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 |
|---|---|---|---|---|---|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
10,116
shares
|
$451,780
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
10,081
shares
|
$450,217
0.01% of portfolio
|
Q4 2023
Reduced 90.4%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
10,028
shares
|
$447,850
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jul 30, 2025 Q2 2025 |
9,971
shares
|
$445,304
0.1% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
9,953
shares
|
$444,500
0.02% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
9,875
shares
|
$441,017
0.02% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
9,803
shares
|
$437,801
0.22% of portfolio
|
Q1 2023
Added 6.64%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
9,651
shares
|
$431,013
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jul 29, 2025 Q2 2025 |
9,646
shares
|
$430,790
0.26% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
9,623
shares
|
$429,763
0.02% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
9,551
shares
|
$426,547
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
9,484
shares
|
$423,555
0.04% of portfolio
|
Q2 2025
Reduced 10.23%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,481
shares
|
$423,421
0.01% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
9,462
shares
|
$422,572
0.0% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
9,427
shares
|
$421,009
0.01% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
9,388
shares
|
$419,268
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
9,375
shares
|
$418,687
0.04% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
9,363
shares
|
$418,151
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
9,296
shares
|
$415,159
0.02% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
9,259
shares
|
$413,506
0.08% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
9,163
shares
|
$409,219
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
9,070
shares
|
$405,066
0.08% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
9,013
shares
|
$402,520
0.04% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
9,001
shares
|
$401,984
0.06% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
8,962
shares
|
$400,242
0.06% of portfolio
|
Q4 2024
Reduced 5.97%
|