Added 17.47%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
1,087,836
shares
|
$44.6 Million
4.71% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
1,084,199
shares
|
$44.4 Million
8.78% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
980,556
shares
|
$40.2 Million
3.62% of portfolio
|
Q4 2023
Added 41.41%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
May 30, 2025 Q1 2025 |
958,305
shares
|
$39.3 Million
19.52% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
946,728
shares
|
$38.8 Million
7.37% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
942,242
shares
|
$38.6 Million
5.97% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
May 23, 2025 Q1 2025 |
918,417
shares
|
$37.6 Million
12.02% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
900,470
shares
|
$36.9 Million
7.91% of portfolio
|
Q1 2023
Reduced 8.16%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
852,592
shares
|
$34.9 Million
2.56% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
850,684
shares
|
$34.9 Million
6.4% of portfolio
|
Q1 2025
Reduced 3.92%
|