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 730 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 |
|---|---|---|---|---|---|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
12,273
shares
|
$502,947
0.28% of portfolio
|
Q2 2024
Reduced 14.97%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
12,257
shares
|
$502,291
0.17% of portfolio
|
Q2 2023
Reduced 42.41%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
12,158
shares
|
$498,234
0.0% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,102
shares
|
$495,939
0.0% of portfolio
|
Q1 2025
Reduced 36.35%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
12,064
shares
|
$494,382
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
11,835
shares
|
$484,998
0.25% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
11,674
shares
|
$478,400
0.35% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
11,339
shares
|
$464,672
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
11,320
shares
|
$463,893
0.05% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
11,307
shares
|
$463,360
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
11,285
shares
|
$462,459
0.02% of portfolio
|
Q1 2024
Reduced 1.86%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
11,204
shares
|
$459,139
0.01% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
11,150
shares
|
$456,926
0.31% of portfolio
|
Q4 2024
Added 60.09%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
11,112
shares
|
$455,369
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
11,093
shares
|
$454,591
0.32% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
11,050
shares
|
$452,828
0.31% of portfolio
|
Q4 2022
Added 0.29%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
11,041
shares
|
$452,460
0.03% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
10,983
shares
|
$450,083
0.23% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
10,849
shares
|
$444,592
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
10,742
shares
|
$440,207
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
10,675
shares
|
$437,461
0.27% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
10,674
shares
|
$437,420
0.16% of portfolio
|
Q1 2024
Added 9.8%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
10,672
shares
|
$437,338
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
10,594
shares
|
$434,142
0.0% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
10,565
shares
|
$432,953
0.03% of portfolio
|
Q1 2025
Reduced 3.64%
|