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 |
|---|---|---|---|---|---|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
11,324
shares
|
$505,729
0.03% of portfolio
|
Q2 2025
Added 79.46%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
11,320
shares
|
$505,551
0.04% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
11,302
shares
|
$504,747
0.0% of portfolio
|
Q2 2025
Added 26.92%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
11,285
shares
|
$503,988
0.01% of portfolio
|
Q1 2024
Reduced 1.86%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
11,207
shares
|
$500,504
0.01% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
11,204
shares
|
$500,370
0.01% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
11,181
shares
|
$499,343
0.34% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
11,150
shares
|
$497,958
0.31% of portfolio
|
Q4 2024
Added 60.09%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
11,108
shares
|
$496,083
0.02% of portfolio
|
Q2 2025
Added 76.15%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
11,053
shares
|
$493,626
0.03% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
11,050
shares
|
$493,492
0.31% of portfolio
|
Q4 2022
Added 0.29%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
11,017
shares
|
$492,019
0.22% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
10,849
shares
|
$484,516
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
10,742
shares
|
$479,737
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
10,702
shares
|
$477,951
0.07% of portfolio
|
Q2 2025
Reduced 44.88%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
10,692
shares
|
$477,504
0.26% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
10,674
shares
|
$476,700
0.16% of portfolio
|
Q1 2024
Added 9.8%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
10,672
shares
|
$476,611
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
10,614
shares
|
$474,021
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
10,564
shares
|
$471,788
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
10,485
shares
|
$468,260
0.04% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
10,465
shares
|
$467,366
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,456
shares
|
$466,964
0.07% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
10,394
shares
|
$464,196
0.06% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
10,391
shares
|
$464,062
0.31% of portfolio
|
Q2 2022
Added 6.23%
|