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 640 institutions that hold shares in the stock, with a total of 267 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,700,391
shares
|
$74.1 Million
3.54% of portfolio
|
Q3 2022
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
1,463,212
shares
|
$63.8 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
1,430,016
shares
|
$62.3 Million
2.32% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
1,357,995
shares
|
$59.2 Million
7.04% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,335,218
shares
|
$58.2 Million
4.12% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,329,156
shares
|
$58 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
1,318,462
shares
|
$57.5 Million
5.13% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
1,222,203
shares
|
$53.3 Million
0.97% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,204,826
shares
|
$52.5 Million
16.61% of portfolio
|
Q3 2022
Added 16.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,202,803
shares
|
$52.4 Million
0.02% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
1,165,113
shares
|
$50.8 Million
8.89% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,159,533
shares
|
$50.6 Million
0.25% of portfolio
|
Q2 2023
Added 18.94%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
1,151,367
shares
|
$50.2 Million
7.68% of portfolio
|
Q3 2024
Added 42.58%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
1,141,212
shares
|
$49.8 Million
5.43% of portfolio
|
Q4 2023
Reduced 2.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,110,093
shares
|
$48.4 Million
0.06% of portfolio
|
Q3 2024
Added 17.47%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
1,088,701
shares
|
$47.5 Million
9.22% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
988,838
shares
|
$43.1 Million
7.89% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
980,556
shares
|
$42.8 Million
3.62% of portfolio
|
Q4 2023
Added 41.41%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
980,262
shares
|
$42.7 Million
0.52% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
967,703
shares
|
$42.2 Million
6.42% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
902,984
shares
|
$39.4 Million
11.82% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
900,470
shares
|
$39.3 Million
7.91% of portfolio
|
Q1 2023
Reduced 8.16%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
898,235
shares
|
$39.2 Million
4.55% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
895,101
shares
|
$39 Million
6.39% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
878,739
shares
|
$38.3 Million
10.87% of portfolio
|
Q3 2024
Added 13.76%
|