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 |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
13,503
shares
|
$603,043
0.03% of portfolio
|
Q3 2024
Reduced 56.57%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
13,415
shares
|
$599,113
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
13,286
shares
|
$593,352
0.0% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
13,216
shares
|
$590,226
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
13,128
shares
|
$586,296
0.0% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
12,913
shares
|
$576,694
0.06% of portfolio
|
Q3 2022
Reduced 33.4%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,854
shares
|
$574,059
0.01% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
12,818
shares
|
$572,451
0.04% of portfolio
|
Q2 2025
Added 33.83%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
12,780
shares
|
$570,754
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
12,775
shares
|
$570,531
0.36% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
12,628
shares
|
$563,966
0.01% of portfolio
|
Q1 2025
Added 59.46%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
12,570
shares
|
$561,376
0.22% of portfolio
|
Q2 2025
Reduced 14.79%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Aug 12, 2025 Q2 2025 |
12,480
shares
|
$557,356
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
12,356
shares
|
$551,818
0.05% of portfolio
|
Q2 2025
Reduced 19.95%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,355
shares
|
$551,774
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
12,257
shares
|
$547,397
0.17% of portfolio
|
Q2 2023
Reduced 42.41%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
12,158
shares
|
$542,976
0.0% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
12,083
shares
|
$539,626
0.07% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
12,064
shares
|
$538,778
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
11,835
shares
|
$528,551
0.25% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 13, 2025 Q2 2025 |
11,800
shares
|
$526,988
0.41% of portfolio
|
Q2 2025
Reduced 29.76%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
11,650
shares
|
$520,288
0.31% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
11,592
shares
|
$517,698
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
11,400
shares
|
$509,123
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
11,339
shares
|
$506,399
0.02% of portfolio
|
Q4 2022
New holding
|